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PLANO, Texas--(BUSINESS WIRE)--Green Brick Partners, Inc. (NYSE: GRBK) is proud to announce that its homebuilding brands—CB JENI Homes, Normandy Homes, and Southgate Homes—earned eight honors at the 2026 McSAM Awards. Presented annually by the Dallas Builders Association, the McSAM Awards honor excellence in sales, marketing, and residential design across the Dallas Metroplex. This year's recognition underscores Green Brick Partners' continued commitment to excellence through differentiated bra.

PLANO, Texas--(BUSINESS WIRE)--Green Brick Partners, Inc. (NYSE: GRBK) (“we,” “Green Brick” or the “Company”) today reported results for its first quarter ended March 31, 2026. Net income attributable to Green Brick in the first quarter of 2026 was $60.9 million, resulting in diluted earnings per share of $1.39. The company delivered 908 homes. Net new sales orders were 1,037 for the quarter, with the monthly sales pace for the first quarter of 2026 decreasing slightly to 3.4, as compared to 3.

Green Brick Partners, Inc. (GRBK) Q1 2026 Earnings Call Transcript

Vancouver, British Columbia--(Newsfile Corp. - May 15, 2026) - Goldgroup Mining Inc. (TSXV: GGA) (OTCQX: GGAZF) ("Goldgroup" or the "Company") announces, further to its news release dated January 26, 2026, the Company has entered into an amendment (the "Amendment") with Gold Resource Corporation ("GRC") and Goldgroup Merger Sub Inc., a Colorado corporation and direct subsidiary of Goldgroup ("Purchaser Sub") to the previously announced Arrangement Agreement and Plan of Merger dated January 25, 2026 (the "Arrangement Agreement") by and among the parties, whereby Goldgroup has agreed to acquire all of the issued and outstanding shares of GRC's common stock (the "Transaction").

The Amendment

The Arrangement Agreement provides that, among other things and subject to the terms and conditions of the Arrangement Agreement, the proposed Transaction will occur by way of a reverse triangular merger in which GRC will merge with a wholly owned subsidiary of Goldgroup under Colorado law (the "Merger") and a plan of arrangement under the Business Corporations Act (British Columbia) (the "Arrangement"), with GRC surviving as a wholly owned subsidiary of Goldgroup. Upon completion of the Transaction, GRC stockholders are expected to own approximately 40% of the combined company on a fully-diluted in-the-money basis with Goldgroup's current shareholders holding the remaining approximately 60% interest.

The Arrangement Agreement originally contemplated that, immediately prior to the effective time of the Merger, Goldgroup would consolidate all of its issued and outstanding common shares without par value (each whole share, a "Goldgroup Share") at a ratio of one post-consolidation Goldgroup Share for every four pre-consolidation Goldgroup Shares. Pursuant to the Amendment, the parties have agreed to replace the four-to-one consolidation ratio with a consolidation ratio to be determined jointly by Goldgroup and GRC, and approved by the TSX Venture Exchange (the "TSXV") prior to the effective date of the Merger. The Arrangement Agreement provides, among other things, that Goldgroup will apply to list the Goldgroup Shares on the NYSE American (the "NYSE American Listing"), which listing will be completed following the closing of the Merger and is subject to Goldgroup fulfilling all the listing requirements of the NYSE American. The Consolidation is being undertaken by Goldgroup in order to meet the listing requirements of the NYSE American and to facilitate the NYSE American Listing. The Consolidation is subject to, among other things, the approval of the TSXV, which approval is subject to compliance with the requirements of the TSXV, including, if applicable, shareholder approval.

Board Nominees

Below are the names and biographies of the parties' anticipated selections as prospective directors of the combined company:

Ron Little - Mr. Little has been a member of the board of directors of GRC (the "GRC Board") since February 8, 2021, and currently serves as its Interim Chair. Mr. Little is a Professional Engineer, geologist and entrepreneur who has developed mining projects in Canada, South America and Africa. He was the founder and CEO of Orezone Resources and Orezone Gold Corporation for over 20 years and built one of the most successful exploration and mine development track records in Burkina Faso. He is and has been a director and advisor to other public companies and not for profit entities. Mr. Little holds a Bachelor of Science in Engineering (Geological) from Queen's University in Kingston and is also a designated graduate of the Institute of Corporate Directors (ICD.D). He is currently the President and CEO of Wolfden Resources.

Lila Manassa Murphy - Ms. Manassa Murphy has been a member of the GRC Board since January 1, 2021. Ms. Manassa Murphy, CFA, CPA has been the Chief Financial Officer of Dundee Corporation (TSX: DC.A) since May 2021. Her areas of oversight include Finance, Investor Relations, Information Technology, Legal, Compliance and Human Resources. Her experience during her tenure includes M&A, restructuring, establishing joint venture partnerships, and assessing investment and acquisition opportunities. She also sits on the board of Green Brick Partners (NYSE: GRBK). Prior to her role at Dundee Corporation, Ms. Manassa Murphy had over 25 years of investment management experience and fiduciary responsibility. She is a Chartered Financial Analyst and a Certified Public Accountant. She holds a Bachelor of Arts degree from New York University and is a member of the Latino Corporate Directors Association (LCDA).

Nicole Adshead-Bell - Ms. Adshead-Bell is President of Cupel Advisory Corp., a private company she founded focused on mining sector investments and advisory services. She most recently served as Managing Director and CEO of Beadell Resources Ltd., having transitioned from Independent Director in 2016 to CEO in 2018, until the company's acquisition in March 2019. Her prior experience includes serving as Director of Mining Research at Sun Valley Gold LLC, a global precious metals investment fund, and as Managing Director, Investment Banking at Haywood Securities Inc. Dr. Adshead-Bell is a geologist with over 29 years of combined mining industry and capital markets experience spanning exploration, development, mining operations, investment research, investment banking, and corporate leadership. She also has more than three decades of cumulative public company board experience with precious and base metals companies listed in Canada, the United States, Australia, and the United Kingdom, including exploration, development, producing, and royalty companies. Her broad experience has included participation across a wide range of board committee functions, including audit, compensation, nominating and governance, technical, and special committees. Dr. Adshead-Bell holds a Ph.D. in Structural and Economic Geology, a First Class Honours degree in Structural Geology, and a B.Sc. in Geology and Archaeology, all from James Cook University.

Luis Felipe Medina Aguirre - Mr. Medina Aguirre is an Environmental Engineer with more than 31 years of experience in the mining industry. Since 2023, he has been General Director of Minas de San Nicolás, S.A.P.I. de C.V. (a joint venture of Agnico Eagle Mines Limited and Teck Resources Limited). Among his positions in the mining industry in Mexico, he has been President of the Chihuahua Mining Cluster; Administrative Vice President of the Association of Mining Engineers, Metallurgists and Geologists of Mexico; President of the XXXI International Mining Convention; Treasurer of the Mining Cluster of Sonora; member of the board of directors of the Mining Chamber of Mexico and current President of the Sustainable Commission; and member of the Canadian Chamber of Commerce in Mexico and Nacional Financiera in the State of Chihuahua. Since 2024, Mr. Medina Aguirre has been the Chairman of the Mining Commission of the Canadian Chamber of Commerce. Since 2025, he has been a member of the Investment Promotion Committee of the State of Zacatecas, a designation granted by both the Federal and State Secretariats of Economy.

Francisco Javier Reyes de la Campa - Mr. Reyes de la Campa has co-founded various firms in finance, mining, oil and gas and agriculture and foods. His strategic leadership was crucial in the turnaround in 2020 of Luca Mining, a producing company with assets in Mexico recently included in the 2025 TSX Venture 50TM list of top performing companies. He has also served as the Country Manager for Goldgroup since September 2021. Prior to joining Goldgroup, he served as President and CEO of Antares Capital Management and Private Equity CP (formerly Credipresto), two respected firms with over 15 years of experience in the natural resource and agro sector, particularly in Latin America. An alumnus of Harvard Business School, Mr. Reyes holds dual Bachelor's degrees in Economics and Business Administration, as well as a Master's degree in Finance from Instituto Tecnológico Autónomo de México.

About GRC

Gold Resource Corporation is a gold and silver producer, developer, and explorer with its operations centered on the Don David Gold Mine in Oaxaca, Mexico. Under the direction of an experienced board and senior leadership team, GRC's focus is to unlock the significant upside potential of its existing infrastructure and large land position surrounding the mine in Oaxaca, Mexico and to develop the Back Forty Project in Michigan, USA. For more information, please visit GRC's website, located at www.goldresourcecorp.com.

About Goldgroup

Goldgroup is a Canadian-based mining Company with two high-growth gold assets in Mexico. In addition to the San Francisco gold project, the Company has a 100% interest in the producing Cerro Prieto heap-leach gold mine located in the State of Sonora.

Goldgroup is led by a team of highly successful and seasoned individuals with extensive expertise in mine development, corporate finance, and exploration in Mexico.

For further information on Goldgroup, please visit www.goldgroupmining.com.

On behalf of the Board of Directors

"Ralph Shearing"

Ralph Shearing, CEO

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this press release.

CAUTIONARY NOTES REGARDING FORWARD-LOOKING INFORMATION

Certain information contained in this news release, including any information relating to future financial or operating performance, may be considered "forward-looking information" (within the meaning of applicable Canadian securities law) and "forward-looking statements" (within the meaning of the United States Private Securities Litigation Reform Act of 1995). These statements include, without limitation, statements relating to the anticipated selections of board nominees for the combined company to be formed on completion of the Arrangement.

These forward-looking statements reflect Goldgroup's current internal projections, expectations or beliefs and are based on information currently available to Goldgroup. In some cases, forward-looking information can be identified by terminology such as "may", "will", "should", "expect", "intend", "plan", "anticipate", "believe", "estimate", "projects", "potential", "scheduled", "forecast", "budget" or the negative of those terms or other comparable terminology. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements.

