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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.

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

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

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,” “expect,” “explore,” ”future,” “intend,” “may,” “might,” “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 the expected timing, availability and capabilities of our products and platform features, including Trellis and Trellis Studio; the anticipated benefits of our AI-powered social intelligence platform; statements about market trends, including the growing importance of social data in enterprise decision-making; our ability to develop and deliver AI-driven features and functionality; our market size and growth strategy, our plans and objectives for future operations, growth, initiatives or strategies, including our investments in research and development, 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: the expected timing and availability of product features, including Trellis and Trellis Studio, may be delayed or may not be released as described; new products and features may not perform as intended or achieve the market acceptance we anticipate; our AI-powered features depend on access to social media data from third-party platforms, which may be restricted, limited or terminated; 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; 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; the AI and machine learning models underlying our platform features may produce inaccurate or unexpected results; unstable market, economic, and geopolitical conditions, such as recession risks, effects of inflation, 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 rapidly evolving laws, regulations and industry standards relating to AI could affect or limit how we develop and deploy AI-powered features. 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, filed with the SEC on May 8, 2026, 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.

Will digitizing the construction site or social media management provide better opportunities? Choosing between Procore Technologies (PCOR 3.08%) and Sprout Social (SPT +0.71%) requires understanding their distinct market niches.

Procore focuses on unifying the complex construction lifecycle through its cloud platform, while Sprout Social streamlines social media engagement and intelligence for brands. Both companies are navigating a shifting landscape where investors are increasingly prioritizing sustainable growth and profitability over raw expansion.

Procore provides a unified software platform that helps owners, contractors, and subcontractors manage everything from project design to completion. By centralizing data and communication, the company aims to reduce waste and improve safety among tech stocks serving industrial sectors. While specific major customers are not disclosed, the platform serves a diverse global market of nearly 18,000 organic customers.

In FY 2025, revenue reached nearly $1.3 billion, representing growth of approximately 14.8% compared to the prior year. Despite this growth, the company reported a net loss of roughly $100.8 million, though its net margin improved to negative 7.6% from negative 9.2% in FY 2024. This trend shows the business is narrowing its losses as it scales its operations.

As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.1x. This ratio measures total debt against shareholder equity, with a lower number suggesting the company relies less on borrowed money. The current ratio, which measures a company's ability to pay short-term obligations with short-term assets, is close to 1.3x. Free cash flow for the period was nearly $215.1 million. Note that stock-based compensation represented roughly 79.8% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

Sprout Social offers an AI-powered platform that centralizes social media publishing, analytics, and customer engagement for businesses. Its software helps brands understand social data and manage their online presence across multiple networks like LinkedIn and TikTok. The company serves roughly 30,000 customers, though it does not disclose specific major individual clients in its filings.

For FY 2025, the company generated revenue of approximately $457.5 million, which is an increase of nearly 12.7% year-over-year. It reported a net loss of close to $43.3 million for the same period. While still unprofitable, its net margin improved to negative 9.5% compared to negative 15.3% in the previous fiscal year.

Based on the December 2025 balance sheet, the debt-to-equity ratio is roughly 0.3x. This metric compares total debt to the value of shareholder equity to help investors understand how the business is funded. Its current ratio is approximately 0.9x, indicating the company has slightly fewer short-term assets than short-term liabilities. Free cash flow for FY 2025 was nearly $46 million. Note that stock-based compensation represented roughly 181.3% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.

Risk profile comparisonProcore Technologies faces significant risks from the cyclical nature of the construction industry, which can be slowed by high interest rates or rising material costs. The company is also involved in litigation, including a 2024 trade secret misappropriation lawsuit from Oracle. Furthermore, new regulations like the EU AI Act could impose heavy fines if the company fails to comply with strict artificial intelligence standards. Reliance on Amazon for infrastructure also creates operational risk if service disruptions occur.

Sprout Social is highly dependent on access to third-party social media platforms, and losing access to data from companies like Meta Platforms or X could harm its service. It also faces legal risks, including a 2024 securities class action lawsuit filed against its executives. Like many software firms, it relies on Amazon for cloud infrastructure, meaning any service outages could prevent customers from using the platform. Regulatory compliance with international data laws remains a constant cost and liability risk.

