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SPSPT

Sprout Social, Inc.

$SPT·$621M·Software - Application·Technology
$10.01-0.6%YTD-22.9%1Y-32.7%
Mentions · last 7 days
2026-08-15: 3 posts2026-08-16: 62 posts2026-08-17: 110 posts2026-08-18: 20 posts2026-08-19: 16 posts2026-08-20: 15 posts2026-08-21: 30 posts256+1%
Price updated 1d ago·X counts updated 1d ago
SPSPT
$SPTSprout Social, Inc.
$10.01-0.60%256 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SPT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-22

The move is getting stronger, with heavier trading behind it.

Sprout Social has doubled off the June lows on a Q2 beat and an AI-agent launch — the small-cap SaaS turnaround that quietly worked.

Sprout Social makes a cloud-based social-media-management platform used by enterprise marketing teams — Hootsuite's more premium peer. The stock spent the year in the doghouse (down 33% year-over-year) and has just doubled off its June low on a Q2 that pre-announced at the high end of guidance plus a general-availability launch of the Trellis AI agent.

  • The Q2 pre-announcement did the operating work: management guided Q2 at the high end of prior ranges on revenue, non-GAAP operating income and non-GAAP EPS — and the last four EPS surprises averaged 43% beats, so the print cadence is meaningfully ahead of consensus.
  • The AI-productivity narrative is a real product, not a slide: Trellis went generally available in August as an agentic layer that helps social teams prove ROI — that's the specific hook that turns a small-cap SaaS into an agentic-AI beneficiary, and it lines up with the operating-breakeven arc.
  • The valuation still leaves room: 1.1x TTM sales on a $621M market cap with FY26 revenue estimates at $494M and EPS forecast of $0.92 — the stock is cheap on both an absolute and relative basis to any comparable enterprise-SaaS name.

This is a real-business trade accelerating on a genuine operating turn; the level to defend is a Q3 print (Nov 4) that sustains the mid-teens revenue growth and shows Trellis conversion into paid ARR. What breaks it is a subscriber-net-add slowdown or a fresh CEO-level disposition beyond the $405K Howard sale from Aug 13.

Agrees with X sentimentThe X bullish tone tracks the Q2 pop and the +100% from the bottom framing correctly; the 1x-sales cheap-SaaS framing is fair, though the crowd is quiet on the CEO's $405K disposition into the pop — small but directionally telling.

What to watch: Q3 earnings Nov 4 — mid-teens revenue growth and any specific ARR contribution from Trellis GA. A subscriber-net-add slowdown or a follow-on CEO sale into the strength breaks the trend.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-08-22

The window is dominated by the SPT crypto token (StakePoint / WKC-adjacent), not Sprout Social. Callers celebrate SPT +55%, +36%, +29%, +26% 24-hour moves on FireScreener, a new all-time high, and the launch of a 'Whale Club' rewarding holders (14 members earning rewards 20 days into the month). No equity commentary in the sample; aggregate crypto tape is bullish.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $SPT

Neutral — Cloud-based social media management platform for enterprises, centralizing publishing, engagement, analytics, and listening across major social channels; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-4.2%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 earningsWed, Nov 4·consensus EPS $0.30

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$494.4M$493.8M – $495.3M$0.92$0.90 – $0.967
FY27$530.9M$522.8M – $538.0M$1.19$1.02 – $1.477
FY28$587.4M$572.0M – $600.3M$1.50$1.47 – $1.524
FY29$662.6M$653.5M – $669.5M$1.77$1.74 – $1.793

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.1.0×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.46%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.+20.3%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.+23.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 11Howard Justyn RussellChair40.0K sh$405KSellJul 10Howard Justyn RussellChair40.0K sh$331KSellJun 11Howard Justyn RussellChair40.0K sh$280KSellMay 11Howard Justyn RussellChair40.0K sh$263KSellApr 10Howard Justyn RussellChair40.0K sh$201KSellMar 11Howard Justyn RussellChair40.0K sh$238KSellMar 4Del Preto JosephCFO4.5K sh$31KSellMar 3Howard Justyn RussellChair23.9K sh$161KSellMar 3Del Preto JosephCFO16.1K sh$109K
+ 15 other (7 awards · 6 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
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 13 other (5 13Gs · 2 S-8s · 2 10-Qs · 2 proxys) in window

Recent news

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

Surging Earnings Estimates Signal Upside for Sprout Social (SPT) Stockzacks.com·4d agoNow Generally Available, Sprout Social's AI Agent Trellis Is Helping Reshape How Social Teams Prove Their Valueglobenewswire.com·4d agoSprout Social Nears Operating Breakeven As AI System Boosts Customer Retentionseekingalpha.com·6d agoAmundi Has $1.05 Million Stock Position in Sprout Social, Inc. $SPTdefenseworld.net·14d agoSprout Social, Inc. (SPT) Q2 2026 Earnings Call Transcriptseekingalpha.com·16d ago

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