AGYS

AGYS

Agilysys, Inc.

Company Information

SectorTechnology
IndustrySoftware - Application
Market Cap$3.40B
Analysts Rating2.0/5

Recommendation Details

PortfolioMidcap
DateOct 29, 2026
ForecastQ Daily Probabilities
30.7%
52.4%
17.4%

Company Description

Agilysys, Inc. operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India. The company offers software solutions fully integrated with third party hardware and operating systems; cloud applications, support, and maintenance; subscription and maintenance; and professional services. Its hospitality software solutions comprise hospitality experience cloud offers solution ecosystems that combine core operational systems for property management, point-of-sale (POS), and inventory and procurement; and Hospitality Solution Studios. The company also provides food and beverage ecosystem solutions, such as the InfoGenesis POS, as well as IG Kiosk, a self-service, customer-facing kiosk point of sale solution. Its food and beverage experience enhancer solutions include IG KDS digital kitchen management solution; IG OnDemand; IG Fly; IG Quick Pay payment solution; IG Smart Menu; IG Digital Menu Board; IG PanOptic; Pay; eCash; gift card solution; and Analyze. In addition, the company offers hospitality and leisure ecosystem solutions comprising LMS, an on-premises or hosted, web, and mobile-enabled PMS solution; Versa; and Stay, a cloud-native SaaS property management system. Its hospitality and leisure and experience enhancer solutions consist of Book, Express Kiosk and Express Mobile for check-in and check-out; Spa software; Golf; Sales and Catering; Service; Authorize; DataMagine; Reserve solution; Digital Marketing solution; Retail POS solution; Central Reservations; Loyalty and Promotions; Membership; Residence Management; and Guest App. Further, the company provides inventory and procurement ecosystem solutions, including the Eatec solution and Stratton Warren System. The company was formerly known as Pioneer-Standard Electronics, Inc. and changed its name to Agilysys, Inc. in 2003. Agilysys, Inc. was founded in 1932 and is headquartered in Alpharetta, Georgia.

Recent News & Events

Record Q2 FY2027 results with raised guidance and multiple analyst price target hikes are positive, but a post-earnings after-hours selloff and valuation concerns suggest near-term volatility; Marriott rollout progress remains a key swing factor.

POSITIVEOct 26, 2026
Earnings Report

Record Q2 FY2027 Revenue and Raised Full-Year Guidance

Agilysys reported record Q2 FY2027 revenue of $93.4M (+17.7% YoY), adjusted EPS of $0.67 (beating $0.55 consensus), and subscription revenue growth of 32.6%. The company raised FY2027 total revenue guidance to $374M-$378M and subscription growth to at least 34%, with Adjusted EBITDA at 25% of revenue. Strong fundamentals support positive sentiment, though shares fell 6.84% after-hours, suggesting valuation-driven profit-taking.

Agilysys Press Release
POSITIVEOct 27, 2026
Analyst Price Target Raise

Piper Sandler Raises PT to $140, Maintains Overweight

Piper Sandler raised its price target on Agilysys to $140 from $120, citing accelerating subscription revenue growth and potential catalysts including a Marriott international deal and POS cross-selling. The upgrade reinforces bullish sentiment and could attract incremental buying interest.

Investing.com
POSITIVEOct 27, 2026
Analyst Price Target Raise

Needham Raises PT to $145, Maintains Buy

Needham raised its price target to $145 from $135 while maintaining a Buy rating, highlighting strong bookings, revenue, and profitability. The second consecutive analyst PT hike post-earnings reinforces the positive fundamental narrative.

Investing.com
NEUTRALOct 26, 2026
Partnership Update

Marriott PMS Rollout Progress; Under Halfway Complete

Management disclosed on the earnings call that well over 2,000 Marriott properties are live and select-service implementations are virtually complete, but the project has not reached the halfway mark on properties, rooms, or revenue. Marriott's upcoming earnings release (within a week) could provide further visibility and act as a near-term catalyst or risk.

Earnings Call Transcript

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