Valuation comparisonSprout Social appears significantly cheaper than Procore Technologies when looking at its P/S ratio and Forward P/E, which compare price to revenue and future earnings estimates respectively.

MetricProcore TechnologiesSprout SocialSector BenchmarkForward P/E27.2x7.5x32.2xP/S ratio5.2x0.9xSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?I'd go with Procore. These two companies serve completely different markets, but as standalone investments in 2026, the comparison isn't particularly close.

Procore dominates a massive, underpenetrated market. Construction is one of the least digitized industries in the world, and Procore is the clear platform of choice for managing it. The company is growing steadily, raising its outlook, generating meaningful free cash flow, and leaning into AI in a way that could meaningfully expand what the platform does for customers. That's an enticing long-term setup.

Sprout Social is doing fine, with revenue growing, profitability improving, and the company moving upmarket toward larger enterprise customers. But the social media management space is crowded and competitive, and the stock has really underperformed. Growth has leveled out, and while management has a credible path toward better margins, the urgency of the opportunity feels more limited.

Procore is playing in a bigger, less competitive sandbox, and it's executing well. For a long-term investor, that's the more exciting place to be.

Exelixis, Inc. (EXEL) Presents at RBC Capital Markets Global Healthcare Conference 2026 Transcript

Exelixis, Inc. (EXEL) Presents at Stifel 2026 Targeted Oncology Virtual Forum Transcript

Exelixis Reports Solid Earnings—Are New Highs Back on the Table?Exelixis NASDAQ: EXEL remains focused on expanding its CABO franchise while preparing for potential launches and data readouts tied to zanzalintinib, Andrew Peters, the company’s senior vice president of strategy, said during a session hosted by RBC Capital Markets.

Peters said Exelixis’ guidance reflects continued growth for CABO, driven by the company’s existing business and the launch in neuroendocrine tumors, or NETs. He said the company is focused on gaining market share in renal cell carcinoma, or RCC, while also building momentum in NETs.

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3 Stocks to Buy for a Soft Landing, If There Is One“It’s really kind of that singular focus on making sure that we’re going out every day and talking about CABO, talking about the data, and that again, driving market share,” Peters said.

CABO Growth Centers on RCC and NETs In RCC, Peters acknowledged that oncology remains highly competitive, including emerging activity around HIF-2 targeting therapies. He said Exelixis is closely watching recent and ongoing data in the space, including LITESPARK studies and the company’s own clinical efforts.

3 Strong Biotech Performers To Watch As Sector Nears BreakoutPeters said CABO remains the “number one IO/TKI” and “number one IO” in its market, and the company wants to preserve that position. He also noted investor discussion around whether adoption of lenvatinib in second-line RCC could support greater CABO use in the first-line setting, saying that would be an outcome Exelixis would be “okay with,” given duration dynamics.

On NETs, Peters said Exelixis has seen enthusiasm for CABO, particularly following the CABINET data. He said adoption began in the academic setting, but the company is also emphasizing community physicians, where many patients are treated. A recent sales force expansion is intended to support both the NET launch and lay groundwork for a potential zanzalintinib launch.

Peters said NETs are a relatively indolent disease, making refill dynamics important as patients remain on therapy. He said Exelixis’ guidance incorporates growth in both RCC and NETs.

Zanzalintinib Development Includes NET and Colorectal Cancer Discussing zanzalintinib in NETs, Peters said the company sees differences between CABO and zanzalintinib, including what he described as a potentially more user-friendly profile, shorter half-life and potentially better tolerability based on earlier observations.

He contrasted CABINET, which evaluated a later-line population and was placebo-controlled, with the 3-11 study, which is intended to answer what should be the first oral option for certain NET patients. Peters said the study is in an earlier population and compares zanzalintinib head-to-head against everolimus, the current standard of care.

In colorectal cancer, Peters said the nearest-term zanzalintinib opportunity is tied to STELLAR-303. He said the study’s intent-to-treat population, which read out last year, includes patients with and without liver metastases and has a PDUFA date in December. Exelixis is also awaiting a data update in the non-liver metastasis population.

