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Sprout Social, Inc. (SPT) stock

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NASDAQ: SPT Nasdaq Application Software Next results ~November 3, 2026

C Fundamentals grade

Sprout Social, Inc. is a US-listed company in the application software industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$14

Valuation models combined (3)

Base case. Range ~$7.7–$21. Weighted average of 3 models (growth cash-flow model, forward price-to-earnings vs peers, revenue-to-maturity model), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Sprout Social, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 3 selling2 purchases and 23 sales by directors and officers, last 12 monthsInsider trades
  • Funds113 adding, 110 cuttingOf 41 active managers that changed their stake, 18 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Sprout Social files

Where Sprout Social stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $482m, up 11.8% on a year earlier, about the same pace as a quarter earlier. Free-cash-flow margin rose to 10.5% from 7.6% a year earlier. Operating margin widened to -5.9% from -12.6%. The diluted share count is up 3.2% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 3 financial-health checks. Our revenue-to-maturity cash-flow model value is $18.17 a share, against a share price of $12.19.

Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Sprout Social, Inc.'s trailing-twelve-month revenue grew 11.8% year on year, with a free-cash-flow margin of 10.5%.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 62% in the quarter to 2026-06-30, the 4th beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 6.6 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.1bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 29.9% over 90 days.

Things to watch

  • Loss-making. Operating margin is -5.9%: costs exceed revenue.
  • Heavy stock-based pay. Stock pay equals 15.1% of revenue, against a median of 9.3% for application software companies we cover: a real cost that cash-flow figures leave out.
  • Share dilution. Diluted shares rose 3.2% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 66% and a beta of 0.7 against the S&P 500.

Latest results: FY2026 Q2

Filed August 7, 2026
Earnings per share
$0.26 against an average estimate of $0.16: beat by 62.5%
Revenue
$124m, up 10.8% on a year earlier
Share reaction
+19.8% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 3, 2026; average EPS estimate $0.29

Sprout Social's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.3%
  • 1 week-5.3%
  • 1 month+19.8%
  • This year+7.3%
  • 1 year+17.7%
  • 5 years-90.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$482M
Operating margin
-5.9%
Net margin
-6.1%
EPS (TTM, diluted)
$-0.50

Growth

Revenue growth
+11.8%
Change in growth rate
−0.4 pts
Share count change
+3.2%

Cash

Free cash flow (TTM)
$50.4M
FCF margin
10.5%
Stock pay % of revenue
15.1%

Earnings

Last results
August 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Sprout Social, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Sprout Social, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.3%: the 10-year Treasury yield (4.9%) plus a beta of 1.19 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$7.7 ~$5.6–$9.2 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$21 ~$18–$36 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$2.5 ~$17–$47 Left out: far from the other models (more than 3x away from their median)
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$18 ~$14–$22 Included
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$14 ~$7.7–$21 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Sprout Social, Inc. with Application Software in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2019202020212022202320242025Now
Share price$16.05$45.41$90.69$56.46$61.44$30.71$11.27$12.09
Market value$296m$2.3bn$4.9bn$3.1bn$3.4bn$1.7bn$661m$720m
+ Net debt (− = net cash)−$135m−$115m−$107m−$80m$5m−$61m−$55m−$87m
Enterprise value$161m$2.2bn$4.8bn$3.0bn$3.4bn$1.7bn$605m$633m
Multiples
Price / sales 2.9x17.5x26.0x12.1x10.3x4.3x1.4x1.5x
Price / earnings ————————
Price / free cash flow ——n/mn/mn/m74.8x16.8x14.3x
EV / EBITDA ————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

44 /100

Weak moat

How hard Sprout Social's competitive advantage looks for rivals to wear away, judged from 7 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 16 / 20

    Cash operating profit has been a median 12.1% of total assets over 6 years.

  • Pricing power 20 / 20

    Gross margin has been a median 77.1%, moving by 1.9 percentage points (standard deviation) across 7 years.

  • Durability 10 / 20

    Operating margin has been a median -18.4%; its worst year was -43.2%.

  • Cash conversion 11 / 20

    Free cash flow was positive in 6 of 7 years, at a median 5.5% of revenue.

