Agilysys, Inc.

NasdaqGS:AGYS Stock Report

Market Cap: US$2.0b

Agilysys Management

Management criteria checks 3/4

Agilysys' CEO is Ramesh Srinivasan, appointed in Jan 2017, has a tenure of 9.33 years. total yearly compensation is $1.62M, comprised of 37% salary and 63% bonuses, including company stock and options. directly owns 3.07% of the company’s shares, worth $61.56M. The average tenure of the management team and the board of directors is 5 years and 10.7 years respectively.

Key information

Ramesh Srinivasan

Chief executive officer

US$1.6m

Total compensation

CEO salary percentage36.97%
CEO tenure9.3yrs
CEO ownership3.1%
Management average tenure5yrs
Board average tenure10.7yrs

Recent management updates

Recent updates

Narrative Update Apr 27

AGYS: Marriott Rollout Will Support Stronger Subscription Momentum And Future Business Confidence

Narrative Update on Agilysys The updated analyst price target for Agilysys is set at $120. This reflects a recalibration after recent target cuts cited by Oppenheimer and Needham, alongside continued confidence from analysts in subscription momentum tied to the Marriott PMS roll out and broader business strength.
Narrative Update Apr 13

AGYS: Marriott Rollout And Subscription Momentum Will Support Stronger Outlook

Agilysys' updated fair value estimate has moved from $135 to $90, as analysts recalibrated price targets following Oppenheimer's $50 cut and Needham's reset to $120. They still cited confidence in subscription growth tied to the Marriott PMS roll out and broader business momentum.
Narrative Update Mar 29

AGYS: Marriott Rollout Will Support Subscription Momentum Despite Reset Expectations

Narrative Update on Agilysys The analyst price target for Agilysys has been reduced from $140 to $120, as analysts factor in updated expectations. They still point to potential subscription growth tied to the Marriott PMS roll out and broader business momentum.
Narrative Update Mar 12

AGYS: Marriott Partnership Will Drive Future Subscription Upside Despite Reset Expectations

Agilysys' Street price target has been trimmed by $20 to $120, with analysts pointing to a more measured outlook even as they highlight potential subscription growth supported by the Marriott property management system roll out and ongoing strength across the broader business. Analyst Commentary Analysts are reassessing Agilysys after recent investor meetings with management, balancing a lower price target with a still constructive view on the company’s subscription opportunity and execution around key partnerships.
Narrative Update Feb 25

AGYS: Marriott PMS Rollout Will Support Future Share Gains

Narrative Update: Agilysys Analyst Target Revision The analyst price target for Agilysys has shifted from $140 to $120 as analysts factor in updated assumptions around growth, profitability, and valuation. They still point to potential upside supported by expected subscription momentum from the Marriott PMS roll out and broader business strength.
Narrative Update Feb 11

AGYS: Hospitality Software Wins And Higher Margins Will Support Stronger Outlook

Analysts have raised their price target on Agilysys from $90 to $135, citing updated assumptions that combine a higher projected profit margin, a lower future P/E multiple, a revised discount rate, and an updated revenue growth outlook. What's in the News Agilysys raised earnings guidance for fiscal 2026 and now expects total revenue of $318 million, at the upper end of its prior range, signaling updated management expectations for the year (Key Developments).
Analysis Article Jan 29

The Price Is Right For Agilysys, Inc. (NASDAQ:AGYS) Even After Diving 30%

Agilysys, Inc. ( NASDAQ:AGYS ) shareholders that were waiting for something to happen have been dealt a blow with a 30...
Seeking Alpha Jan 27

Agilysis: A Healthy Dip To Buy (Upgrade)

Summary Agilysys shares fell over 10% post-earnings despite a beat-and-raise quarter, presenting a compelling buy opportunity after a 30% pullback. AGYS is diversifying beyond hotels, with growing traction in cruise ships, casinos, and increased cross-sell of products like Book4Time and foodservice solutions. Approximately two-thirds of AGYS revenue is recurring, underpinned by complex, sticky implementations and robust attach rates in new deals. The upcoming Marriott PMS rollout is a major near-term catalyst, expected to be heavily margin accretive and potentially surprise to the upside. Read the full article on Seeking Alpha
Narrative Update Jan 27

