Asure (ASUR) Q2 Revenue Rises 7%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 02 2025
0mins
Should l Buy ASUR?
Source: NASDAQ.COM
Revenue Growth and Financial Performance: Asure Software reported a 7% year-over-year revenue growth, reaching $30.1 million, but posted a GAAP net loss per share of $(0.22), missing earnings estimates. The company raised its full-year revenue guidance for fiscal 2025 to $138.0–$142.0 million, driven by improvements in recurring revenue and adjusted EBITDA.
Strategic Initiatives and Market Positioning: The acquisition of Lathem Time is expected to enhance Asure's scale and cross-selling opportunities, while the company focuses on innovation through product development and automation. Management emphasized the importance of cost containment and integration of acquired businesses to improve profitability amid a competitive HCM and payroll technology market.
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Analyst Views on ASUR
Wall Street analysts forecast ASUR stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 7.410
Low
13.00
Averages
18.32
High
35.62
Current: 7.410
Low
13.00
Averages
18.32
High
35.62
About ASUR
Asure Software, Inc. is a provider of cloud-based Human Capital Management (HCM) software solutions delivered as Software-as-a-Service (SaaS) to businesses of all sizes. Its HCM suite, AsureHCM, includes Payroll & Tax solutions, Recruiting, HR compliance and services, Time & Attendance software, Insurance and Benefits Administration. Its AsureMarketplace automates interactions between its HCM systems with third-party providers and extends the range of services offered to employers and their employees. It offers these services directly and indirectly through its network of reseller partners. It provides three levels of HR services: HR support, which provides an on-demand HR resource library, phone and email support for any HR issues and compliance and policy updates; Strategic HR, which provides more in-depth support for strategic HR decision making, and Total HR, which offers a complete HR outsourcing solution. Its AsureRecruiting is a robust talent acquisition solution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Short-term Trading Strategy: The strategist notes that short interest in software stocks is at record levels, while a preference for AI semiconductors skews the risk balance towards an imminent rebound, prompting a recommendation for investors to increase exposure to high-quality software companies.
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- Market Sentiment Shift: The iShares Expanded Tech-Software Sector ETF (IGV) dropped about 5% in morning trading, marking its largest one-day decline since last April, indicating a sharp decline in investor confidence as the fund is now down approximately 21% from its recent high, entering bear market territory.
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- Software ETF Continues Decline: The iShares Expanded Tech-Software Sector ETF (IGV) fell to its lowest level since April 2025 on Wednesday, breaking below a clear topping pattern, reflecting weakness in the software sector that may impact investor confidence.
- Relative Strength Indicator Hits All-Time Low: The relative strength index (RSI) of IGV versus SMH has dropped to 15, marking a historic low, indicating extreme weakness in the software ETF and potential for a bounce in the near term.
- Significant Market Rotation: The stark contrast between the strong performance of the semiconductor sector and the ongoing decline of the software sector highlights notable internal market rotation, prompting investors to closely monitor future trend changes.
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- Leadership Appointment: Asure Software has appointed Mike Eralie as Senior Vice President of Operations, bringing over 20 years of leadership experience in the HCM industry, having previously served as COO at Safeguard Pay and NGA, where he successfully drove global service delivery and customer success.
- Strategic Focus: In his new role, Eralie will be responsible for optimizing service delivery, aligning cross-functional teams, and building the operational foundation necessary to support Asure's continued expansion, aiming to enhance customer satisfaction and operational efficiency.
- Enhancing Client Experience: Eralie emphasizes that strong operations and exceptional client experiences are foundational to the company's growth, and his addition is expected to drive improvements in service quality, thereby enhancing Asure's competitive position in the market.
- Company Vision: Asure's CEO Pat Goepel stated that Eralie's leadership style and customer focus are exactly what the company needs to accelerate its growth, signaling further development in the HCM sector.
See More
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- Strong Colombian Market: Colombia experienced a 6.0% increase in passenger traffic, driven by a 6.3% rise in international traffic and a 5.9% increase in domestic traffic, suggesting a recovery in tourism demand that enhances ASUR's competitive position in the Latin American market.
- Challenges in Mexico: Despite the overall traffic decline, Mexico saw a slight drop of 0.1% in international and 0.8% in domestic traffic, reflecting intensified market competition and economic uncertainties that may impact ASUR's future growth strategies.
- Puerto Rico Market Volatility: Puerto Rico's passenger traffic decreased by 4.2%, although international traffic saw a minor increase of 0.3%, but a significant 4.8% drop in domestic traffic could affect ASUR's operational strategies and investment decisions in the region.
See More
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Market Conditions: The acquisition could be announced soon, but there is a possibility it may not finalize, as many startups are opting for acquisitions over IPOs due to uncertain market conditions.
Armis's Growth: Founded in 2016, Armis has achieved over $300 million in annual recurring revenues and recently raised $435 million in funding, indicating strong financial performance.
Investor Backing: The latest funding round for Armis was led by Goldman Sachs Alternatives, with participation from notable investors like CapitalG, Sequoia Capital, and Bain Capital Ventures.
See More
