The raised FY 2026 guidance and initial FY 2027 guidance above the raised FY 2026 range signal accelerating growth from the acquisition and organic initiatives. Monitor Q4 2026 for integration progress of the $26.5M acquisition and adoption of AsureCentral and new distribution channels (AWS, Oracle).
Price Chart
Executive Summary
Asure Software reported Q3 2026 revenue of $40.0M, up 10% YoY, and a net loss of $0.6M, narrowing from a $5.4M loss a year ago. The company raised its full-year 2026 revenue guidance to $162-164M (from $159-163M) and initiated FY 2027 revenue guidance of $183-187M, reflecting the recent acquisition and organic growth.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $40.0M, up 10% YoY from $36.3M
- Recurring revenue of $36.9M, up 16% YoY from $31.8M
- Net loss of $0.6M vs net loss of $5.4M in Q3 2025
- Adjusted EBITDA of $10.5M vs $8.1M in Q3 2025
- Non-GAAP gross margin improved to 75% from 70% a year ago
- FY 2026 revenue guidance raised to $162-164M from prior $159-163M
- FY 2027 revenue guidance initiated at $183-187M
- Completed acquisition of a payroll processing business for $26.5M in October 2026
- Entered into a new $115M credit agreement with MUFG Bank, $85M drawn at closing
- Launched AsureCentral platform to reseller network and partnerships with AWS and Oracle Marketplace
Financial Impact
Revenue growth of 10% YoY, recurring revenue up 16%, net loss narrowed by $4.8M, FY 2026 guidance raised by $3M at midpoint, FY 2027 guidance implies ~14% growth over raised FY 2026 midpoint
Risk Factors
- Integration risk from the $26.5M acquisition completed in October 2026
- Increased leverage from new $115M credit facility ($85M drawn)
- Net loss continued in Q3 2026, though significantly narrowed
- Seasonal Q1 strength (W2/ACA revenue) may make sequential comparisons difficult
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-068272 |
| Document: asur-20261029.htm | 0001628280-26-068272 |
| Document: 0001628280-26-068272-index-headers.html | 0001628280-26-068272 |
| Document: 0001628280-26-068272-index.html | 0001628280-26-068272 |
| Document: 0001628280-26-068272.txt | 0001628280-26-068272 |
| 8-K Data (Synthetic) | 0001628280-26-068272 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 29, 2026 3d ago | Press Release | $7.97 | awaiting T+20 | awaiting T+20 | $9.41 (+18.07%) |
Oct 16, 2026 16d ago | 8-K | $7.04 | awaiting T+20 | awaiting T+20 | $9.41 (+33.66%) |
Oct 15, 2026 17d ago | Press Release | $7.08 | awaiting T+20 | awaiting T+20 | $9.41 (+32.91%) |
Jul 1, 2026 17w ago | Press Release | $8.13 $8.44 | ▲ +3.81% | ▲ +6.00% | $9.41 (+15.74%) |
Apr 16, 2026 28w ago | Press Release | $9.15 | awaiting T+20 | awaiting T+20 | $9.41 (+2.84%) |
Mar 23, 2026 31w ago | Press Release | $8.56 $9.08 | ▲ +6.07% | ▼ −1.34% | $9.41 (+9.93%) |
US Market Status
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