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    How Agilysys’ IHG-Wide POS Deployment Approval Could Shape Agilysys (AGYS) Investors’ Cloud Subscription Story

    Simply Wall St·12/10/2025 20:13:29
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    • In early December 2025, Agilysys announced that its cloud-native InfoGenesis POS platform has been approved for use across IHG Hotels & Resorts’ global portfolio, integrating with IHG’s property systems to support unified guest transactions in diverse outlets from restaurants to poolside cabanas.
    • The approval cements Agilysys as a global POS provider for IHG across all hotel segments, highlighting the breadth of its hospitality-focused ecosystem and its ability to scale across varied brand tiers and service areas.
    • Next, we’ll examine how becoming a global POS provider for IHG could influence Agilysys’ subscription-led growth narrative and competitive positioning.

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    Agilysys Investment Narrative Recap

    To own Agilysys, you need to believe that hospitality operators will keep adopting its cloud platforms to run more of their guest journey, and that subscription revenue can keep gaining share. The new IHG approval strengthens that case near term by validating InfoGenesis at global scale, but it does not remove key risks such as high exposure to cyclical travel and elevated competition in hotel tech.

    The IHG decision also lands shortly after Agilysys raised fiscal 2026 revenue guidance to US$315 million to US$318 million, with subscription growth targeted at 29% year on year. Investors may see these together as reinforcing the subscription‑led growth story, while still needing to watch whether heavy spending on sales and innovation drags on margins if growth slows.

    Yet, investors should be aware that high reliance on the hotel and resort cycle could still...

    Read the full narrative on Agilysys (it's free!)

    Agilysys' narrative projects $425.1 million revenue and $60.4 million earnings by 2028.

    Uncover how Agilysys' forecasts yield a $140.00 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

    AGYS 1-Year Stock Price Chart
    AGYS 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community range from US$29.52 to US$152, highlighting how far apart individual views can sit. When you set those against Agilysys’ heavy dependence on the cyclical hospitality sector, it underlines why checking several different viewpoints on the company’s prospects matters.

    Explore 3 other fair value estimates on Agilysys - why the stock might be worth less than half the current price!

    Build Your Own Agilysys Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.