Lumida
/ASUR
⌘K
Asure Software Inc

Asure Software Inc

ASUR
$8.45USD↑+0.72%+0.06 today

MARKET CAP

244.0M

P/E (TTM)

9.4x

FWD P/E

8.6x

DAY RANGE

$8 – $8

52W RANGE

$7
$10

AI Summary

Stalk
Sell NowMedium

ASUR remains in a clear Stage 4 decline with confirmed support failure and a persistent lower-highs/lower-lows structure. Price trades below all key EMAs, which are sloping down, and short-term momentum remains negative with no sign of exhaustion despite extreme oversold readings. Both medium- and long-term biases are bearish, permitting only sell-side engagement. Execution favors selling now into continued weakness, while a rebound above the 9/21 EMA regime would invalidate the bearish posture.

  • ↑Q2 2026 revenue rose 23% YoY to $37.1M, driven by AI-enabled solutions
  • ↑Recurring revenue reached $34M (91% of total), up 19% YoY
  • ↓Net loss widened to $4.4M in Q2 2026 despite strong revenue
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Assure Software, Inc. (NASDAQ: ASUR) operates within the human capital management (HCM) sector, specializing in payroll, tax management, and HR compliance solutions primarily for small to mid-sized businesses. The company has a strong focus on leveraging advanced technology, including artificial intelligence (AI), to enhance its operational efficiency and client experience. Asure aims to be a key player in the evolving HR tech ecosystem, especially against a backdrop of increasing regulatory complexity and the demand for integrated software solutions.

Bull says

  • ↑Q2 2026 revenue rose 23% YoY to $37.1M, driven by AI-enabled solutions
  • ↑Recurring revenue reached $34M (91% of total), up 19% YoY
  • ↑Adjusted EBITDA jumped 48% YoY to $7.7M, with a 21% margin
  • ↑Cross-sell strategy targets increasing client products from two to four
  • ↑$80M contracted backlog supports 2026 revenue guidance of $159M–$163M
  • ↑High earnings yield and positive analyst revisions signal market confidence

Bear says

  • ↓Net loss widened to $4.4M in Q2 2026 despite strong revenue
  • ↓Bookings dropped 53% YoY, driven by lost large enterprise deals
  • ↓Integration of Latham acquisition may delay hardware sales momentum
  • ↓SMB client sensitivity to macro downturns risks retention and bookings
  • ↓Weak profitability and quality factors highlight balance sheet instability
  • ↓Low institutional ownership and negative dividend appeal deter investors

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-11-2026neutral

Transcript signals

Bull points

  • Second quarter total revenue was $30.1 million, increasing by 7% compared to the prior year period, and excluding ERTC revenues, we're up 10% from prior year period.
  • We believe that the second quarter was the low point for the impact of HR compliance ERTC-related issues.
  • Our cross-selling efforts are continuing to show good results, with our attach rates, which measures clients that take more than one product, growing again by 400 basis points versus the prior year second quarter.

Bear points

  • Net loss for the second quarter was 6.1 million versus net loss of $4.4 million during the prior year.
  • I don't think there's anything that's going to be, you know, this kind of move the needle in terms of, you know, huge revenue impact, but yeah, we're going to still be active.
  • Our bookings for the second quarter declined by 53% year over year, primarily due to large enterprise deals, which were booked in the second quarter of 2024.
Read full transcript analysis ›