Agilysys, Inc. (AGYS)

Agilysys's stock price has fluctuated over the past six months, closing at $84.08 on February 5, 2026. The stock experienced a -0.96% change over the past year. During the Q3 fiscal year 2026 earnings call, the stock dropped despite robust revenue growth of 15.6% year-over-year and record levels in recurring and subscription revenues. The company raised its full-year revenue guidance for fiscal 2026 to $318 million and increased its subscription revenue growth expectation to 29% year-over-year.

Demand for Agilysys's products and services experiences some seasonality due to the timing of large orders and customer refresh cycles. Professional services revenue has some seasonality, with the third fiscal quarter typically being more challenging due to the holiday period. However, the company saw significant improvement in project management during the Q3 fiscal 2026 holiday season compared to the previous year.

Agilysys, Inc. specializes in software-enabled solutions for the hospitality industry, focusing on becoming a high-growth SaaS provider for various facilities. Its major products manage the guest journey through the Agilysys Hospitality Cloud, including Property Management Systems (PMS) with features like mobile check-in/out and digital keys. Point-of-Sale (POS) platforms include InfoGenesis POS, IG Kiosk, and IG Fly, along with food and beverage ecosystem solutions. Inventory and Procurement (I&P) solutions like Agilysys Eatec and Stratton Warren System (SWS) offer centralized purchasing and real-time inventory tracking. Payments solutions include IG FlexPay and gift card options. Agilysys Analyze provides cloud-based data analytics, and other hospitality solutions cover reservations, spa management, golf management, sales, catering, and guest apps.

Agilysys has a global presence with its headquarters in Alpharetta, Georgia, USA. It operates across North America, Europe, the Middle East, Asia-Pacific, and India, with a key research and development center in India for 24/7 service and development.

Agilysys has a strong brand reputation in the hospitality software industry, known for its customer service. Top hospitality companies use Agilysys solutions to enhance guest loyalty and improve operational efficiencies. The company has received over 25 industry awards and focuses on its cloud-native product ecosystem and AI integration. There have been no reported negative events affecting Agilysys's brand reputation in the past year.

Agilysys, Inc. has a significant concentration of ownership among institutional investors, with 558 institutional owners and shareholders holding a total of 37,950,565 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., and iShares Core S&P Small-Cap ETF (IJR), among others.