SPT
Sprout Social, Inc.

Sprout Social, Inc.SPT

Technology · Software - Application
12.34USD
-3.29%
Oct 28, 2026
SPT overview ready
AI-Enabled Social Media Management Platform for Enterprises
Direct application-software provider focused on the social-media management, listening, customer-care, influencer, analytics, and workflow layer of enterprise marketing operations.
Narrative is still early
Exposed to the Enterprise AI Application Adoption narrative through AI-Enabled Social Intelligence and Marketing Operations — pure play.
Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily reclaim.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Competition from larger enterprise software providers.
Market Oct 27Filing Jun 30Price action Aug 9Research Jul 29

Conviction Level

CompanyFit6.0PriceAction8.6Valuation5.2CompanyPosition9.3BusinessQuality4.9

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
vs SPY
+23.1pp
Theme return
+23.6%
Beating SPY
11 of 12
21 sessions to Oct 27, 2026 · ranked 2 of 59 themes
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$740.3M
Avg Volume (60D)
997.9K
60 sessions
Revenue Growth YoY
+12.7%
FY2025 vs FY2024
Gross Margin
+77.4%
Trailing twelve months
Operating Margin
-5.9%
Trailing twelve months
Free Cash Flow Yield
+6.8%
Distance from 200DMA
+23.4%
P/E
N/M
EV / Sales
1.4x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
Sprout Social, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Direct application-software provider focused on the social-media management, listening, customer-care, influencer, analytics, and workflow layer of enterprise marketing operations.
Opportunity
Moderate opportunity
Enterprise spending on AI software that converts customer conversations and social-platform data into actionable market intelligence, content and engagement workflows, and measurable marketing or service outcomes.
Key risk
Competition from larger enterprise software providers.

Economic classification

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Business & Markets

Technology · Software - Application
What they do

Sprout Social, Inc. develops and operates a cloud-based social media management platform that integrates social messaging, data, and workflows for enterprise customers across multiple global regions.

How it earns

The company primarily generates revenue through subscription-based access to its software platform.

Products & services
AI-powered publishing and scheduling
Social customer care
Reporting and analytics
Social listening and business intelligence
Reputation management
Social commerce
Influencer marketing
Predictive media intelligence
Employee advocacy
Automation and workflow tools
Customers & end markets
Enterprises using social media for marketing and customer engagement
Marketing and customer service teams
Market position

Sprout Social is a direct application-software provider focused on social media management and analytics, positioned as a specialized player within enterprise marketing operations.

Demand drivers
Low cyclicality

Demand is driven by ongoing enterprise marketing and customer engagement needs, which are relatively stable across economic cycles.

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