Forward-looking information is subject to a variety of known and unknown risks, uncertainties and other factors that could cause actual events or results to materially differ from those reflected in the forward-looking information, and are developed based on assumptions about such risks, uncertainties and other factors, including, without limitation: receipt of all required TSXV, regulatory and other interested party approvals in connection with the Arrangement, including BC Supreme Court approval of the Arrangement; that the conditions precedent to the completion of the Transaction, including but not limited to TSXV, regulatory, shareholder and court approvals, might not be obtained in a timely manner or at all; uncertainties related to actual capital costs operating costs and expenditures; production schedules and economic returns from Goldgroup's projects; timing to integrate the Transaction and acquisitions (Molimentales and the San Francisco Mine) and timing to complete additional exploration and technical reports; uncertainties associated with development activities; uncertainties inherent in the estimation of mineral resources and precious metal recoveries; uncertainties related to current global economic conditions; fluctuations in precious and base metal prices; uncertainties related to the availability of future financing; potential difficulties with joint venture partners; risks that Goldgroup's title to its property could be challenged; political and country risk; risks associated with Goldgroup being subject to government regulation; risks associated with surface rights; environmental risks; Goldgroup's need to attract and retain qualified personnel; risks associated with potential conflicts of interest; Goldgroup's lack of experience in overseeing the construction of a mining project; risks related to the integration of businesses and assets acquired by Goldgroup; uncertainties related to the competitiveness of the mining industry; risk associated with theft; risk of water shortages and risks associated with competition for water; uninsured risks and inadequate insurance coverage; risks associated with potential legal proceedings; risks associated with community relations; outside contractor risks; risks related to archaeological sites; foreign currency risks; risks associated with security and human rights; and risks related to the need for reclamation activities on Goldgroup's properties, as well as the risk factors disclosed in Goldgroup's MD&A. Any and all of the forward-looking information contained in this news release is qualified by these cautionary statements.

Although Goldgroup believes that the forward-looking information contained in this news release is based on reasonable assumptions, readers cannot be assured that actual results will be consistent with such statements. Accordingly, readers are cautioned against placing undue reliance on forward-looking information. Goldgroup expressly disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, events or otherwise, except as may be required by, and in accordance with, applicable securities laws.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297659

Source: Goldgroup Mining Inc.

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.

DAVIDSON, N.C.--(BUSINESS WIRE)---- $CW--Curtiss-Wright Corporation (NYSE: CW) today announced that it has entered into a new credit agreement with a group of nine banks increasing the size of its revolving credit facility to $1 billion, while also expanding the accordion feature to $500 million. The new replacement credit facility has a five-year term set to mature in May 2031. The prior credit facility which was set to expire in May 2027 has been terminated. “We are pleased to announce the successful.

On May 20, 2026, Curtiss-Wright Corp CW shares rose 3.1% to a current price of $726.65. Over the past week, the stock has seen a decline of 3.2%, while in the last month, it has decreased by 0.5%. However, the year-to-date performance remains strong with a notable increase of 31.9%, and the stock has surged by 73.7% over the past year. The 52-week range for CW shares has been between $412.92 and $760.72.

GF Value™ verdict: The current price of $726.65 is 86.6% above the GF Value™ estimate of $389.44, indicating significant overvaluation.GF Score™: CW has a GF Score™ of 83/100, which is considered strong and suggests solid long-term potential.Notable signal: Insider activity has shown that insiders sold $4.9M in stock over the last three months with no buying activity reported. Is CW Overvalued or Undervalued? Curtiss-Wright Corp's current price of $726.65 is substantially higher than the GF Value™ of $389.44, indicating that the stock is significantly overvalued by 86.6%. This discrepancy highlights a lack of margin of safety for potential investors, as the market price greatly exceeds the intrinsic value determined by GuruFocus' methodology. The GF Valuation label describes CW as significantly overvalued, which raises concerns about the sustainability of its current price levels. If the stock price does not align with the underlying fundamentals, there is a risk of a price correction in the future.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current valuation, potential investors may want to approach with caution, as the risk of a decline exists in an environment where the stock is trading far above its calculated fair value.

How Does CW's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 53.2x 24.9x Forward P/E 47.7x — The current P/E (TTM) of 53.2x is 114% above its 5-year median P/E of 24.9x, indicating that CW is trading above its historical valuation levels. This analysis aligns with the GF Value™ verdict of overvaluation, suggesting that the premium being paid for CW shares may not be justified based on historical earnings performance.

What Does CW's GF Score™ Tell Us? Metric Rating GF Score™ 83 Financial Strength 7/10 Profitability 9/10 Growth 9/10 Valuation 1/10 Momentum 9/10 The GF Score™ of 83/100 indicates that Curtiss-Wright has a strong overall assessment, particularly in profitability and growth, which are rated 9/10. However, the valuation score is notably low at 1/10, reflecting the significant overvaluation as per GF Value™. This disparity suggests that while the company has strong operational metrics, its current market price does not reflect these strengths appropriately.

What Are Insiders Doing with CW Stock? Over the last three months, insider activity at Curtiss-Wright has shown a significant selling trend, with insiders selling $4.9M worth of shares and no reported buying activity. This pattern may suggest that those closest to the company lack confidence in the current valuation or future price appreciation, which could be a red flag for potential investors.

The absence of insider buying, coupled with substantial selling, can indicate that insiders may believe the stock is overvalued at current prices, further corroborating the concerns raised by the GF Value™ assessment.

What This Means for Investors Based on the GF Value™ analysis, Curtiss-Wright Corp CW is deemed overvalued at its current price of $726.65. The significant gap between the market price and the GF Value™ suggests caution for potential investors, as the stock may be susceptible to price corrections in the future.

For the complete analysis, visit the Curtiss-Wright Corp CW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is CW's GF Score™?

CW has a GF Score™ of 83/100, indicating a strong overall assessment based on key aspects of financial strength, profitability, growth, valuation, and momentum.

Is CW overvalued or undervalued?

CW is considered overvalued, with a current price of $726.65 that is 86.6% higher than the GF Value™ of $389.44.

What is CW's P/E ratio?

The P/E ratio (TTM) for CW is 53.2x, which is significantly above its 5-year median P/E of 24.9x, indicating that the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Curtiss-Wright Corporation (CW) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript

Key Takeaways Curtiss-Wright is benefiting from submarine programs and rising commercial aerospace demand.CW posted 20.7% Naval & Power sales growth and 12.3% Aerospace & Industrial growth in Q1.KTOS is expanding in unmanned systems and hypersonics through new defense contracts and orders. With geopolitical tensions and national security concerns continuing to escalate worldwide, defense spending is increasing globally, putting companies such as Kratos Defense & Security Solutions, Inc. (KTOS - Free Report) and Curtiss-Wright (CW - Free Report) in the spotlight. Both companies maintain strong exposure to the U.S. defense market and generate a substantial share of their business from government and military-related programs.

The two companies are expected to benefit from ongoing growth in U.S. and allied military expenditures, especially as defense agencies prioritize modernization initiatives and next-generation technologies.

Kratos Defense is leveraging demand for unmanned aerial systems, missile defense, and space-focused capabilities, while Curtiss-Wright continues to capitalize on its portfolio of specialized components, electronic systems, and engineered technologies used across defense and aerospace applications. Their strategically important offerings position both companies to capture long-term opportunities tied to evolving military requirements and advanced defense infrastructure.

Let's compare the stocks' fundamentals to determine which one is a better investment option at present.

Factors Acting in Favor of KTOS StockKratos is the primary unmanned aerial target drone system provider for the U.S. Air Force, Navy, Army and several allied defense agencies, which has led to multiple recent contracts and partnerships that are expanding its presence in the global UAS market. In March 2026, the company received an approximately $7 million contract for a Counter-UAS System designed to detect, track and classify threats, including low-profile unmanned aerial systems, cruise missiles and other aerial systems.

Apart from manufacturing unmanned aerial drone systems, Kratos Defense focuses on expanding its product portfolio with other products, especially in hypersonics. The company currently holds orders for multiple Erinyes and DarkFury hypersonic vehicles for upcoming and anticipated hypersonic missions.

Factors Acting in Favor of CW StockIncreased demand for submarine programs, backed by solid budget funding provided by the U.S. administration, has been benefiting Curtiss-Wright, which offers products that support nuclear propulsion systems on naval vessels. During the first quarter of 2026, sales in its Naval & Power segment increased 20.7% year over year, with higher revenues supporting next-generation submarine development serving as a key growth catalyst.

Steadily improving global air traffic over the past few quarters has proved beneficial for Curtiss-Wright, which supplies critical components and systems for both commercial and defense aerospace markets. As airlines and aircraft manufacturers ramp up production and maintenance activities, demand for Curtiss-Wright’s engineered products, such as flight control actuators, sensors and valves, is rising. Evidently, sales from its Aerospace & Industrial segment grew 12.3% year over year in the first quarter of 2026, partially driven by higher revenues from the commercial aerospace market, on account of increased demand and higher OEM sales of sensor products and surface treatment services on narrowbody and widebody jets.

How Do Zacks Estimates Compare for KTOS & CW?The Zacks Consensus Estimate for Kratos Defense’s 2026 earnings per share (EPS) indicates an increase of 32.73% year over year.
 

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Curtiss-Wright’s 2026 EPS indicates an increase of 14.59% year over year.

Image Source: Zacks Investment Research

Valuation for KTOS & CWKTOS shares trade at a forward 12-month Price/Sales (P/S F12M) of 5.64X compared with CW’s 6.97X.

KTOS & CW’s Return on Equity (ROE)ROE measures how efficiently a company is utilizing its shareholders’ funds to generate profits. Kratos Defense’s current ROE is 4.3% compared with Curtiss-Wright’s 20%.

KTOS & CW’s Price PerformanceIn the past six months, shares of Curtiss-Wright have risen 29.9%, while those of Kratos Defense have declined 25.9%, compared to the industry’s growth of 15.9%.

