Added to YB: 2026-03-20
Pitch date: 2026-01-20
SPT [bullish]
Sprout Social, Inc.
-38.14%
current return
Author Info
No bio for this author
Company Info
Sprout Social, Inc. designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$337.7M
Pitch Price
$9.36
Price Target
22.00 (+280%)
Dividend
N/A
EV/EBITDA
-11.93
P/E
-7.67
EV/Sales
0.65
Sector
Software
Category
special_situation
Sprout Social, Inc. - $SPT
SPT: Software at ~1x rev, CEO & board bought $1M each at $10-11/share. Class B super-voting shares auto-convert Dec 2026, dropping co-founders' control from 45% to <9%, opening door to activists/M&A. SEMRush bought by Adobe at 3.5x rev, Yext CEO bid 2.5x. Estimate takeout at $15-22 (2-3x rev), 60-135% upside. ~10% growth, 10% op margin. API access & platform integrations defend vs AI agents. Risk: AI disruption, SMB churn.
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