AGYS: Enterprise Wins In Hospitality Software Will Support Future Share Gains

Analysts have kept their fair value estimate for Agilysys steady at US$142.00, with only very small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions supporting this unchanged price target view. What's in the News YMCA of the Rockies selected a broad suite of Agilysys hospitality software to modernize operations across its two large Colorado campuses, covering lodging, dining and more than 300 guest activities (Key Developments).
Narrative Update Jan 11

AGYS: Subscription Momentum And Record Backlog Will Support Future Share Gains

Analysts have modestly lifted their price targets on Agilysys, with recent Street research moving targets into a US$130 to US$155 range. They cite stronger subscription growth, Q2 revenue and EBITDA beats, and broader bookings momentum as key supports for the updated view.
Narrative Update Dec 26

AGYS: Subscription Expansion Will Drive Future Share Gains Despite Margin Headwinds

Analysts modestly raised their price targets on Agilysys, with some moving into the $140 to $155 range, citing accelerating organic subscription growth, a beat and raise Q2, and ongoing competitive advantages in its product platform as key supports for a slightly higher fair value and improved margin outlook. Analyst Commentary Bullish analysts highlight that the latest round of price target increases reflects growing confidence in Agilysys execution, particularly around subscription growth, operating leverage, and product-driven differentiation in hospitality technology.
Narrative Update Dec 11

AGYS: Subscription Momentum Will Drive Future Market Share Gains Despite Margin Constraints

Analysts have nudged our Agilysys fair value estimate up by approximately $2 to $142, reflecting higher Street price targets supported by accelerating organic subscription growth, sustained beat and raise execution, and confidence in the company’s competitive product platform and expanding market share. Analyst Commentary Street research remains broadly constructive on Agilysys, with multiple firms lifting price targets alongside Q2 estimate beats and stronger subscription metrics.
Narrative Update Nov 27

AGYS: Subscription Momentum Will Drive Market Share Gains Amid Margin Pressures

Analysts have increased their price target for Agilysys from $130 to $140, citing continued momentum in subscription revenue growth as well as the company's strong execution, which is driving improved outlooks. Analyst Commentary Bullish analysts have updated their outlooks for Agilysys, highlighting multiple factors driving recent price target increases and positive sentiment.
Narrative Update Nov 12

AGYS: Ongoing Subscription Momentum Will Face Profitability Headwinds From Rising Costs

Agilysys's analyst price target has been raised to $140. Analysts cite stronger-than-expected Q2 results and ongoing growth in subscription revenue as key drivers behind the upward revision.
Analysis Article Oct 30

Agilysys, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Agilysys, Inc. ( NASDAQ:AGYS ) just released its second-quarter report and things are looking bullish. The company beat...
Narrative Update Oct 29

Subscription Momentum And New Customer Wins Will Support Long-Term Ecosystem Expansion

Agilysys’s analyst consensus price target has increased from $130.40 to $140.00. Analysts cite accelerating subscription growth and robust Q2 results as key drivers behind the upward revision.
Analysis Article Aug 20

Agilysys (NASDAQ:AGYS) Is Experiencing Growth In Returns On Capital

NasdaqGS:AGYS 1 Year Share Price vs Fair Value Explore Agilysys's Fair Values from the Community and select yours Did...
Analysis Article May 22

Analyst Estimates: Here's What Brokers Think Of Agilysys, Inc. (NASDAQ:AGYS) After Its Annual Report

Shareholders will be ecstatic, with their stake up 22% over the past week following Agilysys, Inc. 's ( NASDAQ:AGYS...
Analysis Article May 17

There's Reason For Concern Over Agilysys, Inc.'s (NASDAQ:AGYS) Massive 25% Price Jump

Agilysys, Inc. ( NASDAQ:AGYS ) shareholders are no doubt pleased to see that the share price has bounced 25% in the...
Analysis Article Apr 25

We Think Agilysys (NASDAQ:AGYS) Can Manage Its Debt With Ease

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Apr 12

Agilysys: More Attractive Now Following The Post-Earnings Selloff (Rating Upgrade)

Summary Shares are down nearly 50% since the company reported Q3 results for FY25. While its hardware and services segments face revenue headwinds, subscription revenue growth, which is core to the investment thesis, has remained very strong. The valuation multiple has dropped to 20 times 2027 adjusted EBITDA, which I find attractive given the promising growth and margin outlook ahead. I am therefore upgrading shares from Hold to Buy. Read the full article on Seeking Alpha
Analysis Article Mar 08