  • Discipline 3 / 20

    The diluted share count rose 12.4% over five years; stock-based pay has been a median 19.6% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (59 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, after the close. Analysts expect revenue of $124m and EPS of $0.29 (range $0.29 to $0.30) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.13 +38% $495m +8%
Next $1.54 +37% $524m +6%

Next year's EPS estimate has moved +29.9% in 90 days, across 10 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +22.2% on 90 days ago. In the last 30 days, 9 analysts raised Sprout Social, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Sprout Social, Inc., last 90 days
$0.80 $1.00 $1.20 $1.40 $1.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.92 Current fiscal year, 60 days ago: $1.13 Current fiscal year, 30 days ago: $1.13 Current fiscal year, 7 days ago: $1.13 Current fiscal year, Now: $1.13 $1.13 Next fiscal year, 90 days ago: $1.19 Next fiscal year, 60 days ago: $1.54 Next fiscal year, 30 days ago: $1.54 Next fiscal year, 7 days ago: $1.54 Next fiscal year, Now: $1.54 $1.54

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.92$1.19
60 days ago $1.13$1.54
30 days ago $1.13$1.54
7 days ago $1.13$1.54
Now $1.13$1.54

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.16 $0.26 +62.5%
Mar 2026 $0.16 $0.23 +48.0%
Dec 2025 $0.16 $0.20 +26.3%
Sept 2025 $0.16 $0.23 +43.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

10 analysts, Oct 2026
Buy440%
Hold550%
Sell110%

Monthly trend

  1. Oct 2026225110
  2. Sep 2026225110
  3. Aug 2026225110

Counts of recommendations published by analysts covering Sprout Social, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
8.6%
of tradable shares
Days to cover
4.36
at average volume
Short interest, 1 month
−4%
to October 15, 2026
Held by institutions
97%
of shares
Held by insiders
2.4%
of shares
Employees
1,362
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months +17.7%

$10.27 on October 31, 2025 to $12.09

ThenNowEffect
Revenue (last 12 months) $431m $482m +11.8%
P/S multiple 1.4x 1.5x +8.6%
Share count 58m 60m −3.1%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

Last 3 years −74.2%

$46.78 on November 3, 2023 to $12.09

ThenNowEffect
Revenue (last 12 months) $289m $482m +66.4%
P/S multiple 8.9x 1.5x −83.2%
Share count 55m 60m −7.5%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
SPT+100%−38%+9%−50%−63%+7%
Industry peers (median)−8%−50%+19%+2%−20%−14%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SPT67%33%42%33%25%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SPT−43%−56%−46%−62%−73%−56%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since December 13, 2019: 97% from September 23, 2021 to April 10, 2026. Getting back needed a 2791% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$4.99 – $13.11
From 52-week high
−7.8%
vs 50-day average
+9.4%
vs 200-day average
+46.8%
Volatility (1 year)
67%
Beta vs S&P 500
0.72