Peters said the ideal outcome would be a data set that allows the company’s commercial organization to communicate why zanzalintinib plus atezolizumab should become a standard of care for later-line colorectal cancer patients. He highlighted the potential importance of an immunotherapy-containing, chemotherapy-free regimen in a population that may have already received chemotherapy throughout much of its treatment journey.

Exelixis Preparing for Potential CRC Launch Peters said Exelixis’ regulatory interactions have gone well so far, describing the process with the FDA as collegial and collaborative. He said the company has experience working with the agency and that the filing and review have proceeded as well as Exelixis could hope.

If approved, Peters said Exelixis intends to compete broadly across colorectal cancer treatment settings, targeting both academic and community prescribers. He said the company’s sales force expansion completed last quarter was designed not only to accelerate the NET launch but also to prepare for a potential zanzalintinib approval later this year.

Peters reiterated that Exelixis views the colorectal cancer opportunity as a potential $1.5 billion market when applying contemporary pricing and duration assumptions. He described the current later-line market as fragmented, with roughly one-third of patients treated with the SUNLIGHT regimen, one-third with TKIs and one-third with various chemotherapy-type options.

“Our goal, our mission, our singular focus, again, is to make sure that we’re taking as much share from each of those three buckets as we can,” Peters said.

RCC Strategy Looks Toward the 2030s Exelixis is also awaiting data this year from STELLAR-304 in non-clear cell RCC. Peters said the area has limited data and no formally approved treatment options specific to the setting. He said current treatment decisions are often driven by inference from clear cell RCC and guideline recommendations based on sparse data sets.

Peters said Exelixis believes STELLAR-304 can provide robust evidence to help define treatment for non-clear cell RCC patients. He described non-clear cell RCC as a meaningful opportunity because it represents about 20% of a large market.

More broadly, Peters said Exelixis sees zanzalintinib as central to its next phase in RCC. He said CABO has been the TKI in RCC for the 2020s, while Exelixis wants zanzalintinib to be the TKI in RCC for the 2030s. The company is studying zanzalintinib across non-clear cell, post-adjuvant, frontline and later-line RCC settings.

Peters also discussed collaborations involving HIF inhibitors, including work with Merck. He said Exelixis believes combinations such as zanzalintinib with belzutifan could help answer important treatment questions, including what patients should receive if cancer returns after adjuvant pembrolizumab.

MRD-Positive Colorectal Cancer Study Adds New Approach Peters also highlighted the 316 study, an adjuvant trial in minimal residual disease-positive colorectal cancer patients. The study involves Natera’s Signatera test and evaluates zanzalintinib alone or in combination with Merck’s Keytruda.

He said ctDNA testing can identify patients at high risk of relapse, but the current standard is largely to watch and wait. Peters said Exelixis hopes the study can determine whether zanzalintinib, with or without Keytruda, can extend disease-free survival for these patients.

He said Exelixis is working with Natera to operationalize the study and believes the ability to identify eligible patients could support clinical trial execution.

About Exelixis NASDAQ: EXELExelixis, Inc is a biotechnology company specializing in the discovery, development and commercialization of small molecule therapies primarily for the treatment of cancer. Building on a platform that leverages model organism genetics and high-throughput screening, the company focuses its research on kinase inhibitors that modulate critical signaling pathways involved in tumor growth and metastasis. Exelixis's translational research approach aims to advance novel compounds from early-stage discovery through clinical development and regulatory approval.

The company's most recognized products include CABOMETYX® (cabozantinib), approved for the treatment of advanced renal cell carcinoma and hepatocellular carcinoma, and COMETRIQ® (cabozantinib) for metastatic medullary thyroid cancer.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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CHEVY CHASE, Md.--(BUSINESS WIRE)-- #Biotech--Caring Men Global, a nonprofit dedicated to supporting male caregivers facing a loved one's cancer, has received a grant from Exelixis to launch “Strong Caregivers, Stronger Survivors,” a caregiver-centered cancer recurrence prevention program designed to prepare men to effectively support cancer survivors following treatment. Survivors are often most vulnerable after active treatment ends, when medical oversight decreases and responsibility for prevention, mo.

