Agilysys Inc. (AGYS) · Q4 2026 results and valuation

At 17.3% growth a year (3-year revenue growth), the model's fair value is $102.03 a share — the stock trades 21% above it. Today's price assumes 20.0% growth a year.

1. Key theme

   When you look at Agilysys' recent record, when you just look at the last several years, you will find that given…

   Source quote

   “When you look at our recent record, when you just look at the last several years, you will find that given... So that's one fact. It just -- that is the way it has been.”

2. Guidance

   AGYS expects onetime product revenue to stay flat as customers augment traditional hardware with consumer mobile devices.

   Source quote

   “We expect onetime product revenue to remain at these levels as customers continue to augment traditional hardware needs with consumer market available mobile devices, taking advantage of the modernized...”

3. Guidance

   Agilysys expects to exit fiscal 2027 at a rate well above the annual expectation of 24%.

4. Figure

   AGYS posted record Q4 subscription revenue of $36.9 million, up 24.1% from the prior year quarter.

   Source quote

   “Q4 subscription revenue was a record $36.9 million and grew by 24.1% from the comparable prior year quarter.”

Script and answers carried a similar tone, so the script's message held up under questioning.

Sentences that drove the tone

“The sum of product, services and recurring revenue backlog levels grew to record levels despite a record implementation services quarter and the volume of installation success during the quarter because...”

“This net number, which is a crucial leading indicator of future recurring revenue growth and a metric we constantly monitor internally was an all-time record by a long distance during...”

“In closing, we are pleased with our FY '26 financial results and the solid business fundamentals for future revenue growth and profitability growth.”