Sprout Social (SPT)
Market Price (5/12/2026): $6.545 | Market Cap: $391.0 MilSector: Information Technology | Industry: Technology Hardware, Storage & Peripherals
Sprout Social (SPT)
Market Price (5/12/2026): $6.545Market Cap: $391.0 MilSector: Information TechnologyIndustry: Technology Hardware, Storage & Peripherals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -17% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43% Attractive yieldFCF Yield is 12% Megatrend and thematic driversMegatrends include Cloud Computing, Social Media & Creator Economy, and Digital Advertising. Themes include Software as a Service (SaaS), Show more. | Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -166% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -38 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.1% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 16% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -14% Key risksSPT key risks include [1] significant financial distress and potential for bankruptcy due to persistent unprofitability, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -17% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43% |
| Attractive yieldFCF Yield is 12% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Social Media & Creator Economy, and Digital Advertising. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -166% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -38 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.1% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 16% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -14% |
| Key risksSPT key risks include [1] significant financial distress and potential for bankruptcy due to persistent unprofitability, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Sprout Social (SPT) stock has lost about 30% since 1/31/2026 because of the following key factors:
1. Analyst downgrades and significant price target cuts in February 2026 fueled investor concerns.
On February 27, 2026, Canaccord Genuity downgraded Sprout Social from "Buy" to "Hold" and sharply reduced its price target from $16.00 to $9.00. Similarly, KeyCorp lowered its price target from $9.00 to $6.00 and assigned an "underweight" rating on the same day. Earlier in the month, on February 3, 2026, Jefferies Financial Group also decreased its price objective from $15.00 to $12.00.
2. Weakening growth metrics and softening customer retention rates raised doubts about future performance.
Analyst downgrades were largely prompted by a perceived "disconnect" between management's optimistic outlook and weakening key financial metrics, particularly a decline in deferred revenue over three consecutive quarters. The company's dollar-based net retention rate softened, indicating that customer churn was offsetting expansion, and its revenue guidance for the upcoming quarter fell slightly below analyst expectations, leading to concerns about Sprout Social's growth trajectory. This slowdown was also reflected in annualized revenue growth of 15% over the prior two years, which was considerably lower than its five-year trend.
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1. Analyst downgrades and significant price target cuts in February 2026 fueled investor concerns.
On February 27, 2026, Canaccord Genuity downgraded Sprout Social from "Buy" to "Hold" and sharply reduced its price target from $16.00 to $9.00. Similarly, KeyCorp lowered its price target from $9.00 to $6.00 and assigned an "underweight" rating on the same day. Earlier in the month, on February 3, 2026, Jefferies Financial Group also decreased its price objective from $15.00 to $12.00.
2. Weakening growth metrics and softening customer retention rates raised doubts about future performance.
Analyst downgrades were largely prompted by a perceived "disconnect" between management's optimistic outlook and weakening key financial metrics, particularly a decline in deferred revenue over three consecutive quarters. The company's dollar-based net retention rate softened, indicating that customer churn was offsetting expansion, and its revenue guidance for the upcoming quarter fell slightly below analyst expectations, leading to concerns about Sprout Social's growth trajectory. This slowdown was also reflected in annualized revenue growth of 15% over the prior two years, which was considerably lower than its five-year trend.
