Asure Software Q1 Earnings Exceed Expectations with Strong Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 22 hours ago
0mins
Should l Buy ASUR?
Source: seekingalpha
- Earnings Beat: Asure Software reported a Q1 GAAP EPS of $0.02, exceeding expectations by $0.05, which reflects the company's strong market performance and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q1 revenue of $42.8 million, representing a 22.6% year-over-year increase and surpassing market expectations by $0.93 million, indicating substantial progress in business expansion and customer acquisition.
- Positive Future Outlook: Asure provided guidance for Q2 and FY 2026, projecting revenue between $36.0 million and $38.0 million for Q2 and $159.0 million to $163.0 million for the full year, reflecting management's confidence in sustained growth.
- Adjusted EBITDA Guidance: The company anticipates Q2 2026 adjusted EBITDA to range from $6.0 million to $8.0 million, representing 23% to 25% of revenue, indicating ongoing improvements in profitability.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ASUR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 9.050
Low
13.00
Averages
18.32
High
35.62
Current: 9.050
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.
Asure (ASUR) Q1 2026 Earnings Call Transcript
See More
Asure Software Reports Strong Q1 2026 Earnings with 23% Revenue Growth
- Significant Revenue Growth: Asure Software reported Q1 2026 revenues of $42.8 million, representing a 23% year-over-year increase, indicating strong market performance and sustained growth potential.
- Accelerated Organic Growth: The organic growth rate for Q1 was 7%, a notable increase from 3% in Q1 2025, demonstrating effective strategies in customer acquisition and market penetration.
- Rapid Platform Adoption: Following the launch of Asure Central in October 2025, it is anticipated that by the end of Q2 2026, the majority of approximately 30,000 direct clients will migrate to the platform, further enhancing the company's competitive position.
- Improved Profitability: Adjusted EBITDA for Q1 2026 was $12.3 million, with an EBITDA margin of 29%, significantly up from 21% in Q1 2025, reflecting advancements in cost control and operational efficiency.
See More
Asure Software Q1 Earnings Exceed Expectations with Strong Guidance
- Earnings Beat: Asure Software reported a Q1 GAAP EPS of $0.02, exceeding expectations by $0.05, which reflects the company's strong market performance and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q1 revenue of $42.8 million, representing a 22.6% year-over-year increase and surpassing market expectations by $0.93 million, indicating substantial progress in business expansion and customer acquisition.
- Positive Future Outlook: Asure provided guidance for Q2 and FY 2026, projecting revenue between $36.0 million and $38.0 million for Q2 and $159.0 million to $163.0 million for the full year, reflecting management's confidence in sustained growth.
- Adjusted EBITDA Guidance: The company anticipates Q2 2026 adjusted EBITDA to range from $6.0 million to $8.0 million, representing 23% to 25% of revenue, indicating ongoing improvements in profitability.
See More
Tech Stocks Rally as U.S.-Iran Tensions Ease
- Market Rally: The Nasdaq surged significantly due to the easing of U.S.-Iran tensions, leading to a 2.1% increase in software stocks like Bentley Systems (NASDAQ:BSY), indicating a return of investor confidence in high-growth assets.
- Increased Risk Appetite: The reduction in geopolitical tensions has lowered market volatility, creating a more stable environment for corporate spending and investment, which benefits the software sector as valuation prospects improve and attract more capital inflows.
- Inflation Pressure Eases: The fading threat of energy-induced inflation has reduced macro pressure on interest rates, which typically weighs on tech valuations, further encouraging investor risk appetite and enhancing the attractiveness of growth-oriented sectors.
- Upstart's Price Volatility: Upstart (NASDAQ:UPST) saw a 2.7% rise in its stock price, despite a 41% decline year-to-date, with its current price at $27.04, representing a 67.9% drop from its 52-week high of $84.13, reflecting a complex market perception of its future potential.
See More
Asure Software Appoints New Chief Transformation Officer
- Executive Appointment: Asure Software has appointed Tiffany Mortimer as Chief Transformation & People Officer, leveraging her 15 years of experience in SaaS to lead the company's transformation and people functions, aiming to enhance operational efficiency and drive growth.
- Strategic Collaboration: Mortimer will work closely with CEO Pat Goepel to optimize internal processes and enhance team collaboration, facilitating sustainable development in a rapidly changing market environment.
- Revenue Target: Asure Software has set a revenue target of $159 million to $162 million for 2026, with expectations that AI and cross-selling momentum will be key growth drivers, reflecting the company's confidence in future market opportunities.
- Market Impact: Asure Software discusses the impact of AI on enterprise software economics and platform strategy, indicating the company's forward-thinking approach to technological innovation aimed at enhancing its competitive position in the market.
See More
Asure Software Appoints New Chief Transformation & People Officer
- Executive Appointment: Asure Software has appointed Tiffany Mortimer as Chief Transformation & People Officer, leveraging her 15 years of experience in enterprise transformation and operational execution to lay the groundwork for the company's next growth phase.
- Strategic Collaboration: Mortimer will work closely with Chairman and CEO Pat Goepel and the leadership team to drive transformation initiatives and enhance operational excellence and cross-functional execution capabilities.
