NASDAQ: BSP

Bending Spoons (BSP) Stock Analysis & Forecast

Sep 28 close

$33.56+0.31 (+0.9%)

Gekko Brief

AI summary

This week's news for Bending Spoons centers on its $1.4 billion acquisition of Miro, expanding its software portfolio as part of a strategy of buying established but undervalued assets and operating them long term. S&P Global Ratings upgraded the company to 'BB-' from 'B+' on the back of increased scale and diversification from recent acquisitions, noting plans to raise $1 billion to partially fund the Miro deal and pro forma revenue reaching $4 billion in 2026. Separately, Bending Spoons syndicated upsized term loan B add-ons and opened a new office in Warsaw, citing around 50,000 Polish applications in 2026.

BSP closed at $33.56, up 0.9%, sitting below its 50-day moving average of $39.17 and well off its 52-week high of $58.94. The GekkoIndex reads 70.3, placing the stock in the Buying zone, up 10.6 over the last five sessions. Against a Gekko Fair Value of $52.96, the current price reflects a gap of -36.6%.

No confirmed date is set for the next earnings report; the last print, on 13 August 2026, showed adjusted EPS of $0.46 versus a $0.27 estimate, with a -19.7% reaction despite the beat. Analyst coverage from 10 firms shows 6 buy, 3 hold and 1 sell ratings, with a consensus target of $47.92, implying 42.8% consensus upside. Recent filings show two directors, Leah Rose Schwartz and Donald Darby O'Neal, exercising warrants within the last 90 days. Typical 20-day price moves of 21.4% suggest volatility worth noting over the coming weeks.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Bending Spoons price vs fair value

$52.96$33.56Oct ’21Aug ’26Sep ’26
Close $33.56Gekko Fair Value $52.96

Bending Spoons quick facts

Market cap
$22.47B
P/E ratio
77.3
Forward P/E
—
EPS, TTM
$0.43
Revenue, TTM
$2.04B
Profit margin
12.3%
Dividend yield
—
Beta
—
Volume
2.62M avg 2.15M
1-year return
—
Typical daily move
±7.2%
Typical 20-day move
±21.4%
50-day average
$39.17
200-day average
—
Next earnings
—
Shares outstanding
325.0M
52-week range
$0.00$58.94

Bending Spoons swing-trade checklist

Bending Spoons scores 2 supportive, 0 mixed and 0 headwinds across the 2 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive0 mixed0 headwinds

  • Trendno data

    No data

    Not enough price history for both moving averages.

    See the chart
  • GekkoIndexsupportive

    70.3, Buying

    Reading 70.3 is in the Buying zone.

    See the GekkoIndex
  • Fair valuesupportive

    36.6% below

    Price is 36.6% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskno data

    No data

    No confirmed report date on the calendar.

    See earnings
  • Seasonalityno data

    No data

    Not enough years of history for a seasonal read.

A description of current data, not a recommendation. How this page works

Bending Spoons stock chart and price history

Bending Spoons closed at $33.56 on Sep 28, 2026, inside a 52-week range of $0.00 to $58.94.

Close50-day average200-day averageVolume
Bending Spoons share price, past year, with 50-day and 200-day moving averages and volume$0$10$20$40$50NovAugSep33.56

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−27.3%
3 months
+1,032,515.4%
The full BSP chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BSP in Gekko

Follow Bending Spoons through every session

Put BSP on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

Track BSP in GekkoFree for 7 days. No credit card required.

About Bending Spoons

Bending Spoons builds a portfolio of digital products by buying apps and platforms that have already found their audience, rather than launching new ones from scratch. It is best known for taking over established consumer technology products and continuing to run and develop them under its own roof.

The company grows the value of what it acquires by increasing revenue and reducing costs over time, aiming to hold these products for the long run rather than flipping them quickly. Much of this work is carried out by full-stack developers who rework the underlying code of each acquired product, standardizing it with the help of AI tools and building on open-source technologies such as Python, FastAPI, and TypeScript.

Bending Spoons is based in Milan, Italy, and was founded in 2013. Its shares trade on the NASDAQ under the ticker BSP.

Listed
NASDAQ
Sector
Technology services
Website
bendingspoons.com

Bending Spoons GekkoIndex: the smart money zone

Bending Spoons’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 70.3, in the Buying zone, up 10.6 points over five sessions.

010070.3Buying

Up 10.6 points over five sessions, from the Neutral zone.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying (current zone)0Not available
Accumulation3Too few readings yet
Neutral27+2.3%+3.8%+1.3%—
Distribution22+1.2%+5.5%+16.3%+9.1%
Selling8Too few readings yet

Average BSP share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Buying readings averaged +3.2% over 20 days. Past behaviour doesn’t guarantee future results.

Buying zone: Smart money likely accumulating heavily. About the five zones →

See every daily GekkoIndex reading plotted over the BSP price, zone by zone.Track BSP in Gekko

Is Bending Spoons stock overvalued? Gekko Fair Value

Bending Spoons trades 36.6% below Gekko Fair Value of $52.96, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Bending Spoons shares are worth, recalculated every trading day.