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±11.7%
After a week
4 up, 8 down
typical move ±11.9%
After a month
6 up, 6 down
typical move ±16.7%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +19.8% +0.5% +15.5% +31.6%
July 15, 2026 +1.7% −0.1% −10.3% +17.6%
May 7, 2026 +16.2% +0.5% −5.8% +12.5%
February 26, 2026 −4.6% −1.0% +4.1% −18.2%
February 12, 2026 −1.8% −1.5% −2.6% −21.6%
November 5, 2025 −3.3% −0.7% +8.4% +4.9%
August 6, 2025 −9.2% +0.7% −12.0% −6.7%
May 8, 2025 +15.8% +0.6% +15.1% +6.0%
February 25, 2025 +0.6% −0.4% −4.5% −12.6%
November 7, 2024 −8.9% +1.2% −1.9% +13.3%
August 1, 2024 −15.7% −3.3% −20.2% −20.4%
May 2, 2024 −42.3% +2.2% −42.9% −35.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Sprout Social, Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Sprout Social, Inc.
$300M $350M $400M $450M $500M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $309.7M Revenue (TTM), FY23 Q4: $333.6M Revenue (TTM), FY24 Q1: $355.2M Revenue (TTM), FY24 Q2: $375.3M Revenue (TTM), FY24 Q3: $392.4M Revenue (TTM), FY24 Q4: $405.9M Revenue (TTM), FY25 Q1: $418.4M Revenue (TTM), FY25 Q2: $430.8M Revenue (TTM), FY25 Q3: $443.8M Revenue (TTM), FY25 Q4: $457.5M Revenue (TTM), FY26 Q1: $469.8M Revenue (TTM), FY26 Q2: $481.8M $481.8M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $309.7M
FY23 Q4 $333.6M
FY24 Q1 $355.2M
FY24 Q2 $375.3M
FY24 Q3 $392.4M
FY24 Q4 $405.9M
FY25 Q1 $418.4M
FY25 Q2 $430.8M
FY25 Q3 $443.8M
FY25 Q4 $457.5M
FY26 Q1 $469.8M
FY26 Q2 $481.8M
Revenue growth, TTM YoY Sprout Social, Inc.
10% 15% 20% 25% 30% 35% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 30.4% Revenue growth, TTM YoY, FY23 Q4: 31.4% Revenue growth, TTM YoY, FY24 Q1: 30.8% Revenue growth, TTM YoY, FY24 Q2: 29.6% Revenue growth, TTM YoY, FY24 Q3: 26.7% Revenue growth, TTM YoY, FY24 Q4: 21.7% Revenue growth, TTM YoY, FY25 Q1: 17.8% Revenue growth, TTM YoY, FY25 Q2: 14.8% Revenue growth, TTM YoY, FY25 Q3: 13.1% Revenue growth, TTM YoY, FY25 Q4: 12.7% Revenue growth, TTM YoY, FY26 Q1: 12.3% Revenue growth, TTM YoY, FY26 Q2: 11.8% 11.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 30.4%
FY23 Q4 31.4%
FY24 Q1 30.8%
FY24 Q2 29.6%
FY24 Q3 26.7%
FY24 Q4 21.7%
FY25 Q1 17.8%
FY25 Q2 14.8%
FY25 Q3 13.1%
FY25 Q4 12.7%
FY26 Q1 12.3%
FY26 Q2 11.8%
Operating margin (TTM) Sprout Social, Inc.
-30% -20% -10% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -20.7% Operating margin (TTM), FY23 Q4: -20.8% Operating margin (TTM), FY24 Q1: -19.9% Operating margin (TTM), FY24 Q2: -19.2% Operating margin (TTM), FY24 Q3: -16.5% Operating margin (TTM), FY24 Q4: -14.9% Operating margin (TTM), FY25 Q1: -13.9% Operating margin (TTM), FY25 Q2: -12.6% Operating margin (TTM), FY25 Q3: -10.4% Operating margin (TTM), FY25 Q4: -9.5% Operating margin (TTM), FY26 Q1: -8.1% Operating margin (TTM), FY26 Q2: -5.9% -5.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -20.7%
FY23 Q4 -20.8%
FY24 Q1 -19.9%
FY24 Q2 -19.2%
FY24 Q3 -16.5%
FY24 Q4 -14.9%
FY25 Q1 -13.9%
FY25 Q2 -12.6%
FY25 Q3 -10.4%
FY25 Q4 -9.5%
FY26 Q1 -8.1%
FY26 Q2 -5.9%
FCF margin (TTM) Sprout Social, Inc.
0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 3.3% FCF margin (TTM), FY23 Q4: 1.3% FCF margin (TTM), FY24 Q1: 1.8% FCF margin (TTM), FY24 Q2: 0.6% FCF margin (TTM), FY24 Q3: 4.3% FCF margin (TTM), FY24 Q4: 5.8% FCF margin (TTM), FY25 Q1: 7.2% FCF margin (TTM), FY25 Q2: 7.6% FCF margin (TTM), FY25 Q3: 7.4% FCF margin (TTM), FY25 Q4: 8.6% FCF margin (TTM), FY26 Q1: 9.9% FCF margin (TTM), FY26 Q2: 10.5% 10.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 3.3%
FY23 Q4 1.3%
FY24 Q1 1.8%
FY24 Q2 0.6%
FY24 Q3 4.3%
FY24 Q4 5.8%
FY25 Q1 7.2%
FY25 Q2 7.6%
FY25 Q3 7.4%
FY25 Q4 8.6%
FY26 Q1 9.9%
FY26 Q2 10.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 79 103 133 188 254 334 406 458 482
Gross profit 58 75 98 141 194 257 314 355 373
EBITDA −18 −45 −29 −25 −49 −66 −56 −40 −25
Operating income −21 −47 −32 −28 −52 −69 −60 −43 −28
Net income −21 −47 −32 −29 −50 −66 −62 −43 −30
Diluted EPS −$1.26 −$2.54 −$0.62 −$0.53 −$0.92 −$1.19 −$1.09 −$0.74 −$0.50
Growth (year on year)
Revenue — +30.3% +29.4% +41.3% +35.1% +31.4% +21.7% +12.7% +11.8%
Margins
Gross margin 73.4% 72.6% 73.7% 75.1% 76.4% 77.1% 77.5% 77.6% 77.4%
EBITDA margin −23.3% −43.4% −21.9% −13.4% −19.2% −19.8% −13.9% −8.7% −5.2%
Operating margin −26.4% −46.0% −24.1% −15.0% −20.4% −20.8% −14.9% −9.5% −5.9%
Net margin −26.6% −45.6% −23.8% −15.3% −19.8% −19.9% −15.3% −9.5% −6.1%
Free-cash-flow margin −24.5% −14.8% −11.6% 7.4% 3.5% 1.3% 5.8% 8.6% 10.5%
Cash flow
Cash from operations −17 −14 −11 15 11 6 26 43 54
Capital spending 2 1 4 1 2 2 3 4 4
Free cash flow −19 −15 −15 14 9 4 23 39 50
Stock-based pay 0 25 11 22 48 68 84 79 73
Free cash flow after stock pay −19 −41 −26 −8 −39 −63 −61 −39 −22
Balance sheet
Cash 26 135 115 107 80 50 86 95 120
Total debt 0 0 0 0 0 55 25 40 33
Net debt (negative = net cash) −26 −135 −115 −107 −80 5 −61 −55 −87
Diluted shares 17m 18m 51m 54m 55m 56m 57m 59m 60m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · June 30, 2026
What it owns · $522m
Short-term assets $242mLonger-term assets $280m
What it owes, and who funded it · $522m
Short-term liabilities $236mLonger-term liabilities $58mShareholders' equity $229m
  • Short-term assets cover short-term liabilities $242m of assets due within a year against $236m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $242m short-term assets against $58m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$28m against $3m of interest.

