American Software, Inc. (AMSWA) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
American Software, Inc. (AMSWA) trades at $10.95 with AI Score 48/100 (Grade C). American Software, Inc. provides supply chain management and IT consulting solutions. Market cap: $389M, Sector: Technology.
Price as of Aug 20, 2026 · Last analyzed: May 10, 2026Analyst Coverage for AMSWA: AMSWA does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AMSWA against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AMSWA: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
American Software, Inc. (AMSWA) Technology Profile & Competitive Position
American Software, Inc. specializes in supply chain management and IT consulting solutions, offering the Logility Digital Supply Chain Platform. Serving industries like apparel, food, and consumer goods, the company enhances operational efficiency through its software and consulting services, maintaining a presence in both domestic and international markets.
What Is the Investment Thesis for AMSWA?
American Software, Inc. presents a compelling investment case based on its established position in the supply chain management software market and its IT consulting services. With a P/E ratio of 42.3 and a profit margin of 11.1%, the company demonstrates profitability and market valuation. The Logility Digital Supply Chain Platform is a key growth driver, offering a cloud-based solution for managing complex supply chain processes. The company's beta of 0.75 suggests lower volatility compared to the market, potentially appealing to risk-averse investors. However, investors should monitor the competitive landscape and the company's ability to sustain growth in the rapidly evolving technology sector. Key catalysts include continued adoption of the Logility platform and expansion of IT consulting services, while potential risks involve increased competition and technological obsolescence.
Based on FMP financials and quantitative analysis
AMSWA Key Highlights
Market capitalization of $389M, reflecting its size and market value within the application software industry.
- P/E ratio of 42.3, indicating the price investors are willing to pay for each dollar of earnings.
- Profit margin of 11.1%, showcasing the company's ability to generate profit from its revenue.
- Gross margin of 64.8%, reflecting the efficiency of its operations and the value of its software and services.
- Beta of 0.75, suggesting lower volatility compared to the overall market, potentially appealing to risk-averse investors.
Who Are AMSWA's Competitors?
AMSWA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ORCL Oracle Corporation | $142.05 | -1.22% | $409B | 50 |
| SAP SAP SE | $217.09 | +0.69% | $253B | 55 |
| MSFT Microsoft Corporation | $481.15 | -0.65% | $3.57T | 82 |
| RMNI Rimini Street, Inc. | $5.10 | +0.79% | $476M | 79 |
| IMMR Immersion Corporation | $7.72 | +1.71% | $256M | 76 |
| OPFI OppFi Inc. | $7.16 | -0.28% | $611M | 72 |
| DSP Viant Technology Inc. | $12.41 | -1.43% | $814M | 81 |
| MITK Mitek Systems, Inc. | $18.52 | -1.91% | $836M | 88 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AMSWA's Key Strengths?
Comprehensive suite of supply chain management and IT consulting solutions.
- Cloud-architected Logility Digital Supply Chain Platform.
- Established presence in diverse industries.
- Recurring revenue from subscription services and support.
What Are AMSWA's Weaknesses?
Reliance on specific industries, making it vulnerable to sector-specific downturns.
- Smaller market capitalization compared to larger competitors.
- Limited geographic diversification.
- Dependence on key personnel for IT consulting services.
What Could Drive AMSWA Stock Higher?
Continued adoption of the Logility Digital Supply Chain Platform by new and existing customers.
- Expansion of IT consulting services into new industries and geographic regions.
- Potential strategic acquisitions to expand product portfolio and market reach.
- Integration of emerging technologies such as AI and ML into software solutions.
What Are the Key Risks for AMSWA?
Weak fundamentals — a Piotroski F-Score of 1/9 flags soft profitability, leverage or efficiency.
- Rich valuation — a P/E of 42.3 runs well above the Technology sector’s ~34x, leaving little room for a miss.
- Increased competition from larger software vendors with greater resources.
- Rapid technological changes and obsolescence of existing software solutions.
- Economic downturns affecting customer spending on software and IT consulting services.
- Cybersecurity threats and data breaches compromising customer data.
- Dependence on key personnel for IT consulting services, creating potential disruption if they leave.
What Are the Growth Opportunities for AMSWA?
- Expansion of the Logility Digital Supply Chain Platform: The increasing complexity of global supply chains drives demand for advanced planning and management solutions. The Logility platform addresses this need by offering comprehensive tools for product, demand, inventory, and supply management. This platform is a cloud-architected solution, aligning with the industry's shift towards cloud-based services. The market for supply chain management software is projected to grow significantly, presenting a substantial opportunity for American Software to increase its market share and revenue. Timeline: Ongoing.
- Growth in IT Consulting Services: The IT Consulting segment provides services such as software enhancement, documentation, updates, customer education, consulting, systems integration, maintenance, and support. As businesses increasingly rely on technology to drive operations, the demand for IT consulting services continues to rise. American Software can leverage its expertise to expand its consulting offerings, targeting industries undergoing digital transformation. The market for IT consulting services is expected to grow, providing a favorable environment for this segment. Timeline: Ongoing.
