ASUR ASURE SOFTWARE INC
Price Chart
Executive Summary
Stephens & Co. initiated coverage on ASUR (Grupo Aeroportuario del Sureste) at Overweight with a $13 price target, representing 51% upside from the current $8.58. The firm joins a heavily bullish consensus: 14 of 15 analysts rate it Buy/Strong Buy, with only one Hold. Stephens’ PT of $13 is exactly at the consensus median, in line with the mean of $13.33. The firm carries a 54% accuracy rate across 1,135 calls but has only a 33% accuracy (1 of 3) on ASUR specifically, the lowest among covering shops. Momentum is muted — zero rating changes in the past 30 days — but EPS estimates have declined: current quarter forecasts dropped from $0.17 to $0.12, and full-year 2026 EPS fell from $0.87 to $0.84. Institutional activity is constructive, with Wells Fargo and Bank of America adding positions, though UBS trimmed 53%. One insider sale of $182k occurred last month, a weak negative signal. For traders, the initiation reinforces the existing bullish narrative, but the downward estimate revisions and middling firm track record warrant caution. The stock offers significant upside if the growth thesis holds, but near-term headwinds are present.
Impact Score
Consensus & Targets
Of 15 analysts covering ASUR, 4 are Strong Buy, 10 are Buy, and 1 is Hold — that's 93% Buy/Strong Buy and 7% Hold. Consensus is overwhelmingly bullish with zero Sell ratings.
Current price: $8.58. Mean price target: $13.33, median: $13.00, high: $15.00, low: $11.00. Implied upside to mean: 55%. Stephens' $13 PT sits at the median, 2.5% below the mean.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-24 | Barrington Research | maintain | Outperform | $15.00 |
| 2026-02-20 | Barrington Research | maintain | Outperform | $15.00 |
| 2025-12-09 | Barrington Research | maintain | Outperform | $15.00 |
| 2025-11-21 | Freedom Broker | maintain | Buy | — |
| 2025-11-03 | Barrington Research | maintain | Outperform | $15.00 |
| 2025-10-23 | Barrington Research | maintain | Outperform | $15.00 |
| 2025-09-23 | Barrington Research | maintain | Outperform | $15.00 |
| 2025-08-04 | Barrington Research | maintain | Outperform | $15.00 |
| 2025-08-01 | Needham | maintain | Buy | $15.00 |
| 2025-07-22 | Barrington Research | maintain | Outperform | $17.00 |
Zero analyst rating changes in the past 30 days. However, EPS estimates are trending lower: current-quarter consensus fell from $0.17 to $0.12 over 30 days (down 29%), and full-year 2026 EPS dropped from $0.87 to $0.84. While there were 2 upward revisions in the past 7 days for the current year, the net direction is negative.
Firm Track Record — Stephens & Co.
Stephens & Co. accuracy: 54% on 1135 calls | avg return: 2.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 5 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Lake Street | 100% | 2/2 | 20.1% | top tier |
| Barrington Research | 61% | 11/18 | 8% | above average |
| Northland Capital Markets | 50% | 1/2 | 8.4% | below average |
| Needham | 40% | 4/10 | -1.6% | below average |
| Stephens & Co. | 33% | 1/3 | -1.1% | below average |
Stephens & Co. has a 54% overall accuracy rate on 1,135 calls with an average return of 2.7%. On ASUR specifically, they have rated the stock only 3 times previously with just 1 correct call (33% accuracy). Among covering firms, the best performer is Barrington Research (61% on 18 calls, 8% avg return), while Needham (40%, -1.6%) and Stephens (33%, -1.1%) are below average. Lake Street has 100% accuracy but only 2 calls.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $0.12 | $0.09 — $0.17 | $37.0M | ↑1 ↓0 |
| +1y | $1.06 | $0.99 — $1.12 | $174.7M | ↑0 ↓0 |
| +1q | $0.18 | $0.14 — $0.21 | $39.5M | ↑1 ↓0 |
| 0y | $0.84 | $0.78 — $0.92 | $160.8M | ↑2 ↓0 |
Cross-Platform Signals
Insider trading: one sell by executive Goldstein Eyal for $182k on March 11, 2026 — weak signal per academic literature. Institutional activity shows large additions by Wells Fargo (+41.2%, $275k added) and Bank of America (+65.1%, $226k added), but UBS trimmed 52.9% ($307k sold) and FMR nearly exited one position (-79.8%). No congressional trades. The institutional buying aligns with the bullish analyst consensus, but the insider sale and fund trimming create mild divergence.
Actionable Insight
Stephens’ initiation adds a new Buy to an already uber-bullish consensus, but its below-average track record and declining EPS estimates temper enthusiasm. Traders can use the $13 median target as a take-profit area, but should watch for further estimate cuts and insider selling as warning signs.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 16, 2026
29d ago
|
ANALYST-UPGRADE
| $9.19 $9.13 | ▼ −0.65% | ▼ −3.22% | $8.79 (−4.35%) |
|
Apr 16, 2026
8w ago
|
Press Release
| $9.15 $8.58 | ▼ −6.23% | ▼ −11.60% | $8.79 (−3.93%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $8.91 $8.48 | ▼ −4.83% | ▼ −10.64% | $8.79 (−1.35%) |
|
Mar 23, 2026
11w ago
|
Press Release
| $8.56 $9.08 | ▲ +6.07% | ▼ −1.34% | $8.79 (+2.69%) |
US Market Status
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