Exelixis, Inc. (EXEL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

ALAMEDA, Calif.--(BUSINESS WIRE)--Exelixis, Inc. (Nasdaq: EXEL) today announced results from a subgroup analysis of the phase 3 CABINET pivotal trial, which showed that CABOMETYX® (cabozantinib) provided significant improvements in progression-free survival (PFS) versus placebo in patients with previously treated advanced neuroendocrine tumors (NET) regardless of functional status. These data will be presented at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting to be held fr.

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Stock to Watch: Exelixis (EXEL - Free Report) Alameda, CA-based Exelixis, Inc. is an oncology-focused biotechnology company that primarily focuses on the discovery, development and commercialization of new drugs for the treatment of difficult-to-treat cancers. The company is leveraging its investments, expertise and strategic partnerships to target an expanding range of tumor types and indications with its clinically differentiated pipeline of small molecules, antibody-drug conjugates (ADCs) and other biotherapeutics.

EXEL is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 13.69; value investors should take notice.

For fiscal 2026, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.14 to $3.55 per share. EXEL boasts an average earnings surprise of +17%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, EXEL should be on investors' short list.

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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

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Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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Stock to Watch: Exelixis (EXEL - Free Report) Alameda, CA-based Exelixis, Inc. is an oncology-focused biotechnology company that primarily focuses on the discovery, development and commercialization of new drugs for the treatment of difficult-to-treat cancers. The company is leveraging its investments, expertise and strategic partnerships to target an expanding range of tumor types and indications with its clinically differentiated pipeline of small molecules, antibody-drug conjugates (ADCs) and other biotherapeutics.

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With a solid Zacks Rank and top-tier Growth and VGM Style Scores, EXEL should be on investors' short list.

Exelixis, Inc. (EXEL) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

FRISCO, TX, March 23, 2026 (GLOBE NEWSWIRE) -- Comstock Resources, Inc. ("Comstock" or the "Company") (NYSE: CRK) announced today that the Western Haynesville will host the recently announced Texas Natural Gas-Fired Power Generation Hub in Anderson County Texas.

The selection was announced on March 20, 2026, by the United States Department of Commerce in connection with Japan's $550 billion investment commitment to the United States as part of the U.S.- Japan trade deal. The selected project is the result of the collaboration of the Company and NextEra Energy, Inc. ("NextEra") (NYSE: NEE) to develop a power generation project near Comstock’s Western Hayneville natural gas operations.

The Texas Power Generation Hub will be owned jointly by Japan and the U.S. under the structure of the joint trade agreement and will be built and operated by NextEra, the largest energy infrastructure builder in the United States. The investment is subject to negotiation and execution of definitive documents by NextEra and various constituents, as well as NextEra's completion of development, construction and commissioning of the selected project.

The Anderson County Texas facility will have up to 5.2 GW of natural gas-fired generation capable of serving up to 5 GW of large-load demand. Comstock will provide natural gas supply for the facility which could reach almost 1 Bcf per day by 2031. The estimated cost of the facility is $16 billion.

Located within the rapidly growing ERCOT market, the project takes advantage of Comstock’s abundant natural gas supply and strong transmission infrastructure at Bethel, Texas to deliver dispatchable power at scale to serve large‑scale users, including data centers and advanced manufacturing.

The projects would be structured so that new electricity demand is met with new generating resources, intended to avoid upward pressure on electricity bills for consumers.

About Comstock Resources

Comstock is a leading independent natural gas producer with operations focused on the development of the Haynesville shale in North Louisiana and East Texas. The Company's stock is traded on the New York Stock Exchange under the symbol CRK.

This press release may contain "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements are based on management's current expectations and are subject to a number of factors and uncertainties which could cause actual results to differ materially from those described herein. Although the Company believes the expectations in such statements to be reasonable, there can be no assurance that such expectations will prove to be correct.

Key Takeaways Europe's gas storage sits well below normal, forcing early refill demand for LNG imports.Global LNG supply is tightening due to disruptions in Qatar. Australia and key shipping routes.Cheniere Energy and Comstock Resources are positioned to benefit from strong LNG export demand. Europe is entering a crucial phase for natural gas. Winter is over, but storage levels across the region remain much lower than normal. Governments are already urging utilities and energy companies to refill inventories early so they are not caught short before next winter. At the same time, disruptions in Qatar, Australia and the Strait of Hormuz have tightened global LNG supply. That combination is creating a stronger backdrop for U.S. natural gas producers and exporters. Even though Henry Hub prices remain near $3 per MMBtu, the global market is showing signs that demand for U.S. LNG could stay firm through the rest of 2026.

