StreetInsider.com News Articles

Bending Spoons (BSP) Reiterated at Buy by StoneX: A Top SMID-Cap Vertical Software Pick

Fri, 11 Sep 2026 07:33:21 -0400

StoneX analyst Yi Fu Lee reiterated a Buy rating and $50.00 price target on Bending Spoons (NASDAQ: BSP).

The analyst commented, "We reiterate our Buy rating on top SMID-cap vertical software pick Bending Spoon and maintain our price target of $50 following the acquisitions of Miro (announced) and Airtable (closed). We view the recently completed acquisition of Airtable on 9/4 and proposed acquisition of Miro on 9/10 as further evidence that Bending Spoons' technology-enabled capital allocation engine continues to operate effectively. Together, the transactions expand the company's presence across enterprise software, workflow automation, collaboration, and AI-enabled productivity categories while remaining consistent

Bending Spoons buys digital whiteboard Miro in $1.4B deal

Thu, 10 Sep 2026 08:22:03 -0400

Investing.com -- Bending Spoons S.p.A. announced Thursday that it has entered into a definitive agreement to acquire Miro at an enterprise value of $1.355 billion. The deal values Miro's equity at approximately $1.79 billion when combined with the company's net cash.

The all-cash transaction includes an agreement from certain Miro shareholders to invest $295 million of their proceeds into newly issued Bending Spoons equity. The acquisition remains subject to customary closing conditions and regulatory approvals.

Luca Ferrari, CEO and co-founder of Bending Spoons, said the company plans to invest substantially in performance, reliability, and functionality after closing. Miro has

Bending Spoons to acquire Miro at $1.36B enterprise value

Thu, 10 Sep 2026 08:08:36 -0400

(Updated - September 10, 2026 8:08 AM EDT)

Bending Spoons S.p.A. (NASDAQ: BSP) has entered into a definitive agreement to acquire Miro at an enterprise value of $1.355 billion, the company announced. Combined with Miro's net cash, the deal implies an equity value of approximately $1.79 billion.

The all-cash transaction includes an agreement by certain Miro shareholders to reinvest $295 million of their proceeds into newly issued Bending Spoons equity. The deal was unanimously approved by the boards of both companies and is expected to close in the fourth quarter of 2026, pending regulatory approvals and other customary closing conditions.

Miro reported approximately

Bending Spoons to acquire Miro at $1.36B enterprise value

Thu, 10 Sep 2026 08:08:36 -0400

(Updated - September 10, 2026 8:08 AM EDT)

Miro reported approximately

Bending Spoons to acquire Miro at $1.36B enterprise value

Thu, 10 Sep 2026 08:08:36 -0400

(Updated - September 10, 2026 8:08 AM EDT)

Miro reported approximately

Form 6-K Bending Spoons S.p.A. For: Sep 10

Thu, 10 Sep 2026 08:05:00 -0400

si-local-file:///var/storage/secattach/20260910/27045536.html

Bending Spoons agrees to buy Miro for $1.355 billion

Thu, 10 Sep 2026 08:00:37 -0400

Bending Spoons S.p.A. (NASDAQ: BSP) has signed a definitive agreement to acquire collaborative workspace platform Miro at an enterprise value of $1.355 billion, implying an equity value of approximately $1.79 billion when combined with Miro's net cash.

The all-cash transaction includes an arrangement in which certain Miro shareholders have agreed to reinvest $295 million of their proceeds into newly issued Bending Spoons equity. The deal was unanimously approved by the boards of directors of both companies and is expected to close in the fourth quarter of 2026, pending regulatory approvals and other customary closing conditions.

Miro reported approximately $600 million in annual

Bending Spoons enters into a definitive agreement to acquire Miro for $1.355 billion

Thu, 10 Sep 2026 08:00:00 -0400

MILAN--(BUSINESS WIRE)-- Bending Spoons S.p.A. (NASDAQ: BSP) has entered into a definitive agreement to acquire Miro at an enterprise value of $1.355 billion. Together with Miro’s net cash, this implies an equity value of approximately $1.79 billion. In connection with the all-cash transaction, certain Miro shareholders have agreed to invest $295 million of their proceeds into newly issued Bending Spoons equity. The acquisition, including the investment, is subject to customary closing conditions and approvals, including regulatory approvals.

