Agilysys, Inc. - Common Stock (AGYS)

A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. This led to institutional repositioning as traders pivot away from traditional SaaS providers in favor of companies with more defensible, AI-integrated moats. The tech-heavy Nasdaq Composite index declined by 0.8%, while the broader S&P 500 also slipped.

Agilysys’ fourth quarter results were met with a significant negative market reaction, as shares declined following the announcement. Despite exceeding Wall Street revenue expectations, management noted that non-GAAP profit came in below consensus, mainly due to higher product development and implementation costs during the holiday period. CEO Ramesh Srinivasan pointed to strong momentum in subscription-based sales, particularly across hotel, resort, and cruise ship segments, as a key growth driver. He also acknowledged that a temporary slowdown in the casino gaming business during October and November weighed on results, though this recovered in December. Srinivasan described product modernization and AI-driven implementation efficiencies as central to the company’s ability to convert bookings to revenue more rapidly.

Shares of hospitality software provider Agilysys (NASDAQ:AGYS) fell 20.5% in the morning session after the company reported fourth-quarter results that missed profit expectations. 

Hospitality software provider Agilysys (NASDAQ:AGYS) announced better-than-expected revenue in Q4 CY2025, with sales up 15.6% year on year to $80.39 million. The company expects the full year’s revenue to be around $318 million, close to analysts’ estimates. Its non-GAAP profit of $0.42 per share was 7.8% below analysts’ consensus estimates.

Agilysys (AGYS) Q3 2025 Earnings Call Transcript

Hospitality software provider Agilysys (NASDAQ:AGYS) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 15.6% year on year to $80.39 million. The company expects the full year’s revenue to be around $318 million, close to analysts’ estimates. Its non-GAAP profit of $0.42 per share was 7.8% below analysts’ consensus estimates.

Agilysys, Inc. (NASDAQ: AGYS), a leading global provider of hospitality software solutions and services, today reported results for its Fiscal 2026 third quarter ending December 31, 2025.

Agilysys (AGYS) Q2 2025 Earnings Call Transcript

Hospitality software provider Agilysys (NASDAQ:AGYS) will be announcing earnings results this Monday after market close. Here’s what to expect.

A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals. 

Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of hospitality software and services, today announced that YMCA of the Rockies has chosen a wide range of Agilysys hospitality software solutions to modernize operations across its two destination campuses in Colorado: Estes Park Center and Snow Mountain Ranch. Across these two campuses, YMCA of the Rockies can host more than 5,000 guests at once, making it not only the largest property in YMCA’s portfolio but also one of the largest family and group resorts in the United States, capable of accommodating everything from small family vacations and reunions to conferences with hundreds of attendees.

Agilysys, Inc. (AGYS), a leading global provider of hospitality software solutions that enable organizations to go beyond what they can accomplish with traditional property management systems (PMS), point-of-sale (POS) solutions and food-and-beverage inventory and procurement (F&B I&P) systems, announced today that it will release its fiscal 2026 third quarter results after the market closes on Monday January 26, 2026 and host a conference call and webcast at 4:30 p.m. ET that day. Both the call and webcast are open to the public.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

A number of stocks fell in the afternoon session after investors grew increasingly concerned that the billions of dollars being invested into artificial intelligence may not generate sufficient profits. 

Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of hospitality software technology and services, today announced that Streamsong Resort has selected Agilysys Golf and Agilysys Mobile Caddie App to deliver innovative and time-saving experiences for the property’s golf staff, caddies and players. One-of-a-kind innovative technology enables caddies to manage their schedules as independent contractors, properties to better coordinate in real-time with players to deliver “white-glove” service, and managers to reduce manual work. The Mobile Caddie App delivers more than 20 hours per week in scheduling efficiency.

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.

Let’s dig into the relative performance of Agilysys (NASDAQ:AGYS) and its peers as we unravel the now-completed Q3 vertical software earnings season.

Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 1.8% over the past six months. This drawdown is a far cry from the S&P 500’s 14.4% ascent.

Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of hospitality software and services, today announced that Agilysys InfoGenesis, its cloud-native, omnichannel enterprise POS platform, has been approved for IHG Hotels & Resorts portfolio of properties.

Agilysys, Inc. (Nasdaq: AGYS), a leading global provider of hospitality software technology and services, today announced that its spa management platform Agilysys Book4Time has been named Favorite Spa Software in the 2025 Professional’s Choice Awards by American Spa magazine. The award, determined by votes from spa professionals nationwide, recognizes the best-in-class technologies and solutions in the spa industry. Agilysys Book4Time is part of the Agilysys Hospitality and Leisure integrated ecosystem of best-in-class software spanning technology for property management (PMS), point-of-sale (POS), food and beverage inventory and procurement (I&P), booking, spa, golf, activities, dining, membership, and digital marketing, among others.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Since November 2020, the S&P 500 has delivered a total return of 85.8%. But one standout stock has more than doubled the market - over the past five years, Agilysys has surged 204% to $123.52 per share. Its momentum hasn’t stopped as it’s also gained 21.9% in the last six months thanks to its solid quarterly results, beating the S&P by 10.5%.