Sprout Social, Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Sprout Social reported Q3 2026 revenue of $125.1M (+8% YoY), with non-GAAP operating income of $26.3M (21% margin) vs. $13.7M prior year. The company initiated a $50M stock buyback program, repurchasing $26.3M in Q3 (approximately 460K–490K shares at ~$57–$55/share). Customers contributing ≥$30K ARR reached 3,925 (+6% YoY), with approximated TTM revenue from this cohort growing 18% to $301.5M (62.3% of total subscription revenue). The company targets GAAP profitability starting Q4 2026 and raised full-year 2026 non-GAAP operating margin guidance to ~18%. Non-GAAP free cash flow was $26.7M (+158% YoY).
Why this rating
Strong profitability inflection and cash generation relative to $1.1B market cap; $50M buyback (~4.5% of cap) signals confidence but offset by slowing 8% revenue growth and modest 6% customer growth.
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