Added to YB: 2026-05-19
Pitch date: 2026-05-15
AGYS [neutral]
Agilysys, Inc.
+17.42%
current return
Author Info
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Company Info
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.
Market Cap
$1.9B
Pitch Price
$67.23
Price Target
140.00 (+77%)
Dividend
N/A
EV/EBITDA
42.37
P/E
62.90
EV/Sales
5.88
Sector
Software
Category
growth
Setups for a Light Monday: Agilysys, Inc.
AGYS (quick overview): Hospitality SaaS (PMS, POS, F&B) w/ 64.7% recurring rev, subscription +23-33% YoY. Marriott PMS rollout excluded from backlog; mgmt sees FY27 inflection as waves scale. Analyst PTs $120-140 vs ~$90 current. Risks: Marriott execution/timing slip, Q3 gross margin 62.5% on services ramp, 100% hospitality exposure = cyclical RevPAR/gaming headwind, margin chop from Book4Time integration.
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