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Stock Movement Drivers
Fundamental Drivers
The -27.5% change in SPT stock from 1/31/2026 to 5/11/2026 was primarily driven by a -30.6% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.05 | 6.56 | -27.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 444 | 470 | 5.9% |
| P/S Multiple | 1.2 | 0.8 | -30.6% |
| Shares Outstanding (Mil) | 59 | 60 | -1.3% |
| Cumulative Contribution | -27.5% |
Market Drivers
1/31/2026 to 5/11/2026| Return | Correlation | |
|---|---|---|
| SPT | -27.5% | |
| Market (SPY) | 3.6% | 25.4% |
| Sector (XLK) | 23.8% | 29.4% |
Fundamental Drivers
The -36.1% change in SPT stock from 10/31/2025 to 5/11/2026 was primarily driven by a -40.0% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.27 | 6.56 | -36.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 431 | 470 | 9.0% |
| P/S Multiple | 1.4 | 0.8 | -40.0% |
| Shares Outstanding (Mil) | 58 | 60 | -2.3% |
| Cumulative Contribution | -36.1% |
Market Drivers
10/31/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| SPT | -36.1% | |
| Market (SPY) | 5.5% | 25.9% |
| Sector (XLK) | 18.6% | 28.9% |
Fundamental Drivers
The -68.6% change in SPT stock from 4/30/2025 to 5/11/2026 was primarily driven by a -71.8% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.91 | 6.56 | -68.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 406 | 470 | 15.7% |
| P/S Multiple | 3.0 | 0.8 | -71.8% |
| Shares Outstanding (Mil) | 58 | 60 | -3.7% |
| Cumulative Contribution | -68.6% |
Market Drivers
4/30/2025 to 5/11/2026| Return | Correlation | |
|---|---|---|
| SPT | -68.6% | |
| Market (SPY) | 30.4% | 29.8% |
| Sector (XLK) | 70.4% | 28.3% |
Fundamental Drivers
The -86.7% change in SPT stock from 4/30/2023 to 5/11/2026 was primarily driven by a -92.2% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5112026 | Change |
|---|---|---|---|
| Stock Price ($) | 49.26 | 6.56 | -86.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 254 | 470 | 85.1% |
| P/S Multiple | 10.7 | 0.8 | -92.2% |
| Shares Outstanding (Mil) | 55 | 60 | -7.8% |
| Cumulative Contribution | -86.7% |
Market Drivers
4/30/2023 to 5/11/2026| Return | Correlation | |
|---|---|---|
| SPT | -86.7% | |
| Market (SPY) | 78.7% | 37.7% |
| Sector (XLK) | 140.8% | 34.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SPT Return | 100% | -38% | 9% | -50% | -63% | -34% | -84% |
| Peers Return | 14% | -52% | 73% | 17% | -13% | -36% | -39% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| SPT Win Rate | 67% | 33% | 42% | 33% | 25% | 40% | |
| Peers Win Rate | 53% | 32% | 62% | 53% | 42% | 24% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| SPT Max Drawdown | 0% | -56% | -32% | -59% | -70% | -56% | |
| Peers Max Drawdown | -18% | -57% | -4% | -23% | -33% | -41% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CXM, HUBS, CRM, ADBE, PEGA.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/11/2026 (YTD)
How Low Can It Go
| Event | SPT | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -10.5% | -7.8% |
| % Gain to Breakeven | 11.7% | 8.5% |
| Time to Breakeven | 12 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -21.9% | -9.5% |
| % Gain to Breakeven | 28.0% | 10.5% |
| Time to Breakeven | 19 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -36.8% | -6.7% |
| % Gain to Breakeven | 58.2% | 7.1% |
| Time to Breakeven | 228 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.0% | -33.7% |
| % Gain to Breakeven | 69.6% | 50.9% |
| Time to Breakeven | 24 days | 140 days |
In The Past
Sprout Social's stock fell -10.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 11.7% gain to breakeven.
