Needham maintains Buy on Asure Software, keeps $20 target

Published 05/05/2025, 12:46
Needham maintains Buy on Asure Software, keeps $20 target

On Monday, Asure Software (NASDAQ:ASUR), currently trading at $10.15, maintained their Buy rating with a steady price target of $20.00, as confirmed by analysts at Needham. This aligns with the strong consensus among analysts, who have set price targets ranging from $11 to $20, according to InvestingPro data. The endorsement comes after a comprehensive review of the company’s financial outlook, taking into account recent discussions with Asure’s management regarding its operational efficiency and expected expenses.

The analysts have adjusted their EBITDA forecasts to align with the anticipated trends in operating expenses (Opex) for the fiscal year 2025. They predict that Opex will likely decrease or remain unchanged after the second quarter of 2025, continuing through the end of the year. This projection is based on recent changes in company personnel and their potential impact on financials. InvestingPro data shows the company maintains impressive gross profit margins of 68.38% and operates with a moderate debt level, suggesting efficient cost management.

Needham’s revised estimates now mirror the mid-point of Asure Software’s guidance for both revenue and EBITDA for the second quarter and the full year of 2025. The analysis reflects a meticulous approach to understanding the company’s cost management strategies and future financial performance.

Asure Software, a provider of human capital management (HCM) software solutions, is poised to leverage its operational adjustments to maintain a stable financial trajectory. The company’s management has provided guidance that has helped shape analysts’ expectations for its quarterly and annual financial outcomes.

Needham’s reiteration of the Buy rating and price target indicates a positive outlook for Asure Software’s stock performance. Investors and market watchers will be keeping an eye on the company’s ability to manage its operating expenses effectively and achieve the forecasted financial results. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value calculations, with revenue expected to grow 14% in FY2025. For deeper insights into Asure Software’s valuation and growth prospects, check out the comprehensive Pro Research Report, available exclusively to InvestingPro subscribers.

In other recent news, Asure Software Inc . reported its Q1 2025 earnings, revealing a notable miss on earnings per share, which stood at -$0.09 compared to a forecast of $0.26. The company’s revenue slightly missed expectations as well, coming in at $34.9 million against a projected $35.37 million. Despite these shortfalls, Asure reported a 10% year-over-year revenue growth, driven largely by recurring revenues. The company has also expanded its tax solutions to Canada and launched new products, contributing to its positive future guidance with anticipated revenue growth. Asure maintains a full-year 2025 revenue guidance between $134 million and $138 million, with adjusted EBITDA margins of 23-24%. The company has also secured a new $60 million credit facility to support its acquisition strategy, aiming to enhance its growth through strategic acquisitions. Additionally, Asure’s contracted revenue backlog has increased by 339% year-over-year, reaching $82 million, which the company believes will support its growth outlook for the remainder of the year.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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