Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Sprout Social, Inc. (SPT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$10.78-9.64%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.57 → 1.62 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SPT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Improve non-GAAP operating income toward positive $54.9M to $60.4M in 2026 | Profit losses are shrinking, with operating income improving by $7.8 million since 2024-Q4. | Intact | non-GAAP operating income remains negative or below $54.9 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a higher-risk growth business that is still loss-making on the evidence snapshot, though its non-GAAP operating income is improving. The three-to-six-month thesis is on watch because performance remains below its industry cohort, despite recent positive earnings events.
The valuation signal is cheap versus peers, but the model has low confidence and the expectations gap is negative. The priced-in assessment is tagged justified, with low fragility, so the evidence does not point to unusually fragile expectations.
Near term, revenue and high-value customer growth are progressing, and non-GAAP operating income has risen, including a Q2 result above guidance. The near-term miss risk is assessed as low, but SPT’s smaller size and recent peer misses remain risks; the company quality score also fell recently.
The next call matters: a guidance cut would be a meaningful negative because estimates may be revised lower. Over the multi-year view, continued customer and revenue growth and further profitability gains are key; lower interest rates or stabilization among large technology peers could provide a sector tailwind.
SPT’s 1-to-3-year thesis has signs of operating progress, but loss-making status, high risk, and weaker relative performance leave execution as the central question. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Sprout Social, Inc.'s published investment case. The stated target is >= $492.5 million total revenue. |
| Intact |
| total revenue falls below $492.5 million in FY26 |
Revenue: $125.147M FY2026-Q3; GAAP. Published target: >= $492.5 million total revenue. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026125,147,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Implement share repurchase program up to $50 million | The company started a $50 million share buyback, showing confidence. | Intact | No meaningful share repurchases executed by end of 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.19 → $1.62 · observed estimates
$0.53B → $0.52B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-07-25 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-07-26 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-07-27 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-07-28 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-07-29 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-07-30 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-07-31 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-08-01 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-08-02 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-08-03 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-08-04 | $1.19 | $530,934,680 | 10 / 9 |
| 2026-08-05 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-08-06 | $1.19 | $530,934,681 | 6 / 7 |
| 2026-08-08 | $1.24 | $526,485,240 | 9 / 9 |
| 2026-08-09 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-10 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-12 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-13 | $1.49 | $524,841,350 | 10 / 9 |
| 2026-08-14 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-15 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-16 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-17 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-18 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-19 | $1.19 | $530,931,830 | 6 / 7 |
| 2026-08-20 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-21 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-22 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-23 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-24 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-25 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-26 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-27 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-28 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-29 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-30 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-08-31 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-01 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-02 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-03 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-04 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-05 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-06 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-07 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-08 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-09 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-10 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-11 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-12 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-13 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-14 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-15 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-16 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-17 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-18 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-19 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-20 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-21 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-22 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-23 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-24 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-25 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-26 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-27 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-28 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-29 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-09-30 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-01 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-02 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-03 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-04 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-05 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-06 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-07 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-08 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-09 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-10 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-11 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-12 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-13 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-14 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-15 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-16 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-17 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-18 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-19 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-20 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-21 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-22 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-23 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-24 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-25 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-26 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-27 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-28 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-29 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-30 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-10-31 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-11-01 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-11-02 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-11-03 | $1.57 | $523,136,151 | 6 / 7 |
| 2026-11-04 | $1.62 | $516,244,907 | 6 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 5 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
0 raises · 0 cuts · 0 unchanged · 3 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.