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Asset Allocation
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| Event | SPT | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -21.9% | -9.5% |
| % Gain to Breakeven | 28.0% | 10.5% |
| Time to Breakeven | 19 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -36.8% | -6.7% |
| % Gain to Breakeven | 58.2% | 7.1% |
| Time to Breakeven | 228 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.0% | -33.7% |
| % Gain to Breakeven | 69.6% | 50.9% |
| Time to Breakeven | 24 days | 140 days |
In The Past
Sprout Social's stock fell -10.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 11.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Sprout Social (SPT)
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. It provides cloud software that brings together social messaging, data, and workflows in a unified system of record, intelligence, and action. The company offers provides various integrated tools in a range of functions comprising social engagement/response, publishing, reporting and analytics, social listening and business intelligence, reputation management, employee advocacy, and automation and workflows. Its tools serve a range of use-cases within its customers' organizations, including social and community management, public relations, marketing, customer service and care, commerce, sales and customer acquisition, recruiting and hiring, product development, and business strategy. The company also offers professional services, which primarily consist of consulting and training services. It serves approximately more than 31,000 customers across small-and-medium-sized businesses, mid-market companies, enterprises, marketing agencies, government, non-profit, and educational institutions. The company was incorporated in 2010 and is headquartered in Chicago, Illinois.
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- Social Media Management Platform: A comprehensive cloud software system that unifies social messaging, data, and workflows for efficient social media operations.
- Social Engagement & Response Tools: Features designed to facilitate active interaction with social audiences and streamline the management of incoming messages and comments.
- Social Publishing Tools: Functionality that enables users to schedule, distribute, and manage content effectively across multiple social media channels.
- Reporting & Analytics Tools: Provides critical insights into social media performance, audience demographics, and campaign effectiveness through data visualization and metrics.
- Social Listening & Business Intelligence: Capabilities for monitoring online conversations, tracking industry trends, and extracting actionable market and brand insights.
- Reputation Management Tools: Designed to help organizations monitor, protect, and enhance their brand's public perception across various social media platforms.
- Employee Advocacy Tools: Empowers employees to easily share company-approved content on their social networks, thereby amplifying brand reach and engagement.
- Automation & Workflow Tools: Streamlines routine social media tasks and processes, improving operational efficiency and ensuring consistency.
- Professional Services (Consulting & Training): Offers expert guidance and educational resources to help customers maximize their use of the platform and achieve strategic social media goals.
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Sprout Social (SPT) primarily sells its web-based social media management platform to other companies and organizations rather than individuals.
Based on the provided information, Sprout Social serves a diverse customer base of more than 31,000 organizations. While specific names of individual customer companies are not disclosed, the company's clientele spans various categories of organizations, which collectively represent its major customer segments:
- Small-and-medium-sized businesses (SMBs)
- Mid-market companies
- Enterprises
- Marketing agencies
- Government institutions
- Non-profit organizations
- Educational institutions
The company's business model involves providing cloud software and professional services to a broad range of organizations across different sectors and sizes, rather than relying on a few publicly named major customers.
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- Amazon.com, Inc. (AMZN)
- Meta Platforms, Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Pinterest, Inc. (PINS)
- X Corp.
- ByteDance
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Ryan Barretto, Chief Executive Officer (Interim Principal Financial Officer and Interim Principal Accounting Officer)
Ryan Barretto was appointed Chief Executive Officer of Sprout Social in October 2024. Effective March 11, 2026, he also assumed the roles of interim Principal Financial Officer and interim Principal Accounting Officer following the resignation of Joe Del Preto, while the company searches for a permanent replacement. Mr. Barretto joined Sprout Social in 2016 as Senior Vice President of Global Sales & Success and was promoted to President in December 2020, where he led go-to-market operations. He played a key role in scaling the company's annual recurring revenue from $30 million to over $400 million. Before joining Sprout Social, Mr. Barretto served as Vice President of Global Sales, Pardot for Salesforce.com, Inc. from 2014 to 2016, and as Area Vice President, Commercial Sales for Salesforce.com, Inc. from 2012 to 2014, contributing to Salesforce's growth from $180 million to over $7 billion in annual sales. He holds a Bachelor's degree in Business Administration and a Master's degree in International Marketing, and currently serves on the board of directors of re:WORK TRAINING and FullStory.Justyn Howard, Executive Chair
