Agilysis: Strong Cross-Sell Momentum, But Strength Is Priced In (Upgrade)

2025-10-28 18:56:24 ET

As we head into the thick of the Q3 earnings season, underneath a euphoric and record-setting stock market environment, one trend is emerging for me: small- and mid-cap laggards are jumping substantially on strong Q3 results. I continue to emphasize a rotation out of winning large caps and into overlooked small- and mid-caps as the best way to beat the markets in 2026, but at the same time I’m also emphasizing careful stock picking....

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