Image Source: Zacks Investment Research

KTOS or CW: Which Is a Better Choice Now?Kratos Defense continues to strengthen its position in the unmanned aerial systems market through new defense contracts and partnerships with U.S. and allied military agencies. The company is also expanding beyond drone systems by growing its hypersonics portfolio, supported by increasing demand for advanced mission technologies. Curtiss-Wright is benefiting from strong demand tied to submarine modernization programs and rising naval defense investments, which continue to support growth across its defense-related operations. The company is also seeing increased momentum in commercial aerospace as higher aircraft production and maintenance activity drive demand for its specialized aerospace components and systems.

Our current preference is Curtiss-Wright, given its current price performance and strong ROE than Kratos Defense. CW has a Zacks Rank #2 (Buy) and KTOS carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Investors interested in stocks from the Aerospace - Defense Equipment sector have probably already heard of Airbus SE - Unsponsored ADR (EADSY) and Curtiss-Wright (CW). But which of these two stocks presents investors with the better value opportunity right now?

A month has gone by since the last earnings report for Curtiss-Wright (CW - Free Report) . Shares have added about 2.6% in that time frame, underperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Curtiss-Wright due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.

Curtiss-Wright Q1 Earnings Outpace Estimates, Revenues Increase Y/Y

Curtiss-Wright reported adjusted earnings per share (EPS) of $3.48, which beat the Zacks Consensus Estimate of $3.32 by 4.8%. The bottom line also came in higher than the year-ago quarter’s earnings of $2.82 per share.

The company reported GAAP earnings of $3.46 per share, up 29.1% from the prior-year period.

CW’s Operational PerformanceThe company’s net sales of $913.7 million increased 13.4% year over year. The top line beat the Zacks Consensus Estimate of $867 million by 5.4%.

The company reported an adjusted operating income of $160 million, up 19.4% year over year. Its adjusted operating margin was 17.6%, up 100 basis points (bps).

Curtiss-Wright’s total backlog at the end of the first quarter was $4.3 billion.

New orders of $1.2 billion rose 16% year over year, driven by the strong demand in the company’s naval defense, commercial nuclear and industrial end markets.

CW’s Segmental PerformanceAerospace & Industrial: Sales in this segment improved 12% year over year to $255 million.

The adjusted operating income increased 24% to $39 million. Also, the unit’s adjusted operating margin expanded 150 bps to 15.4%.

Defense Electronics: Sales in this segment improved 5% year over year to $256 million.

The unit’s adjusted operating income improved 7% to $72 million. The adjusted operating margin expanded 60 bps to 28.1%.

Naval & Power: Sales in this segment increased 21% year over year to $402 million.

The segment's adjusted operating income increased 33% to $60 million. The adjusted operating margin expanded 140 bps to 14.9%.

Financial Position of CWCW’s cash and cash equivalents as of March 31, 2026, were $343.4 million compared with $371.3 million as of Dec. 31, 2025.

The long-term debt was $757.6 million compared with $757.9 million as of Dec. 31, 2025.

The net cash outflow from operating activities amounted to $6 million during the first three months of 2026 compared with $39 million in the prior-year period.

The free cash outflow as of March 31, 2026, was $17 million compared with $55 million a year ago.

2026 Guidance of CWCW expects to generate adjusted earnings in the band of $14.90-$15.30 per share. The Zacks Consensus Estimate for earnings is pegged at $15.08 per share, which lies below the midpoint of the company’s guided range.

Curtiss-Wright expects to generate sales in the range of $3.74-$3.80 billion. The Zacks Consensus Estimate for sales is pegged at $3.75 billion, which lies below the midpoint of the company’s guidance.

The company expects to generate free cash flow in the band of $580-$600 million.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.

VGM ScoresAt this time, Curtiss-Wright has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. However, the stock was allocated a score of F on the value side, putting it in the lowest quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Curtiss-Wright has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerCurtiss-Wright is part of the Zacks Aerospace - Defense Equipment industry. Over the past month, ATI (ATI - Free Report) , a stock from the same industry, has gained 11.3%. The company reported its results for the quarter ended March 2026 more than a month ago.

ATI reported revenues of $1.15 billion in the last reported quarter, representing a year-over-year change of +0.6%. EPS of $1.00 for the same period compares with $0.72 a year ago.

ATI is expected to post earnings of $0.99 per share for the current quarter, representing a year-over-year change of +33.8%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for ATI. Also, the stock has a VGM Score of C.

Curtiss-Wright (CW - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

As such, the Zacks rating upgrade for Curtiss-Wright is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Curtiss-Wright imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Curtiss-WrightThis engineering firm is expected to earn $15.16 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Curtiss-Wright. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.9%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Curtiss-Wright to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Posted by Defense World Staff on Apr 6th, 2026

Maravai LifeSciences Holdings, Inc. (NASDAQ:MRVI – Get Free Report) has been given a consensus recommendation of “Hold” by the five analysts that are presently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell rating, one has issued a hold rating and three have given a buy rating to the company. The average 1 year target price among analysts that have covered the stock in the last year is $5.3750.

A number of brokerages have recently commented on MRVI. Wall Street Zen raised Maravai LifeSciences from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. Wells Fargo & Company boosted their price objective on shares of Maravai LifeSciences from $4.00 to $4.50 and gave the stock an “overweight” rating in a report on Monday, December 15th.

Read Our Latest Report on MRVI

Maravai LifeSciences Stock Performance Shares of Maravai LifeSciences stock opened at $2.95 on Monday. The company has a current ratio of 6.60, a quick ratio of 5.69 and a debt-to-equity ratio of 0.85. The firm has a market capitalization of $758.36 million, a P/E ratio of -3.28 and a beta of 0.43. The business has a fifty day simple moving average of $3.22 and a two-hundred day simple moving average of $3.33. Maravai LifeSciences has a 12 month low of $1.66 and a 12 month high of $4.11.

Maravai LifeSciences (NASDAQ:MRVI – Get Free Report) last released its earnings results on Wednesday, February 25th. The company reported ($0.04) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.07) by $0.03. Maravai LifeSciences had a negative net margin of 70.40% and a negative return on equity of 22.79%. The firm had revenue of $49.87 million for the quarter, compared to the consensus estimate of $49.06 million. On average, equities analysts forecast that Maravai LifeSciences will post -0.24 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Maravai LifeSciences Large investors have recently bought and sold shares of the business. Sprott Inc. bought a new position in Maravai LifeSciences during the 3rd quarter valued at about $29,000. Quantessence Capital LLC bought a new position in Maravai LifeSciences during the third quarter valued at approximately $31,000. Abel Hall LLC purchased a new stake in Maravai LifeSciences in the third quarter worth approximately $33,000. CIBC Bancorp USA Inc. bought a new stake in Maravai LifeSciences in the 3rd quarter worth approximately $33,000. Finally, Virtu Financial LLC purchased a new stake in Maravai LifeSciences during the 4th quarter valued at $34,000. 50.25% of the stock is currently owned by institutional investors.

About Maravai LifeSciences (Get Free Report)

Maravai LifeSciences Holdings, Inc (NASDAQ: MRVI) is a life sciences company specializing in the development and supply of critical reagents and services for the development and manufacture of biologic therapies. The company’s offerings support a range of applications in genomics, molecular diagnostics, vaccine development and next-generation sequencing. Maravai’s platforms address key challenges in nucleic acid production, protein detection, epigenetic analysis and reagent quality across the biopharmaceutical industry.

Through its product portfolio, which includes proprietary mRNA capping reagents, lipid nanoparticle delivery systems, synthetic oligonucleotides and high-precision assay kits, Maravai enables customers to accelerate research and streamline manufacturing workflows.

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Maravai LifeSciences Holdings, Inc. (MRVI - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for Maravai LifeSciences basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Maravai LifeSciences imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Maravai LifeSciencesThis company is expected to earn -$0.18 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Maravai LifeSciences. Over the past three months, the Zacks Consensus Estimate for the company has increased 23.5%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Maravai LifeSciences to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Maravai LifeSciences Holdings, Inc. (MRVI - Free Report) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.05 per share. This compares to a loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +121.41%. A quarter ago, it was expected that this company would post a loss of $0.07 per share when it actually produced a loss of $0.04, delivering a surprise of +42.86%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Maravai LifeSciences, which belongs to the Zacks Medical - Products industry, posted revenues of $65.84 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 20.66%. This compares to year-ago revenues of $46.85 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Maravai LifeSciences shares have added about 21.2% since the beginning of the year versus the S&P 500's gain of 7.6%.

What's Next for Maravai LifeSciences?While Maravai LifeSciences has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Maravai LifeSciences was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.05 on $55.2 million in revenues for the coming quarter and -$0.18 on $205.41 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Cresco Labs Inc. (CRLBF - Free Report) , is yet to report results for the quarter ended March 2026.

This company is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of +25%. The consensus EPS estimate for the quarter has been revised 30% higher over the last 30 days to the current level.

Cresco Labs Inc.'s revenues are expected to be $148.64 million, down 10.3% from the year-ago quarter.

Maravai LifeSciences Holdings, Inc. (MRVI) Q1 2026 Earnings Call Transcript

SAN DIEGO--(BUSINESS WIRE)--Maravai LifeSciences, Inc. (NASDAQ: MRVI), a global provider of life science reagents and services to researchers and biotech innovators, today announced that the Company will participate in the following investor conference in June. On June 4, 2026, at 12:50 p.m. Eastern Time, Raj Asarpota, Chief Financial Officer, will participate in a fireside chat at the Jefferies Global Healthcare Conference in New York City, NY. A live webcast of the fireside chat will be on th.

SAN DIEGO--(BUSINESS WIRE)--Maravai LifeSciences Holdings, Inc. (NASDAQ: MRVI), a global provider of life science reagents and services to researchers and biotech innovators, today announced that certain of its subsidiaries have entered into a new credit agreement providing the Company with a $150 million term loan facility and a $30 million revolving credit facility. Borrowings under the new term loan facility, together with approximately $98.5 million of cash on hand, were used to prepay outs.

