HR software stocks post mixed Q1 results as Asure, Paylocity beat revenue estimates

HR software companies reported mixed first-quarter 2026 results, with four tracked stocks beating consensus revenue estimates by an average of 1.9% while next-quarter revenue guidance was broadly in line. Shares in the group have risen 3.5% on average since reporting. Asure Software (NASDAQ: ASUR) posted revenue of $42.76 million, up 22.7% year over year and 2.1% above estimates, but its next-quarter revenue and EBITDA guidance missed expectations. The company raised full-year guidance by the most in the group, and its shares are up 1.5% since results, trading at $9.19. Paylocity (NASDAQ: PCTY) reported revenue of $502.3 million, up 10.5% and 2.5% above estimates, the largest beat among peers. Its shares are up 1.6% at $110.86. Paycom (NYSE: PAYC) posted revenue of $571.8 million, up 7.8%, the slowest growth in the group, while shares rose 8.3% to $136.69. Paychex (NASDAQ: PAYX) revenue rose 19.9% to $1.81 billion, with shares up 2.6% at $92.97.