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
QuarterlyIQ Insights · SPT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 33% of the last 3 guided quarters · -74.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The Company is targeting GAAP profitability on a sustainable quarterly basis beginning in the fourth quarter of 2026.
Stated in 1 of 3 supplied quarters. Management reported: “The Company is targeting GAAP profitability on a sustainable quarterly basis beginning in the fourth quarter of 2026.” “The Company raised its outlook for non-GAAP operating margin exiting the fourth quarter of 2026 from 17% to approximately 18%.” Operating income was $-6.914 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company is targeting GAAP profitability on a sustainable quarterly basis beginning in the fourth quarter of 2026.”
The Company reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027.
Stated in 3 of 3 supplied quarters. Management reported: “The Company reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027.” “The Company reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027.” Revenue was $125.147 million in 2026-Q3.
“The Company reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027.”
“The Company reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027.”
“The Company continues to expect a Non-GAAP operating margin of approximately 15% by the fourth quarter of fiscal 2026 and reiterates its 30% target for a Rule of 40 framework (as defined by year-over…”
We made this decision because we believe it was the right one for Sprout's future.
Stated in a supplied disclosure. Management reported: “We made this decision because we believe it was the right one for Sprout's future.” “We chose to act now, from a position of strength, to build a more focused and durable business, and to do right by the people this affects.”
“We are pleased with our financial performance this quarter, highlighted by 11% year-over-year revenue growth and a 20% year-over-year increase in approximated trailing twelve month subscription reve…
“We also demonstrated strong discipline in our profitability this quarter - delivering non-GAAP operating income $6.1 million above our guidance range.”
Over the trailing year it converted -1.01x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.