March 18, 2026 09:00 ET  | Source: Sprout Social, Inc

Sprout earned the #1 spot in 59 of G2’s 2026 Winter Reports, including the Grid® Report for Social Media Listening Tools, Social Customer Service and the Enterprise Grid® Report for Social Media Analytics.The company received 198 leader badges across all business segments and regions. CHICAGO, March 18, 2026 (GLOBE NEWSWIRE) -- Sprout Social (Nasdaq: SPT), an industry-leading provider of cloud-based social media management software, today announced a sweep of honors in G2’s 2026 Winter Reports, earning 198 leader badges across all business segments—from small business to enterprise—and spanning every global region.

Sprout Social ranked #1 in 59 individual G2 reports, including the Grid® Report for Social Media Listening Tools, the Enterprise Grid® Report for Social Media Analytics and the Grid® Report for Social Customer Service. Driven by verified customer reviews, these rankings demonstrate the increasing strategic value and impact of Sprout’s platform for brands navigating the evolving social landscape.

Social media has become an immediate and rich source of market and customer insight. This recognition comes as Sprout Social advances social intelligence and AI innovations that help brands move from reactive listening to predictive decision-making. By turning social data into forward-looking intelligence through tools such as Sprout AI and its proprietary AI agent Trellis, Sprout enables organizations to anticipate change, strengthen customer trust and drive sustained growth.

“Social media is increasingly central to how organizations understand markets, customers and culture, and the industry is moving toward AI-driven approaches to make sense of that volume and complexity,” said Scott Morris, chief marketing officer at Sprout Social. “We are proud to be recognized by G2, which reflects both our consistency in the market and the growing role of social as a vital business tool. Social intelligence is helping organizations move from reactive engagement to predictive insight, using social data to better understand their customers, the market and what comes next.”

Sprout Social earned its place on these lists because of customer feedback, including:

“Sprout Social is among the best tools out there in this space: It's a mature, full-featured social media management platform that excels in analytics, governance, team workflows and cross-platform publishing. It truly offers a robust enterprise-grade experience.”

“Sprout Social offers AI-driven insights that act like a mini strategy consultant, providing valuable guidance for identifying customer pain points.”

“Sprout is an indispensable tool for any modern social media marketing team. Its content management, scheduling, and reporting capabilities are all excellent, and the influencer marketing platform stands out as the best in the industry.”

“Sprout Social has become an essential part of our marketing toolkit. The reporting features are especially strong—clear, customizable, and easy to share with stakeholders. We also rely heavily on the listening tools, which help us stay ahead of conversations and understand our audience more deeply.”

For more information about Sprout Social and its award-winning platform, visit www.sproutsocial.com.

About Sprout Social

Sprout Social is a global leader in social media management and analytics software, built on the belief that All Business is Social℠. Sprout’s intuitive platform puts powerful social data into the hands of tens of thousands of brands so they can deliver smarter, faster business impact. Named the #1 Best Software Product by G2’s 2024 Best Software Award, Sprout offers comprehensive publishing and engagement functionality, customer care, influencer marketing, advocacy, and AI-powered business intelligence. Sprout’s software operates across all major social media networks and digital platforms. For more information about Sprout Social (NASDAQ: SPT), visit sproutsocial.com.

Social Media Profiles:
www.x.com/SproutSocial
www.x.com/SproutSocialIR
www.facebook.com/SproutSocialInc
www.linkedin.com/company/sprout-social-inc-/
www.instagram.com/sproutsocial

Contact
Media:
Kaitlyn Gronek
Email: [email protected]
Phone: (773) 904-9674

Investors:
Lexi Johnson
Email: [email protected]
Phone: (312) 528-9166

Sprout Social remains a Buy despite a 50% stock decline, as fundamentals have improved and the valuation is now more attractive at 0.7x P/S. SPT consistently beats and raises revenue guidance, with strong customer metrics and AI-driven product innovation expected to drive future growth above current guidance. AI initiatives like Listening Agent, Insights Agent, and Trellis Studio are set to enhance monetization through usage-based pricing and differentiated platform capabilities.

Macro factors currently driving the economy, such as inflation, interest rates, labor markets, supply chain issues and so forth have a varied impact on players in the extremely diverse Internet – Services industry, although a stronger economy is generally positive. Therefore, the ongoing war; declining consumer confidence mainly related to tariffs, inflation and jobs; and inflation-driven rising producer price index (PPI) may be considered negative for the Internet Services industry.

 Our picks are Zillow (Z - Free Report) and Sprout Social (SPT - Free Report) because of their growth prospects, AI adoption and cost cutting measures.

 Most industry players are heavily investing in artificial intelligence and machine learning as this allows them to provide additional features and differentiate their offerings. Being a capital-intensive industry with high fixed cost of operation and the fairly constant need to build infrastructure, a high interest rate isn’t very positive for it. Therefore, any rate cuts in 2026 would make us incrementally positive about the Internet Services industry.

 Valuation remains rich, but rising estimates indicate the existence of opportunities.

About the Industry Internet - Services companies are primarily those that rely on huge software and hardware infrastructure, referred to as their properties, to deliver various services to consumers. People can avail the services by accessing these properties with their personal connected devices from almost anywhere in the world.

Companies generally operate two models: an ad-based model and an ad-free model where the service is charged. Alphabet, Baidu and Akamai are some of the larger players while Crexendo, Upwork, Dropbox, Etsy, Shopify, Uber, Lyft and Trivago are some of the emerging players. Very large players (mainly Alphabet) tend to skew averages.

Because of the diversity of services offered, it is difficult to identify industrywide factors that could affect all players. The effect of macro factors such as inflation, rate hikes, supply chain issues and so forth vary.

Factors Determining Industry Performance Data is central to success in this industry, as it allows the players to build artificial intelligence (AI) models to improve the quality of services, create new technologies and services, and also to lower the cost of operation. AI is changing the way these companies operate: search is becoming conversational, content creation is becoming automated, AI agents are performing various tasks and personalized recommendations are now available at scale. Internet service providers are also able to differentiate their products based on the scale, flexibility and choice in AI-powered tools that they offer. The market is extremely competitive and smaller tools are getting commoditized. User interfaces across the web are being redesigned to adopt these changes. Larger companies often have the edge in AI because they have access to larger data sets that can be processed to further develop their AI.Monetization is increasingly shifting beyond traditional advertising as companies seek more stable and diversified revenue streams. While digital ads once dominated business models, growth in advertising has matured and become more cyclical, prompting platforms to expand into subscriptions, transaction fees, marketplaces and financial services. Companies now aim to capture value directly from user activity rather than only selling audience attention to advertisers. For example, platforms integrate payments, premium memberships, commerce tools, and enterprise software offerings to generate recurring or usage-based income. This transition improves revenue predictability, strengthens customer relationships, and reduces dependence on fluctuating ad markets.The internet services industry has undergone a major shift from prioritizing rapid user and revenue growth to emphasizing profitability and sustainable cash flow. During the low-interest-rate era, investors rewarded companies for expanding aggressively, even at the cost of large losses. However, higher interest rates and tighter capital markets have changed expectations, pushing companies to focus on operating efficiency, margin expansion and disciplined spending. Firms are now optimizing headcount, reducing customer acquisition costs and improving monetization of existing users rather than pursuing growth at any cost. This transition reflects a broader market preference for resilient business models capable of generating consistent earnings across economic cycles.Being a capital-intensive industry, there is the need to raise funds to build out costly infrastructure. Funds are also needed to maintain this infrastructure. Given the secular growth prospects, companies have continued infrastructure investments through 2023, 2024 and 2025 despite high interest rates. Most analysts expect interest rates to come down further in 2026, which would encourage further increase in capex. Ex-Alphabet PP&E displays some seasonality although the trend continues to swing upward, meaning that companies are investing heavily in their infrastructure.Regulation and antitrust pressure have become a defining force shaping the internet services industry as governments worldwide increase scrutiny of large digital platforms. Policymakers are focusing on issues such as market dominance, data privacy, algorithm transparency, app-store practices and digital advertising power. New regulations aim to limit anti-competitive behavior, protect consumer data and ensure fair access for smaller competitors, forcing companies to adjust business models, product design and expansion strategies. Compliance costs and legal risks are rising, while acquisitions and platform integrations face closer review. As a result, regulation is no longer a background risk but a core strategic factor influencing innovation, monetization and long-term growth decisions. Zacks Industry Rank Indicates Near-Term Pressure The Zacks Internet - Services industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #176, which places it among the bottom 28% of 243 Zacks-classified industries.

The group’s Zacks Industry Rank, which is basically the average rank of all the member stocks, indicates that there are several opportunities in the space.

Looking at the aggregate earnings estimate revisions over the past year, improvements in both the 2026 and 2027 estimates have been more or less consistent, remaining relatively stronger in the last two months. As a result, the aggregate estimates for 2026 and 2027 are up a respective 12.1% and 13% over the past year.

Historically, the top 50% of Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1. So the industry having moved into the bottom 50% indicates that investor sentiments remain muted.

Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.

Industry Valuation: Rich Over the past year, the industry has returned more than both the broader Technology sector and the S&P 500. It had been trading below both indexes up until July but started pulling ahead thereafter. It has widened the gap with both since September last year.

The industry’s net gain of 65.6% over the past year is more than the broader sector’s 28.6% and the S&P 500’s 17.6%.

One-Year Price Performance

Image Source: Zacks Investment Research

Industry Appears Somewhat Overvalued On the basis of forward 12-month price-to-earnings (P/E) ratio, we see that the industry is currently trading at a 23.90X multiple, which is more or less its median value of 23.89X over the past year. This is a 15.3% premium to the S&P 500’s 20.72X and a 5.3% premium to the sector’s 29.07X.

