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American Software (AMSWA)

Atlanta-based American Software, Inc. (NASDAQ: AMSWA), through its operating entities delivers an innovative technical platform with AI-powered capabilities for supply chain management and advanced retail planning that is accelerating digital supply chain optimization from product concept to customer availability. Logility, Inc., is helping large enterprise companies transform their supply chain operations to gain a competitive advantage. Recognized for its high-touch approach to customer service, rapid implementations and industry-leading return on investment (ROI), Logility customers include Big Lots, Husqvarna Group, Parker Hannifin, Sonoco Products and Red Wing Shoe Company. Demand Management, Inc. delivers affordable, easy-to-use supply chain planning solutions designed to increase forecast accuracy, improve customer service and reduce inventory to maximize profits and lower costs. Demand Management serves customers such as Siemens Healthcare, AutomationDirect.com and Newfoundland Labrador Liquor Corporation. New Generation Computing, Inc. powers the digital supply chain to enable apparel brand owners and retailers to maximize revenue and profit by accelerating lead times, streamlining product development, and optimizing sourcing and distribution.

Company profile

Ticker
AMSWA
Exchange
CEO
H. Allan Dow
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Subsidiaries
American Software USA, LLC • ASI Properties II, LLC • Logility, Inc. • New Generation Computing, Inc. • The Proven Method, Inc. • Demand Management, Inc. • Halo Acquisition Company LLC • AdapChain Acquisition Co., Inc. • Logility Solutions PVT LTD ...
IRS number
581098795

AMSWA stock data

Analyst ratings and price targets

Last 3 months

Calendar

4 Mar 22
26 Jun 22
30 Apr 23
Quarter (USD) Jan 22 Oct 21 Jul 21 Apr 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Apr 21 Apr 20 Apr 19 Apr 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
21 Jun 22 Miller James B JR Common Stock Option exercise Acquire M No No 10.43 3,000 31.29K 100,611
21 Jun 22 Miller James B JR Common Stock Option exercise Acquire M No No 11.03 3,000 33.09K 97,611
21 Jun 22 Miller James B JR Stock Option Common Stock Option exercise Dispose M No No 10.43 3,000 31.29K 0
21 Jun 22 Miller James B JR Stock Option Common Stock Option exercise Dispose M No No 11.03 3,000 33.09K 0
17 Jun 22 Thomas Lizanne AMSWA Class A Common Stock Buy Acquire P No No 15.56 1,400 21.78K 1,488
14 Jun 22 Thomas Lizanne AMSWA Class A Common Stock Buy Acquire P No No 15.8213 88 1.39K 88
13 Jun 22 Dow H Allan Stock Option Common Stock Grant Acquire A No No 16 300,000 4.8M 300,000
13 Jun 22 Vincent C Klinges Stock Option Common Stock Grant Acquire A No No 16 150,000 2.4M 150,000
86.5% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 131 133 -1.5%
Opened positions 12 22 -45.5%
Closed positions 14 18 -22.2%
Increased positions 48 49 -2.0%
Reduced positions 49 38 +28.9%
13F shares Current Prev Q Change
Total value 570.79M 938.64M -39.2%
Total shares 27.45M 27.46M -0.0%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners Shares Value Change
Kayne Anderson Rudnick Investment Management 3.47M $72.35M +2.1%
ATAC Neuberger Berman 3.02M $63M -0.0%
BLK Blackrock 2.15M $44.83M -0.5%
Artisan Partners Limited Partnership 1.78M $37M -3.2%
Vanguard 1.7M $35.4M +3.5%
Renaissance Technologies 1.66M $34.62M +3.2%
Brown Capital Management 1.37M $28.46M -26.9%
Dimensional Fund Advisors 967.62K $20.17M -0.5%
William Blair Investment Management 956.15K $19.93M +2.2%
Deprince Race & Zollo 778.27K $16.22M +40.4%
Largest transactions Shares Bought/sold Change
Brown Capital Management 1.37M -503.32K -26.9%
Congress Asset Management 658.71K +228.33K +53.1%
Deprince Race & Zollo 778.27K +224.08K +40.4%
Victory Capital Management 431.69K +218.32K +102.3%
Intrinsic Edge Capital Management 0 -146.8K EXIT
Russell Investments 641.26K +131.91K +25.9%
JPM JPMorgan Chase & Co. 51.81K -128.6K -71.3%
Manatuck Hill Partners 0 -112.2K EXIT
Arrowstreet Capital, Limited Partnership 130.45K -103.7K -44.3%
Bokf, Na 82.57K +82.57K NEW

Financial report summary

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Competition
OracleAnaplan
Management Discussion
  • For fiscal 2022, we expect the global economy to improve modestly when compared to recent periods. We believe information technology spending will incrementally improve over the long term as increased global competition forces companies to improve productivity by upgrading their technology systems, which could result in an improved selling environment. Although this improvement could slow or regress at any time, due in part to concerns related to the effects of the spread of the global virus and trade conflicts on global capital markets and general economic conditions, we believe that our organizational and financial structure will enable us to take advantage of any sustained economic rebound. While we do not expect that the COVID-19 pandemic will cause any material adverse changes on our business or financial results for fiscal 2022, we are unable to accurately predict the impact that the coronavirus will have due to various uncertainties, including the ultimate geographic spread of the virus, the severity of the disease, the duration of the outbreak, and actions that may be taken by governmental authorities. Customers continue to take long periods to evaluate discretionary software purchases.

Content analysis

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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Good
New words: center, China, consumption, energy, estate, mobility, notably, Omicron, real, reimposed, retrenchment, sector, sooner, variant, weaker
Removed: collaborative, percent, projected