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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -62.3% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 6.4% |
Growth built into the price is above our model estimate.
The price assumes 68.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 119 industry peers · Company calendar date is not available
SPT — workforce reduction
Dated 2026-07-15
Costs Associated with Exit or Disposal Activities. On July 8, 2026, the Board of Directors of the Company approved a workforce reduction plan (the "Plan") designed to streamline the Company's organizational structure and align its cost base with its strategic priorities, including its ongoing investments in AI-powered social intelligence. As part of the Plan, the Company will reduce its workforce by approximately 20%, or approximately 260 employees. On July 15, 2026, the Company began notifyi…
Why it matters: If sector revenue growth drops below the median, it may show wider industry problems.
Worry ifSector revenue growth reported below its median.
Less concerning ifSector revenue growth stays above median.
Why it matters: Hitting this target shows strong profit growth and good cost control.
Supportive ifNon-GAAP operating income was above $18.3 million for Q3 2026.
Worry ifNon-GAAP operating income was below $17.5 million for Q3 2026.
Why it matters: How well this workforce cut works will show if the company can lower costs and make more money.
Watch forNon-GAAP operating income in Q3 2026 was better than in Q2 2026.
Also watch forNon-GAAP operating income fell in Q3 2026 compared to Q2 2026.
Why it matters: This shows progress toward the 2026 non-GAAP operating income goal.
Supportive ifNon-GAAP operating income was more than -$5.8M.
Worry ifNon-GAAP operating income is still below -$5.8M.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$236 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $743 loss on $10,000 · 7.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,781 loss on $10,000 · 67.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If revenue falls below $123.3 million, it signals potential weakness in growth. This could impact investor confidence.
Worry ifQ3 2026 revenue reported below $123.3 million.
Less concerning ifQ3 2026 revenue reported above $124.1 million.
Why it matters: If revenue growth drops below 10%, it signals a potential slowdown in demand.
Worry ifQ2 revenue growth reported below 10% year over year.
Less concerning ifQ2 revenue growth remains above 10% year over year.
Why it matters: Progress on this program shows that management believes in the company's value and plans.
Supportive ifThey announced share buybacks under the $50 million program.
Worry ifNo updates or repurchases reported by the end of Q3 2026.
Why it matters: The job cuts aim to lower costs and may impact future profits.
Worry ifCost savings from the job cuts were better than expected.
Less concerning ifNo major cost savings were reported from the job cuts.
Why it matters: How well this reduction works shows if Sprout Social matches costs with plans.
Watch forLook for better operational metrics or profits after the cuts.
Also watch forWorse operational metrics or profits after the cuts.