AGILYSYS, INC.
At today's price, AGILYSYS, INC. (AGYS) is priced for today's economics sustained for ~13.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Fiscal 2026 revenue rose 15.9 percent to $319.3 million, with recurring revenue of $205.9 million, or 64.5 percent of sales, and subscription revenue up 30.2 percent. The mix keeps shifting toward the higher-quality, repeatable line. At $87.45 the stock trades near 63 times operating income, and only the forward-growth methods reach that price. The asset, earnings-power and peer-multiple frames land far below, near $40 on a blended basis. The balance sheet is clean: no funded debt, about $117
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243 institutional managers reported holding AGYS in 13F filings for the quarter ended 2026-03-31. 31 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AGYS's share count grew 16.5% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AGYS over the trailing three years: 2023: 6 buys totaling $20k; 2024: 5 buys totaling $31k; 2026: 16 buys totaling $78k. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AGYS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +1.3% | -8.0% |
| 2023-10-27 | +24.3% | +5.4% |
| 2024-01-26 | -1.1% | -4.6% |
| 2024-05-23 | +12.7% | +6.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AGYS's latest 8-K filings: 2026-06-22 (items 5.02, 9.01); 2026-06-03 (items 7.01, 9.01); 2026-05-18 (items 2.02, 9.01); 2026-02-02 (items 7.01, 9.01); 2026-01-26 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.