Justyn Howard co-founded Sprout Social in 2010. He served as Chief Executive Officer until September 2024 and as President from April 2010 to December 2020, before transitioning to the role of Executive Chair in October 2024. Under his leadership, Sprout Social experienced rapid growth and earned numerous accolades, including being named one of Glassdoor's "Highest Rated CEOs" for three consecutive years (2017–2019). Prior to founding Sprout Social, Mr. Howard gained valuable experience in enterprise sales at a software provider, Learn.com.Scott Morris, Chief Marketing Officer
Scott Morris was appointed Chief Marketing Officer of Sprout Social, effective December 4, 2023. He brings over 25 years of experience leading strategic marketing initiatives for both B2B and B2C technology companies. Before joining Sprout Social, Mr. Morris held executive leadership positions at Zendesk, including SVP Global Marketing and Acting CMO. He also spent more than 10 years at Adobe, where he led product marketing for Creative Cloud and campaign marketing for Creative Cloud and Document Cloud. His previous experience also includes marketing leadership roles at Macromedia and Fortune Brands.Crystal Boysen, Chief People Officer
Crystal Boysen was appointed Chief People Officer of Sprout Social, effective March 25, 2024. She brings over 15 years of comprehensive, cross-functional HR experience to her role. Prior to Sprout Social, Ms. Boysen served as Chief People Officer at Vimeo and as Global Head of People at Canva. During her tenure at Canva, she was instrumental in scaling the workforce from 500 to 2,500 employees and contributing to an increase in annual recurring revenue from $200 million to $750 million. She holds a Bachelor of Arts in Business Administration with a focus on Management Information Systems.Lori Jiménez, Chief Revenue Officer
Lori Jiménez serves as the Chief Revenue Officer at Sprout Social. She has over 20 years of experience in the technology industry, with a track record of scaling high-growth go-to-market teams. Her career includes sales leadership roles at various companies such as Sun Microsystems' JavaSoft Division, Mercury Interactive, Wind River (an Intel subsidiary), Box, Proofpoint, Facebook (Workplace by Facebook), Google (GoogleCloud), and TripActions. Ms. Jiménez holds a Bachelor of Science in Economics from Santa Clara University.AI Analysis | Feedback
The key risks to Sprout Social's (SPT) business include:- Intense Market Competition and Rapid AI-Driven Innovation: Sprout Social operates in a highly competitive social media management market with numerous established players and frequent new entrants. The industry is rapidly transforming, driven by demand for AI-driven predictive analytics and automation. This necessitates continuous, expensive investment in research and development (R&D) to keep pace, while simultaneously risking the commoditization of its core features if competitors or native platform solutions advance faster. There is also skepticism about the traditional Software-as-a-Service (SaaS) model's resilience against AI disruption, posing a threat to Sprout Social's offerings.
- Platform Dependency and API Change Risks: Sprout Social's platform relies heavily on strategic partnerships with major social networks (such as Meta, X, TikTok, and YouTube) for data access and API updates. Any changes in the terms of these partnerships, loss of access to critical data, or shifts in platform policies or rate limits could significantly disrupt Sprout Social's product functionality, increase its cost of service, and delay product roadmap milestones, directly impacting its ability to deliver value to customers.
- Slowing Revenue Growth and Declining Customer Retention: Sprout Social has experienced a notable deceleration in its revenue growth projections for upcoming fiscal years compared to its historical performance. Compounding this, the company has seen declining dollar-based net retention rates, particularly within its small-and-medium-sized business (SMB) segment, indicating challenges in retaining existing customers and expanding their spend on the platform. This trend signals potential market saturation or a reduced ability to upsell and cross-sell, which is critical for a subscription-based business model.
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Restrictions on and increased costs for API access from major social media platforms, which could limit Sprout Social's ability to integrate and provide its comprehensive suite of services.
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The global addressable market for social media management software, which encompasses Sprout Social's main products and services, is projected to reach a value of $52.4 billion by 2025.