“It's a privilege, and no small responsibility, to welcome a product that over 250,000 organizations have integrated into their workflows,” said

Bending Spoons enters into a definitive agreement to acquire Miro for $1.355 billion

Thu, 10 Sep 2026 08:00:00 -0400

“It's a privilege, and no small responsibility, to welcome a product that over 250,000 organizations have integrated into their workflows,” said

Bending Spoons (BSP) PT Raised to $48 at Wells Fargo

Tue, 01 Sep 2026 06:51:17 -0400

Wells Fargo analyst Alec Brondolo raised the price target on Bending Spoons (NASDAQ: BSP) to $48.00 (from $45.00) while maintaining a Overweight rating.

Bending Spoons (BSP) PT Raised to $47 at Bernstein SocGen Group

Fri, 14 Aug 2026 09:28:41 -0400

Bernstein SocGen Group analyst Mark Shmulik raised the price target on Bending Spoons (NASDAQ: BSP) to $47.00 (from $40.00) while maintaining a Outperform rating.

The analyst commented: "Prior to the print, BSP had quickly positioned itself as one of the top Internet stocks YTD. With a pitch focused on profitability > growth and book-ended by the acquisition of former Internet darling AOL, and the announced deal for a much more recent buzzy software name in Airtable. Bending Spoons needs these deals to work to broaden the TAM while keeping that organic revenue growth in positive territory to capture and keep an

Bending Spoons (BSP) PT Raised to $47 at Bernstein SocGen Group

Fri, 14 Aug 2026 09:28:41 -0400

Bernstein SocGen Group analyst Mark Shmulik raised the price target on Bending Spoons (NASDAQ: BSP) to $47.00 (from $40.00) while maintaining a Outperform rating.

Bending Spoons (BSP) PT Raised to $38 at JPMorgan

Fri, 14 Aug 2026 08:57:51 -0400

JPMorgan analyst Doug Anmuth raised the price target on Bending Spoons (NASDAQ: BSP) to $38.00 (from $35.00) while maintaining a Neutral rating.

Bending Spoons (BSP) PT Raised to $50 at Benchmark on Inaugural Earnings, Revenue Beat

Fri, 14 Aug 2026 07:46:29 -0400

Benchmark analyst Yi Fu Lee raised the price target on Bending Spoons (NASDAQ: BSP) to $50.00 (from $45.00) while maintaining a Buy rating.

The analyst commented, "We reiterate our Buy rating and are raising our price target to $50 from $45 on its inaugural print as a public company. Top SMID-cap vertical software pick Bending Spoons charged straight out of the Nasdaq IPO gate on July 1 soaring +77% from its $29 pricing creating sky-high expectations prior to yesterday’s print. Bending Spoons handily exceeded FactSet consensus on revenue +3.1% beat, operating income/margin +14.4% upside, free cash flow (FCF)/margin +26.1% beat, and

Bending Spoons (BSP) PT Raised to $50 at Benchmark on Inaugural Earnings, Revenue Beat

Fri, 14 Aug 2026 07:46:29 -0400

Benchmark analyst Yi Fu Lee raised the price target on Bending Spoons (NASDAQ: BSP) to $50.00 (from $45.00) while maintaining a Buy rating.

Bending Spoons (BSP) PT Lowered to $72 at Mizuho

Fri, 14 Aug 2026 06:40:42 -0400

(Updated - August 14, 2026 6:40 AM EDT)

Mizuho analyst Lloyd Walmsley lowered the price target on Bending Spoons (NASDAQ: BSP) to $72.00 (from $72.28) while maintaining a Outperform rating.

The analyst commented: "Bending Spoons first quarter showed solid execution, with faster-than-expected synergy realization and better Adj OI in the quarter. We believe the full-year 2026 outlook, which excluded acquisition impact in 4Q, was ahead of our organic expectations and only fell shy of consensus given expectations for M&A contribution in sell-side models that was not incorporated in the guide. We had previously modeled $115M of 4Q revenue from acquisitions, excluding which

Bending Spoons (BSP) PT Lowered to $72 at Mizuho

Fri, 14 Aug 2026 06:40:42 -0400

(Updated - August 14, 2026 6:40 AM EDT)

Mizuho analyst Lloyd Walmsley lowered the price target on Bending Spoons (NASDAQ: BSP) to $72.00 (from $72.28) while maintaining a Outperform rating.

