Agilysys (AGYS)

• Market cap: $3.04B
• 1 day: -0.16%
• 5 days: 1.63%
• 1 month: -8.22%
• 3 months: 2.65%
• 6 months: 33.66%
• Year to date: -16.48%
• 1 year: -3.94%
• 5 years: 329.56%
• 10 years: 1,034.70%
• Sector: Technology
• Industry: Software - Application

About: Agilysys Inc provides hospitality software delivering cloud-native SaaS and on-premise solutions for hotels, resorts, cruise lines, casinos, corporate foodservice management, restaurants, universities, stadiums, and healthcare facilities. The company's software solutions include point-of-sale (POS), property management (PMS), inventory and procurement, payments, and related applications that manage and enhance the entire guest journey. It derives maximum revenue from the provision of software subscription and maintenance services, followed by the provision of professional services, and the sale of products (proprietary software licenses, third-party hardware, and operating systems). Agilysys operates across North America, Europe, the Middle East, Asia-Pacific, and India.

Employees: 2,200

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]

47% more capital invested

Capital invested by funds: $2.27B [Q1] → $3.35B (+$1.07B) [Q2]

24% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 87

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

1% more funds holding

Funds holding: 257 [Q1] → 260 (+3) [Q2]

0.26% more ownership

Funds ownership: 103.89% [Q1] → 104.15% (+0.26%) [Q2]

90% less call options, than puts

Call options by funds: $3.71M | Put options by funds: $38.1M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $120 11% upside
• Avg. target: $123 13% upside
• High target: $125 15% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Oppenheimer Brian Schwartz	11% upside $120	Outperform Maintained	22 Jul 2025
Cantor Fitzgerald Matthew Vanvliet	15% upside $125	Overweight Initiated	3 Jun 2025