Sprout Social, Inc.
- Open
- 8.61
- Day high
- 8.79
- Day low
- 8.43
- Prev close
- 8.62
- Volume
- 877K
- Mkt cap
- $518M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.4
- P/S
- 1.1
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$874K over the last 3 months (0 open-market buys, 4 sales)
- 🏛Institutions accumulating (13F)
Sprout Social, Inc. (SPT) is a Technology company listed on NASDAQ. The stock is down 55% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 4 sales (SEC Form 4).
Sprout Social, Inc. (SPT) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SPT earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.16 | $0.23 | +43.8% | $121M | +1.0% |
| Nov 5, 2025 | $0.16 | $0.23 | +43.8% | $116M | -2.6% |
| Aug 6, 2025 | $0.15 | $0.18 | +20.0% | $112M | -1.6% |
| May 8, 2025 | $0.15 | $0.22 | +46.7% | $109M | +1.5% |
| Nov 7, 2024 | $0.12 | $0.13 | +8.3% | $103M | -3.8% |
| Aug 1, 2024 | $0.08 | $0.09 | +12.5% | $99M | +0.7% |
| May 2, 2024 | $0.01 | $0.10 | +1758.7% | $97M | -0.5% |
| Feb 20, 2024 | $0.00 | $0.02 | +515.4% | $94M | +3.1% |
| Nov 2, 2023 | $-0.05 | $-0.01 | +80.0% | $86M | +1.6% |
| Aug 3, 2023 | $0.01 | $0.07 | +516.2% | $79M | +0.8% |
| May 2, 2023 | $0.01 | $0.06 | +925.6% | $75M | +0.2% |
| Feb 21, 2023 | $0.01 | $0.03 | +257.1% | $70M | -0.2% |
SPT insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 13, 2026 | Howard Justyn Russelldirector, 10 percent owner, officer: Executive Chair | Sell | 40,000 | $8.28 |
| Jun 12, 2026 | Howard Justyn Russelldirector, 10 percent owner, officer: Executive Chair | Sell | 40,000 | $6.99 |
| May 21, 2026 | Collins Steven Adirector | Grant | 26,470 | — |
| May 21, 2026 | Walker Karendirector | Grant | 26,470 | — |
| May 21, 2026 | Brown Gregory Scottdirector | Grant | 13,779 | — |
| May 21, 2026 | BARRIS PETER Jdirector | Grant | 26,470 | — |
| May 21, 2026 | Stanley William Thomasdirector | Grant | 26,470 | — |
| May 12, 2026 | Howard Justyn Russelldirector, 10 percent owner, officer: Executive Chair | Sell | 39,960 | $6.58 |
| May 12, 2026 | Howard Justyn Russelldirector, 10 percent owner, officer: Executive Chair | Sell | 40 | $7.41 |
| Apr 13, 2026 | Howard Justyn Russelldirector, 10 percent owner, officer: Executive Chair | Sell | 40,000 | $5.03 |
| Apr 3, 2026 | Barretto Ryan Pauldirector, officer: CEO | Tax | 2,189 | $5.60 |
| Mar 12, 2026 | Howard Justyn Russelldirector, 10 percent owner, officer: Executive Chair | Sell | 40,000 | $5.96 |
| Mar 4, 2026 | Del Preto Josephofficer: CFO and Treasurer | Sell | 16,139 | $6.76 |
| Mar 4, 2026 | Del Preto Josephofficer: CFO and Treasurer | Sell | 4,500 | $6.80 |
| Mar 4, 2026 | Barretto Ryan Pauldirector, officer: CEO | Grant | 546,448 | — |
Source: SPT SEC Form 4 filings, latest Jul 13, 2026. For informational purposes only — not investment advice.