At this stage, investors may want to stay focused on natural gas names with strong exposure to production growth and LNG exports, including EQT Corporation (EQT - Free Report) , Cheniere Energy (LNG - Free Report) and Comstock Resources (CRK - Free Report) .

Europe Needs to Refill QuicklyEurope entered spring with gas storage levels well below normal. EU inventories were only around 28% full near the end of March, while the Netherlands was down to just 6%. Policymakers have already warned that waiting too long to refill storage could lead to a rush for supply later in the year.

That matters because Europe still depends heavily on imported LNG. If storage buying begins early and continues through the summer, it could create steady demand for U.S. cargoes. European gas prices are already far above U.S. levels, with the Dutch benchmark trading close to six times Henry Hub prices. The price gap gives U.S. LNG exporters a strong incentive to keep volumes flowing overseas.

Global Supply Problems Are Not Going AwayThe supply picture has become more difficult after damage to Qatar’s LNG facilities and shipping disruptions in the Strait of Hormuz. Qatar is one of the world’s largest LNG suppliers, and any outage there has an immediate effect on Europe and Asia.

Australian LNG problems are adding to the pressure. Chevron said its Wheatstone LNG plant could take weeks to return to full output, while Woodside’s Karratha facility is still facing cyclone-related disruptions. Analysts have already cut their 2026 LNG supply forecasts, with some expecting up to 35 million tons of supply to disappear from the market.

Why U.S. Natural Gas Stocks Could BenefitU.S. export terminals are already running near full capacity. Strong overseas demand continues to support domestic producers and exporters. Companies with significant LNG export infrastructure and direct exposure to global gas markets stand to benefit the most. Producers may also gain if sustained export demand gradually lifts domestic gas prices. Even if mild U.S. weather caps near-term price upside, tighter global balances could create a more favorable backdrop for natural gas stocks than in recent months.

Europe’s refill season is just getting underway, and several uncertainties remain. Weather patterns, storage levels and geopolitical developments will be key to watch. Still, the overall setup appears more supportive than it did earlier this year.

3 Stocks to MonitorFor natural gas-focused investors, this may be a good time to watch companies that can benefit from stronger LNG exports and firmer gas demand. EQT Corporation, Cheniere Energy and Comstock Resources remain three names worth focusing on as the global gas market continues to tighten.

EQT: It is the premier natural gas producer in the domestic market based on average daily sales volumes. With primary emphasis on the Appalachian Basin, spanning Ohio, Pennsylvania and West Virginia, the company’s share of natural gas in its overall production/sales is more than 90%.

EQT beat the Zacks Consensus Estimate for earnings in each of the last four quarters. The natural gas producer, with a Zacks Rank #3 (Hold), has a trailing four-quarter earnings surprise of roughly 13%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Cheniere Energy: It is a leading U.S. LNG producer and exporter, operating large-scale facilities along the Gulf Coast. Since starting exports in 2016, it has grown into the largest LNG producer in the United States, supplying customers across more than 40 global markets with reliable and cleaner-burning energy.

Backed by firm gas supply agreements for its Sabine Pass and Corpus Christi facilities, this Zacks Rank #3 company enjoys strong cash flow visibility and solid long-term growth prospects. The Zacks Consensus Estimate for Cheniere Energy’s 2026 earnings per share indicates 26.1% year-over-year growth.

Comstock Resources: It is an independent natural gas producer based in Frisco, TX, with operations concentrated in north Louisiana and East Texas. Comstock Resources — currently a #3 Ranked stock — is fully focused on developing the Haynesville and Bossier shales, two of the largest gas plays in the United States.

CRK holds a large acreage position across Haynesville, giving it direct exposure to Gulf Coast LNG demand growth. Its production is 100% natural gas, making it one of the most gas-levered E&Ps in the sector. The Zacks Consensus Estimate for Comstock Resources’ 2026 earnings per share indicates 35.2% year-over-year surge. The firm has a trailing four-quarter earnings surprise of roughly 56.9%, on average.