Over the past year, the industry has traded in the range of 17.22X to 29.74X, a much broader range than the S&P’s 20.63X to 23.8X. The sector has traded in the 22.7X to 29.9X range.

Forward 12 Month Price-to-Earnings (P/E) Ratio

Image Source: Zacks Investment Research

2 Solid Bets The Internet Services industry is not in a good place at the moment mainly because of an uncertain macro and persistently high interest rates. Since the industry is highly diverse, it is only to be expected that some players would be doing exceedingly well while others not so much. We currently have a Zacks #2 (Buy) rating on both Zillow and Sprout Social discussed below.

Zillow Group Inc. (Z - Free Report) : Zillow operates a digital real-estate marketplace that connects homebuyers, sellers, renters, real-estate agents, landlords, and mortgage providers across the US. Its platforms allow users to search property listings, view price estimates (Zestimates), schedule tours and contact agents. Z

illow generates revenue primarily through advertising and lead-generation services sold to real-estate professionals, rental marketplace fees and mortgage origination services. The company is evolving into an end-to-end “housing super-app,” integrating search, financing, touring, transaction support and rentals into a unified online ecosystem designed to streamline residential real-estate transactions from discovery through closing.

The shift away from a listings website to a platform marketplace reduces Zillow’s dependence on ad revenue and opens up the possibility of multiple fees per transaction, driving up revenue per home sold. The company is well positioned to capitalize on its enormous traffic, strong brand recognition and nationwide network to generate solid growth. Additionally, it is investing in AI-based home recommendations, automated valuations, smart agent matching and

conversational search, all of which should facilitate the transition. Its revenue model promises more stable margins and its asset-light model will allow it to capitalize on housing market upcycles with limited balance sheet impact.

The one major downside to the whole story is its dependence on the interest rate, which is expected to remain high relative to historical standards. This drives up mortgage rates and therefore, home prices, and dries up buying intent. The prospect of lower home sales naturally drives down earnings expectations and hits the share price.

The company beat earnings estimates by 3 cents. Both 2026 and 2027 estimaes are unchanged in the last 30 days although both are down compared with 60 days ago. Analysts are currently looking for 2026 revenue and earnings growth of 15.1% and 28.1%, respectively. For 2027, they’re expecting 13.4% revenue growth and 28.9% earnings growth.

The shares of this Zacks Rank #2 (Buy) stock are down 38.1% over the past year.

Price and Consensus: Z

Image Source: Zacks Investment Research

Sprout Social, Inc. (SPT - Free Report) : Sprout Social, Inc. is a cloud-based software company that provides businesses with tools to manage, analyze and optimize their social-media presence across platforms such as Instagram, LinkedIn, TikTok, Facebook and X. Its subscription platform integrates content publishing, message management, customer service, social listening, influencer marketing and performance analytics into a unified dashboard.

Companies use Sprout to schedule posts, respond to customers through a centralized inbox, monitor brand sentiment and generate data-driven marketing insights. The company increasingly embeds AI to automate workflows, interpret social data, and help organizations turn online conversations into measurable business intelligence and customer engagement strategies.

As social media evolves from a mere marketing channel to a platform supporting a range of functions, including customer care, brand monitoring, crisis management, sales discovery and reputation analytics, the demand for a SaaS platform that can handle all these aspects for brands is also on the rise. Sprout has been gradually increasing its large enterprise focus because the broader volumes and scale are make this an obvious choice to drive revenue and profitability.

Enterprises don’t generally hop from one vendor to another, which lowers churn, adds predictability to revenue streams and supports pricing power. There’s also the possibility of gradually expanding services within accounts. In general, software delivery costs grow at a slower pace than subscriptions. So once investments stabilize, there is significant operating leverage, which leads to solid margin expansion.

There is an ongoing debate about whether AI is really helpful for the company since it lowers barriers to entry and increases competition, including from large social media players’ inhouse developments, while also increasing cost of innovation as features are quickly commoditized. However, Sprout does have a competitive moat in the vast amounts of unstructured datasets across platforms that it already possesses, along with its normalization and analytics operations, which require the kind of infrastructure that cannot be built in a hurry. Historical datasets also improve AI accuracy.

Sprout processes massive social datasets and embeds AI into sentiment analysis, automated engagement and campaign optimization. Customer reviews and rankings continue placing Sprout as a leader in social listening and analytics tools.

Sprout topped estimates in the last quarter, with earnings beating by 25%. The 2026 estimate has not changed in the last 30 days while the 2027 estimate increased 5 cents (4.4%). At these levels, they represent a 7.8% increase in revenue and a 14.6% increase in earnings for 2026 and a 7% revenue increase and 27.1% earnings increase in the following year.

The shares of this Zacks Rank #2 (Buy) stock have lost 77.2% of their value over the past year.

Price and Consensus: SPT

Image Source: Zacks Investment Research

Posted by Defense World Staff on Apr 15th, 2026

Sprout Social, Inc. (NASDAQ:SPT – Get Free Report) insider Justyn Russell Howard sold 40,000 shares of Sprout Social stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $5.03, for a total value of $201,200.00. Following the sale, the insider owned 7,417 shares in the company, valued at $37,307.51. This represents a 84.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Justyn Russell Howard also recently made the following trade(s):

On Wednesday, March 11th, Justyn Russell Howard sold 40,000 shares of Sprout Social stock. The stock was sold at an average price of $5.96, for a total value of $238,400.00. On Tuesday, March 3rd, Justyn Russell Howard sold 23,855 shares of Sprout Social stock. The stock was sold at an average price of $6.76, for a total value of $161,259.80. Sprout Social Price Performance SPT stock opened at $5.24 on Wednesday. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 0.20. Sprout Social, Inc. has a 52-week low of $4.92 and a 52-week high of $25.48. The stock’s 50 day moving average is $6.33 and its two-hundred day moving average is $9.09. The company has a market capitalization of $312.09 million, a PE ratio of -7.08 and a beta of 1.00.

Sprout Social (NASDAQ:SPT – Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The company reported $0.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.04. Sprout Social had a negative return on equity of 16.10% and a negative net margin of 9.47%.The company had revenue of $120.89 million for the quarter, compared to the consensus estimate of $118.68 million. Sprout Social has set its FY 2026 guidance at 0.880-0.970 EPS and its Q1 2026 guidance at 0.150-0.160 EPS. Analysts predict that Sprout Social, Inc. will post -0.99 earnings per share for the current fiscal year.

Institutional Inflows and Outflows A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Diversified Trust Co boosted its position in Sprout Social by 6.1% during the 3rd quarter. Diversified Trust Co now owns 17,982 shares of the company’s stock valued at $232,000 after purchasing an additional 1,040 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Sprout Social by 2.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 53,127 shares of the company’s stock valued at $1,168,000 after purchasing an additional 1,265 shares during the period. Russell Investments Group Ltd. boosted its position in Sprout Social by 39.1% during the 4th quarter. Russell Investments Group Ltd. now owns 6,235 shares of the company’s stock valued at $70,000 after purchasing an additional 1,752 shares during the period. Tower Research Capital LLC TRC boosted its position in Sprout Social by 55.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 5,496 shares of the company’s stock valued at $115,000 after purchasing an additional 1,962 shares during the period. Finally, Summit Securities Group LLC boosted its position in Sprout Social by 399.0% during the 4th quarter. Summit Securities Group LLC now owns 2,520 shares of the company’s stock valued at $28,000 after purchasing an additional 2,015 shares during the period.

Analysts Set New Price Targets A number of equities research analysts have recently weighed in on SPT shares. Jefferies Financial Group lowered their price target on Sprout Social from $15.00 to $12.00 and set a “buy” rating for the company in a report on Tuesday, February 3rd. Barclays lowered their price target on Sprout Social from $26.00 to $13.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Needham & Company LLC lowered their price objective on shares of Sprout Social from $32.00 to $14.00 and set a “buy” rating for the company in a research report on Friday, February 27th. KeyCorp lowered their price objective on shares of Sprout Social from $9.00 to $6.00 and set an “underweight” rating for the company in a research report on Friday, February 27th. Finally, Wall Street Zen raised shares of Sprout Social from a “hold” rating to a “buy” rating in a research report on Sunday, March 8th. Four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $13.67.

Get Our Latest Research Report on Sprout Social

Sprout Social Company Profile (Get Free Report)

Sprout Social (NASDAQ: SPT) is a Chicago-based software company specializing in social media management solutions for businesses of all sizes. The company provides a cloud-based platform designed to help organizations improve their social media presence through a suite of tools for content scheduling, community engagement, social listening and analytics. Sprout Social’s platform is built to streamline the workflows of marketing, customer care and public relations teams by providing a centralized hub for managing multiple social channels.

The company’s product offerings include publishing and scheduling capabilities that allow users to plan and automate social content across networks such as Facebook, Instagram, Twitter, LinkedIn and Pinterest.

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Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers Grew 21% year-over-year
Announced Share Repurchase Program with Initial Authorization of $50 Million

CHICAGO, May 07, 2026 (GLOBE NEWSWIRE) -- Sprout Social, Inc. (“Sprout Social”, the “Company”) (Nasdaq: SPT), an industry-leading provider of cloud-based social media management software, today announced financial results for its first quarter ended March 31, 2026.

“We are pleased with our financial performance this quarter, highlighted by $24.7 million in non-GAAP free cash flow, strong non-GAAP profitability, and continued strength in our $30,000+ ARR customer cohort,” said Ryan Barretto, CEO of Sprout Social. “We are also excited to announce the company’s first ever share repurchase program with an initial authorization of $50 million, which highlights our disciplined approach to capital allocation.”

