Agilysys, Inc. (AGYS)

Agilysys's stock has been positively impacted by several events, including reporting its 15th consecutive record revenue quarter in Q2 Fiscal 2026, exceeding analyst estimates for EPS and revenue, and raising its full-year fiscal 2026 revenue guidance. Analyst sentiment has been positive, with several firms maintaining positive ratings and increasing price targets. The acquisition of Book4Time has been noted as a strategic move. As of October 27, 2025, the stock was up 0.93% in the last three months and 3.27% in the last 12 months, although it had declined 13% since the beginning of the year.

Demand for Agilysys's products and services exhibits some seasonality, with a slight sequential drop in professional services revenue anticipated during the fiscal third quarter due to fewer billable hours around the holiday season. The hospitality industry, which Agilysys primarily serves, can be cyclical, which may introduce broader demand fluctuations.

Agilysys, Inc. specializes in hospitality software within the Technology and Communications sector. It offers a suite of products including POS, lodging and property management systems, inventory and procurement, payment, reservations, activity scheduling, document management, analytics, residence management, and digital marketing solutions. The company generates revenue through software subscriptions, maintenance contracts, and professional services.

Agilysys has a global presence with operations in North America, Europe, the Middle East, and Asia-Pacific. Its headquarters are in Alpharetta, Georgia, USA, with EMEA headquarters in Windsor, UK, and offices in Singapore, Hong Kong, Malaysia, and Chennai, India, serving the Asia and Pacific regions.

Agilysys has cultivated a strong brand reputation, capitalizing on its reliability and innovation within the hospitality technology sector. The company's rapid recovery of customer acquisition costs indicates a highly differentiated product offering and a robust brand. Key events contributing to its reputation include the launch of Intelligent Guest Profile Services (IGPS) in June 2025, strategic partnerships with Saskatchewan Indian Gaming Authority (SIGA) and Boyd Gaming Corporation, and its focus on "High Return Hospitality™".

Agilysys, Inc. has a diverse ownership base, with a significant portion held by institutional investors. As of June 2025, there were 256 active institutional owners including BlackRock, Inc., VANGUARD GROUP INC, and MAK CAPITAL ONE LLC. Institutional ownership is notably high, at 104.57%. While institutional ownership is substantial, insider activity has shown a significant amount of selling over the past year.