Sprout Social, Inc. (SPT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$11.36-0.09%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
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.
Focus on growing revenue and increasing the number of customers contributing $30,000 or more in annual recurring revenue (ARR).
Stated as a priority in 2 of last 2 quarters. Revenue grew from $121.5 million in 2026-Q1 to $123.8 million in 2026-Q2, an 11% increase year-over-year from $111.8 million in 2025-Q2. The number of customers contributing $30,000 or more in ARR increased 11% year-over-year to 3,926 in 2026-Q2. Management is delivering on revenue growth and expansion of high-value customers.
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=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Revenue was $123.8 million, up 11% year-over-year; customers with $30K+ ARR grew 11% to 3,926.”
“Revenue was $121.5 million, up 11% year-over-year; customers with $30K+ ARR grew 12% to 3,875.”
Increase non-GAAP operating income and improve operating margin to enhance profitability.
Stated as a priority in 2 of last 2 quarters. Non-GAAP operating income increased from $12.5 million in 2025-Q1 to $14.1 million in 2026-Q1, and further to $16.0 million in 2026-Q2, up from $10.3 million in 2025-Q2. The Q2 2026 operating income was $6.1 million above guidance, indicating management is delivering improved profitability.
“Non-GAAP operating income was $16.0 million, compared to $10.3 million in Q2 2025.”
“Non-GAAP operating income was $14.1 million, compared to $12.5 million in Q1 2025.”
Implement the board-authorized share repurchase program to acquire up to $50 million of Class A common stock.
Newly stated in 2026-Q1. The company announced a board-authorized share repurchase program of up to $50 million on May 7, 2026. There is no subsequent disclosure of repurchase activity in later quarters, so delivery status is pending.
“Announced Share Repurchase Program with Initial Authorization of $50 Million.”
Reduce workforce by approximately 20% to streamline organizational structure and align costs with strategic priorities.
Newly stated in 2026-Q3 (July 2026). The company approved a workforce reduction plan to reduce about 20% of its workforce, approximately 260 employees, to align costs with strategic priorities. This is a recent action with no prior quarters stating this priority.
Focus on advancing AI-powered social intelligence capabilities, including integration of proprietary AI agent Trellis.
Newly stated in mid-2026. The CEO emphasized accelerating AI-powered social intelligence platform development, including integration of the proprietary AI agent Trellis. This is a strategic focus with no direct financial metrics yet disclosed, so delivery status is early.
Over the trailing year it converted -1.01x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.