See the full SPT insider & 13F page →Sprout Social, Inc. company profile
Overview
Sprout Social, Inc. (NASDAQ:SPT) is a Chicago-based software company founded in 2010 that provides cloud-based social media management solutions. The company went public in December 2019 and has grown to serve over 31,000 customers globally, ranging from small businesses to Fortune 500 enterprises. Sprout Social has evolved from a basic social media scheduling tool into a comprehensive platform that integrates social engagement, analytics, customer care, and influencer marketing capabilities.
Business
Sprout Social operates in the social media management software industry, providing businesses with tools to manage their social media presence across multiple platforms. The company's core offering is a cloud-based platform called Sprout Social that unifies various social media functions into a single system. The platform serves as a centralized hub where businesses can manage their social media activities across networks like Facebook, Instagram, Twitter, LinkedIn, TikTok, and others. Social media management involves scheduling and publishing content, responding to customer inquiries and comments, analyzing performance metrics, monitoring brand mentions, and managing customer relationships through social channels. The company operates through several key product segments: 1. Core Social Media Management (~70-75% of revenue): This includes content scheduling and publishing, social engagement tools for responding to messages and comments, and basic analytics and reporting features. This represents the traditional social media management functionality that most customers start with. 2. Premium Modules and Add-ons (~20-25% of revenue): These include advanced social listening capabilities that monitor brand mentions across the internet, sophisticated analytics and business intelligence tools, and premium reporting features. The company has achieved a 30% attach rate for these premium modules. 3. Social Customer Care (~5-10% of revenue): A newer offering that allows businesses to use social media channels as customer service touchpoints, integrating with customer relationship management (CRM) systems and providing workflow automation for customer support teams. 4. Influencer Marketing Platform (~5% of revenue): Through its acquisition of Tagger, Sprout offers tools for brands to discover, collaborate with, and measure the impact of influencer partnerships. This segment targets larger enterprise customers with significantly higher contract values. The platform also includes AI-powered features for content generation, sentiment analysis, and workflow automation, representing the company's investment in artificial intelligence to enhance user productivity and insights.
Revenue model
Sprout Social operates on a Software-as-a-Service (SaaS) subscription model, generating revenue primarily through monthly and annual recurring subscriptions. The company offers tiered pricing plans ranging from basic packages for small businesses to enterprise-level solutions that can cost tens of thousands of dollars annually. The primary revenue streams include: 1. Subscription Revenue (98% of total revenue): Customers pay recurring fees based on the number of social media profiles they manage, the features they access, and the number of users on their account. The company has been successful in driving customers toward higher-value plans, with average contract values growing from approximately $10,000 to nearly $15,000 over recent years. 2. Professional Services (2% of revenue): The company offers consulting, training, and implementation services, particularly for larger enterprise customers who need assistance with platform adoption and strategy development. The customer base spans multiple segments, with enterprise and mid-market customers representing the fastest-growing and highest-value segments. Small and medium-sized businesses, marketing agencies, government organizations, and non-profits also comprise significant portions of the customer base. Several factors influence the company's margins and profitability. Positive margin drivers include the company's focus on moving customers to higher-tier plans with better unit economics, successful upselling of premium modules and add-on services, and operational leverage as the platform scales. The shift toward enterprise customers also improves margins due to higher contract values and longer-term commitments. Negative margin pressures come from increased competition in the social media management space, the need for continuous product development and platform integrations as social media networks evolve, higher customer acquisition costs as the company targets larger enterprise deals with longer sales cycles, and ongoing investments in artificial intelligence and new product development. The company also faces platform dependency risks, as changes to social media networks' APIs or policies can require significant engineering resources to maintain integrations.
