For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Agilysys (AGYS) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Agilysys is a member of our Computer and Technology group, which includes 618 different companies and currently sits at #1 in the Zacks Sector Rank. The ...

Agilysys (AGYS) shares have surged 56.6% year to date, outperforming the Zacks Computer & Technology sector’s appreciation of 34.5% and the Zacks Computer – Integrated Systems industry’s return of 12.1%.AGYS’ performance can be attributed to its boosted top-line growth driven by innovative solutions, strategic acquisitions and an expanding market presence.Innovative Portfolio and Acquisitions Aid AGYS’ ProspectsAgilysys has been benefiting from strong growth trajectory, driven by record sales in property ma ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Agilysys (AGYS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Agilysys is a member of our Computer and Technology group, which includes 618 different companies and currently sits at #2 in the Zacks Sector Rank. The Z ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Agilysys (AGYS) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Agilysys is one of 619 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #2 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank o ...

行业整体情况 - 计算机集成系统行业公司受益于数据管理能力进步等有利趋势但仍受供应链瓶颈等不利因素影响存在订单积压问题[1] - 行业包括提供信息技术解决方案涵盖计算机系统等多方面的公司且在多方面加大投资[2] - 行业在Zacks行业排名中处于前32%排名为79表明近期表现较好且分析师对其盈利增长潜力持乐观态度自2023年11月30日起2024年盈利预期上升14.9%[7][8][9] - 行业在过去一年中表现不及计算机和技术板块以及标普500回报率分别为25.3% 30%和32%[11] - 行业当前基于过去12个月的市销率为4.01X低于标普500的5.63X和行业板块的7.59X过去五年中最高为5.07X最低为1.67X中位数为2.93X[13] 行业趋势 - 企业对集成解决方案需求激增受物联网等软件技术投资增加以及商业分析等带来机会的推动且有望受益于全球IT支出的恢复[3] - 多云计算模型被广泛采用企业借此实现更好的可扩展性和资源利用优化新兴经济体在行业未来发展中有重要作用[4] - 行业面临供应限制服务器和认知应用需求疲软客户接受延迟等挑战导致积压问题且受汇率波动影响[5] - 半导体芯片短缺影响行业发展向云计算的商业模式转型耗时较长数据中心系统支出减少进一步影响行业前景[6] 推荐公司 - 希捷科技是大容量存储解决方案的市场领导者产品创新能力强与大公司关系良好自由现金流健康股息回报股东当前估值下对寻求数据存储和数字转型增长趋势的投资者有吸引力2025财年每股收益预期在过去30天上升5.5%年初至今股票回报率为14.6%[14][15][16][17] - 阿吉里斯是酒店和零售软件解决方案的领先供应商云原生产品组合强大客户服务出色在多地建立信任能提高服务收入和利润率2025财年每股收益预期在过去30天上升9.2%年初至今股票回报率为45.2%[19][20][22][23] - PAR技术在基于云的餐厅管理解决方案方面占主导地位多方面增长战略包括软件业务扩张和政府合同部门战略收购扩大市场份额与巨头合作对寻求餐饮和零售数字化转型的投资者有吸引力2024年每股亏损预期在过去30天保持稳定年初至今股票回报率为72.1%[25][26][27]