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Sprout Social (SPT) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Enterprise Customer Acquisition and Expansion: The company is strategically focused on expanding its reach within the enterprise sector and increasing the value derived from existing enterprise customers. This includes a shift towards a targeted enterprise approach, supported by direct sales teams and strategic alliances. Sprout Social has seen success in this area, with customers contributing over $50,000 in Annual Recurring Revenue (ARR) increasing by 22% and Average Contract Value (ACV) growing significantly year-over-year.
- Product Innovation, particularly AI-driven Features: Continuous product development is a central growth strategy, with a strong emphasis on integrating AI-driven features and enhancing analytics capabilities. Sprout Social introduced over 200 new capabilities in 2024, with a focus on AI, and is expanding its AI capabilities with initiatives like Trellis. This innovation extends to areas such as influencer marketing and customer care solutions.
- Deepening Customer Adoption and Cross-selling Premium Modules: Sprout Social is committed to increasing the value existing customers receive from its platform by driving the adoption of premium modules and services. This strategy, also referred to as "multi-product sales" and achieving "higher product attach rates for premium modules," aims to expand revenue from its current customer base.
- International Expansion: The company has identified international expansion as a strategic initiative to grow its global presence and market share.
- Strategic Partnerships and Ecosystem Integration: Forming strategic partnerships is crucial for scaling Sprout Social's business model. For example, the company has been selected as a recommended social media management partner by Salesforce, and its strategic partnership program has boosted enterprise deal flow.
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**Share Repurchases**
- Sprout Social has not engaged in share repurchases over the last 3-5 years.
- The company does not pay a dividend or repurchase shares, being in a growth phase.
- There is no information available regarding authorized future share repurchases.
**Share Issuance**
- Sprout Social's weighted-average shares outstanding increased from 56,935,910 in 2024 to 58,625,925 in 2025, indicating share issuance.
- The company filed a US$23.19 million shelf registration for 3,573,414 Class A shares, primarily tied to its employee stock ownership plans, suggesting potential future issuance.
- Share issuance has been linked to stock-based compensation, which has contributed to shareholder dilution.
**Inbound Investments**
- There were no significant large inbound investments by third-parties (e.g., strategic partners or private equity firms) identified in the last 3-5 years.
- Insider buying occurred in late 2025 and early 2026, with CEO Ryan Barreto investing $1 million in 93,984 shares and board member Aaron Rankin purchasing 90,611 shares.
**Outbound Investments**
- Sprout Social has expanded its platform through strategic acquisitions, including Tagger (2023), Repustate (2023), and NewsWhip (2025).
- The company continues to make heavy investments in AI and premium modules, such as its Trellis agent and advanced listening capabilities.
**Capital Expenditures**
- Capital expenditures incurred but not yet paid were approximately $92 thousand in 2025, $375 thousand in 2024, and $137 thousand in 2023.
- A primary focus of these expenditures is on internal-use software development, with stock-based compensation expense capitalized in this area amounting to $448 thousand in 2025, $314 thousand in 2024, and $298 thousand in 2023.