- Penetration into New Geographic Markets: American Software has the opportunity to expand its presence in international markets. By targeting regions with growing economies and increasing adoption of technology, the company can diversify its revenue streams and reduce its reliance on the U.S. market. This expansion could involve establishing partnerships with local distributors or opening new offices in strategic locations. The global market for application software presents significant growth potential for companies willing to invest in international expansion. Timeline: Ongoing.
- Leveraging Emerging Technologies: Integrating emerging technologies such as artificial intelligence (AI) and machine learning (ML) into its software solutions can provide American Software with a competitive advantage. By incorporating AI and ML into the Logility platform, the company can offer more advanced analytics, predictive capabilities, and automation features. This can attract new customers and enhance the value proposition for existing clients. The market for AI-powered software solutions is growing rapidly, presenting a significant opportunity for American Software. Timeline: Ongoing.
- Strategic Acquisitions: American Software could pursue strategic acquisitions to expand its product portfolio, acquire new technologies, or enter new markets. By acquiring complementary businesses, the company can strengthen its competitive position and accelerate its growth. Potential acquisition targets could include companies specializing in niche software solutions or IT consulting services. Strategic acquisitions can provide American Software with access to new customers, talent, and intellectual property. Timeline: Ongoing.
What Are AMSWA's Competitive Advantages?
- Specialized Expertise: Deep understanding of supply chain management and IT consulting.
- Established Customer Base: Long-standing relationships with customers in diverse industries.
- Integrated Solutions: Comprehensive suite of software and services that address multiple business needs.
- Cloud-Based Platform: Logility Digital Supply Chain Platform offers scalability and accessibility.
What Does AMSWA Do?
American Software, Inc., founded in 1970 and headquartered in Atlanta, Georgia, develops, markets, and supports a range of computer business application software products both in the United States and internationally. The company operates through three primary segments: Supply Chain Management (SCM), Information Technology Consulting (IT Consulting), and Other. The SCM segment features the Logility Digital Supply Chain Platform, a cloud-architected solution designed to manage critical planning processes, including product, demand, inventory, supply, deployment, integrated business planning, and supply chain data management. The IT Consulting segment offers a suite of services such as software enhancement, documentation, updates, customer education, consulting, systems integration, maintenance, and support. This segment aims to provide comprehensive IT solutions tailored to client needs. The 'Other' segment includes American Software ERP, which provides purchasing and materials management, customer order processing, financial, e-commerce, and traditional manufacturing solutions. Additionally, this segment offers ongoing support and maintenance, cloud hosting, managed services, implementation, and training. American Software markets its products through direct and indirect sales channels, targeting industries such as apparel, food and beverage, consumer packaged goods, consumer durable goods, wholesale distribution, and specialty chemicals. The company’s solutions are designed to improve operational efficiency and strategic decision-making within these sectors.
What Products and Services Does AMSWA Offer?
- Develops and markets computer business application software.
- Offers the Logility Digital Supply Chain Platform for managing supply chain processes.
- Provides IT consulting services, including software enhancement and systems integration.
- Offers American Software ERP for purchasing, materials management, and customer order processing.
- Provides ongoing support, maintenance, and cloud hosting services.
- Markets its products through direct and indirect sales channels.
- Targets industries such as apparel, food and beverage, and consumer goods.
How Does AMSWA Make Money?
- Software Licensing: Generates revenue through licensing its Logility Digital Supply Chain Platform and American Software ERP to customers.
- Subscription Services: Offers cloud hosting and managed services on a subscription basis, providing recurring revenue.
- IT Consulting: Provides IT consulting services, including software enhancement, systems integration, and customer education, generating revenue through project-based fees.
- Support and Maintenance: Offers ongoing support and maintenance services for its software products, providing a steady stream of revenue.
What Industry Does AMSWA Operate In?
American Software, Inc. operates within the application software industry, a sector characterized by rapid innovation and evolving customer needs. The global application software market is projected to reach substantial growth in the coming years, driven by digital transformation initiatives and the increasing adoption of cloud-based solutions. American Software competes with other established players and niche providers, requiring continuous investment in research and development to maintain a competitive edge. The company's focus on supply chain management software positions it within a critical area of enterprise operations, aligning with the broader trend of optimizing supply chain efficiency and resilience.
Who Are AMSWA's Key Customers?
- Apparel and other soft goods companies.
- Food and beverage companies.
- Consumer packaged goods companies.
- Consumer durable goods companies.
- Wholesale distribution companies.
- Specialty chemicals companies.
Forward Outlook
Wall Street analysts project American Software, Inc. revenue of about $110.7M for fiscal 2026, with EPS near $0.42.
Quarterly Financial Performance: American Software, Inc.