$52.96

Gekko Fair Value, Sep 29, 2026

36.6% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BSP in Gekko

Bending Spoons insider and Congress trading

No open-market insider purchases were filed for Bending Spoons, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BSP in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BSP insider filing, plotted on the chart in Gekko.Open BSP in Gekko

Congress trades last 90 days

No trades in BSP were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BSP, plotted on the chart in Gekko.Open BSP in Gekko

Bending Spoons earnings: next date and track record

Bending Spoons beat the EPS estimate in 1 of its last 1 report, moving 19.7% on average across the report.

1 of 1reports beat the EPS estimate
±19.7%average move across the report
0 of 1reports followed by a gain

Last earnings call, Aug 13, 2026 AI summary

What they said
Bending Spoons held its Q2 2026 earnings call highlighting strong financial performance driven by aggressive M&A and integration activity. Revenue rose 126% to $704M, operating income increased 139% to $240M (34% margin), adjusted operating income rose 150% to $381M (54% margin), diluted EPS was $0.28 (+163%) and adjusted EPS $0.46 (+167%). Organic revenue growth was 3%, led by WeTransfer and Tractive and offset by declines at Remini and Splice. Management emphasized its buy-integrate-improve-reinvest playbook, nearly 700 core employees (“Spooners”), proprietary technology and data, and deployment of nearly $6B across 15 acquisitions since 2023. Notable assets discussed include AOL (advertising upside and ad-tech rebuild), Eventbrite (40+ product improvements and performance gains), Vimeo, Brightcove, Tractive (hardware+software), and the announced Airtable deal (expected to close this year). Management reiterated a disciplined capital allocation approach with a leverage ratio around 2.4x, strong cash generation, and an opportunistic M&A pipeline. They acknowledged integration risks, potential temporary revenue disruption from ad-tech transitions, and uncertainty on closing dates and future deal flow.
Guidance
Expect Airtable to close this year (no precise close date). Management noted they have incorporated expected temporary revenue disruption from the AOL ad-tech stack transition into their guidance. Leverage ratio ~2.4% reported and described as targeted; no specific numeric forward revenue or EPS guidance was provided on the call.
Risks flagged
Potential revenue disruption from ad-tech stack transitions at AOL; uncertainty on timing/closing of acquisitions (e.g., Airtable); integration risk across multiple acquisitions; potential deterioration of returns as scale increases; exposure to businesses with weaker organic growth (Remini, Splice); limited experience with hardware (Tractive); M&A market unpredictability and macro risks. Reference to Form F-1 risk factors was made.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 13, 2026$0.46
est $0.27
+70.4%$704.2M
est $682.8M
+3.1%−19.7%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Bending Spoons stock forecast and analyst price targets

Analysts’ average 12-month price target for Bending Spoons is $47.92, +42.8% from the last close, from 10 firms rating the stock in the last 90 days.

$47.92consensus 12-month target, +42.8% from the last close
Low $38High $72
Buy6
Hold3
Sell1

Each firm’s latest rating in the last 90 days: 10 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 11StoneXBuy, reiterated$50+49.0%
Sep 11Evercore ISIHold, maintained$40+19.2%
Sep 1Wells FargoBuy, reiterated$48+43.0%
Aug 24Goldman SachsBuy, maintained$50+49.0%
Aug 14Bank of America SecuritiesSell, reiterated$39+16.2%
±7.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Bending Spoons market cap and key statistics

Bending Spoons’s market cap is $22.47B, with a P/E ratio of 77.3 and revenue of $2.04B over the last twelve months.

Valuation

Market cap
$22.47B
P/E ratio
77.3
EPS, TTM
$0.43
Gekko Fair Value
$52.96

Trading

Volume
2.62M
Avg volume, 20 days
2.15M
52-week high
$58.94
52-week low
$0.00
Shares outstanding
325.0M

Financials

Revenue, TTM
$2.04B
Profit margin
12.3%
Return on equity
0%
Quarterly earnings growth, YoY
+154.5%

Risk and income

Typical daily move
±7.2%
Typical 20-day move
±21.4%

More stocks

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Bending Spoons stock FAQ

What is Bending Spoons’s market cap?

Bending Spoons’s market cap is $22.47B at the Sep 28, 2026 close of $33.56, with 325.0M shares outstanding. The shares trade on a P/E ratio of 77.3.

What is the Bending Spoons stock forecast?

The consensus analyst 12-month price target for Bending Spoons is $47.92, +42.8% from the last close. Of the 10 firms that rated the stock in the last 90 days, 6 rate it a buy, 3 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is Bending Spoons stock overvalued or undervalued?

On Gekko’s estimate Bending Spoons is undervalued: the Sep 28, 2026 close of $33.56 is 36.6% below Gekko Fair Value of $52.96. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

What is Bending Spoons’s 52-week high and low?

Bending Spoons’s 52-week high is $58.94 and its 52-week low is $0.00; it closed at $33.56 on Sep 28, 2026.

Is Bending Spoons stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 2 items with data read as supportive (gekkoindex and fair value). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

See Bending Spoons the way Gekko members do

Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.

Join 1,380 other traders using Gekko

Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.