Posted by Defense World Staff on Apr 5th, 2026

JPMorgan Chase & Co. grew its stake in shares of Comstock Resources, Inc. (NYSE:CRK – Free Report) by 31.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 177,326 shares of the oil and gas producer’s stock after acquiring an additional 42,416 shares during the quarter. JPMorgan Chase & Co. owned about 0.06% of Comstock Resources worth $3,516,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Capital Square LLC grew its holdings in Comstock Resources by 34.1% in the third quarter. Capital Square LLC now owns 20,580 shares of the oil and gas producer’s stock valued at $408,000 after purchasing an additional 5,229 shares during the period. CIBC Bancorp USA Inc. purchased a new position in Comstock Resources during the third quarter worth approximately $205,000. Advisory Services Network LLC acquired a new position in shares of Comstock Resources in the 3rd quarter valued at $27,000. Caxton Associates LLP acquired a new position in shares of Comstock Resources in the 3rd quarter valued at $5,051,000. Finally, Woodline Partners LP grew its stake in shares of Comstock Resources by 50.5% during the 3rd quarter. Woodline Partners LP now owns 1,231,916 shares of the oil and gas producer’s stock valued at $24,429,000 after buying an additional 413,611 shares during the period. 36.13% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth CRK has been the topic of several research reports. UBS Group set a $17.00 target price on Comstock Resources in a research report on Friday, February 13th. Mizuho boosted their price target on Comstock Resources from $21.00 to $29.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Citigroup upped their price target on Comstock Resources from $23.00 to $24.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 31st. Bank of America lowered Comstock Resources from a “buy” rating to a “neutral” rating and reduced their price objective for the company from $27.00 to $24.00 in a research note on Friday, January 16th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Comstock Resources in a report on Monday, December 29th. One analyst has rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $20.88.

Check Out Our Latest Research Report on CRK

Comstock Resources Stock Performance NYSE:CRK opened at $19.50 on Friday. The firm’s fifty day simple moving average is $20.76 and its 200 day simple moving average is $21.44. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 0.95. Comstock Resources, Inc. has a twelve month low of $14.65 and a twelve month high of $31.17. The firm has a market capitalization of $5.73 billion, a price-to-earnings ratio of 13.83 and a beta of 0.39.

Comstock Resources (NYSE:CRK – Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The oil and gas producer reported $0.16 EPS for the quarter, beating the consensus estimate of $0.11 by $0.05. The company had revenue of $787.32 million for the quarter, compared to analyst estimates of $504.66 million. Comstock Resources had a return on equity of 6.30% and a net margin of 17.80%.The firm’s revenue was up 115.5% compared to the same quarter last year. During the same period last year, the company posted $0.16 earnings per share. As a group, equities research analysts expect that Comstock Resources, Inc. will post 0.54 earnings per share for the current fiscal year.

Insiders Place Their Bets In other Comstock Resources news, VP Patrick Mcgough sold 48,915 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $21.20, for a total value of $1,036,998.00. Following the completion of the sale, the vice president owned 187,516 shares of the company’s stock, valued at $3,975,339.20. This trade represents a 20.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 2.20% of the stock is currently owned by corporate insiders.

Comstock Resources Profile (Free Report)

Comstock Resources, Inc is an independent energy company engaged in the acquisition, exploration, development and production of oil and natural gas properties in the United States. The company focuses on generating long-term value through the efficient development of unconventional resource plays and conventional prospects. Its activities encompass drilling, completion and production operations, as well as the marketing of natural gas, natural gas liquids and crude oil.

Comstock holds a core position in the Haynesville Shale of Northwest Louisiana, one of the most active natural gas plays in North America, and has built a complementary portfolio in the Delaware Basin of West Texas.

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Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Comstock Resources (CRK - Free Report) , which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry.

This oil and gas company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 85.23%.

For the most recent quarter, Comstock was expected to post earnings of $0.11 per share, but it reported $0.16 per share instead, representing a surprise of 45.45%. For the previous quarter, the consensus estimate was $0.04 per share, while it actually produced $0.09 per share, a surprise of 125.00%.

