Added to YB: 2026-05-26
Pitch date: 2026-05-26
SPT [bullish]
Sprout Social, Inc.
+19.7%
current return
Author Info
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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
$480.2M
Pitch Price
$6.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.58
P/E
-12.28
EV/Sales
0.88
Sector
Software
Category
value
Top insider trades (Tue, May 26) - SPROUT SOCIAL (SPT)
SPT (added to position): Cheapest app stock at 0.7x EV/Sales (vs 7x median), 13% FCF yield, $79M net cash. Leading social media mgmt SaaS, slammed by AI fears. Shift upmarket: ≥$30K ARR cohort now 60% rev, +21% YoY. ACV +14.5% > rev +11.2% on multi-year lag. Guides 7.7% growth (likely sandbag), margin expansion 7.5%→15% FY26. CEO/director bought $1M each Dec >$10, $50M buyback. Risks: high 16% SBC, NDR decline, Trellis AI launch summer. Super-voting shares expire Dec (M&A/governance catalyst).
Read full article (2 min)