AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

BSP · NASDAQ · Software - Application

Bending Spoons

Acquires and transforms digital businesses spanning media, productivity, video, events, and consumer apps.

$43.50

After-hours close−0.09 (−0.21%)

At close$43.59(−5.55%)

Something off on this page? Send us feedback.

Profile

Bending Spoons S.p.A.BSPInformation Technology

Acquires and operates a portfolio of digital businesses, earning mainly recurring subscription revenue alongside advertising and transaction-related income. A centralized platform supplies the teams, technology, data, and playbook used to integrate and optimize acquisitions.

Acquires and operates digital businesses across communications, media, video, productivity, events, and consumer utilities. AOL provides email, news, and search; Brightcove, Vimeo, and StreamYard support video; Evernote, Harvest, Loomly, and Issuu serve workflow; Eventbrite and Meetup support events and communities; Remini, komoot, WeTransfer, and Tractive extend the consumer portfolio. Customers span global markets, with North America its largest region.

Integrates acquisitions through a centralized platform of selectively recruited staff, proprietary technologies, and operating data. Its playbook reshapes teams, technology, interfaces, marketing, and monetization, then reinvests earnings and financing into further acquisitions.

Depends on acquisition sourcing, valuation, financing, and integration capacity, as well as subscription performance and external app-store, cloud, payment, advertising, data, and content-regulation infrastructure.

Company facts

CEOLuca Ferrari

ListedJul 1, 2026

ExchangeNASDAQ

HeadquartersMilan, Italy

CountryItaly

Employees1,743

CIK0002004711

ISINIT0005717696

Key statistics

Market cap$29.19B

EPS (ttm)$0.3295

P/E (ttm)132.30

ROE17.6%

P/B21.49

P/S22.36

Dividend yield—

Beta—

Year to date +7.6% · Average volume (30d) 2.2M

Analysts

Price target, next 12 months$44.00+0.9%Median of 3 analysts · vs the Aug 28 close

ConsensusHold1 of 3 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $43.59

High$72.00+65.2%

Median$44.00+0.9%

Low$38.00−12.8%

1 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 14, 2026	Bernstein	Reiterate		Outperform	$40	$47
Aug 12, 2026	Bank of America Securities	Downgrade	Neutral	Underperform
Aug 11, 2026	Mizuho Securities	Target			$72.28	$72
Jul 27, 2026	Benchmark	Initiate		Buy
Jul 27, 2026	Exane BNP Paribas	Initiate		Outperform

Earnings

EPS

Estimate$0.24

Reported$0.46+89.4%

Revenue

Estimate$682.8M

Reported$704.2M+3.1%

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 13, 2026Q2 FY26	$0.24	$0.46	+89.4%	$682.8M	$704.2M	+3.1%	−16.46%
Jun 8, 2026Q1 FY26	—	$0.32	—	—	$601.2M	—	—

View details

Financial highlights

	—	—	—	Q1 FY25	Q1 FY26	Q2 FY26
Revenue	—	—	—	$258.9M	$601.3M	$704.2M
Gross profit	—	—	—	$165.4M	$408.2M	$462.1M
Operating income	—	—	—	−$4.6M	$120.2M	$240.3M
Net income	—	—	—	−$112.2M	$27.5M	$177.0M
Diluted EPS	—	—	—	−$0.19	$0.04	$0.29
Gross margin	—	—	—	63.9%	67.9%	65.6%
Operating margin	—	—	—	-1.8%	20.0%	34.1%

Balance sheet, Jun 30, 2026Cash & short-term investments $793.0M · Total debt $4.96B · Total assets $8.06B · Shareholders' equity $1.26B

Dividends

No dividends on record.

Ownership

Institutions —Insiders —

Shares outstanding 669.60M · Float 278.64M · 41.6% free float

Insider tradesForm 4

Nothing filed in the last 12 months.