AGILYSYS INC(AGYS)Stock Analysis
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Rank #631 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AGYS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for AGILYSYS INC (AGYS), a Technology sector company. 13F Pro's AI-powered ranking engine scores AGYS at 63.4/100 on a 32-signal composite quality model, placing it at rank #631 of 2,961 stocks — the top 25% of the AI-ranked universe. AGYS scores in the top quartile across balance sheet strength (84.6), free cash flow (78.1), institutional flow (77.6). Areas of concern include revenue scale (30.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 21.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), AGILYSYS INC reports quarterly revenue of $87.7M, net income of $9.0M, an operating margin of 11.1%. Top institutional holders of AGYS by reported 13-F value include BlackRock, MAK CAPITAL ONE, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AGYS trades on the Nasdaq exchange and files with the SEC under CIK 78749. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AGYS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AGILYSYS INC directly from SEC EDGAR. AGILYSYS INC's 13F Pro composite quality score has ranged between 27 and 77 since 2021, currently 63.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving AGYS's Business? Latest 10-Q Breakdown
✓ 29/29 datapoints verifiedAI-extracted from AGILYSYS INC's 10-Q filed 2026-07-27 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Agilysys grew total revenue 14.3% YoY to $87.7M, with subscription revenue up 26.1% driving gross margin expansion to 63.5% and operating income more than doubling to $9.7M.
Biggest Revenue Drivers
Driven by continued growth in subscription-based service revenue; total subscription revenue increased 26.1%
Higher service activity as new and existing customers continue implementing technology to improve operations
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$87.7M
Net Income
Q2 2026
$9.0M
Free Cash Flow
Q2 2026
$7.3M
Operating Margin
Q2 2026
11.1%
ROIC
Q2 2026
11.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+15.9% YoYNet Income
+67.0% YoYOperating Income
+90.4% YoYEPS (Diluted)
+67.1% YoYTotal Assets
+10.9% YoYTotal Debt
-100.0% YoYOp. Cash Flow
+27.0% YoYFree Cash Flow
+30.2% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $319.3M +15.9% | $275.6M +16.1% | $237.5M +19.9% | $198.1M +21.8% | $162.6M +18.6% | $137.2M |
| Net Income | $38.8M +67.0% | $23.2M -73.1% | $86.2M +491.1% | $14.6M +125.1% | $6.5M +130.8% | $-21.0M |
| Operating Income | $43.0M +90.4% | $22.6M +43.4% | $15.8M +22.4% | $12.9M +103.8% | $6.3M +130.2% | $-21.0M |
| EPS (Diluted) | $1.37 +67.1% | $0.82 -74.1% | $3.17 +546.9% | $0.49 +172.2% | $0.18 +117.8% | $-1.01 |
| Total Assets | $481.5M +10.9% | $434.4M +24.0% | $350.4M +44.2% | $243.0M +13.5% | $214.2M +12.8% | $189.9M |
| Total Debt | $0.00 -100.0% | $24.0M | $0.00 | — | — | — |
| Operating Cash Flow | $70.0M +27.0% | $55.1M +14.4% | $48.2M +39.8% | $34.5M +21.0% | $28.5M +0.2% | $28.4M |
| Free Cash Flow | $68.1M +30.2% | $52.3M +30.7% | $40.1M +47.1% | $27.2M -0.2% | $27.3M +1.0% | $27.0M |
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Available Research
13F Pro tracks comprehensive data for AGILYSYS INC including:
Top Institutional Holders of AGYS
BlackRock, Inc.
$431.7M4,131,139 shMAK CAPITAL ONE LLC
$124.6M1,192,730 shVANGUARD CAPITAL MANAGEMENT LLC
$119.4M1,142,492 shVANGUARD PORTFOLIO MANAGEMENT LLC
$116.7M1,117,088 shSTATE STREET CORP
$114.2M1,093,162 shWASATCH ADVISORS LP
$98.0M937,420 shAMERICAN CENTURY COMPANIES INC
$91.7M877,928 shFMR LLC
$77.8M744,802 shGEODE CAPITAL MANAGEMENT, LLC
$73.7M705,109 shArtisan Partners Limited Partnership
$72.4M692,735 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $431.7M | 4,131,139 |
| MAK CAPITAL ONE LLC | $124.6M | 1,192,730 |
| VANGUARD CAPITAL MANAGEMENT LLC | $119.4M | 1,142,492 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $116.7M | 1,117,088 |
| STATE STREET CORP | $114.2M | 1,093,162 |
| WASATCH ADVISORS LP | $98.0M | 937,420 |
| AMERICAN CENTURY COMPANIES INC | $91.7M | 877,928 |
| FMR LLC | $77.8M | 744,802 |
| GEODE CAPITAL MANAGEMENT, LLC | $73.7M | 705,109 |
| Artisan Partners Limited Partnership | $72.4M | 692,735 |
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Popular Research
Is AGYS a good stock to buy?
13F Pro's AI-powered analysis of AGILYSYS INC (AGYS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AGYS are available on the AGYS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AGYS is classified as a mid company.
Which hedge funds own AGYS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AGYS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AGILYSYS INC's investment landscape.