Price and EPS Surprise

For Comstock, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Comstock has an Earnings ESP of +13.33% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on May 5, 2026.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Comstock Resources (CRK - Free Report) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -33.33%. A quarter ago, it was expected that this oil and gas company would post earnings of $0.11 per share when it actually produced earnings of $0.16, delivering a surprise of +45.45%.

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

Comstock, which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $587.35 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 16.26%. This compares to year-ago revenues of $512.85 million. The company has topped consensus revenue estimates four 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.

Comstock shares have lost about 23.3% since the beginning of the year versus the S&P 500's gain of 5.2%.

What's Next for Comstock?While Comstock has underperformed 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 Comstock 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 $0.07 on $433.34 million in revenues for the coming quarter and $0.67 on $2.04 billion 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, Oil and Gas - Exploration and Production - United States is currently in the top 5% 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.

W&T Offshore (WTI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.

This independent oil and gas company is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of +84.6%. The consensus EPS estimate for the quarter has been revised 41% higher over the last 30 days to the current level.

W&T Offshore's revenues are expected to be $136.98 million, up 5.5% from the year-ago quarter.

It has been about a month since the last earnings report for Comstock Resources (CRK - Free Report) . Shares have lost about 11.7% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Comstock due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Comstock Resources, Inc. before we dive into how investors and analysts have reacted as of late.

Comstock Q1 Earnings Miss Estimates on Lower ProductionComstock Resources reported first-quarter 2026 adjusted earnings of 15 cents per share, which missed the Zacks Consensus Estimate of 23 cents by 34.8%. The bottom line declined from the year-ago level of 18 cents. 

Total quarterly revenues of $587.3 million topped the Zacks Consensus Estimate of $505.2 million by 16.3%. The top line increased 14.5% from the prior-year figure of $512.8 million.

The weak quarterly earnings can be attributed to lower production volume due to severe weather conditions. Higher average natural gas price realizations and improved gas services revenues partially offset the negatives.

CRK’s Production Fell, but New Wells Supported a ReboundTotal production averaged 97,919 million cubic feet equivalent (MMcfe), lower than the year-ago quarter’s level of 115,091 MMcfe. This represented a drop of roughly 14.9%, aligning with management’s statement that weather dampened volumes in the quarter. Natural gas production declined to 97,855 million cubic feet (MMcf) from 115,029 MMcf a year ago.

The company’s operational execution remained active. During the quarter, 17 operated Haynesville/Bossier wells were drilled and 13 brought into sales, setting up volume recovery for the remainder of 2026.

CRK’s Price Realization IncreasedAverage natural gas price realization (before hedging) came in at $4.27 per thousand cubic feet (Mcf), up from $3.58 per Mcf in the prior-year quarter. Total price realization (before hedging) averaged $4.28 per thousand cubic feet equivalent (Mcfe) compared with $3.59 per Mcfe in the first quarter of 2025.

Comstock’s Revenue Mix Benefits From Gas ServicesWhile earnings missed estimates, revenue strength was broad-based. Natural gas sales were $418.3 million, modestly ahead of the prior year’s figure of $412.3 million, reflecting better pricing despite lower volumes. Oil sales were $0.8 million, slightly higher than $0.7 million recorded in the year-ago quarter.

Gas services revenues were standout contributors, having increased to $166.5 million from $99.9 million in the year-ago quarter. Management attributed the increase primarily to higher natural gas prices tied to sales of gas purchased to utilize excess transport capacity. The gas services segment generated a positive margin of $3.6 million against a loss of $16.9 million a year earlier.

CRK’s Unit Costs Rose as Expenses ShiftedCRK’s production cost averaged 93 cents per Mcfe, up from 83 cents per Mcfe a year ago. The cost structure per Mcfe for the first quarter of 2026 included 43 cents for gathering and transportation costs, 29 cents for lease operating expenses, 10 cents for production and ad valorem taxes, and 11 cents for cash general and administrative expenses compared with 37 cents, 30 cents, 10 cents and 6 cents, respectively, in the year-ago quarter.

