Agilysys (AGYS) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual investo ...

ALPHARETTA, Ga.--(BUSINESS WIRE)--Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of next-generation hospitality software and services, today announced that its Book with S.P.E.N.D. (Stay Package Entitlement New Dynamic) booking technology has received the 2025 HTNG TechOvation Award, one of most respected honors for technology advancement in the hospitality industry. This powerful advancement in online package booking technology makes available for the first time in the hospitality in. ...

Core Insights - Agilysys and Wayfair have significantly exceeded quarterly expectations, leading to stock price increases of over 20% and new 52-week highs [1][2] Agilysys - Agilysys is experiencing strong demand for its cloud-native hospitality software and services, which cater to hotels, resorts, and casinos [2] - The company reported Q2 sales of $79.3 million, a 16% year-over-year increase, surpassing estimates of $76.74 million [4] - Subscription revenue surged 33% year-over-year to $51 million, making up over 60% of total sales [5] - Agilysys achieved a record Q2 EPS of $0.40, up from $0.34 in the same quarter last year, exceeding expectations of $0.39 [5] - The company raised its full-year subscription revenue growth forecast from 25% to 29% and increased its revenue guidance to $315-$318 million [9][10] Wayfair - Wayfair's Q3 sales rose 5% year-over-year to $3.27 billion, exceeding estimates of $3.13 billion [7] - The company reported a significant EPS increase of 87% to $0.87, surpassing expectations of $0.36 by 141% [7][11] - Wayfair has shifted to a more confident outlook, providing explicit guidance for Q4 revenue growth in the mid-single digits, with a consensus estimate of $3.01 billion [10] - The anticipated adjusted EBITDA margin for Q4 is projected to be between 5.5% and 6.5% [10]

Core Insights - Agilysys stock experienced a significant increase of 20.2% following the release of strong quarterly results, with an intraday high of 26.2% [1][4] Financial Performance - For the second quarter of the 2026 fiscal year, Agilysys reported non-GAAP adjusted earnings per share of $0.40 and sales of $79.29 million, surpassing Wall Street estimates by $0.02 in earnings and approximately $2.4 million in sales [4] - Revenue increased by about 16% year over year, driven by a 33% growth in subscription sales, while earnings per share improved from $0.34 in the same quarter last year [4] Future Guidance - Following the strong performance, Agilysys raised its full-year sales guidance to a range of $315 million to $318 million, up from the previous forecast of $308 million to $312 million [5] - The company also increased its target for annual subscription revenue growth to 29%, up from an earlier forecast of 27% [5] Growth Drivers - Agilysys is benefiting from strong momentum in its subscription-based business and efficiency improvements attributed to artificial intelligence and other factors, contributing to impressive growth this year [6]

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Core Insights - Agilysys reported revenue of $79.3 million for the quarter ended September 2025, reflecting a year-over-year increase of 16.1% [1] - The company's EPS for the quarter was $0.40, up from $0.34 in the same quarter last year, exceeding the consensus estimate of $0.39 [1] - The revenue surpassed the Zacks Consensus Estimate of $76.74 million, resulting in a surprise of +3.33% [1] Financial Performance Metrics - Net revenue from Products was $10.1 million, slightly below the three-analyst average estimate of $10.4 million, representing a year-over-year decline of -4.1% [4] - Net revenue from Subscription and Maintenance reached $50.96 million, exceeding the average estimate of $48.76 million, with a year-over-year increase of +23% [4] - Net revenue from Professional Services was $18.25 million, surpassing the three-analyst average estimate of $17.72 million, showing a year-over-year growth of +11.8% [4] Stock Performance - Agilysys shares have returned +11.3% over the past month, outperforming the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

分组1 - Agilysys reported quarterly earnings of $0.4 per share, exceeding the Zacks Consensus Estimate of $0.39 per share, and showing an increase from $0.34 per share a year ago, resulting in an earnings surprise of +2.56% [1] - The company achieved revenues of $79.3 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.33%, and up from $68.28 million year-over-year [2] - Agilysys has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - The stock has underperformed the market, losing about 11.5% since the beginning of the year, while the S&P 500 has gained 15.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.45 on revenues of $77.29 million, and for the current fiscal year, it is $1.63 on revenues of $310.1 million [7] - The Computer - Integrated Systems industry, to which Agilysys belongs, is currently ranked in the top 7% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Agilysys (NasdaqGS:AGYS) Q2 2026 Earnings Call October 27, 2025 04:30 PM ET Company ParticipantsMatthew VanVliet - Managing Director of Software Equity ResearchNehal Chokshi - Managing DirectorRamesh Srinivasan - President and CEODave Wood - CFOJessica Hennessy - VP of Operations and Investor RelationsBrian Schwartz - Managing DirectorConference Call ParticipantsMayank Tandon - Senior AnalystStephen Sheldon - Partner and Equity Research AnalystGeorge Sutton - Senior Research AnalystOperatorLadies and gentle ...

Agilysys (NasdaqGS:AGYS) Q2 2026 Earnings Call October 27, 2025 04:30 PM ET Company ParticipantsNehal Chokshi - Managing DirectorRamesh Srinivasan - President and CEODave Wood - CFOMatt VanVliet - Managing Director of Software Equity ResearchJessica Hennessy - VP of Operations and Investor RelationsBrian Schwartz - Managing DirectorConference Call ParticipantsMayank Tandon - Senior AnalystStephen Sheldon - Partner and Equity Research AnalystGeorge Sutton - Senior Research AnalystOperatorLadies and gentlemen ...

Agilysys (NasdaqGS:AGYS) Q2 2026 Earnings Call October 27, 2025 04:30 PM ET Speaker0Ladies and gentlemen, today's conference will begin in two minutes. Thank you for standing by. Again, the conference will begin in two minutes. Thank you. Good day, ladies and gentlemen, and welcome to the Agilysys twenty twenty six Second Quarter Conference Call.As a reminder, today's conference may be recorded. I would now like to turn the conference over to Jessica Hennessy, Vice President of Operations and Investor Relat ...