Agilysys, Inc.

NasdaqGS:AGYS Aktierapport

Börsvärde: US$2.2b

Agilysys Förvaltning

Förvaltning kriterier kontrolleras 3/4

Agilysys VD är Ramesh Srinivasan, utsedd i Jan 2017, har en mandatperiod på 9.33 år. totala årliga ersättningen är $ 1.62M, bestående av 37% lön 63% bonusar, inklusive företagsaktier och optioner. äger direkt 3.07% av företagets aktier, värda $ 68.02M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 10.7 år.

Viktig information

Ramesh Srinivasan

Verkställande direktör

US$1.6m

Total ersättning

VD-lön i procent36.97%
Anställning som VD9.3yrs
Ägande av VD3.1%
Ledningens genomsnittliga anställningstid5yrs
Styrelsens genomsnittliga mandatperiod10.7yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Analysartikel 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
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Ramesh Srinivasan:s ersättning förändrats jämfört med Agilysys:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$39m

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

Ersättning vs marknad: Ramesh s total kompensation ($USD 1.62M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 5.53M ).

Ersättning vs inkomst: Ersättningen för Ramesh har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Ramesh Srinivasan (65 yo)

9.3yrs
Anställning
US$1,622,906
Kompensation

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....


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Ramesh Srinivasan
CEO, President & Director9.3yrsUS$1.62m3.07%
$ 68.0m
William Wood
Senior VP & CFO6yrsUS$1.07m0.15%
$ 3.2m
Sethuram Shivashankar
Senior VP and Chief Technology & Information Officer4.2yrsUS$799.52k0.086%
$ 1.9m
Kyle Badger
Senior VP14.6yrsUS$749.82k0.41%
$ 9.1m
Joe Youssef
Senior VP of Sales1.8yrsUS$2.64m0.072%
$ 1.6m
Jessica Hennessy
Senior Manager of Corporate Strategy & Investor Relationsno datainga uppgifteringa uppgifter
Frank Pitsikalis
Senior VP & Chief Marketing Officerless than a yearinga uppgifteringa uppgifter
Theresa Putnal
SVP & Chief Human Resources Officerno datainga uppgifteringa uppgifter
Prakash Bhat
Senior VP & MD of India Development Center9.2yrsinga uppgifteringa uppgifter
Sridhar Laveti
Senior Vice President of Product Engineering & Customer Support5.9yrsUS$688.56kinga uppgifter
Jebaseelan Kingsley
Senior Vice President of Professional Services3yrsinga uppgifteringa uppgifter
Rohith Kori
Senior Vice President of Corporate & Product Strategy3yrsinga uppgifteringa uppgifter
5.0yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren ledning: AGYS s ledningsgrupp är erfaren och erfaren ( 5 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Ramesh Srinivasan
CEO, President & Director9.3yrsUS$1.62m3.07%
$ 68.0m
John Mutch
Independent Director17.2yrsUS$170.00k0.11%
$ 2.5m
Donald A. Colvin
Independent Director10.7yrsUS$165.00k0.088%
$ 1.9m
Melvin Keating
Independent Director10.7yrsUS$160.00k0.13%
$ 2.8m
Gerald Jones
Independent Director14.3yrsUS$170.00k0.15%
$ 3.3m
Lisa Pope
Independent Director1.4yrsUS$44.49k0.00086%
$ 19.1k
Michael Kaufman
Independent Chairman of the Board12.3yrsUS$202.50k0.84%
$ 18.6m
Dana Jones
Independent Director7.1yrsUS$172.50k0.049%
$ 1.1m
10.7yrs
Genomsnittlig anställningstid
68yo
Genomsnittlig ålder

Erfaren styrelse: AGYS s styrelse är rutinerade och erfaren ( 10.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 21:40
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Agilysys, Inc. bevakas av 10 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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