Revenue for American Software, Inc. came in at $25.0M during Q1 2025, a 1.1% contraction versus the preceding quarter. The company recorded a net loss of $2.8M, with diluted EPS of $-0.08. Revenue has contracted over three consecutive quarters, which investors in this small-cap Technology stock should monitor closely. Across the four most recent quarters, AMSWA averaged $-0.00 in diluted EPS.
AMSWA Valuation & Market Position
With a $389M market cap, American Software, Inc. sits in the small-cap segment of the market. Relative to its peer group, AMSWA's quantitative score of 48/100 is below the peer average of 68/100.
Key Financial Metrics
Return on equity for American Software, Inc. stands at 8.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 5.9%, showing how much profit it generates from its asset base. AMSWA trades at a trailing price-to-earnings ratio of 42.33, above the Technology sector average of ~34x. Its free cash flow yield is 3.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.97 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.4%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
American Software, Inc.'s Piotroski F-Score is 1/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 4.93 places it in the safe zone, indicating low near-term bankruptcy risk.
Company Profile
American Software, Inc. operates in the Software - Application industry within the Technology sector. It is headquartered in Atlanta, US. The company is led by CEO H. Allan Dow. AMSWA has traded publicly since 1983.
AMSWA Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
Bull Case vs Bear Case
Bull Case
- Comprehensive suite of supply chain management and IT consulting solutions.
- Cloud-architected Logility Digital Supply Chain Platform.
- Established presence in diverse industries.
- Recurring revenue from subscription services and support.
Bear Case
- Reliance on specific industries, making it vulnerable to sector-specific downturns.
- Smaller market capitalization compared to larger competitors.
- Limited geographic diversification.
- Dependence on key personnel for IT consulting services.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2025 | $25M | -$3M | -$0.08 |
| Q4 2024 | $25M | -$2M | -$0.06 |
| Q3 2024 | $26M | $2M | $0.06 |
| Q2 2024 | $25M | $2M | $0.07 |
Based on FMP financials and quantitative analysis
AMSWA Latest News
No recent news available for AMSWA.
AMSWA Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AMSWA.
Price Targets
Wall Street price target analysis for AMSWA.
AMSWA MoonshotScore
What does this score mean?
The MoonshotScore rates AMSWA 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: H. Allan Dow
CEO
H. Allan Dow serves as the CEO of American Software, Inc., bringing extensive experience in the technology and software industries. His career spans several decades, with a focus on driving innovation and growth in enterprise software solutions. Dow has held various leadership positions, contributing to strategic planning and operational excellence. His background includes a strong emphasis on customer satisfaction and building long-term relationships with clients. He is known for his ability to navigate complex market dynamics and adapt to evolving technological landscapes.
Track Record: Under H. Allan Dow's leadership, American Software, Inc. has focused on enhancing its Logility Digital Supply Chain Platform and expanding its IT consulting services. Key achievements include strengthening the company's position in the supply chain management software market and driving revenue growth through strategic partnerships. Dow has also overseen initiatives to improve operational efficiency and enhance customer satisfaction. His leadership has been instrumental in navigating the company through competitive challenges and market fluctuations.
American Software, Inc. Technology Stock: Key Questions Answered
What does the AI Score mean for AMSWA?
AMSWA holds an AI Score of 48/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. American Software, Inc. provides supply chain management and IT consulting solutions. The company's Logility Digital Supply Chain Platform and IT consulting services cater to diverse industries …
What does American Software, Inc. do?
American Software, Inc. specializes in providing supply chain management and IT consulting solutions. The company's primary offering is the Logility Digital Supply Chain Platform, a cloud-architected solution designed to manage critical planning processes such as product, demand, inventory, and supply. Additionally, the company offers IT consulting services, including software enhancement, systems integration, and customer education.
What do analysts say about AMSWA stock?
Analyst coverage of American Software, Inc. (AMSWA) typically focuses on the company's growth prospects within the supply chain management software market and its IT consulting services. Key valuation metrics such as the P/E ratio and profit margin are closely monitored.
What are the main risks for AMSWA?
American Software, Inc. faces several key risks, including intense competition from larger software vendors with greater resources and broader product portfolios. Rapid technological changes and the potential obsolescence of existing software solutions pose a significant threat, requiring continuous investment in research and development. Economic downturns could affect customer spending on software and IT consulting services, impacting revenue and profitability.
What are the key factors to evaluate for AMSWA?
American Software, Inc. (AMSWA) holds an AI score of 48/100 (low). P/E: 42.3x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does AMSWA data refresh on this page?
AMSWA's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven AMSWA's recent stock price performance?
American Software, Inc. (AMSWA) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Comprehensive suite of supply chain management and IT consulting solutions. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AMSWA overvalued or undervalued right now?
American Software, Inc. (AMSWA) trades at 42.3x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research AMSWA before investing?
Before investing in American Software, Inc. (AMSWA), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available company data and market analysis.
- Future performance is subject to market conditions and company-specific factors.