Asure Software, Inc. (ASUR)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
Research Workspace
Put ASUR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Improve operating income above $2.3M in Q1 2026: Q2 FY26 EPS -0.15 vs consensus 0.04.
View ThesisManagement screens weak on earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 32% in its worst 12-month stretch.
View RiskAsure Software's growth depends on advancing AI capabilities and increasing revenue to $159M-$163M for FY 2026. Revenue grew 23% year over year, but the latest earnings miss raised concerns. It trades at 14× P/E versus a peer median of 27×, indicating the price reflects less growth than forecasted. The primary risk is the potential for guidance cuts, with a 34% probability of missing next-quarter expectations. Peer multiples imply a price about 41% above where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. ASUR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering ASUR (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare ASUR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ASUR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue to $159M-$163M for FY 2026
Targets growth aligns with revenue increase objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers

Advances: Advance AI capabilities and product attach rates
Growth plan highlights AI, aligning with management's objectives.

Advances: Advance AI capabilities and product attach rates
AWS Marketplace expansion enhances AI capabilities and product reach.

Threatens: Achieve Q2 2026 revenue of $36M-$38M
Q2 revenue guidance miss impacts growth objectives.
Partnership expansion supports revenue growth objectives.