Agilysys, Inc.'s (NASDAQ:AGYS) Share Price Could Signal Some Risk

With a price-to-sales (or "P/S") ratio of 8.2x Agilysys, Inc. ( NASDAQ:AGYS ) may be sending very bearish signals at...
Analysis Article Feb 05

Calculating The Fair Value Of Agilysys, Inc. (NASDAQ:AGYS)

Key Insights The projected fair value for Agilysys is US$73.19 based on 2 Stage Free Cash Flow to Equity Current share...
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New Narrative Jan 26

Cloud-Native Transition Will Unlock Global Opportunities

Transition to modern cloud-native solutions and expanding customer base are key strategies for improved revenue growth.
Analysis Article Jan 20

There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Analysis Article Jan 07

Should You Think About Buying Agilysys, Inc. (NASDAQ:AGYS) Now?

Agilysys, Inc. ( NASDAQ:AGYS ), might not be a large cap stock, but it saw a significant share price rise of 32% in the...
Seeking Alpha Dec 30

Agilysys: Strong Outlook, But Valuation May Limit Upside

Summary Shares have risen more than 30% since its Q2 earnings release, where full year guidance was raised mostly due to the contribution from the Book4Time acquisition. Recurring revenue growth remains strong, fueled by subscription revenue which was up 29% year over year. Subscription revenue is expected to grow 38% in FY25, a growth rate which could potentially be sustained for the next two years given the deals in the pipeline. The current valuation at over 20 times recurring revenue is unattractive, especially given the competitive risks, leading me to remain cautious with a Hold rating. Read the full article on Seeking Alpha
Analysis Article Dec 24

These 4 Measures Indicate That Agilysys (NASDAQ:AGYS) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Nov 26

Agilysys, Inc.'s (NASDAQ:AGYS) 25% Share Price Surge Not Quite Adding Up

Agilysys, Inc. ( NASDAQ:AGYS ) shareholders have had their patience rewarded with a 25% share price jump in the last...
Analysis Article Oct 18

Returns Are Gaining Momentum At Agilysys (NASDAQ:AGYS)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysis Article Oct 03

When Should You Buy Agilysys, Inc. (NASDAQ:AGYS)?

Agilysys, Inc. ( NASDAQ:AGYS ), is not the largest company out there, but it saw significant share price movement...
Seeking Alpha Sep 26

Agilysys: A Compelling Growth Story With A Premium Valuation

Summary Shares have performed well this year, reflecting the solid progress made in the underlying business. I see recurring revenue growth above 25% for the next two years following significant customer wins. Assuming steady state adjusted EBITDA margins of 25%, shares are trading at an EV/adjusted EBITDA multiple of 42. I find the current valuation too rich, and therefore assign a Hold rating. Read the full article on Seeking Alpha
Analysis Article Sep 18

If EPS Growth Is Important To You, Agilysys (NASDAQ:AGYS) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Aug 30

Investor Optimism Abounds Agilysys, Inc. (NASDAQ:AGYS) But Growth Is Lacking

With a price-to-sales (or "P/S") ratio of 12.6x Agilysys, Inc. ( NASDAQ:AGYS ) may be sending very bearish signals at...
Seeking Alpha Jul 09

Finding New Heights As Agilysys Drives Growth Amid Market Challenges

Summary Agilysys, Inc. is a leading provider of cloud-based hospitality software solutions, offering services to various markets such as hotels, resorts, and gaming establishments. The company has demonstrated remarkable financial performance with record-breaking revenue growth each quarter of 2024, driven by its successful software subscription and professional services divisions. Despite challenges from global market competition and shifts in revenue composition, Agilysys' strategic focus on expanding cloud-native solutions and leveraging key market opportunities suggests a strong potential for sustained profitability. Read the full article on Seeking Alpha
Analysis Article Jul 01

There's Been No Shortage Of Growth Recently For Agilysys' (NASDAQ:AGYS) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Analysis Article May 21

Shareholders Shouldn’t Be Too Comfortable With Agilysys' (NASDAQ:AGYS) Strong Earnings

Agilysys, Inc. ( NASDAQ:AGYS ) recently released a strong earnings report, and the market responded by raising the...

