Agilysys (AGYS)

• Market cap: $3.88B
• 1 day: 2.83%
• 5 days: 4.32%
• 1 month: 10.25%
• 3 months: 32.33%
• 6 months: 46.26%
• Year to date: 69.17%
• 1 year: 63.76%
• 5 years: 430.49%
• 10 years: 1,029.23%
• Sector: Information Technology
• Industry: Computer Integrated Systems Design

About: Agilysys Inc has been a leader in hospitality software, delivering innovative cloud-native SaaS and on-premise solutions for hotels, resorts and cruise lines, casinos, corporate food service management, restaurants, universities, stadiums, and healthcare. The Company's software solutions include point-of-sale (POS), property management (PMS), inventory and procurement, payments, and related applications that manage and enhance the entire guest journey. Agilysys also is known for its world-class customer-centric service.

Employees: 1,900

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

114% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $1.2M

31% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 78

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

2% more funds holding

Funds holding: 252 [Q2] → 258 (+6) [Q3]

2% more capital invested

Capital invested by funds: $2.81B [Q2] → $2.86B (+$54.2M) [Q3]

3.84% less ownership

Funds ownership: 98.27% [Q2] → 94.43% (-3.84%) [Q3]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $124 11% downside
• Avg. target: $141 2% upside
• High target: $150 8% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Oppenheimer Brian Schwartz 65% 1-year accuracy 30 / 46 met price target	8% upside $150	Outperform Maintained	3 Dec 2024
Needham Mayank Tandon 67% 1-year accuracy 77 / 115 met price target	5% upside $145	Buy Maintained	15 Nov 2024
Northland Capital Markets Nehal Chokshi 67% 1-year accuracy 8 / 12 met price target	5% upside $145	Outperform Reiterated	29 Oct 2024
BTIG Matthew Vanvliet 100% 1-year accuracy 4 / 4 met price target	11% downside $124	Buy Maintained	29 Oct 2024