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SPSPT

Sprout Social, Inc.

$SPT·$606M·Software - Application·Technology
$10.56+4.2%YTD-17.1%1Y-10.2%
Price updated 8h ago·X counts updated 3d ago
SPSPT
$SPTSprout Social, Inc.
$10.56+4.24%189 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SPT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

189X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SPT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 56% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-13

$SPT (SmartPacts on Kadena and StakePoint) sentiment is bullish across two threads. StakePoint's ecosystem revenue funds SPT buybacks and this week's raffle offers 2.2M SPT prizes; SmartPacts deployed $SPT across all 20 Kadena mainnet chains on Aug 28-29 with sales at 200 KDA per 1 SPT.

Read what X is saying about $SPT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SPT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Sprout Social is quietly compounding at 12% YoY with EPS beats of 25-61% — the X buzz is for Kadena crypto, not the equity.

Sprout Social is a mid-market social-media management SaaS — competing with Hootsuite, Sprinklr, and the native enterprise tools. The stock has been quiet at -17% YTD, with revenue growth holding above 11% and operating-leverage beats compounding.

  • Growth is durable: Q1 2026 revenue of $121M at +11.2% YoY after +12-13% in prior quarters — the mid-market SaaS franchise is intact, with 77% gross margins and improving operating leverage.
  • Earnings beats are massive: last four non-GAAP EPS prints at +61%, +44%, +25%, +44% — the Street has been under-estimating the operating-margin trajectory, with the P&L approaching GAAP break-even.
  • The X $SPT feed is about StakePoint/SmartPacts crypto on Kadena — not Sprout Social, the SaaS company in this bundle. The real signal here is the mechanics (12% growth, massive EPS beats) and the recent Howard $431K insider sale.

A Nov 4 Q3 print with revenue holding above 10% and operating-margin trend positive restarts the move; a channel-check miss or a competitive-loss signal from Sprinklr/Hootsuite and the stock stays rangebound.

Differs from X sentimentThe X $SPT feed is StakePoint/SmartPacts crypto on Kadena ($SPT buybacks funded by ecosystem revenue, 20 Kadena mainnet chains) — not Sprout Social, the SaaS company in this bundle. Zero equity signal; the real tape is driven by the 12% growth plus massive EPS beats cadence.

What to watch: Nov 4 Q3 earnings — revenue growth above 10%, operating margin trend positive, net-new ARR, and any Microsoft/Sprinklr competitive update. A GAAP break-even quarter plus a clean beat re-rates it; a competitive-loss signal and the stock stays rangebound.

On the calendar: 2026-11-04 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $SPT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-based social media management platform for enterprises, centralizing publishing, engagement, analytics, and listening across major social channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SPT.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $SPT

Partial — Cloud-based social media management platform for enterprises, centralizing publishing, engagement, analytics, and listening across major social channels.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.4%YTD
-3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-12.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-8.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-19.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.26$0.16+61.2%
Q1 2026May 7, 2026$0.23$0.16+43.8%
Q4 2025Feb 26, 2026$0.20$0.16+25.0%
Q3 2025Nov 5, 2025$0.23$0.16+43.8%
Next earningsTue, Nov 3·consensus EPS $0.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$121.5M+11.2%77.0%-4.4%$-0.11$24.1M
Q4 FY25$120.9M+12.9%77.6%-9.0%$-0.18$9.9M
Q3 FY25$115.6M+12.6%77.7%-7.9%$-0.16$8.5M
Q2 FY25$111.8M+12.5%77.7%-11.0%$-0.21$4.2M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$494.5M$494.0M – $495.4M$1.13$1.11 – $1.157
FY27$523.1M$510.9M – $536.9M$1.57$1.36 – $1.827
FY28$573.7M$555.6M – $594.4M$1.89$1.86 – $1.944
FY29$663.1M$653.2M – $675.4M$2.09$2.05 – $2.142

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+29.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 11Howard Justyn RussellChair40.0K sh$431KSellSep 2Howard Justyn RussellChair10.9K sh$125KSellSep 2Rankin Aaron Edward FrederickCTO717 sh$8KSellAug 11Howard Justyn RussellChair40.0K sh$405KSellJul 10Howard Justyn RussellChair40.0K sh$331KSellJun 11Howard Justyn RussellChair40.0K sh$280KSellMay 11Howard Justyn RussellChair40.0K sh$263K
+ 13 other (6 awards · 5 conversions · 2 inkinds) in window

See when $SPT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Sprout Social (SPT) issued a press release on August 6, 2026 announcing Q2 2026 results and business outlook for the quarter ended June 30, 2026, and posted an investor presentation. Specific ARR, customer count, and guidance figures are in Exhibit 99.1.

8-KRestructuring / exit costsJul 158-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

Sprout Social pre-announced Q2 2026 results (quarter ended June 30, 2026) at the high end of its prior guidance ranges for revenue, non-GAAP operating income, and non-GAAP EPS on July 15, 2026; full results are due August 6, 2026. On July 8, the board simultaneously approved a ~20% workforce reduction (~260 employees) to streamline the org structure and align costs with AI-focused strategic priorities, with employee notifications beginning July 15. The combination of a beat-high-end guidance preview alongside a significant layoff signals a restructuring inflection, with associated charges yet to be quantified.

8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
AI summary

Sprout Social (SPT) — 8-K (Item 7.01) furnishing a Reg FD corporate investor presentation on June 10, 2026, for use in meetings with investors and analysts. Presentation covers Sprout Social's strategy and financial profile. Administrative — investor presentation filed for Reg FD compliance; refer to the exhibit for the deck content.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Sprout Social (SPT) — 8-K (Item 5.07) reporting shareholder vote results from the annual meeting held May 20, 2026. Covers election of directors and other routine annual-meeting proposals. Administrative — routine shareholder vote results; refer to the full filing for vote tallies on each proposal.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 6 other (3 13Gs · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Over half of Americans say social media posts have influenced their voting decisions during election season, according to new Sprout Social researchglobenewswire.com·2d agoSprout Social to Announce Third Quarter 2026 Financial Results on November 3, 2026globenewswire.com·3d ago3 Stocks With Accelerating Earnings Poised to Soar in Octoberzacks.com·7d agoConsumers Plan to Spend Less This Holiday Season and Turn to Social for Entire Shopping Journeyglobenewswire.com·22d ago3 Top Small-Cap Tech Stocks Averaging 50% Forward EPS Growthseekingalpha.com·34d ago

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Voices on X · last 7 days

No standout posts about $SPT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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