First Quarter 2026 Financial Highlights

Revenue

Revenue was $121.5 million, up 11% compared to the first quarter of 2025.Total remaining performance obligations (RPO) of $395.3 million as of March 31, 2026, up 10% year-over-year.Current remaining performance obligations (cRPO) of $281.7 million as of March 31, 2026, up 10% year-over-year. Operating Income (Loss)

GAAP operating loss was ($5.8) million, compared to ($11.2) million in the first quarter of 2025.Non-GAAP operating income was $14.1 million, compared to $12.5 million in the first quarter of 2025. Net Income (Loss)

GAAP net loss was ($6.3) million, compared to ($11.2) million in the first quarter of 2025.Non-GAAP net income was $13.6 million, compared to $12.5 million in the first quarter of 2025.GAAP net loss per share was ($0.11) based on 59.7 million weighted-average shares of common stock outstanding, compared to ($0.19) based on 57.9 million weighted-average shares of common stock outstanding in the first quarter of 2025.Non-GAAP net income per share was $0.23 based on 59.7 million weighted-average shares of common stock outstanding, compared to $0.22 based on 57.9 million weighted-average shares of common stock outstanding in the first quarter of 2025. Cash

Cash and cash equivalents totaled $111.6 million as of March 31, 2026, compared to $95.3 million as of December 31, 2025.Net cash provided by operating activities was $25.2 million, compared to $18.1 million in the first quarter of 2025.Non-GAAP free cash flow was $24.7 million, compared to $19.5 million in the first quarter of 2025. See “Use of Non-GAAP Financial Measures” below for definitions of Non-GAAP operating income (loss), Non-GAAP net income (loss), Non-GAAP net income (loss) per share and Non-GAAP free cash flow and the financial tables that accompany this release for reconciliations of our non-GAAP measures to their closest comparable GAAP measures. See “Key Business Metrics” below for how Sprout Social defines RPO, cRPO, the number of customers contributing $30,000 or more in ARR, the number of customers contributing $50,000 or more in ARR and approximated TTM subscription revenue contribution from customers contributing $30,000 or more in ARR.

Customer Metrics

Grew number of customers contributing $30,000 or more in ARR to 3,875 customers as of March 31, 2026, up 12% compared to March 31, 2025.Grew number of customers contributing $50,000 or more in ARR to 2,085 customers as of March 31, 2026, up 18% compared to March 31, 2025. Beginning in the fourth quarter of 2025, we replaced our disclosure of customers with ARR of $10,000 or more with customers with ARR of $30,000 or more. We believe this metric better reflects our strategic focus on larger customers and aligns with how management evaluates performance and allocates resources. Prior-period amounts have been presented for comparability.

 Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Number of customers contributing $30,000 or more in ARR3,1313,2263,3743,4513,5383,7113,8033,875Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers (in millions)$191.1$206.2$219.2$231.8$243.3$255.2$268.0$280.1Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers as a % of Total Subscription Revenue51.5%53.1%54.5%55.9%56.9%57.9%59.1%60.3%
Recent Customer Highlights

During the first quarter, we had the opportunity to grow with new and existing customers like Monster, Naterra International, CSL Behring, Reebok, and Roku. Recent Business Highlights

Sprout Social recently:

Released their 2026 Social Intelligence Report (link)Named the #1 social listening product in G2’s 2026 spring reports, achieving 59 top rankings (link)Hosted a platform overview and system of record and action webinar (link) Second Quarter and 2026 Financial Outlook

For the second quarter of 2026, the Company currently expects:

Total revenue between $121.7 million and $122.5 million.Non-GAAP operating income between $9.5 million and $10.3 million.Non-GAAP net income per share between $0.15 and $0.16 based on approximately 60.3 million weighted-average shares of common stock outstanding. For the full year 2026, the Company currently expects:

Total revenue between $492.5 million and $495.5 million.Non-GAAP operating income between $54.9 million and $60.4 million.Non-GAAP net income per share between $0.88 and $0.97 based on approximately 60.7 million weighted-average shares of common stock outstanding. The Company continues to expect a Non-GAAP operating margin of approximately 15% by the fourth quarter of fiscal 2026 and reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027.

The Company’s second quarter and 2026 financial outlook is based on a number of assumptions that are subject to change and many of which are outside the Company’s control. If actual results vary from these assumptions, the Company’s expectations may change. There can be no assurance that the Company will achieve these results.

The Company does not provide guidance for operating loss, the most directly comparable GAAP measure to non-GAAP operating income, operating margin, the most directly comparable GAAP measure to non-GAAP operating margin, or net loss per share, the most directly comparable GAAP measure to non-GAAP net income per share, and similarly cannot provide a reconciliation between its forecasted non-GAAP operating income, non-GAAP operating margin and non-GAAP net income per share and these comparable GAAP measures without unreasonable effort due to the unavailability of reliable estimates for certain items. These items are not within the Company’s control and may vary greatly between periods and could significantly impact future financial results.

Share Repurchase Program

Today, the Company also announced that its board of directors (the “Board”) authorized a share repurchase program under which the Company may repurchase up to $50 million of its Class A common stock. The repurchase program authorizes the Company to repurchase its Class A common stock from time to time in the open market, in privately negotiated transactions, through block purchases, through Rule 10b5-1 trading plans, or by any combination of such methods, all in accordance with applicable securities laws and regulations. The timing and amount of any repurchase will be determined by the Company's management at its discretion. The repurchase program does not obligate the Company to repurchase any particular amount of Class A common stock, has no set termination date and may be modified, suspended or discontinued at any time at the Board’s discretion.

Conference Call Information

The financial results and business highlights will be discussed on a conference call and webcast scheduled at 4:00 p.m. Central Time (5:00 p.m. Eastern Time) today, May 7, 2026. Online registration for this event conference call can be found at https://events.q4inc.com/analyst/. The live webcast of the conference call can be accessed from Sprout Social’s investor relations website at http://investors.sproutsocial.com.

Following completion of the events, a webcast replay will also be available at http://investors.sproutsocial.com for 12 months.

About Sprout Social

Sprout Social is a global leader in social media management and analytics software. Sprout’s intuitive platform puts powerful social data into the hands of tens of thousands of brands so they can deliver smarter, faster business impact. Named the #1 Best Software Product by G2’s 2024 Best Software Award, Sprout offers comprehensive publishing and engagement functionality, customer care, influencer marketing, advocacy, and AI-powered business intelligence. Sprout’s software operates across all major social media networks and digital platforms. For more information about Sprout Social (NASDAQ: SPT), visit sproutsocial.com.

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify forward-looking statements by terms such as “anticipate,” “believe,” “can,” “continue,” “could,” “estimate,” “expect,” “explore,” ”future,” “intend,” “long-term model,” “may,” “medium to longer term goals,” “might,” “outlook,” “plan,” “potential,” “predict,” “project,” “should,” “strategy,” “target,” “will,” “would,” or the negative of these terms, and similar expressions intended to identify forward-looking statements. However, not all forward-looking statements contain these identifying words. These statements may relate to our market size and growth strategy, our estimated and projected costs, margins, revenue, expenditures and customer and financial growth rates, our Q2 2026 and full year 2026 financial outlook, our plans and objectives for future operations, growth, initiatives or strategies, including our investments in research and development, and share repurchases, and other statements that are not historical fact. By their nature, these statements are subject to numerous uncertainties and risks, including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those anticipated or implied in the forward-looking statements. These assumptions, uncertainties and risks include that, among others: we may not be able to sustain our revenue and customer growth rate in the future, including due to risks associated with our strategic focus on enterprise customers; price increases have negatively impacted and price increases and packaging changes may in the future negatively impact demand for our products, customer acquisition and retention and reduce the total number of customers or customer additions; our business would be harmed by any significant interruptions, delays or outages in services from our platform, our API providers, or certain social media platforms, or if we are unable to renew agreements governing access to the data provided by such APIs on terms acceptable to us or at all; if we are unable to attract potential customers through unpaid channels, or other sources of demand, including expansion opportunities from existing customers and outbound sales efforts or convert prospective customers and expansion opportunities into paid subscriptions, our business and results of operations may be adversely affected; technological advances in AI may in the future disrupt the social media industry, which could significantly reduce the demand for our services or otherwise adversely impact our business or reputation if we are unable to keep pace and navigate this evolving environment; we may be unable to successfully enter new markets, manage our international expansion and comply with any applicable international laws and regulations; we may be unable to integrate acquired businesses or technologies successfully or achieve the expected benefits of such acquisitions and investments; unstable market, economic, and geopolitical conditions, such as recession risks, effects of inflation, tariffs and trade tensions, changes in government spending, labor shortages, supply chain issues, geopolitical instability and uncertainty, and fluctuation in interest rates, have and could continue to adversely impact our business and that of our existing and prospective customers, which may result in reduced demand for our products; we may not be able to generate sufficient cash to service our indebtedness; covenants in our credit agreement may restrict our operations, and if we do not effectively manage our business to comply with these covenants, our financial condition could be adversely impacted; any cybersecurity-related attack, significant data breach or disruption of the information technology systems or networks on which we rely could negatively affect our business; changing regulations relating to privacy, information security and data protection could increase our costs, affect or limit how we collect and use personal information and harm our brand; and risks related to ongoing legal proceedings. Additional risks and uncertainties that could cause actual outcomes and results to differ materially from those contemplated by the forward-looking statements are included under the caption “Risk Factors” and elsewhere in our filings with the Securities and Exchange Commission (the “SEC”), including our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the SEC on February 27, 2026 and our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, to be filed with the SEC, as well as any future reports that we file with the SEC. Moreover, you should interpret many of the risks identified in those reports as being heightened as a result of the current and ongoing instability in market, economic, and geopolitical conditions. Forward-looking statements speak only as of the date the statements are made and are based on information available to Sprout Social at the time those statements are made and/or management's good faith belief as of that time with respect to future events. Sprout Social assumes no obligation to update forward-looking statements to reflect events or circumstances after the date they were made, except as required by law.

