InsightNodes

Executive Summary

Generated July 30, 2026

Enterprise Software

Agilysys

Emerging52% confidenceProfile verified Jul 22, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

0

Chokepoint Score

no direct dependencies recorded in the graph

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

Alpharetta, Georgia, USA

Employees

1,400 (2026, approximate)

Founded

1963

Listing

AGYS · NASDAQ

Market Cap

$3.12B

Revenue (TTM)

$330.31M

Price

USD110.7 (+9.99%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

A hospitality technology company providing point-of-sale, property management, and inventory software for hotels, resorts, casinos, and food-service operators. Full-year fiscal 2026 revenue reached a record $319.3 million, with Q4 FY2026 marking its 17th consecutive record revenue quarter at $82.9 million and EPS of $0.63, beating estimates by over 34%. Recurring revenue hit a record $206 million with subscription revenue up over 30%, and the company is rolling out AI-native revenue intelligence and CRS modules, guiding fiscal 2027 revenue to $365-370 million.

Strategic Connections

  • EverCommerce: Agilysys operates in the broader vertical SaaS category serving service-based businesses, alongside platforms like EverCommerce.
  • Cloud Computing & Data Centers: Agilysys provides hospitality technology SaaS within the broader cloud computing industry.

Strategic Risks

  • Revenue tied to hospitality and travel industry cyclicality

Future Outlook

  • Continued record revenue growth expected from hospitality industry technology modernization
  • AI-native revenue intelligence and CRS modules positioned to reframe the company's core investment story around AI-driven subscription growth in FY2027

Sources

3 sources, 50% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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