Agilysys (AGYS)

• Market cap: $2.1B
• 1 day: 1.53%
• 5 days: 4.15%
• 1 month: 3.41%
• 3 months: -18.86%
• 6 months: -26.83%
• Year to date: -42.13%
• 1 year: -9.65%
• 5 years: 272.81%
• 10 years: 649.35%
• Sector: Technology
• Industry: Software - Application

About: Agilysys Inc has been a leader in hospitality software, delivering innovative cloud-native SaaS and on-premise solutions for hotels, resorts and cruise lines, casinos, corporate food service management, restaurants, universities, stadiums, and healthcare. 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. Agilysys also is known for its world-class customer-centric service.

Employees: 1,900

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

67% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

27% more capital invested

Capital invested by funds: $2.86B [Q3] → $3.64B (+$780M) [Q4]

4.53% more ownership

Funds ownership: 94.47% [Q3] → 99.0% (+4.53%) [Q4]

3% more funds holding

Funds holding: 259 [Q3] → 268 (+9) [Q4]

9% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 90

92% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $44.2M

Research analyst outlook

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

• Low target: $90 20% upside
• Avg. target: $95 27% upside
• High target: $100 33% upside

2 analyst ratings

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

Oppenheimer Brian Schwartz 16% 1-year accuracy 8 / 50 met price target	20% upside $90	Outperform Maintained	9 Apr 2025
Needham Mayank Tandon 37% 1-year accuracy 42 / 113 met price target	33% upside $100	Buy Maintained	5 Mar 2025