Agilysys (AGYS)
Hospitality software unifying property, commerce, inventory, payments, and guest operations.
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Provides property management, point-of-sale, inventory, payments, spa, amenity, and analytics software for hospitality operators worldwide, earning most revenue from subscriptions and maintenance alongside services, licenses, and hardware. The portfolio operates as one hospitality segment, with modular products designed to share data and workflows.
Builds hospitality software around property management, point of sale, inventory and procurement, payments, spa and amenity management, analytics, and mobile and self-service workflows. A modular platform ties core systems to shared guest and operational data, while professional services cover implementation, integration, installation, training, and large-scale rollouts. Customers include hotels, multi-amenity resorts, casinos, cruise lines, managed foodservice operators, universities, stadiums, and healthcare facilities across the Americas and other international markets.
Sells cloud subscriptions and on-premise licenses alongside maintenance, transaction-based fees, professional services, and third-party hardware. Subscription and maintenance supply most revenue, and the strategy centers on expanding cloud applications and the number of modules used by each customer. The business reports one hospitality segment, depends on hospitality technology spending, and employs most of its workforce in India.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | Needham | Reiterate | Buy | $130 | $135 |
| Jul 28, 2026 | Piper Sandler | Reiterate | Overweight | $110 | $120 |
| Jul 28, 2026 | Needham | Reiterate | Buy | $120 | $130 |
| Jul 28, 2026 | Oppenheimer | Reiterate | Outperform | $90 | $118 |
| Jun 3, 2026 | UBS | Target | $155 | $110 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $123.7M · Total debt $18.4M · Total assets $472.8M · Shareholders' equity $338.3M
- Revenue
- $87.7M
- Operating income
- $9.7M
- Net income
- $9.0M
No dividends on record.
| Institutions297 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 105.85% | 29.86M shares | |
| Insiders13 holders · as of Sep 2, 2026 | 3.29% | 928.7K shares | |
| Strategic holders1 holder · as of Jan 24, 2025 | 0.80% | 225.4K shares | |
| Adds to | 109.94% |
28.21M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.94%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
BlackRock, Inc.Institution | 14.65% | 4.13M | 13Fas of Jun 30, 2026 |
Mak Capital One LLCInstitution | 4.23% | 1.19M | 13Fas of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.05% | 1.14M | 13Fas of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.96% | 1.12M | 13Fas of Jun 30, 2026 |
State Street CorpInstitution | 3.88% | 1.09M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Joe Ahmed Youssef Abdelrahman | officer: Chief Commercial Officer | −1,002 | $114.64 |
| Aug 18, 2026 | William David III Wood | officer: Chief Financial Officer | −6,000 | $114.72 |
| Aug 18, 2026 | Kyle C. Badger | officer: SVP, GC and Secretary | −8,400 | $114.06 |
| Aug 7, 2026 | Ramesh Srinivasan | director, officer: President & CEO | −25,000 | $108.15 |
| Aug 6, 2026 | Ramesh Srinivasan | director, officer: President & CEO | −106,205 | $106.62 |
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Agilysys | $114.70 | +1.13% | $3.20B | 75.2 | 43.5 | 9.7 | +14.4% |
| Oracle | $146.34 | +0.40% | $419.83B | 25.0 | 18.1 | 6.2 | +20.6% |
| Toast | $34.18 | +0.39% | $19.74B | 43.6 | 22.2 | 2.9 | +23.1% |
| P.A.R. Technology | $18.86 | +0.59% | $773.4M | — | 16.8 | 1.6 | +18.7% |
| NCR Voyix | $9.03 | +0.56% | $1.24B | 22.2 | 9.2 | 0.5 | −21.5% |
| Shift4 Payments | $44.00 | −0.59% | $4.03B | 75.7 | 6.6 | 0.8 | −35.4% |
| Median | 34.3 | 16.8 | 1.6 | +18.7% |