Overview

• US hospitality software firm's fiscal Q4 revenue rose 12%, beating analyst expectations

• Adjusted EPS for fiscal Q4 beat analyst expectations

• Company expects fiscal 2027 revenue of $365 mln to $370 mln and at least 30% subscription revenue growth

Outlook

• Agilysys expects fiscal 2027 revenue of $365 mln to $370 mln

• Company expects at least 30% subscription revenue growth in fiscal 2027

• Agilysys expects adjusted EBITDA to be 24% of revenue for fiscal 2027

Result Drivers

• SUBSCRIPTION REVENUE GROWTH - Co said Q4 subscription revenue rose 24.1% year-over-year and was a key driver of overall results

• SERVICES REVENUE GROWTH- Co said Q4 services revenue rose to $18.2 mln, which contributed to overall revenue growth

Company press release: ID:nBw8Bq3zHa

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Revenue	Beat	$82.90 mln	$81.56 mln (7 Analysts)
Q4 Adjusted EPS	Beat	$0.63	$0.50 (7 Analysts)
Q4 Net Income		$12.30 mln

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for Agilysys Inc is $131.66, about 95.5% above its May 15 closing price of $67.34

• The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 42 three months ago

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