Nov. 19 at 8:53 PM
Oppenheimer reiterates Agilysys as its top pick among small- and mid-cap companies, calling it "the best small- and mid-cap software story" despite low coverage and ownership. The firm expects visible revenue and EBITDA growth acceleration in 2026-2027, largely driven by its Marriott rollout.
Agilysys offers a durable growth asset with potential to modernize the hotel industry through AI-integrated platform technologies. Its competitive edge as a vertical leader could influence other hotel brands to adopt its system.
Q2 FY2026 results beat expectations, with revenue of
$79.3M, up 33% YoY in subscription revenue. Following the results, Cantor Fitzgerald and Needham raised price targets.
$AGYS