Use of Non-GAAP Financial Measures

We have provided in this press release certain financial information that has not been prepared in accordance with generally accepted accounting principles in the United States (“GAAP”). Our management uses these non-GAAP financial measures internally in analyzing our financial results and believes that these non-GAAP financial measures are useful to investors as additional tools to evaluate ongoing operating results and trends and in comparing our financial results with other companies in our industry, many of which present similar non-GAAP financial measures. Non-GAAP financial measures are not meant to be considered in isolation or as a substitute for comparable financial measures prepared in accordance with GAAP and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. A reconciliation of our historical non-GAAP financial measures to the most directly comparable GAAP measures has been provided in the financial statement tables included in this press release, and investors are encouraged to review these reconciliations.

Non-GAAP gross profit. We define non-GAAP gross profit as GAAP gross profit, excluding stock-based compensation expense, amortization expense associated with the acquired developed technology from our acquisitions of Tagger Media, Inc. (“Tagger”) and NewsWhip Group Holdings Limited (“NewsWhip”), and restructuring charges. We believe non-GAAP gross profit provides our management and investors consistency and comparability with our past financial performance and facilitates period-to-period comparisons of operations, as it eliminates the effect of stock-based compensation, amortization expense and restructuring charges, which are often unrelated to overall operating performance.

Non-GAAP operating income. We define non-GAAP operating income as GAAP loss from operations, excluding stock-based compensation expense, amortization expense associated with the acquired intangible assets from the Tagger and NewsWhip acquisitions, restructuring charges and changes in the fair value of contingent consideration. We believe non-GAAP operating income provides our management and investors consistency and comparability with our past financial performance and facilitates period-to-period comparisons of operations, as it eliminates the effect of stock-based compensation, amortization expense, restructuring charges and changes in the fair value of contingent consideration, which are often unrelated to overall operating performance.

Non-GAAP operating margin. We define non-GAAP operating margin as non-GAAP operating income (loss) as a percentage of revenue.

Non-GAAP net income. We define non-GAAP net income as GAAP net loss, excluding stock-based compensation expense, amortization expense associated with the acquired intangible assets from the Tagger and NewsWhip acquisitions, restructuring charges and changes in the fair value of contingent consideration. We believe non-GAAP net income provides our management and investors consistency and comparability with our past financial performance and facilitates period-to-period comparisons of operations, as this non-GAAP financial measure eliminates the effect of stock-based compensation, amortization expense, restructuring charges and changes in the fair value of contingent consideration, which are often unrelated to overall operating performance.

Non-GAAP net income per share. We define non-GAAP net income per share as GAAP net loss per share attributable to common shareholders, basic and diluted, excluding stock-based compensation expense, amortization expense associated with the acquired intangible assets from the Tagger and NewsWhip acquisitions, restructuring charges and changes in the fair value of contingent consideration. We believe non-GAAP net income per share provides our management and investors consistency and comparability with our past financial performance and facilitates period-to-period comparisons of operations, as this non-GAAP financial measure eliminates the effect of stock-based compensation, amortization expense, restructuring charges and changes in the fair value of contingent consideration, which are often unrelated to overall operating performance.

Non-GAAP free cash flow. We define non-GAAP free cash flow as net cash provided by operating activities, less expenditures for property and equipment, interest payments on our revolving credit facility and payments related to restructuring charges. Non-GAAP free cash flow does not reflect our future contractual obligations or represent the total increase or decrease in our cash balance for a given period. We believe non-GAAP free cash flow is a useful indicator of liquidity that provides information to management and investors about the amount of cash provided by our core operations that, after expenditures for property and equipment, interest payments on our revolving credit facility and payments related to restructuring charges, is available for strategic initiatives.

Non-GAAP sales and marketing expenses, non-GAAP research and development expenses and non-GAAP general and administrative expenses. Non-GAAP sales and marketing expenses, non-GAAP research and development expenses and non-GAAP general and administrative expenses are defined as sales and marketing expenses, research and development expenses and general and administrative expenses, respectively, less stock-based compensation expense, amortization expense associated with the acquired intangible assets from the Tagger and NewsWhip acquisitions, restructuring charges and changes in the fair value of contingent consideration. We believe these non-GAAP measures provide our management and investors with insight into day-to-day operating expenses given that these measures eliminate the effect of stock-based compensation, amortization expense associated with the acquired intangible assets from the Tagger and NewsWhip acquisitions, restructuring charges and changes in the fair value of contingent consideration.

Key Business Metrics

Remaining performance obligations (“RPO”). RPO, or remaining performance obligations, represents contracted revenue that has not yet been recognized, and includes deferred revenue and amounts that will be invoiced and recognized in future periods.

Current remaining performance obligations (“cRPO”). cRPO, or current RPO, represents contracted revenue that has not yet been recognized, and includes deferred revenue and amounts that will be invoiced and recognized in the next 12 months.

30% target for a Rule of 40. We define this target as year-over-year revenue growth plus current quarter non-GAAP operating margin equal to 30%.

Number of customers contributing $30,000 or more in ARR. We define number of customers contributing $30,000 or more in ARR as those on a paid subscription plan that had $30,000 or more in ARR as of a period end. We view the number of customers that contribute $30,000 or more in ARR as a measure of our ability to scale with our customers and attract larger organizations. We believe this represents potential for future growth, including expanding within our current customer base.

Number of customers contributing $50,000 or more in ARR. We define number of customers contributing $50,000 or more in ARR as those on a paid subscription plan that had $50,000 or more in ARR as of a period end. We view the number of customers that contribute $50,000 or more in ARR as a measure of our ability to scale with large customers and attract sophisticated organizations. We believe this represents potential for future growth, including expanding within our current customer base.

Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers. This metric depicts our approximation of the trailing twelve month subscription revenue contribution from customers contributing $30,000 or more in ARR. We calculate this metric by averaging the ARR of these customers as of the end of the applicable quarter and the immediately preceding quarter and dividing by four to derive a quarterly revenue contribution estimate for this customer cohort. This quarterly estimate is then summed over the preceding four quarters to approximate a trailing twelve month revenue contribution for this customer cohort, subject to minor adjustments for rounding.

We believe that customers contributing $30,000 or more in ARR represent those customers that can benefit the most from our platform given their more sophisticated needs for social media management software as compared to customers below this spending threshold. We believe this metric is useful in measuring our success in serving this particular customer cohort. This metric does not reflect the actual revenue contribution by these customers over the trailing twelve month period, and should not be viewed in isolation as a substitute for revenue or any of our other financial measures presented in accordance with GAAP. We use this metric to approximate revenue contribution over a specified period because the historical data and account mapping is not available to present the actual revenue generated by this cohort of customers over a historical period.

While we no longer believe that ARR and number of customers are key performance indicators of Sprout Social’s business, these metrics are necessary for an understanding of how we define number of customers contributing $30,000 or more in ARR and number of customers contributing $50,000 or more in ARR. For this purpose, we define ARR as the annualized revenue run-rate of subscription agreements from all customers as of the last date of the specified period and we define a customer as a unique account, multiple accounts containing a common non-personal email domain, or multiple accounts governed by a single agreement or entity.

We no longer believe that the number of customers contributing $10,000 or more in ARR is a key performance indicator of Sprout Social’s business due to our evolving customer mix and we will no longer publicly disclose that metric. We believe that customers contributing $30,000 or more in ARR and approximated TTM subscription revenue contribution from customers contributing $30,000 or more in ARR are stronger indicators of Sprout Social’s performance in its target customer segments.

Availability of Information on Sprout Social’s Website and Social Media Profiles

Investors and others should note that Sprout Social routinely announces material information to investors and the marketplace using SEC filings, press releases, public conference calls, webcasts and the Sprout Social Investors website. We also intend to use the social media profiles listed below as a means of disclosing information about us to our customers, investors and the public. While not all of the information that the Company posts to the Sprout Social Investors website or to social media profiles is of a material nature, some information could be deemed to be material. Accordingly, the Company encourages investors, the media, and others interested in Sprout Social to review the information that it shares at the Investors link located at the bottom of the page on www.sproutsocial.com and to regularly follow our social media profiles. Users may automatically receive email alerts and other information about Sprout Social when enrolling an email address by visiting "Email Alerts" in the "Shareholder Services" section of Sprout Social's Investor website at https://investors.sproutsocial.com/.

Social Media Profiles:
www.twitter.com/SproutSocial
www.twitter.com/SproutSocialIR
www.facebook.com/SproutSocialInc
www.linkedin.com/company/sprout-social-inc-/
www.instagram.com/sproutsocial

Contact

Media:
Kaitlyn Gronek
Email: [email protected]
Phone: (773) 904-9674

Investors:
Alex Kurtz
Twitter: @SproutSocialIR
Email: [email protected]
Phone: (312) 528-9166

