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ASURAsure Software Inc

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Company Info

CEO

Patrick F. Goepel

Location

Texas, USA

Exchange

Nasdaq

Website

https://asuresoftware.com

Summary

Asure Software, Inc.

Company Info

CEO

Patrick F. Goepel

Location

Texas, USA

Exchange

Nasdaq

Website

https://asuresoftware.com

Summary

Asure Software, Inc.

AI Insights for ASUR
5 min read

Quick Summary

Asure Software, Inc. is a cloud-based human capital management software company headquartered in Austin, Texas. The company sells payroll, payroll tax, HR compliance, HR services, and workforce-related software and services to employers in the United States. Its core customers are generally small and midsized businesses that need help automating payroll, managing employee records, handling tax filings, and navigating human resources requirements. Asure also serves employers that want outsourced HR support rather than building large internal HR teams. The company’s business model is tied to recurring software and services revenue, client retention, cross-selling additional HR modules, and monetizing payroll-related float income.

Strengths

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Asure’s main strength is its focus on mission-critical payroll and HR functions that employers need regardless of economic conditions.

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Payroll processing, tax compliance, and HR support are recurring needs, which can create sticky customer relationships if service quality is strong.

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The company also appears to have momentum in revenue growth, with recent news citing 17% full-year growth and 28% Q4 growth.

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Its adjusted EBITDA growth and guided 23% to 25% adjusted EBITDA margin suggest the business may have meaningful operating leverage if execution continues.

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Additional strengths include a focused SMB customer base, cloud-based delivery, HR service support, AI initiatives, Asure Central adoption, and a reported $100 million backlog.

Key Risks

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Asure faces execution risk because it must translate revenue growth, backlog, and AI initiatives into sustainable profitability and cash generation.

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The company operates in a highly competitive market where ADP, Paychex, Paycom, Paylocity, Dayforce, UKG, Gusto, Intuit, and others can pressure pricing and customer acquisition costs.

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Macroeconomic weakness could hurt small-business formation, hiring levels, payroll volumes, and demand for add-on HR services.

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Regulatory complexity is both an opportunity and a risk because payroll tax or HR compliance mistakes can damage customer trust and create legal or financial exposure.

What to Watch

The most recent reported quarter in the provided data shows operating revenue of $37.113 million, gross profit of $25.055 million, operating loss of $2.396 million, and net loss of $4.443 million.
Diluted and basic EPS were both negative at -$0.15, indicating that GAAP profitability remains a challenge despite the company’s recurring revenue model.
Recent company-related news highlighted strong full-year 2025 performance, including 17% revenue growth and a 28% increase in Q4 revenue to $39.3 million.
The company also reported that organic growth improved to 10%, which suggests better underlying demand beyond acquisitions or one-time factors.
Management pointed to AI tools, Asure Central adoption, and a $100 million backlog as important supports for future growth, while also emphasizing that Employee Retention Credit work is not core to its long-term strategy.

Price Drivers

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ASUR’s stock price is likely driven by revenue growth, adjusted EBITDA expansion, net income trends, cash flow generation, and investor confidence in management’s 2026 outlook.

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Recent news showed 2025 revenue of $140.5 million, up 17%, Q4 revenue growth of 28%, and adjusted EBITDA growth of 42% to $32 million, which are positive drivers.

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At the same time, the company remains unprofitable on a GAAP basis, with the provided data showing negative EPS of -$0.15, net income of -$4.443 million, and operating income of -$2.396 million for the referenced quarter.

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Valuation may also influence the stock because EV-to-revenue of about 0.79 and EV-to-EBITDA of about 4.18 suggest investors are weighing growth potential against profitability risk.

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Other drivers include small-business hiring trends, payroll volume, interest earned on payroll float, AI adoption, competitive pricing, and broader investor appetite for small-cap software stocks.

Recent News

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Recent news reported that Asure Software posted 2025 revenue of $140.5 million, representing 17% growth from the prior year.

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Q4 revenue rose 28% to $39.3 million, and organic growth improved to 10%, which was viewed positively relative to mixed results across the broader HR software group.

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Adjusted EBITDA increased 42% to $32 million, although the full-year net loss widened to $13.1 million.

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For 2026, the company guided to revenue of $159 million to $162 million and an adjusted EBITDA margin of 23% to 25%.

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The company also said its outlook is supported by AI tools, Asure Central adoption, and a $100 million backlog, while separately stating that Employee Retention Credit-related work is not core to its long-term strategy.

Market Trends

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The broader HR software and payroll market is being shaped by cloud adoption, automation, AI integration, regulatory complexity, and demand for all-in-one workforce management platforms.

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Small and midsized employers increasingly want payroll, tax, HR compliance, benefits, and employee self-service tools in integrated systems rather than separate manual processes.

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At the same time, the market is competitive and investor reactions to HR software earnings have been mixed, with some companies punished for weak guidance or margin misses even when revenue results were acceptable.

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AI is becoming a major product theme because vendors are trying to automate HR support, compliance workflows, analytics, and employee interactions.

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Interest rates, labor-market conditions, small-business health, wage growth, and regulatory changes will all influence demand for Asure’s services and investor sentiment toward the stock.

AI-generated summary for educational purposes only. Not investment advice. Always do your own research before investing.

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Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

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@JacobFosterr 23 hours ago

Tech Stocks Rebound as Investors Buy the Dip

Tech Stocks Rebound as Investors Buy the Dip

Tech stocks are showing signs of recovery after a sharp sell-off sparked fresh concerns about how quickly AI investments can turn into real revenue. Shares of JFrog , Bandwidth , Qualys and Asure Software moved higher as buyers stepped back into the market. The rebound suggests investors aren’t ready to give up on tech just yet, even with questions about AI spending and future profits still hanging around.

I’m watching to see whether this recovery has real staying power or is just a short-term bounce. Do you think this dip created a buying opportunity in tech stocks, or should investors wait for more proof that AI spending is paying off?

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@CopyRemarkable14 10 months ago

HR Stocks Report Card Spoiler Some Got Spanked

HR Stocks Report Card Spoiler Some Got Spanked

Lol the Q3 earnings got the HR-software crew doing their little flex but not all of ’em landed the glow up. crushed it, revenue up almost 28% year over year, while some of the classic HR names just tread water. Meanwhile is walking out with its chest held high thanks to a solid beat across the board and the stock popping since. pulled a sneaky fast-grow move with revenue up 24%, but full-year guidance made folks raise an eyebrow. Moral of the story? The companies actually showing numbers get respect. The rest? Still stuck in the “show me the receipts” lane. You ridin with the winners or still scanning the field for sleepers?

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