Competitive moat
Sprout Social's competitive moat is moderate but faces increasing pressure from larger technology companies and specialized competitors. The company's primary defensive advantages include its comprehensive platform integration, strong customer relationships, and network effects within its user base. Platform Integration and Switching Costs: Sprout Social has built deep integrations with major social media platforms and maintains these relationships as APIs and features evolve. Once customers have configured workflows, trained teams, and integrated Sprout with their other business systems, switching to competitors involves significant time and operational disruption. However, this switching cost advantage is not insurmountable, particularly for larger customers with dedicated IT resources. Data and Analytics Advantage: The company benefits from aggregating social media data across its customer base, which enhances its AI capabilities and benchmarking features. Customers value being able to compare their performance against industry peers, and this network effect strengthens as more customers join the platform. Customer Community and Brand: Sprout Social has built a strong reputation in the social media marketing community, consistently ranking highly in software review sites and maintaining strong customer satisfaction scores. The company's focus on user experience and customer success has created loyalty that extends beyond pure product functionality. However, the company's moat faces significant challenges. Large technology companies like Salesforce, HubSpot, and Adobe offer competing solutions with broader enterprise software suites, potentially providing more comprehensive value propositions for larger customers. Social media platforms themselves continue to develop native business tools that could reduce demand for third-party management solutions. Additionally, specialized competitors in areas like influencer marketing, social listening, or customer care may offer superior point solutions that could fragment Sprout's platform approach. The company's moat is strongest in the mid-market segment where customers value the balance of functionality and ease-of-use, but faces pressure both from enterprise software suites targeting larger customers and simpler, cheaper solutions targeting smaller businesses.
Risks & safety
The company presents moderate financial risk with mixed liquidity indicators and ongoing profitability challenges. Overall Assessment: Moderate risk profile with improving cash generation but persistent losses and tight working capital position. • Cash and Liquidity: $100.9 million in cash and short-term investments as of Q1 2025, but current ratio of 0.97 indicates tight working capital management. Free cash flow turned positive at $18.1 million in Q1 2025, showing operational improvement. • Debt and Solvency: Low debt levels with debt-to-equity ratio of 0.10, indicating minimal financial leverage risk. However, the company continues to generate negative EBITDA of -$11.2 million in Q1 2025, though this represents improvement from prior periods. • Valuation Metrics: Trading at 7.3x price-to-book ratio and negative EV/EBITDA due to losses. Revenue multiple appears reasonable for a growing SaaS company, but profitability timeline remains uncertain. • Other Considerations: Strong recurring revenue base provides revenue predictability, but the company faces ongoing cash burn from operations and significant investment requirements in product development and sales capacity expansion.
Recent development
Over the past several years, Sprout Social has undergone significant strategic evolution, transforming from a simple social media scheduling tool into a comprehensive social media management platform targeting enterprise customers. Enterprise Market Focus: The company has systematically shifted its go-to-market strategy toward mid-market and enterprise customers, implementing pricing changes that prioritize higher-value customers over volume growth. This strategic pivot has resulted in average contract values growing from approximately $10,000 to nearly $15,000, with customers contributing over $50,000 in annual recurring revenue growing at 20-30% annually. Product Platform Expansion: Sprout has expanded beyond basic social media management through several key initiatives. The company launched its Social Customer Care solution, allowing businesses to handle customer service inquiries through social media channels with integration into CRM systems like Salesforce. The acquisition of Tagger brought influencer marketing capabilities to the platform, targeting enterprise customers with contract values 3-4 times larger than the core business. Artificial Intelligence Integration: The company has heavily invested in AI capabilities, launching AI Assist features for content generation, sentiment analysis, and workflow automation. AI-generated content usage has grown 300% year-over-year, indicating strong customer adoption of these productivity-enhancing features. Leadership Transition and Organizational Changes: In 2024, founder Justyn Howard transitioned from CEO to Executive Chair, with Ryan Barretto taking over as CEO. The company has also made significant executive hires, including a new Chief Revenue Officer, Chief Product Officer, and other key leadership positions to support its enterprise growth strategy. Partnership Ecosystem Development: Sprout has deepened its integration with Salesforce, positioning itself as a key social media data provider for Salesforce's customer service and marketing clouds. The company has also maintained and expanded partnerships with major social media platforms, being among the first to integrate with new platforms and features as they launch.
SPT company profile · for informational purposes only — not investment advice.
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