Saskatchewan Casino Deal Could Be a Game Changer for Agilysys (AGYS)

• On September 11, 2025, the Saskatchewan Indian Gaming Authority (SIGA) announced it selected Agilysys InfoGenesis POS and Eatec inventory and procurement solutions for enterprise-wide use across all seven of its Saskatchewan casino properties.
• This decision to deploy Agilysys across SIGA’s network enables real-time data integration, centralized procurement and reporting, and improved efficiency for both operations and guest service under a single digital platform.
• We'll now explore how securing this enterprise-wide technology partnership with SIGA could inform Agilysys' broader investment narrative and growth prospects.

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Agilysys Investment Narrative Recap

To be a shareholder in Agilysys, you need to believe in the rapid digital transformation of hospitality technology and the company’s ability to capitalize on the accelerating shift to cloud-native, subscription-based solutions. The SIGA partnership reinforces Agilysys’ progress in growing its casino and gaming vertical, supporting recent sales momentum. While this could be a confidence booster for near-term implementation backlogs, it does not fundamentally change the main short-term catalyst: continued growth in recurring SaaS revenue. The biggest near-term risk remains Agilysys’ high exposure to cyclical hospitality markets, particularly if economic activity or travel slows. Among the company’s recent announcements, the May 2025 news that Boyd Gaming selected Agilysys InfoGenesis for all 28 of its U.S. properties is particularly relevant. Like SIGA, this win highlights momentum in large enterprise deployments, which serves as a core driver behind rising subscription revenue and backlog growth. In contrast, investors should also be aware that Agilysys’ revenue is highly concentrated in North America, so...

Read the full narrative on Agilysys (it's free!)

Agilysys' narrative projects $425.1 million in revenue and $60.4 million in earnings by 2028. This requires 13.8% yearly revenue growth and a $46.4 million earnings increase from $14.0 million today.

Uncover how Agilysys' forecasts yield a $130.40 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Three fair value estimates from the Simply Wall St Community for Agilysys range widely from US$29.52 to US$152. Some see robust upside, but with results concentrated in North America, exploring alternative growth scenarios is essential.

Explore 3 other fair value estimates on Agilysys - why the stock might be worth less than half the current price!

Build Your Own Agilysys Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Agilysys research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Agilysys research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Agilysys' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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