Needham reiterates Buy rating on Agilysys stock, maintains $130 price target

Published 22/07/2025, 12:02
Needham reiterates Buy rating on Agilysys stock, maintains $130 price target

Investing.com - Needham has reiterated its Buy rating on Agilysys Inc (NASDAQ:AGYS) with a price target of $130.00 following the company’s first-quarter fiscal 2025 results. According to InvestingPro data, analyst targets for the stock range from $90 to $152, with the company maintaining a strong financial health score.

The hospitality software provider delivered solid quarterly results driven primarily by stronger subscription revenue growth, which increased 44.3% year-over-year, with organic growth of 24%. Professional services revenue also contributed to the positive performance. The company’s overall revenue growth stands at 16.07% over the last twelve months, with a healthy gross profit margin of 62.4%.

Agilysys missed its EBITDA target due to one-time expenses related to its annual user conference. Despite this, management reiterated its fiscal year 2026 revenue and EBITDA guidance while raising its subscription growth outlook.

Needham noted that Agilysys exited the first quarter with record backlog and maintained strong sales momentum in both its Property Management System (PMS) and Point of Sale (POS) segments. The research firm views management’s guidance as conservative given these positive indicators.

The stock traded lower after hours following the earnings release, which Needham attributes to the EBITDA miss, but the firm sees potential for shares to re-rate as the record backlog converts and subscription growth accelerates alongside expanding EBITDA margins. InvestingPro analysis suggests the stock is currently trading above its Fair Value, with elevated valuation multiples reflecting high growth expectations. Subscribers can access 10+ additional ProTips and comprehensive financial metrics in the Pro Research Report, offering deeper insights into Agilysys’s growth trajectory and valuation metrics.

In other recent news, Agilysys Inc. reported its financial results for the first quarter of fiscal year 2026, revealing notable revenue growth. The company achieved $76.7 million in revenue, surpassing the anticipated $74.35 million, marking a 3.16% positive surprise. Despite this revenue success, Agilysys fell short of earnings per share expectations, posting an EPS of $0.33 compared to the forecasted $0.36, an 8.33% miss. These developments come amid ongoing investor interest in the company’s strategic direction. Analysts and investors are closely monitoring these figures as they assess the company’s performance. The revenue beat suggests potential strength in Agilysys’ market positioning. However, the EPS miss may prompt further scrutiny from financial analysts. The company’s recent performance highlights key areas of interest for stakeholders moving forward.

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