Bending Spoons S.p.A. (BSP) Tops Q2 EPS by 19c; offers guidance

Thu, 13 Aug 2026 07:15:37 -0400

Bending Spoons S.p.A. (NASDAQ: BSP) reported Q2 EPS of $0.46, $0.19 better than the analyst estimate of $0.27. Revenue for the quarter came in at $704 million, versus $685 million reported last year.

GUIDANCE:

Bending Spoons S.p.A. sees Q3 2026 revenue of $733-745 million, versus the consensus of $738.6 million.

Bending Spoons S.p.A. sees FY2026 revenue of $2.78-2.82 billion, versus the consensus of $2.895 billion.

For earnings history and earnings-related data on Bending Spoons S.p.A. (BSP) click here.

Bending Spoons S.p.A. (BSP) Tops Q2 EPS by 19c; offers guidance

Thu, 13 Aug 2026 07:15:37 -0400

Bending Spoons S.p.A. (NASDAQ: BSP) reported Q2 EPS of $0.46, $0.19 better than the analyst estimate of $0.27. Revenue for the quarter came in at $704 million, versus $685 million reported last year.

GUIDANCE:

Bending Spoons S.p.A. sees Q3 2026 revenue of $733-745 million, versus the consensus of $738.6 million.

Bending Spoons S.p.A. sees FY2026 revenue of $2.78-2.82 billion, versus the consensus of $2.895 billion.

For earnings history and earnings-related data on Bending Spoons S.p.A. (BSP) click here.

Form 6-K Bending Spoons S.p.A. For: Jun 30

Thu, 13 Aug 2026 07:07:00 -0400

si-local-file:///var/storage/secattach/20260813/26916317.html

Form 6-K Bending Spoons S.p.A. For: Jun 30

Thu, 13 Aug 2026 07:07:00 -0400

si-local-file:///var/storage/secattach/20260813/26916317.html

Form 6-K Bending Spoons S.p.A. For: Jun 30

Thu, 13 Aug 2026 07:07:00 -0400

si-local-file:///var/storage/secattach/20260813/26916317.html

Bending Spoons announces Q2 2026 results

Thu, 13 Aug 2026 06:55:00 -0400

MILAN, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Bending Spoons S.p.A. (Nasdaq: BSP) today announced its results for Q2 2026.

Highlights from Q2 2026:

Revenue was $704 million, up 126% from Q2 2025.
Operating income was $240 million, up 139% from Q2 2025. Adjusted Operating Income¹ was $381 million, up 150% from Q2 2025.
Diluted earnings per share was $0.28, up 163% from Q2 2025. Adjusted Earnings per Share² was $0.46, up 167% from Q2 2025.
In May 2026, we completed the acquisition of Tractive for an enterprise value of $759 million. Tractive provides pet tracking and

Bending Spoons announces Q2 2026 results

Thu, 13 Aug 2026 06:55:00 -0400

MILAN, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Bending Spoons S.p.A. (Nasdaq: BSP) today announced its results for Q2 2026.

Highlights from Q2 2026:

Revenue was $704 million, up 126% from Q2 2025.
Operating income was $240 million, up 139% from Q2 2025. Adjusted Operating Income¹ was $381 million, up 150% from Q2 2025.
Diluted earnings per share was $0.28, up 163% from Q2 2025. Adjusted Earnings per Share² was $0.46, up 167% from Q2 2025.
In May 2026, we completed the acquisition of Tractive for an enterprise value of $759 million. Tractive provides pet tracking and

BofA Securities Downgrades Bending Spoons (BSP) to Underperform

Wed, 12 Aug 2026 07:53:20 -0400

(Updated - August 12, 2026 7:53 AM EDT)

BofA Securities analyst Omar Dessouky downgraded Bending Spoons (NASDAQ: BSP) from Neutral to Underperform with a price target of $39.00 (from $37.00).

The analyst comments "We downgrade BSP to Underperform from Neutral – the current share price of $53.44 implies ~$18bn of future M&A under our valuation framework. We think BSP will not have enough additional debt capacity (only ~$7bn by year end 2027) to complete such deal volume by CY28, and the company itself articulated $4-5bn per year. We calculate that the current price of ~$53 implies $23/share in future M&A value creation