Agilysys

Agilysys posted record fiscal Q4 revenue of $82.95 million and EPS of $0.63, topping expectations and helping the stock rise about 24% since the release. Subscription revenue grew 24.1% year‑over‑year and now represents 68% of recurring revenue. Management guided fiscal 2027 revenue of $365–370 million, forecasting at least 30% growth in subscription software revenue, and highlighted upcoming HITEC presentations on AI and data-driven hospitality solutions. » More on finance.yahoo.com

Agilysys reported fiscal 2026 net sales of about $319 million, up ~16% year-over-year, driven by record recurring revenue of nearly $206 million and over 30% subscription revenue growth. Adjusted EBITDA reached almost $68 million and net income rose to ~$39 million, or $1.37 per diluted share, with free cash flow above $68 million. The company launched AI-native software modules and expects fiscal 2027 revenue of $365–370 million, at least 30% subscription growth and adjusted EBITDA margins around 24%. » More on finance.yahoo.com

Alger Small Cap Focus Fund says Agilysys saw a sharp sell-off after its fiscal third-quarter results missed profitability expectations even as revenue remained strong and full-year revenue guidance was raised. The fund highlights Agilysys' shift toward subscription recurring revenue, expanding customer pipeline and long runway for hospitality tech modernization as supporting the investment thesis. The quarter's earnings shortfall coincided with a broader rotation away from higher‑valuation software names, pressuring the shares. » More on finance.yahoo.com

Agilysys expanded its collaboration with FreedomPay to support an open, comprehensive commerce model across lodging, food and beverage, gaming and resort venues, emphasizing merchant-first flexibility, security and scalability in payment processing. The move aims to help hospitality customers integrate advanced payment and commerce technology across operations. Separately, Oppenheimer cut its Agilysys price target to $90 but kept an Outperform rating, citing lower software multiples and cautious Marriott assumptions while noting potential upside for late-2026 results and fiscal 2027 guidance. » More on finance.yahoo.com

Needham reaffirmed a Buy rating on Agilysys following the company’s FY2025 results showing $310.6 million revenue, $61.0 million adjusted EBITDA and a 20% adjusted EBITDA margin. Total revenue rose 29% year‑over‑year, subscription revenue climbed 36%, recurring revenue made up 64% of sales and Agilysys added 74 new customers. Management has raised FY2026 revenue guidance and lifted its Q1 subscription growth outlook, while some other analysts maintain higher price targets for the stock. » More on finance.yahoo.com