Agilysys, Inc. (AGYS)

Agilysys, Inc. stock has risen by 19.17% over the last six months as of November 28, 2025. Earlier in the year, the stock experienced a significant drop of approximately 20% following a guidance cut due to one-time revenue softness and challenges in transitioning older POS technologies. The company maintained its full-year subscription revenue growth expectations. Strategic updates include the acquisition of Book4Time and a major PMS project with Marriott. Analyst sentiment has been broadly positive, with several firms upgrading or maintaining bullish views on AGYS stock in late October and early November 2025.

Agilysys experiences some demand seasonality, primarily influenced by the timing of large one-time orders and the hospitality industry's operational cycles. January is noted as the slowest sales month of the year. Professional services revenue is typically expected to decrease slightly during the fiscal third quarter. The company has observed strong sales performance in verticals like gaming casinos, resorts, and EMEA.

Agilysys, Inc. is an American software company specializing in developing and marketing proprietary enterprise software for the hospitality industry. It provides cloud-native and on-premise solutions to enhance guest experiences, streamline operations, and drive revenue. Its major products include Point-of-Sale (POS) Solutions, Property Management Systems (PMS), Inventory and Procurement Solutions, Payment Solutions, Reservations & Venue Management, Analytics and Management Tools, Document Management, Workforce Management, and Mobile & Wireless Products. Agilysys serves various hospitality sectors, including casinos, hotels, resorts, cruise ships, managed foodservice providers, sports and entertainment venues, universities, and healthcare.

Agilysys operates globally with a significant presence across North America, Europe, Asia-Pacific, and India. The company's corporate headquarters are in Alpharetta, Georgia, United States. It also maintains an EMEA headquarters in Windsor, UK, and has offices in Singapore, Hong Kong, Malaysia, and Chennai, India, which also serves as a key research and development center.

Agilysys has a strong brand reputation within the hospitality industry, known for its leadership, broad product offerings, and customer-centric service. The company focuses on providing state-of-the-art, end-to-end solutions that enhance guest experiences. The successful integration of the Book4Time acquisition and positive customer reception at industry events have been bullish indicators for the company.

Agilysys, Inc.'s ownership is heavily concentrated among institutional investors, often exceeding 85% of the total shares. Key institutional owners include BlackRock, Inc., Vanguard Group Inc., Mak Capital One Llc, State Street Corp, Fmr Llc, Wasatch Advisors Inc, Geneva Capital Management Llc, and Wellington Management Group Llp. Insiders collectively own approximately 8.6% of the stock.