Asure Software, Inc. (ASUR)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
$8.34-5.76%
Close 2026-09-09 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
Warn: Primary pillar under pressure — Improve operating income above $2.3M in Q1 2026: Operating income not reported.
Asure aims for $159M-$163M revenue in 2026. Q1 revenue was $42.8M. Operating income improved to $2.33M in Q1. Partnership growth supports revenue goals.
The company missed earnings in three of last four quarters. Profit remains weak. Revenue growth may slow below targets.
Price is about 23% below our fair value near $11. Analysts expect 11% revenue growth. Our view aligns with these expectations.
Breaks if: Operating income falls below $2.3M in Q1 2026
Breaks if: Q2 revenue falls below $36M
Breaks if: Revenue falls below $159M in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is in a smaller-cap tech company that is currently loss-making. The thesis is cautious, reflecting recent performance issues and a need for improvement in earnings quality.
The market seems to have priced in a justified valuation, with ASUR appearing cheap compared to its peers. However, there is a negative expectations gap, indicating that investors may be anticipating challenges ahead.
Management is on track to meet revenue targets, with recent results showing a year-over-year revenue increase. However, the company remains loss-making, and the risk of missing future guidance is elevated.
The thesis hinges on management's ability to maintain revenue growth and improve operating income. Additionally, external factors like Fed rate changes and performance of sector leaders could significantly influence ASUR's trajectory.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The company advanced its AI capabilities and product attach rates. However, it missed revenue guidance for Q2 2026, which impacts growth objectives.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Achieve full-year 2026 revenue in the range of $159 million to $163 million as a key growth target.
Stated as a priority in 4 of last 4 quarters. Management guided full-year 2026 revenue between $159.0 million and $163.0 million consistently from 2025-Q3 through 2026-Q2. First half 2026 revenue was $79.9 million, up 23% year over year, indicating the company is delivering on its growth trajectory toward the full-year target.
“Guidance for 2026 Guidance Range FY-2026 Revenue $ 159.0 M – 163.0 M”
“Guidance for 2026 Guidance Range FY-2026 Revenue $ 159.0 M – 163.0 M”
“Guidance for 2026 Guidance Range FY-2026 Revenue $ 159.0 M – 162.0 M”
“Guidance for 2026 Guidance Range FY-2026 Revenue $ 158.0M-162.0 M”
Over the next 1 to 3 years, ASUR's performance will depend on management execution and broader market conditions. Not investment advice.