Professional
Added to YB: 2025-09-18
Pitch date: 2025-08-19
AGYS [bullish]
Agilysys, Inc.
+14.71%
current return
Author Info
No bio for this author
Company Info
Agilysys, Inc. operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.
Market Cap
$3.4B
Pitch Price
$106.51
Price Target
150.00 (+20%)
Dividend
N/A
EV/EBITDA
81.66
P/E
142.85
EV/Sales
11.31
Sector
Software
Category
growth
Prosper Stars & Stripes Portfolio Holding: Agilysys, Inc.
AGYS (new position): Hospitality software (POS/PMS) in $16B TAM. Sticky, cloud-native products vs legacy competitors. CEO Srinivasan owns 2.9%, strong operator since 2017. Temporary implementation issues created entry opportunity. Rapid growth trajectory with pricing power. Bull case $150 target (12x FY2026 sales).
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