B+
Bull case
25%
Probability
Target price
$11.50
+23.1% vs current
ASUR
Asure SoftwareCNasdaq / Commercial & Professional Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$9.00
-3.6% vs current
B-
Bear case
25%
Probability
Target price
$6.50
-30.4% vs current
AI sentiment snapshot
Latest data as of 2026-04-15
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+45.1
Score
AI commentary
Sentiment is cautious-neutral. Primary sources confirm better Q4 execution and constructive 2026 guidance, but the memo is still a monitoring view because coverage is low, peer support is weak, and the deterministic prior remains neutral with only middling evidence quality.
RankAlpha Sentiment Codex - 2026-04-15
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-01eventQ1 2026 results versus guided revenue and margin rangeHigh impact
The clearest near-term read-through is the next quarterly report against management's February 26, 2026 guidance of $41.0M-$43.0M revenue and 23%-25% adjusted EBITDA margin for Q1 2026; the same release also showed Q4 revenue up 28% and adjusted EBITDA up 82% year over year, so a miss would challenge the recent acceleration narrative [#8-K-2026-02-26].
2026-06-30catalystRecent customer-partnership wins need to become repeatable demand signalsMedium impact
Asure's March 23, 2026 investor-relations release highlighted an expanded Juiced Fuel relationship in a regulated operating environment, which is supportive as a case study but still low-signal until similar customer wins show up more broadly in bookings or recurring revenue [#IR-2026-03-23].
2026-09-30catalystAttach-rate and portal-upgrade gains convert into steadier organic growthHigh impact
Management said more than two thirds of clients had upgraded to Asure Central and that payroll customers buying multiple products grew 10% year over year in Q4, with management explicitly tying 2026 organic-growth improvement to higher attach rates and added sales and marketing investment [#8-K-2026-02-26].
Recommendation
N/A
No formal recommendation provided.
As of 2026-04-15 • Updated nightlySource: Internal modelMethodology