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| 04102026 | BSY | Bentley Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.2% | 4.2% | 0.0% |
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| 04102026 | BL | BlackLine | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.2% | 3.2% | -3.0% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 105.88 |
| Mkt Cap | 7.9 |
| Rev LTM | 2,499 |
| Op Inc LTM | 131 |
| FCF LTM | 551 |
| FCF 3Y Avg | 427 |
| CFO LTM | 656 |
| CFO 3Y Avg | 507 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.3% |
| Rev Chg 3Y Avg | 11.2% |
| Rev Chg Q | 11.6% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Inc Chg LTM | 25.5% |
| Op Inc Chg 3Y Avg | 81.8% |
| Op Mgn LTM | 9.0% |
| Op Mgn 3Y Avg | 8.8% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 27.2% |
| CFO/Rev 3Y Avg | 23.4% |
| FCF/Rev LTM | 23.8% |
| FCF/Rev 3Y Avg | 20.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 7.9 |
| P/S | 3.2 |
| P/Op Inc | 20.6 |
| P/EBIT | 20.6 |
| P/E | 19.6 |
| P/CFO | 10.3 |
| Total Yield | 3.5% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.9% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.6% |
| 3M Rtn | -13.0% |
| 6M Rtn | -34.3% |
| 12M Rtn | -35.6% |
| 3Y Rtn | -40.7% |
| 1M Excs Rtn | -5.2% |
| 3M Excs Rtn | -19.4% |
| 6M Excs Rtn | -42.5% |
| 12M Excs Rtn | -66.9% |
| 3Y Excs Rtn | -122.7% |
Price Behavior
Price Behavior
| Market Price | $6.56 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 12/13/2019 | |
| Distance from 52W High | -73.2% | |
| 50 Days | 200 Days | |
| DMA Price | $5.96 | $10.19 |
| DMA Trend | down | down |
| Distance from DMA | 10.0% | -35.6% |
| 3M | 1YR | |
| Volatility | 73.8% | 55.4% |
| Downside Capture | 1.08 | 1.32 |
| Upside Capture | 100.39 | 26.13 |
| Correlation (SPY) | 19.3% | 26.8% |
SPT Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.94 | 0.66 | 1.06 | 1.19 | 1.27 | 1.38 |
| Up Beta | 0.22 | 0.29 | 0.38 | 0.89 | 1.10 | 0.88 |
| Down Beta | -8.61 | -0.56 | 0.04 | 0.36 | 1.33 | 1.31 |
| Up Capture | 133% | 78% | 61% | 78% | 22% | 129% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 22 | 31 | 62 | 120 | 373 |
| Down Capture | 706% | 151% | 235% | 190% | 173% | 113% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 21 | 33 | 62 | 130 | 377 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SPT | |
|---|---|---|---|---|
| SPT | -70.3% | 56.3% | -1.95 | - |
| Sector ETF (XLK) | 64.5% | 20.8% | 2.29 | 27.9% |
| Equity (SPY) | 28.1% | 12.5% | 1.78 | 29.3% |
| Gold (GLD) | 42.9% | 26.9% | 1.30 | -14.5% |
| Commodities (DBC) | 48.6% | 18.0% | 2.14 | -7.6% |
| Real Estate (VNQ) | 13.6% | 13.5% | 0.70 | 10.0% |
| Bitcoin (BTCUSD) | -22.4% | 41.7% | -0.50 | 18.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SPT | |
|---|---|---|---|---|
| SPT | -36.1% | 67.7% | -0.37 | - |
| Sector ETF (XLK) | 22.0% | 24.8% | 0.78 | 49.2% |
| Equity (SPY) | 12.9% | 17.1% | 0.59 | 49.1% |
| Gold (GLD) | 21.2% | 17.9% | 0.96 | 0.7% |
| Commodities (DBC) | 13.5% | 19.1% | 0.58 | 5.7% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 36.6% |
| Bitcoin (BTCUSD) | 8.5% | 56.0% | 0.36 | 26.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SPT | |
|---|---|---|---|---|
| SPT | -8.9% | 69.8% | 0.10 | - |
| Sector ETF (XLK) | 25.1% | 24.4% | 0.93 | 47.8% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 45.4% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 3.2% |