- Industry Experience: Prior to joining Asure, Mortimer served as Deputy Chief Operating Officer at KnowBe4, where she played a key role in the company's IPO and $4.6 billion acquisition, showcasing her execution capabilities in a hypergrowth environment.
- Integration of Technology and HR: Mortimer emphasizes the significance of AI in human capital management, stating her commitment to aligning people, processes, and technology to enhance team efficiency and optimize customer experiences.
See More
Asure (ASUR) Q1 2026 Earnings Call Transcript
See More
Asure Software Reports Strong Q1 2026 Earnings with 23% Revenue Growth
- Significant Revenue Growth: Asure Software reported Q1 2026 revenues of $42.8 million, representing a 23% year-over-year increase, indicating strong market performance and sustained growth potential.
- Accelerated Organic Growth: The organic growth rate for Q1 was 7%, a notable increase from 3% in Q1 2025, demonstrating effective strategies in customer acquisition and market penetration.
- Rapid Platform Adoption: Following the launch of Asure Central in October 2025, it is anticipated that by the end of Q2 2026, the majority of approximately 30,000 direct clients will migrate to the platform, further enhancing the company's competitive position.
- Improved Profitability: Adjusted EBITDA for Q1 2026 was $12.3 million, with an EBITDA margin of 29%, significantly up from 21% in Q1 2025, reflecting advancements in cost control and operational efficiency.
See More
Asure Software Q1 Earnings Exceed Expectations with Strong Guidance
- Earnings Beat: Asure Software reported a Q1 GAAP EPS of $0.02, exceeding expectations by $0.05, which reflects the company's strong market performance and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q1 revenue of $42.8 million, representing a 22.6% year-over-year increase and surpassing market expectations by $0.93 million, indicating substantial progress in business expansion and customer acquisition.
- Positive Future Outlook: Asure provided guidance for Q2 and FY 2026, projecting revenue between $36.0 million and $38.0 million for Q2 and $159.0 million to $163.0 million for the full year, reflecting management's confidence in sustained growth.
- Adjusted EBITDA Guidance: The company anticipates Q2 2026 adjusted EBITDA to range from $6.0 million to $8.0 million, representing 23% to 25% of revenue, indicating ongoing improvements in profitability.
See More
Tech Stocks Rally as U.S.-Iran Tensions Ease
- Market Rally: The Nasdaq surged significantly due to the easing of U.S.-Iran tensions, leading to a 2.1% increase in software stocks like Bentley Systems (NASDAQ:BSY), indicating a return of investor confidence in high-growth assets.
- Increased Risk Appetite: The reduction in geopolitical tensions has lowered market volatility, creating a more stable environment for corporate spending and investment, which benefits the software sector as valuation prospects improve and attract more capital inflows.
- Inflation Pressure Eases: The fading threat of energy-induced inflation has reduced macro pressure on interest rates, which typically weighs on tech valuations, further encouraging investor risk appetite and enhancing the attractiveness of growth-oriented sectors.
- Upstart's Price Volatility: Upstart (NASDAQ:UPST) saw a 2.7% rise in its stock price, despite a 41% decline year-to-date, with its current price at $27.04, representing a 67.9% drop from its 52-week high of $84.13, reflecting a complex market perception of its future potential.
See More
Asure Software Appoints New Chief Transformation Officer
- Executive Appointment: Asure Software has appointed Tiffany Mortimer as Chief Transformation & People Officer, leveraging her 15 years of experience in SaaS to lead the company's transformation and people functions, aiming to enhance operational efficiency and drive growth.
- Strategic Collaboration: Mortimer will work closely with CEO Pat Goepel to optimize internal processes and enhance team collaboration, facilitating sustainable development in a rapidly changing market environment.
- Revenue Target: Asure Software has set a revenue target of $159 million to $162 million for 2026, with expectations that AI and cross-selling momentum will be key growth drivers, reflecting the company's confidence in future market opportunities.
- Market Impact: Asure Software discusses the impact of AI on enterprise software economics and platform strategy, indicating the company's forward-thinking approach to technological innovation aimed at enhancing its competitive position in the market.
See More
Asure Software Appoints New Chief Transformation & People Officer
- Executive Appointment: Asure Software has appointed Tiffany Mortimer as Chief Transformation & People Officer, leveraging her 15 years of experience in enterprise transformation and operational execution to lay the groundwork for the company's next growth phase.
- Strategic Collaboration: Mortimer will work closely with Chairman and CEO Pat Goepel and the leadership team to drive transformation initiatives and enhance operational excellence and cross-functional execution capabilities.
- Industry Experience: Prior to joining Asure, Mortimer served as Deputy Chief Operating Officer at KnowBe4, where she played a key role in the company's IPO and $4.6 billion acquisition, showcasing her execution capabilities in a hypergrowth environment.
- Integration of Technology and HR: Mortimer emphasizes the significance of AI in human capital management, stating her commitment to aligning people, processes, and technology to enhance team efficiency and optimize customer experiences.
See More
