Product pipeline and R&Dmixed · 3 filings
“We expect future cash tax savings resulting from the full expensing of U.S.”10-K · May 21, 2026 ↗
Agilysys, Inc.
AGYS
Market read
Agilysys, Inc.'s move is spreading beyond its market group.
AGYS accounts for 13.3% of the group's measured movement across 9.9 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.
MOVE ANATOMY
SPY-adjusted 5m pathsIs this move genuinely shared?
Role in the moveAligned contributor#2 of 12 by movement share
Group movement share13.3%Absolute path energy—not portfolio weight
Relative path-1.84%aligned
Effective breadth9.9 / 12broad
Relative alignment7/12downside path · 5 counter-moving
Capital-flow agreement1%not yet clean
SEQUENCE READ
HUBS moved materially before AGYS. AGYS crossed its material path threshold at 15:25 ET. FIVN, GLBE, AI followed.
EVIDENCE COVERAGE
11 of 28 members in Software Stocks are active. 0 of 1 disclosed connections are confirming.
What would change this read
Watch this read- At least 19 of 28 durable members become active together.
- Capital-flow agreement rises above 55%.
- CXM remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 9 of 28 members or fewer.
Research brief
The story so far
AGYS accounts for 13.3% of the group's measured movement across 9.9 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 19 of 28 durable members become active together.
- Capital-flow agreement rises above 55%.
- CXM remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations336
Usable filing statements106
Verified relationships1
Evidence supporting the case
- Latest annual revenue changed +15.9% year over year.
- Operating margin changed +5.3 percentage points in the latest annual period.
- Net margin changed +3.7 percentage points in the latest annual period.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
- P/E is 175% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 15% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Oct 5, 2026
99.536m+39.2%12m-6.9%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-03-31$162.6M+18.6%$0.18+8.6%
2023-03-31$198.1M+21.8%$0.49+1.8%
2024-03-31$237.5M+19.9%$3.17+3.5%
2025-03-31$275.6M+16.1%$0.82+5.3%
2026-03-31$319.3M+15.9%$1.37+0.5%
What management says matters
Persistent and emerging business drivers
Valuation discipline
Descriptive valuation snapshot
Price/sales 8.8× · EV/sales 8.5×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
99.53-0.2% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 5 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AGYS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AGYS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AGYS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
RAMPLiveRamp Holdings, Inc.partnerMay 21, 2026 ▾
“Jones is a member of the board of directors of Agilysys, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AGYS is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.