$AGYS

Oppenheimer maintained an Outperform rating on Agilysys with a $135 price target, suggesting a 9.4% upside. The company reported strong F2Q results, beating revenue and EBITDA estimates, and raised full-year guidance, citing subscription growth and a Marriott project.

Agilysys, Inc. analysts raised their 12-month price target from $134.5 to $137.83, with a range of $118 to $159, implying 12% upside from the Oct. 26 close. The consensus rating remains 'Buy' across 9 analysts.

Piper Sandler kept its Overweight rating on Agilysys (AGYS) with a $140 price target, suggesting a 13.4% upside. The firm cited strong subscription revenue growth of 32.6% year-over-year and successful rollout in Marriott properties.

AGILYSYS INC (AGYS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 AGILYSYS ANNOUNCES RECORD REVENUE OF $93.4M IN FISCAL 2027 SECOND QUARTER Inclusive of Subscription Revenue Growth of 32.6% and Quarter Adjusted EBITDA of 25.9% Raises Full-Year Fiscal 2027 Guidance Levels: Total Revenue Range to $374M to $378M and Subscription Reven

Agilysys reported record revenue for the 19th straight quarter, with total net revenue up 17.7% YoY to $93.4M. Subscription revenue grew 32.6% YoY, and gross margin increased to 64.6%. The company raised its full-year fiscal 2027 guidance, citing strong sales and industry demand for modern POS technology.

Oppenheimer reiterated an Outperform rating on Agilysys (AGYS) with a $118 price target, citing strong demand trends and 17-17.5% revenue growth potential for fiscal 2027. The stock has surged 69% in six months. Analysts highlight Agilysys' consistent execution, Marriott rollout, and improving margins. The company recently beat Q1 earnings expectations, raising its full-year revenue outlook.

Shares of enterprise software and SaaS companies, including Procore Technologies (PCOR), Bentley Systems (BSY), PTC (PTC), Samsara (IOT), and Agilysys (AGYS), rose as investors shifted capital from semiconductor and AI-hardware stocks following calls for a slowdown in AI development. Samsara reported strong Q2 2026 results and raised its full-year revenue guidance, leading to analyst upgrades and higher price targets. The company's shares are up 23.2% year-to-date.

AGILYSYS INC (AGYS) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 5.07 Submission of Matters to a Vote of Security Holders. (a)(b) The 2026 Annual Meeting of Stockholders of Agilysys, Inc. was held on September 2, 2026. The following matters were voted on. Proposal 1. Election of Directors Each of the following individuals was elected as a

Abdelrahman Joe Ahmed Youssef (Chief Commercial Officer) sold 1,002 shares of AGILYSYS INC (AGYS) at $114.64 ($0.11M total) on 2026-09-01.

Shares of Manhattan Associates, Agilysys, Guidewire Software, Pegasystems, and Teradata rose in afternoon trading after strong quarterly earnings and optimistic corporate commentary about AI-driven growth in enterprise software. Salesforce, CrowdStrike, and Okta reported significant AI-related revenue increases, easing investor concerns about AI disruption. Pegasystems' stock is down 36.2% year-to-date but saw a 6.2% increase on the day.