From Sprout Social, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+3.2%
year over year
R&D spending
22.2%
of revenue
Days sales outstanding
59 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in application software
Last 12 months unless stated SPT CLBT ADEA PD MSTR PAR Median
Revenue, last 12 months $482m $476m $471m $495m $495m $497m $482m
Revenue growth, last 12 months 11.8% 18.6% 24.3% 2.3% 4.2% 18.8% 12.0%
Revenue growth, 3-year average 18.5% — 6.2% 6.8% −0.6% 23.0% 11.1%
Revenue growth, latest quarter 10.8% — 12.1% 0.8% −2.5% 18.7% 11.9%
Gross margin 77.4% 84.2% — 84.8% 67.8% 42.2% 69.2%
Operating margin −5.9% 14.0% 41.6% 6.5% <−999% −12.6% 1.1%
Operating margin, 3-year average −12.6% — 34.7% −6.7% −593.7% −18.9% −0.8%
Net margin −6.1% 16.5% 26.1% 37.2% <−999% −14.5% 2.1%
Cash from operations / revenue 11.2% 36.5% 40.6% 26.6% −1.5% −2.6% 18.2%
Free-cash-flow margin 10.5% 33.7% 40.0% 25.6% −2.2% −3.2% 15.0%
Free-cash-flow margin, 3-year average 6.2% — 44.8% 24.0% −8.4% −7.4% 16.2%
Stock pay / revenue 15.1% 9.4% 7.8% 16.3% 10.3% 5.9% 9.3%
Change in share count 3.2% 19.3% 0.5% −6.1% 22.3% 6.3% 2.2%

Median of all 185 companies we cover in application software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

185 application software companies
Measure Company Peer median Rank
Revenue growth Growth 11.8% 12.0% 96 of 184
Change in growth rate Growth -0.4pp +0.2pp 113 of 184
Gross margin Profitability 77.4% 69.8% 46 of 160
Operating margin Profitability -5.9% 1.1% 113 of 181
Net margin Profitability -6.1% 2.1% 114 of 185
Free-cash-flow margin Cash generation 10.5% 15.2% 106 of 180
Stock pay as % of revenue Cash generation 15.1% 9.3% 131 of 177
Long-term debt as % of assets Balance sheet 7.6% 16.9% 31 of 98
Change in share count Balance sheet 3.2% 1.7% 93 of 163
Days sales outstanding Balance sheet 59 days 57 days 89 of 162

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Subscription $453M 99.0% ▲ 12.7%
Professional Services and Other $4.5M 1.0% ▲ 16.6%
Geography
Region Revenue Share YoY
Americas $365M 79.9% ▲ 13.4%
EMEA $70M 15.3% ▲ 10.2%
Asia Pacific $22.1M 4.8% ▲ 9.7%

From Sprout Social, Inc.'s 10-K filed February 27, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$396M
Institutions reporting
191
Shares held vs prior quarter
▲ 5.7%
Positions opened / closed
40 / 55

