Professional
Added to YB: 2025-12-02
Pitch date: 2025-11-11
AGYS [bullish]
Agilysys, Inc.
-39.55%
current return
Author Info
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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
$2.3B
Pitch Price
$130.03
Price Target
160.00 (+104%)
Dividend
N/A
EV/EBITDA
51.58
P/E
76.13
EV/Sales
7.16
Sector
Software
Category
growth
Prosper Stars & Stripes New Portfolio Holding: Agilysys, Inc.
AGYS (new position): Hospitality PMS/POS software w/ 300k rooms vs 5M industry total. 7 consecutive quarters 30%+ subscription growth, FY26 guidance raised to 29%. Marriott deal adds 400k rooms over 2-3yrs, potentially $130M subscription rev (nearly doubling base). Margins could expand 1500bps toward $1B revenue goal. Price target ~$160, $4.75 EPS potential.
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