Margins remained healthy but reflected the impact of hedging and cost mix. The company reported an unhedged operating margin of 78% in the quarter and a hedged operating margin of 73% compared with 77% and 76%, respectively, in the previous year. On the expense lines, general and administrative costs increased year over year due to higher employee compensation and stock-based compensation, while depreciation, depletion and amortization declined in line with the lower production base.

Total operating expenses in the quarter came in at $412.5 million, higher than the $386.7 million reported a year ago. Gas services expenses rose to $162.9 million from $116.8 million in the fourth quarter of 2025.

Comstock’s Hedging Results Drive a Wide Profit BridgeHedging was a major swing factor in reported profitability. Comstock recorded realized hedging losses of $80.4 million in the quarter, while recognizing a pre-tax unrealized gain of $82.8 million tied to changes in future natural gas prices since the fourth quarter of 2025.

GAAP net income was $112.5 million, or 38 cents per diluted share, even though the company’s adjusted performance was more subdued. A year ago, the same was at a loss of $115 4 million, or 40 cents loss per share. Adjusted net income declined to $44.5 million from the year-ago figure of $53.8 million, while adjusted EBITDAX totaled $251.3 million compared with $293 million in the prior-year quarter.

CRK’s Cash Generation Stays Solid Despite Heavy SpendOperating cash flow (excluding working capital changes) was $191.9 million, or 66 cents per share, highlighting the earnings power of the Haynesville position even in a weather-impacted quarter.

CRK exited the quarter with $14.8 million of cash and cash equivalents, and reported total debt of $3 billion. Liquidity was $1.3 billion, reflecting borrowing capacity under its revolving credit facilities and cash on hand. Capital spending remained elevated, with total capital expenditures of $417.1 million in the quarter, including $343.3 million of exploration and development capital expenditures.

Comstock’s Strategic Power Hub Adds a Longer-Term AngleBeyond the quarter’s financials, Comstock highlighted a power generation opportunity tied to its Western Haynesville footprint. The company noted that the region was selected to host a natural gas-fired power generation hub in Anderson County, TX. The facility is aimed at delivering dispatchable power at scale, and having up to 5.2 GW of gas-fired generation.

The $16-billion project will be constructed and operated by NextEra, the country’s biggest builder of energy infrastructure. It will be jointly owned by the United States and Japan, per the agreement. Comstock expects to supply natural gas to the facility, with potential demand nearing 1 Bcf per day by 2031, offering a tangible pathway to support future regional gas demand alongside its drilling-driven production recovery narrative.

How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month.

The consensus estimate has shifted -17.86% due to these changes.

VGM ScoresAt this time, Comstock has a average Growth Score of C, a score with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of B on the value side, putting it in the second quintile for value investors.

Overall, the stock has an aggregate VGM Score of B. 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. It's no surprise Comstock has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Tidewater (TDW - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.

Tidewater is one of 234 individual stocks in the Oils-Energy sector. Collectively, these companies sit at #12 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Tidewater is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for TDW's full-year earnings has moved 18.8% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.

Based on the most recent data, TDW has returned 43.5% so far this year. Meanwhile, stocks in the Oils-Energy group have gained about 28.8% on average. This shows that Tidewater is outperforming its peers so far this year.

Another Oils-Energy stock, which has outperformed the sector so far this year, is Ultrapar Participacoes S.A. (UGP - Free Report) . The stock has returned 30.2% year-to-date.

Over the past three months, Ultrapar Participacoes S.A.'s consensus EPS estimate for the current year has increased 5.3%. The stock currently has a Zacks Rank #2 (Buy).

To break things down more, Tidewater belongs to the Oil and Gas - Integrated - United States industry, a group that includes 12 individual companies and currently sits at #211 in the Zacks Industry Rank. Stocks in this group have gained about 35.3% so far this year, so TDW is performing better this group in terms of year-to-date returns.

On the other hand, Ultrapar Participacoes S.A. belongs to the Oil and Gas - Production and Pipelines industry. This 10-stock industry is currently ranked #91. The industry has moved +15.5% year to date.

Investors with an interest in Oils-Energy stocks should continue to track Tidewater and Ultrapar Participacoes S.A.. These stocks will be looking to continue their solid performance.