AGILYSYS, INC.
In the published model solve dated 2026-Q2, anchored at $117.88, AGILYSYS, INC. (AGYS) is priced for today's economics sustained for ~12.2 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Two thirds of revenue now arrives as subscription and maintenance, the largest of the three revenue lines, and its gross margin improved to 79.4% in fiscal 2026 as ⟦"revenue increases outpaced variable costs as a result of cost optimization discipline."⟧ • Operating profitability has roughly doubled in two years, from ⟦"6.6 %"⟧ of revenue in fiscal 2024 to ⟦"13.5 %"⟧ in fiscal 2026, on revenue that grew about 16% in each of those years. • The share count has grown about 2.9% a year over the fo
Is AGYS overvalued? See what's priced in →
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: 2026-07-27 (items 2.02, 9.01); 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).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.