Sprout Social, Inc.Consolidated Statements of Operations (Unaudited)(in thousands, except share and per share data)     Three Months Ended March 31,  2026   2025 Revenue   Subscription$120,020  $108,680 Professional services and other 1,477   609 Total revenue 121,497   109,289 Cost of revenue(1)   Subscription 27,435   24,473 Professional services and other 556   365 Total cost of revenue 27,991   24,838 Gross profit 93,506   84,451 Operating expenses   Research and development(1) 26,947   23,229 Sales and marketing(1) 48,546   47,452 General and administrative(1) 23,859   24,972 Total operating expenses 99,352   95,653 Loss from operations (5,846)  (11,202)Interest expense (667)  (514)Interest income 751   895 Other expense, net (163)  (168)Loss before income taxes (5,925)  (10,989)Income tax expense 411   231 Net loss$(6,336) $(11,220)Net loss per share attributable to common shareholders, basic and diluted$(0.11) $(0.19)Weighted-average shares outstanding used to compute net loss per share, basic and diluted 59,735,864   57,890,898     (1) Includes stock-based compensation expense as follows:    Three Months Ended March 31,  2026   2025 Cost of revenue$574  $746 Research and development 5,925   6,206 Sales and marketing 5,010   5,936 General and administrative 6,638   6,907 Total stock-based compensation expense$18,147  $19,795  Sprout Social, Inc.Consolidated Balance Sheets (Unaudited)(in thousands, except share and per share data)       March 31, 2026 December 31, 2025Assets   Current assets   Cash and cash equivalents$111,620  $95,268 Accounts receivable, net of allowances of $2,204 and $2,719 at March 31, 2026 and December 31, 2025, respectively 69,415   100,996 Deferred Commissions 27,909   26,995 Prepaid expenses and other assets 16,971   13,945 Total current assets 225,915   237,204 Property and equipment, net 10,169   9,864 Deferred commissions, net of current portion 56,077   57,049 Operating lease, right-of-use asset 9,395   9,810 Goodwill 167,122   167,122 Intangible assets, net 37,325   39,733 Other assets, net 2,595   2,280 Total assets$508,598  $523,062 Liabilities and Stockholders' Equity   Current liabilities   Accounts payable$9,489  $10,115 Deferred revenue 194,335   205,639 Operating lease liability 2,741   2,664 Accrued wages and payroll related benefits 14,945   20,549 Accrued expenses and other 15,605   17,294 Total current liabilities 237,115   256,261 Revolving credit facility 32,500   40,000 Deferred revenue, net of current portion 1,065   752 Operating lease liability, net of current portion 11,314   12,055 Other non-current liabilities 11,414   10,572 Total liabilities 293,408   319,640     Stockholders' equity       Class A common stock, par value $0.0001 per share; 1,000,000,000 shares authorized; 57,261,096 and 54,253,382 shares issued and outstanding at March 31, 2026, respectively; 56,576,444 and 53,607,556 shares issued and outstanding at December 31, 2025, respectively 5   5         Class B common stock, par value $0.0001 per share; 25,000,000 shares authorized; 6,036,301 and 5,829,357 shares issued and outstanding at March 31, 2026, respectively; 6,156,301 and 5,949,357 shares issued and outstanding at December 31, 2025, respectively 1   1 Additional paid-in capital 657,261   638,894 Treasury stock, at cost (38,031)  (37,768)Accumulated other comprehensive income -   - Accumulated deficit (404,046)  (397,710)Total stockholders’ equity 215,190   203,422 Total liabilities and stockholders’ equity$508,598  $523,062  Sprout Social, Inc.Consolidated Statements of Cash Flows (Unaudited)(in thousands)     Three Months Ended March 31,  2026   2025 Cash flows from operating activities   Net loss$(6,336) $(11,220)Adjustments to reconcile net loss to net cash provided by operating activities   Depreciation and amortization of property, equipment and software 922   1,225 Amortization of line of credit issuance costs 59   52 Accretion of discount on marketable securities -   (7)Amortization of acquired intangible assets 2,408   1,293 Amortization of deferred commissions 7,020   5,283 Amortization of right-of-use operating lease asset 415   341 Stock-based compensation expense 18,147   19,795 Provision for accounts receivable allowances 278   1,129 Change in fair value of contingent consideration (493)  - Other (65)  - Changes in operating assets and liabilities, excluding impact from business acquisition   Accounts receivable 31,303   18,122 Prepaid expenses and other current assets (3,559)  (3,229)Deferred commissions (6,962)  (7,577)Accounts payable and accrued expenses (6,266)  (1,487)Deferred revenue (10,991)  (4,790)Lease liabilities (664)  (826)Net cash provided by operating activities 25,216   18,104 Cash flows from investing activities   Expenditures for property and equipment (1,099)  (1,357)Proceeds from maturity of marketable securities -   2,750 Net cash (used in) provided by investing activities (1,099)  1,393 Cash flows from financing activities   Repayments of line of credit (7,500)  (5,000)Employee taxes paid related to the net share settlement of stock-based awards (263)  - Net cash used in financing activities (7,763)  (5,000)Net increase in cash, cash equivalents, and restricted cash 16,354   14,497 Cash, cash equivalents, and restricted cash   Beginning of period 97,203   90,418 End of period$113,557  $104,915 
The following schedule reflects our non-GAAP financial measures and reconciles our non-GAAP financial measures to the related GAAP financial measures (in thousands, except per share data):

Reconciliation of Non-GAAP Financial Measures     Three Months Ended March 31,  2026   2025 Reconciliation of Non-GAAP gross profit   Gross profit$93,506  $84,451 Stock-based compensation expense 574   746 Amortization of acquired developed technology 1,125   705 Restructuring charges -   416 Non-GAAP gross profit$95,205  $86,318     Reconciliation of Non-GAAP operating income  Loss from operations$(5,846) $(11,202)Stock-based compensation expense 18,147   19,795 Amortization of acquired intangible assets 2,328   1,213 Restructuring charges -   2,731 Change in fair value of contingent consideration (493)  - Non-GAAP operating income$14,136  $12,537     Reconciliation of Non-GAAP net income   Net loss$(6,336) $(11,220)Stock-based compensation expense 18,147   19,795 Amortization of acquired intangible assets 2,328   1,213 Restructuring charges -   2,731 Change in fair value of contingent consideration (493)  - Non-GAAP net income$13,646  $12,519     Reconciliation of Non-GAAP net income per share  Net loss per share attributable to common shareholders, basic and diluted$(0.11) $(0.19)Stock-based compensation expense 0.31   0.34 Amortization of acquired intangible assets 0.04   0.02 Restructuring charges -   0.05 Change in fair value of contingent consideration (0.01)  - Non-GAAP net income per share$0.23  $0.22     Reconciliation of Non-GAAP free cash flow   Net cash provided by operating activities$25,216  $18,104 Expenditures for property and equipment (1,099)  (1,357)Interest paid on credit facility 629   484 Payments related to restructuring charges -   2,249 Non-GAAP free cash flow$24,746  $19,480 

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May 13, 2026 09:00 ET  | Source: Sprout Social, Inc

The next-generation platform is designed to bridge the gap between social data and business action, surfacing real-time market signals from social to inform product development, customer care, and more.Trellis will be integrated across the Sprout ecosystem to uncover insights and improve workflows across Publishing, Listening, the Smart Inbox, and Reporting.Trellis Studio introduces customizable AI workflows that can be tailored to users’ unique goals and operational needs.
CHICAGO, May 13, 2026 (GLOBE NEWSWIRE) -- Sprout Social (Nasdaq: SPT) today announced the unveiling of its AI-powered social intelligence platform, designed to help organizations operationalize real-time, unfiltered market conversations at scale. Central to this launch is the upcoming expansion of Trellis, Sprout’s proprietary agentic AI engine. Purpose-built for social, Trellis will be integrated across the Sprout ecosystem — Publishing, Listening, the Smart Inbox, and Reporting — to help transform fragmented social data into organization-wide action.

Available to all customers in July, Trellis will evolve beyond Listening to become a conversational intelligence layer for the platform. By synthesizing social data across networks and combining it with insights from across Sprout, Trellis is designed to help teams ask complex questions and surface relevant, actionable insights faster.

This rollout also debuts Trellis Studio, a dedicated environment where organizations will be able to build bespoke AI workflows. Trellis Studio is designed to help teams streamline recurring workflows, so that social intelligence can be tailored to their unique KPIs and operational needs.

“Social is the fastest reflection of what people are thinking and feeling, yet most organizations lack the infrastructure to act on that data in real time,” said Scott Morris, CMO of Sprout Social. “What changes with social intelligence is not just access to more data, but the ability to turn that signal into strategic action across the business. When organizations can do that, social moves from a downstream function to the heart of how a business anticipates change and drives growth. In today’s market, failing to act on these signals can create a direct constraint on performance.”

The shift toward social-led strategy is fueled by a growing reliance on real-time insights for high-stakes decision-making. Sprout’s latest research reveals that 71% of marketing directors expect social data to surpass traditional market research in shaping enterprise strategy by 2029. However, this evolution demands more than just access to information. It requires a fundamental organizational capability to bridge the gap between insight and execution at a moment's notice. With this launch, Sprout aims to close this gap, providing automation and agentic workflows built to turn signals into action faster across the business.

"AI is only as powerful as the data that informs it. Unlike general-purpose models, Trellis is uniquely valuable because of its access to real-time, native social data across multiple networks,” said Srinivas Somayajula, Chief Product Officer at Sprout Social. “When customer sentiment shifts or a competitive threat emerges, organizations cannot afford to miss the moment. Foundational models lack visibility into these signals in real time, but Trellis delivers, helping to transform network-native social data into decision-ready intelligence exactly when it matters most.”

Sprout’s AI-powered social intelligence platform focuses on four key pillars of value:

Predictive Media Intelligence: Leveraging agentic AI to help detect shifts in industry narratives as they emerge, allowing brands to respond proactively.Full-Funnel Social Optimization: Helping bridge the gap between social engagement and ROI through AI-powered insights designed to align social performance with broader business goals.Scalable Social Support: Moving beyond reactive replies to proactive engagement. AI helps surface the highest-priority interactions, enabling teams to provide personalized service at a global scale.Authentic Brand Amplification: Identifying high-affinity advocates and creators through AI-driven recommendations to extend brand reach with authenticity. These innovations, along with the findings of the 2026 Social Intelligence Report, will be showcased today during Breaking Ground, Sprout's quarterly showcase of the company's latest product updates and cutting-edge industry insights.

About Sprout Social

Sprout Social is a leading AI-powered social intelligence platform, built on the belief that All Business is Social℠. Powered by Trellis, Sprout’s proprietary AI agent, the platform is designed to transform real-time social media signals into actionable insights that drive business forward. Consistently recognized as a top software by G2, Sprout enables brands to deliver smarter, faster business impact through a suite of solutions including comprehensive publishing and engagement, customer care, influencer marketing, advocacy and predictive media intelligence. Sprout’s software operates across all major social networks and digital platforms. For more information about Sprout Social (NASDAQ: SPT), visit sproutsocial.com.

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