| Commodities (DBC) | 9.5% | 17.7% | 0.45 | 10.8% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.24 | 33.3% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 26.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | 8.8% | ||
| 2/26/2026 | -9.3% | -1.0% | -22.2% |
| 11/5/2025 | -3.7% | 8.0% | 4.0% |
| 8/6/2025 | -8.2% | -11.1% | -5.7% |
| 5/8/2025 | 9.6% | 8.9% | 0.3% |
| 2/25/2025 | 3.1% | -2.2% | -10.5% |
| 11/7/2024 | -13.8% | -7.2% | 7.2% |
| 8/1/2024 | -11.6% | -16.4% | -16.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 11 | 13 |
| # Negative | 11 | 13 | 11 |
| Median Positive | 8.5% | 16.0% | 12.9% |
| Median Negative | -9.3% | -7.2% | -11.1% |
| Max Positive | 20.5% | 34.9% | 79.0% |
| Max Negative | -40.1% | -40.8% | -32.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 121.70 Mil | 122.10 Mil | 122.50 Mil | 1.5% | Raised | Guidance: 120.30 Mil for Q1 2026 | |
| Q2 2026 Non-GAAP Operating Income | 9.50 Mil | 9.90 Mil | 10.30 Mil | 3.1% | Raised | Guidance: 9.60 Mil for Q1 2026 | |
| Q2 2026 Non-GAAP Net Income Per Share | 0.15 | 0.15 | 0.16 | 0 | Affirmed | Guidance: 0.15 for Q1 2026 | |
| Q4 2026 Non-GAAP Operating Margin | 15.0% | 0 | 0 | Affirmed | Guidance: 15.0% for Q4 2026 | ||
| 2026 Revenue | 492.50 Mil | 494.00 Mil | 495.50 Mil | 0.3% | Raised | Guidance: 492.70 Mil for 2026 | |
| 2026 Non-GAAP Operating Income | 54.90 Mil | 57.65 Mil | 60.40 Mil | 1.7% | Raised | Guidance: 56.70 Mil for 2026 | |
| 2026 Non-GAAP Net Income Per Share | 0.88 | 0.93 | 0.97 | 0 | Affirmed | Guidance: 0.93 for 2026 | |
Prior: Q4 2025 Earnings Reported 2/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 119.90 Mil | 120.30 Mil | 120.70 Mil | 1.4% | Higher New | Guidance: 118.60 Mil for Q4 2025 | |
| Q1 2026 Non-GAAP Operating Income | 9.20 Mil | 9.60 Mil | 10.00 Mil | -4.0% | Lower New | Guidance: 10.00 Mil for Q4 2025 | |
| Q1 2026 Non-GAAP Net Income Per Share | 0.15 | 0.15 | 0.16 | -3.1% | Lower New | Guidance: 0.16 for Q4 2025 | |
| Q4 2026 Non-GAAP Operating Margin | 15.0% | ||||||
| 2026 Revenue | 490.20 Mil | 492.70 Mil | 495.20 Mil | 8.2% | Higher New | Guidance: 455.30 Mil for 2025 | |
| 2026 Non-GAAP Operating Income | 54.20 Mil | 56.70 Mil | 59.20 Mil | 21.7% | Higher New | Guidance: 46.60 Mil for 2025 | |
| 2026 Non-GAAP Net Income Per Share | 0.88 | 0.93 | 0.97 | 18.6% | Higher New | Guidance: 0.78 for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Howard, Justyn Russell | Executive Chair | See footnote | Sell | 4132026 | 5.03 | 40,000 | 201,320 | 37,330 | Form |
| 2 | Howard, Justyn Russell | Executive Chair | See footnote | Sell | 3122026 | 5.96 | 40,000 | 238,320 | 44,190 | Form |
| 3 | Del, Preto Joseph | CFO and Treasurer | Direct | Sell | 3042026 | 6.80 | 4,500 | 30,600 | 1,429,217 | Form |
| 4 | Howard, Justyn Russell | Executive Chair | Direct | Sell | 3042026 | 6.76 | 23,855 | 161,284 | 1,773,924 | Form |
| 5 | Del, Preto Joseph | CFO and Treasurer | Direct | Sell | 3042026 | 6.76 | 16,139 | 109,116 | 1,451,445 | Form |
Industry Resources
| Technology Hardware, Storage & Peripherals Resources |
| The Verge |
| TechRadar |
| Tom’s Hardware |
| PCMag |
| CNET |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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