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
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 | -48.3% |
| Our one-year growth estimate | diamond | 6.2% |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
Growth built into the price is above our model estimate.
The price assumes 54.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 35 industry peers · Company calendar date is not available
SPT — earnings miss
Dated 2026-11-03
Results of Operations and Financial Condition. On November 3, 2026, Sprout Social, Inc. (the “Company” ) issued a press release announcing its results for the quarter ended September 30, 2026, and providing its business outlook. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.
Why it matters: Q2 revenue grew 11% year over year. Q3 revenue above the top of its forecast would show that growth held.
Supportive ifQ3 revenue is reported above $124.1 million, the top of the August forecast.
Worry ifQ3 revenue is reported below $123.3 million, the bottom of the August forecast.
Why it matters: The CEO said the cuts aim to make the business more focused. The next results can show whether costs fell without hurting growth.
Watch forThe company reports lower costs from the workforce plan while revenue growth stays at or above 11% year over year.
Also watch forThe company reports higher costs from the plan, or revenue growth falls below 11% year over year.
Why it matters: The board approved the plan in May, but later results gave no update on share purchases. A disclosed purchase would show it is in use.
Supportive ifA filing or earnings release reports share repurchases under the plan and states the amount.
Worry ifThe company reports no purchases and suspends or ends the plan.
Why it matters: This customer group made up 61.4% of subscription revenue in Q2. Its growth tests Sprout's push toward larger customers.
Supportive ifQ3 results show more than 3,926 customers with at least $30,000 ARR, and year-over-year growth stays at or above 11%.
Worry ifQ3 results show fewer than 3,926 customers with at least $30,000 ARR, or year-over-year growth falls below 11%.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$231 on $10,000 · ±2.3% | 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 | $5,724 loss on $10,000 · 57.2% | 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.