Top buyers and sellers, Q2 2026: 113 institutions bought and 110 sold ; the biggest buyer was Blackrock, Inc (+3.4M shares) and the biggest seller Topline Capital Management, LLC (−2.2M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $66.3M 8.8M 16.8% ▲ 63.9%
Vanguard Portfolio Management LLC $32.6M 4.3M 8.2% ▲ 9.9%
Ancient Art, L.P. $19.2M 2.5M 4.8% 0.0%
Vanguard Capital Management LLC $17.5M 2.3M 4.4% ▲ 3.4%
Haveli Investment Management LLC $16.4M 2.2M 4.1% New
Acadian Asset Management LLC $16M 2.1M 4.1% ▼ 1.9%
Two Sigma Investments, LP $14.7M 2.0M 3.7% ▲ 11.0%
State Street Corp $12.4M 1.6M 3.1% ▼ 7.0%
AQR Capital Management LLC $10.9M 1.4M 2.8% ▲ 228.2%
Geode Capital Management, LLC $10.4M 1.4M 2.6% ▲ 13.2%
Arrowstreet Capital, Limited Partnership $10.3M 1.4M 2.6% ▲ 208.0%
Morgan Stanley $9.9M 1.3M 2.5% ▲ 3.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Sprout Social, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $2M 2 trades by 2 insiders, last 12 months Insider sales History → $4.7M 23 trades by 3 insiders · 100% under pre-set plans
Net ▼ $2.7M net selling
Insider Date Trade Shares Price Value
Howard Justyn Russell Executive Chair October 9, 2026 Sell pre-set plan 40,000 $11.02 $440,600
Howard Justyn Russell Executive Chair September 11, 2026 Sell pre-set plan 40,000 $10.77 $430,800
Rankin Aaron Edward Frederick Chief Technology Officer September 2, 2026 Sell pre-set plan 717 $11.45 $8,210
Howard Justyn Russell Executive Chair September 2, 2026 Sell pre-set plan 10,895 $11.45 $124,748
Howard Justyn Russell Executive Chair August 11, 2026 Sell pre-set plan 40,000 $10.12 $404,800
Howard Justyn Russell Executive Chair July 10, 2026 Sell pre-set plan 40,000 $8.28 $331,200
Howard Justyn Russell Executive Chair June 11, 2026 Sell pre-set plan 40,000 $6.99 $279,600
Howard Justyn Russell Executive Chair June 2, 2026 Sell pre-set plan 11,641 $7.75 $90,218
Howard Justyn Russell Executive Chair May 11, 2026 Sell pre-set plan 39,960 $6.58 $262,937
Howard Justyn Russell Executive Chair May 11, 2026 Sell pre-set plan 40 $7.41 $296
Howard Justyn Russell Executive Chair April 10, 2026 Sell pre-set plan 40,000 $5.03 $201,200
Howard Justyn Russell Executive Chair March 11, 2026 Sell pre-set plan 40,000 $5.96 $238,400

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around October 16, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • July 15, 2026
  • May 7, 2026
  • February 26, 2026
  • February 12, 2026
  • November 5, 2025

Recent SEC filings

Data status

When each part of this page on Sprout Social, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Sprout Social, Inc. in brief

What does Sprout Social, Inc. do?
Sprout Social, Inc. is a US-listed company in the application software industry. Its financial year ends in December.
What is Sprout Social, Inc.'s stock ticker?
Sprout Social, Inc. trades under the ticker SPT on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Sprout Social, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Sprout Social, Inc. reported revenue of $482M, 11.8% higher than a year earlier, according to its SEC filings.
What is Sprout Social, Inc.'s free cash flow?
Sprout Social, Inc.'s free-cash-flow margin is 10.5% of revenue over the trailing twelve months, ranking 106 of the 180 application software companies we cover.
Who are Sprout Social, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Ancient Art, L.P. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Sprout Social, Inc.'s market cap?
On November 2, 2026, Sprout Social, Inc.'s market capitalisation was about $720M and net debt of -$87.4M. Market figures come from third-party market data and may be delayed.
Who are Sprout Social, Inc.'s competitors?
In our Application Software peer group, the companies closest to Sprout Social, Inc. are Cellebrite DI Ltd., Adeia Inc., Pagerduty, Inc., Strategy Inc and PAR Technology Corp. The side-by-side comparison below sets their revenue, margins and growth against Sprout Social, Inc.'s.
Are insiders buying or selling Sprout Social, Inc. stock?
Over the last 12 months, Sprout Social, Inc.'s directors and officers reported 2 open-market purchases and 23 sales on Form 4. The insider trading page charts every trade.
When is Sprout Social, Inc.'s next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Sprout Social, Inc. announces its own schedule.