核心观点 - Agilysys被升级为Zacks Rank 1（强力买入）这一评级升级反映了盈利预期的上升趋势可能对其股价产生有利影响投资者可考虑买入[1][3] 关于Zacks评级 - Zacks评级仅基于公司盈利状况的变化通过衡量卖方分析师对当前和下一年每股收益（EPS）的预估共识来确定[1] - Zacks评级系统在华尔街分析师评级受主观因素影响难以作为个人投资者决策依据时很有用因为盈利状况变化对近期股价走势有强大影响力[2] - Zacks评级系统利用与盈利预估相关的四个因素将股票分为五个等级从Zacks Rank 1（强力买入）到Zacks Rank 5（强力卖出）自1988年以来Zacks Rank 1的股票平均年回报率为+25%[7] - Zacks评级系统对其涵盖的4000多只股票在任何时候“买入”和“卖出”评级比例保持均衡不论市场状况如何只有排名前5%的股票能获得“强力买入”评级[9] 关于盈利预估与股价关系 - 公司未来盈利潜力的变化（反映在盈利预估修订中）与其股票的近期价格走势有很强的相关性机构投资者利用盈利和盈利预估计算公司股票的公允价值他们的买卖行为导致股价波动[4] 关于Agilysys的盈利预估修订 - 这家为住宿和休闲行业提供软件的公司预计在截至2025年3月的财年每股收益为1.31美元同比变化19.1%[8] - 在过去三个月里对Agilysys的Zacks共识预估增长了31.5%[8] 关于Agilysys评级升级的意义 - 从根本上讲Agilysys盈利预估上升和随之而来的评级升级意味着公司基础业务的改善[5] - Agilysys升级到Zacks Rank 1使其在预估修订方面处于Zacks覆盖股票的前5%这意味着该股票近期可能上涨[10]

财务数据和关键指标变化 - 财务2025年第二季度收入创下68.3百万美元的记录，同比增长16.5% [27][40] - 2025年第二季度的经常性收入同比增长21%，达到41.4百万美元 [28][40] - 调整后的EBITDA为12.2百万美元，占收入的17.9% [47] 各条业务线数据和关键指标变化 - 物业管理系统（PMS）及相关产品的销售同比增长近一倍 [18] - 产品收入受到POS转型的影响，同比下降16.7% [36][40] - 服务收入创下16.3百万美元的记录，同比增长39.2% [36][40] 各个市场数据和关键指标变化 - 美国的赌场、度假村和酒店垂直市场销售表现良好，而亚太地区面临挑战 [17][20] - EMEA市场整体销售表现强劲 [17] 公司战略和发展方向和行业竞争 - 公司收购了Book4Time，增强了在酒店行业的竞争力 [8][12] - 公司计划将Book4Time的销售团队与Agilysys的销售团队整合，以提升销售效率 [84] 管理层对经营环境和未来前景的评论 - 管理层对未来的销售增长持乐观态度，认为市场份额仍有提升空间 [20][21] - 认为外部经济因素不会对业务造成负面影响，反而会增加对技术的需求 [23] 其他重要信息 - 公司在2025财年第二季度新增18个客户，几乎全部为基于订阅的客户 [24] - 预计2025财年的收入范围为2.8亿到2.85亿美元，订阅收入增长预计超过38% [49] 问答环节所有提问和回答 问题: 订阅收入指导的变化 - 订阅收入指导从27%提高到38%，其中约有1000万美元来自Book4Time [56] 问题: POS和PMS的增长预期 - 预计PMS的增长将快于整体订阅指导，而POS也有望回升 [57] 问题: 收购Book4Time的市场机会 - Book4Time的客户中有很多尚未使用Agilysys的产品，未来有很大的交叉销售机会 [64] 问题: 服务能力和实施能力 - 公司正在增加服务团队的人员，以应对不断增长的服务需求 [86] 问题: EBITDA指导的提高 - Book4Time的盈利水平与Agilysys相似，预计其将对整体EBITDA产生积极影响 [92]

Agilysys (AGYS) reported $68.28 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 16.5%. EPS of $0.34 for the same period compares to $0.25 a year ago. The reported revenue represents a surprise of +2.44% over the Zacks Consensus Estimate of $66.66 million. With the consensus EPS estimate being $0.26, the EPS surprise was +30.77%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to deter ...

Agilysys (AGYS) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 30.77%. A quarter ago, it was expected that this software provider for the lodging and leisure sectors would post earnings of $0.22 per share when it actually produced earnings of $0.30, delivering a surprise of 36.36%.Ov ...