AGYS
Agilysys Inc
NASDAQ: AGYS · TECHNOLOGY · SOFTWARE - APPLICATION
$90.64
-1.24% today
Updated 2026-06-12
Market cap
$2.55B
P/E ratio
66.16
P/S ratio
8.00x
EPS (TTM)
$1.37
Dividend yield
—
52W range
$62 – $145
Volume
0.4M
Agilysys Inc (AGYS) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed AGYS price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$90.64
Today
Analyst consensus
$129.36
+42.72% · 12M
2030 Base
$73.56
-18.84% future
NPV today
$55.99
@ 6% WACC
7 analysts:
4 Buy2 Hold1 Sell
Management guidance
Management guided FY2027 revenue of $365M–$370M (midpoint $367.5M), representing 15.1% growth from FY2026's $319.3M. CEO emphasized sustained subscription revenue growth of at least 30% YoY and Adjusted EBITDA margin expansion to 24% of revenue in FY2027, driven by AI-native modules (Revenue Intelligence, next-gen CRS) and operating leverage from recurring revenue mix shift.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
AGYS · Agilysys Inc · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$52.23
NPV today: $39.75
Base case (2030)
$73.56
NPV today: $55.99
Bull case (2030)
$137.56
NPV today: $104.70
WallStSmart.com
AGYS financial forecast · Research-backed projections
| Metric | 2026 | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|
| Revenue | $0.3B | $0.4B | $0.5B | $0.5B | $0.6B |
| Revenue growth | 15.8% | 13.5% | 19.1% | 17.6% | 14.2% |
| Net margin | — | 16.8% | 19.6% | 21.7% | 23.1% |
| EPS | $1.78 | $2.28 | $3.14 | $4.08 | $4.93 |
| Diluted shares | — | 29M | 29M | 29M | 29M |
| Net debt | — | $-82.30M | $-137.86M | $-203.17M | $-277.76M |
| P/S multiple | — | 3.0x | 3.0x | 3.0x | 3.0x |
| Implied price (base) | — | $43.58 | $52.99 | $63.35 | $73.56 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $0.6B | $0.6B | $0.6B |
| P/S multiple | 2.0x | 3.0x | 6.0x |
| Diluted shares | 29M | 29M | 29M |
| Net debt | $-277.76M | $-277.76M | $-277.76M |
| Implied P/E † | 11x | 15x | 28x |
| 2030 Price | $52.23 | $73.56 | $137.56 |
| NPV @ 6% | $39.75 | $55.99 | $104.70 |
† Implied P/E: Multiples remain elevated across all three scenarios because AGYS is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $73.56 base case
AGYS catalysts and risks
Growth catalysts
+ AI-driven subscription revenue acceleration (30%+ YoY growth trajectory through 2027–2028)
+ Margin expansion via operating leverage as recurring revenue mix increases (targeting 24% Adjusted EBITDA in FY2027)
+ Hospitality industry digital transformation TAM expansion post-COVID; 17 consecutive record revenue quarters demonstrate market traction
+ Cross-sell momentum from 30+ new AI-powered modules launched at INSPIRE 2026 (Revenue Intelligence, modern CRS, workflow automation)
Key risks
- Hospitality capex cycle dependency; economic recession or travel downturn would pressure customer spending and churn
- Competitive pressure from larger enterprise software vendors (Oracle, SAP, Salesforce) entering hospitality vertical
- AI monetization execution risk: while 30+ new features launched, conversion to paid attach and upsell still unproven at scale
- Valuation risk: P/E 64.6x and P/S 6.86x are elevated even for SaaS; multiple compression on guidance miss or macro slowdown
Methodology · Agilysys Inc 2030 stock forecast model
Agilysys Inc 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 7 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (3% cumulative for AGYS by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-277.76M by 2030) |
| 3. Time value | NPV calculated using 6% WACC (CAPM: beta 0.297) |
| 4. Multiple framework | P/S compresses with scale: bear 2.0x / base 3.0x / bull 6.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 20, 2026.
AGYS price target FAQ
What is the AGYS price target for 2030?
WallStSmart's Agilysys Inc 2030 base case is $73.56 per share, with a bull case of $137.56 and bear case of $52.23. The NPV of the base case discounted to today at 6% WACC is $55.99.
How is the Agilysys Inc 2030 stock forecast calculated?
The AGYS 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the AGYS price target account for dilution?
Agilysys Inc is projected to grow diluted share count from 28M to 29M by 2030 (a 3% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 3%.
What is the analyst consensus on AGYS stock?
7 analysts cover AGYS with an average 12-month price target of $129.36. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.