Sprout Social Inc
Sprout Social Inc provides social media management and customer engagement software, enabling businesses to monitor, engage, and analyze social media interactions.
Business. Sprout Social Inc (SPT.O) is a software company operating within the Technology sector, specifically providing software and IT services. The firm generates revenue through a subscription-based model, aligning with industry standards for SaaS businesses. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. Sprout Social is listed under the ticker SPT.O.
Analyst recommendations
11 analysts · consensus HoldAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Peers
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
- EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Sprout Social Inc (SPT.O) is a software company operating within the Technology sector, specifically providing software and IT services. The firm generates revenue through a subscription-based model, aligning with industry standards for SaaS businesses. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. Sprout Social is listed under the ticker SPT.O.
Sprout Social's capital structure shows a market cap of $360.5 million with a price-to-book ratio of 1.77, indicating a moderate premium over its book value. The company's liquidity position is characterized by a current ratio of 0.93, suggesting limited short-term liquidity cushion. Free cash flow is negative at -$36.6 million, driven by capital expenditures of -$4.1 million and operating cash flow of $43.4 million.
Profitability metrics reveal a challenging operating environment. The company reported a net loss of $43.3 million and an operating loss of $43.5 million, with a return on equity of -21.3% and a return on assets of -8.28%. These figures fall significantly below the industry median for software companies, which typically exhibit positive returns and gross margins above 60%.
Geographically, Sprout Social's revenue is concentrated in the United States, with no material disclosures of international operations. Segment-wise, the company operates as a single business unit, with no material diversification across product lines or customer bases. This concentration increases exposure to domestic economic shifts and sector-specific risks.
Growth trajectory appears mixed. Revenue for the latest period was $457.5 million, but no year-over-year growth rate is disclosed. Analysts project a mean price target of $9.50, implying a 58% upside from the current market price of $6.00. However, the company's negative operating income and free cash flow suggest near-term financial constraints.
Risk factors include liquidity concerns, with net cash negative after subtracting total debt. The dilution risk is currently low, but the company's negative free cash flow and operating losses could necessitate future equity raises. No recent filings or transcripts disclose material events, but the absence of positive cash flow remains a key risk.
Recent events include no material disclosures in filings or transcripts. The company's financial performance remains under pressure, with no clear catalysts for near-term improvement. Analysts remain cautiously optimistic, with a mean recommendation of 2.55 (leaning toward "hold"), but the absence of strong buy ratings reflects uncertainty.
- Sprout Social trades at a 1.77x price-to-book ratio, with a market cap of $360.5 million.
- The company reported a net loss of $43.3 million and an operating loss of $43.5 million.
- Analysts project a mean price target of $9.50, implying a 58% upside from the current price.
- Revenue is concentrated in the United States, with no material international diversification.
- Liquidity is constrained, with a current ratio of 0.93 and negative free cash flow of -$36.6 million.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,91 |
| Revenue | —no estimate | —no estimate | 493,2M USD |
| Operating income | —no estimate | —no estimate | 48,9M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2026-06-11
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2026-05-11
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2026-04-10
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2026-03-11
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2026-02-11
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2026-01-09
- Director, Executive Chair, 10% owner · Class B Common Stock → Class A Common StockDisposed 40 000conversion · 2025-12-11
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
- Sprout Social Inc Market data — financials · 2026-05-29
- Sprout Social Inc Market data — analyst estimates · 2026-05-29
- Sprout Social Inc Market data — ESG · 2026-05-29
Ownership & reference
Top holders
- Investment Managers · as of 2024-12-310,00 %$14M
- Investment Managers · as of 2024-06-300,00 %$143M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2025-12-310,00 %$77M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$7M
- Investment Managers · as of 2026-03-310,00 %$7M
- Investment Managers · as of 2026-03-310,00 %$7M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$10M
- Investment Managers · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$2M
- Institutional Investor · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$3M
- Funds · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
Leadership
- Ryan Paul BarrettoPresident, Chief Executive Officer, Director
Insider activity
- Director, Executive Chair, 10% owner · Class A Common StockOther 40 000 · 2026-06-11
- Director, Executive Chair, 10% owner · Class A Common StockSold 40 000 @ $6,99$280K · 2026-06-11
- Director, Executive Chair, 10% owner · Class A Common StockSold 11 641 @ $7,75$90K · 2026-06-02
- Director, CEO · Class A Common StockOther 13 323 @ $8,29$110K · 2026-06-01
- Director · Class A Common StockOther 26 470 · 2026-05-20
- Director · Class A Common StockOther 13 779 · 2026-05-20
- Director · Class A Common StockOther 26 470 · 2026-05-20
- Director · Class A Common StockOther 26 470 · 2026-05-20
- Director · Class A Common StockOther 26 470 · 2026-05-20
- Director, Executive Chair, 10% owner · Class A Common StockSold 39 960 @ $6,58$263K · 2026-05-11
- Director, Executive Chair, 10% owner · Class A Common StockOther 40 000 · 2026-05-11
- Director, Executive Chair, 10% owner · Class A Common StockSold 40 @ $7,41$296 · 2026-05-11
- Director, Executive Chair, 10% owner · Class A Common StockOther 40 000 · 2026-04-10
- Director, Executive Chair, 10% owner · Class A Common StockSold 40 000 @ $5,03$201K · 2026-04-10
- Director, CEO · Class A Common StockOther 2 189 @ $5,60$12K · 2026-04-01
- Director, Executive Chair, 10% owner · Class A Common StockOther 40 000 · 2026-03-11
- Director, Executive Chair, 10% owner · Class A Common StockSold 40 000 @ $5,96$238K · 2026-03-11
- CFO and Treasurer · Class A Common StockSold 4 500 @ $6,80$31K · 2026-03-04
- CFO and Treasurer · Class A Common StockSold 16 139 @ $6,76$109K · 2026-03-03
- Director, Executive Chair, 10% owner · Class A Common StockSold 23 855 @ $6,76$161K · 2026-03-03
- Director, CEO · Class A Common StockOther 36 342 @ $6,51$237K · 2026-03-02
- Director, CEO · Class A Common StockOther 546 448 · 2026-03-02
- Director, Executive Chair, 10% owner · Class A Common StockOther 40 000 · 2026-02-11
- Director, Executive Chair, 10% owner · Class A Common StockSold 40 000 @ $7,37$295K · 2026-02-11
- Director, Executive Chair, 10% owner · Class A Common StockOther 40 000 · 2026-01-09
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 12.3%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 22.1%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 22.1%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 22.1%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 60.0%Derived (calculated)
- Return on assets (FY 2025-12-31): -8.3%Derived (calculated)
- Current ratio (FY 2025-12-31): 0.93xDerived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): -1.5%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): 28.0%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 65.0%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 30.1%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): 12.9%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 32.1%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 39.2%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 10.2%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 1.57xDerived (calculated)
- Net margin (FY 2025-12-31): -9.5%Derived (calculated)
- Gross margin (FY 2025-12-31): 77.6%Derived (calculated)
- Return on equity (FY 2025-12-31): -21.3%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 12.7%Derived (calculated)
- Operating cash flow (annual): USD 43.43MSEC XBRL filing
- Current liabilities (annual): USD 256.26MSEC XBRL filing
- Interest expense (annual): USD 2.5MSEC XBRL filing
- Cost of revenue (annual): USD 102.69MSEC XBRL filing