CEO Compensation Analysis

How has Ramesh Srinivasan's remuneration changed compared to Agilysys's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025n/an/a

US$30m

Sep 30 2025n/an/a

US$24m

Jun 30 2025n/an/a

US$14m

Mar 31 2025US$2mUS$600k

US$23m

Dec 31 2024n/an/a

US$22m

Sep 30 2024n/an/a

US$95m

Jun 30 2024n/an/a

US$98m

Mar 31 2024US$1mUS$600k

US$85m

Dec 31 2023n/an/a

US$86m

Sep 30 2023n/an/a

US$12m

Jun 30 2023n/an/a

US$11m

Mar 31 2023US$6mUS$600k

US$13m

Dec 31 2022n/an/a

US$11m

Sep 30 2022n/an/a

US$8m

Jun 30 2022n/an/a

US$6m

Mar 31 2022US$823kUS$600k

US$5m

Dec 31 2021n/an/a

-US$22m

Sep 30 2021n/an/a

-US$25m

Jun 30 2021n/an/a

-US$20m

Mar 31 2021US$348kUS$164k

-US$24m

Dec 31 2020n/an/a

-US$26m

Sep 30 2020n/an/a

-US$26m

Jun 30 2020n/an/a

-US$34m

Mar 31 2020US$7mUS$600k

-US$34m

Compensation vs Market: Ramesh's total compensation ($USD1.62M) is below average for companies of similar size in the US market ($USD5.47M).

Compensation vs Earnings: Ramesh's compensation has increased by more than 20% in the past year.


CEO

Ramesh Srinivasan (65 yo)

9.3yrs
Tenure
US$1,622,906
Compensation

Mr. Ramesh Srinivasan has been the Chief Executive Officer, President and Director at Agilysys, Inc. since January 3, 2017. He also serves on the board of advisors for Symbotic. Throughout his career, Mr....


Leadership Team

NamePositionTenureCompensationOwnership
Ramesh Srinivasan
CEO, President & Director9.3yrsUS$1.62m3.07%
$ 61.6m
William Wood
Senior VP & CFO6yrsUS$1.07m0.15%
$ 2.9m
Sethuram Shivashankar
Senior VP and Chief Technology & Information Officer4.2yrsUS$799.52k0.086%
$ 1.7m
Kyle Badger
Senior VP14.6yrsUS$749.82k0.41%
$ 8.2m
Joe Youssef
Senior VP of Sales1.8yrsUS$2.64m0.072%
$ 1.4m
Jessica Hennessy
Senior Manager of Corporate Strategy & Investor Relationsno datano datano data
Frank Pitsikalis
Senior VP & Chief Marketing Officerless than a yearno datano data
Theresa Putnal
SVP & Chief Human Resources Officerno datano datano data
Prakash Bhat
Senior VP & MD of India Development Center9.2yrsno datano data
Sridhar Laveti
Senior Vice President of Product Engineering & Customer Support5.9yrsUS$688.56kno data
Jebaseelan Kingsley
Senior Vice President of Professional Services3yrsno datano data
Rohith Kori
Senior Vice President of Corporate & Product Strategy3yrsno datano data
5.0yrs
Average Tenure
55.5yo
Average Age

Experienced Management: AGYS's management team is seasoned and experienced (5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Ramesh Srinivasan
CEO, President & Director9.3yrsUS$1.62m3.07%
$ 61.6m
John Mutch
Independent Director17.2yrsUS$170.00k0.11%
$ 2.2m
Donald A. Colvin
Independent Director10.7yrsUS$165.00k0.088%
$ 1.8m
Melvin Keating
Independent Director10.7yrsUS$160.00k0.13%
$ 2.5m
Gerald Jones
Independent Director14.3yrsUS$170.00k0.15%
$ 3.0m
Lisa Pope
Independent Director1.4yrsUS$44.49k0.00086%
$ 17.3k
Michael Kaufman
Independent Chairman of the Board12.3yrsUS$202.50k0.84%
$ 16.8m
Dana Jones
Independent Director7.1yrsUS$172.50k0.049%
$ 992.0k
10.7yrs
Average Tenure
68yo
Average Age

Experienced Board: AGYS's board of directors are seasoned and experienced ( 10.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 13:13
End of Day Share Price 2026/05/08 00:00
Earnings2025/12/31
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Agilysys, Inc. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Allan VerkhovskiBTIG
Matthew VanVlietCantor Fitzgerald & Co.
George SuttonCraig-Hallum Capital Group LLC