Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$25.0B
635M shares
52-week range
$30.11 – $58.94
34% from low
Exchange
NASDAQ
CS
Bending Spoons SpA acquires and operates digital businesses, focusing on business transformation and operational optimization. Its activities include acquiring companies, implementing operational improvements, and reinvesting in additional acquisitions. The company owns AOL, Brightcove, Eventbrite, Evernote, Harvest, Komoot, Meetup, Remini, StreamYard, Vimeo, and WeTransfer. The majority of revenue is derived from subscriptions, by selling term-based access to its products to individuals and organizations, and the rest from advertising and other sources.
www.bendingspoons.comNo one on the platform currently holds BSP.
No tracked institution reports a position in BSP as of their last filing.
No one on the platform has traded BSP yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | -0.0% | — | — | — | ||
| Rev. Growth % | 94.7% | |||||
| Profit Margin % | -0.0% | |||||
| Free Cash Flow Margin % | 22.2% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +46.2% on the P/E track.
At today's price, your expected annual return is +57.2% on the P/E track.
At today's price, your expected annual return is +67.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.8B | — | $1.40 | $1.37–$1.43 | 28.6× | 5 |
| 2027 | $4.3B | +54.8% | $2.21 | $1.95–$2.47 | 18.1× | 6 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$BSP Bending Spoons BSP 5.09% is a debt-funded serial acquirer that went public in July. Its name is a nod to psychic powers, but the real hocus-pocus is in the company’s numbers. The Milan-based company has been hoovering up fading digital-subscription and software companies for years, including AOL, Evernote and Vimeo. Its shares are up 37% since the initial public offering, and its stock-market value is about $28 billion. That is almost 14 times its revenue over the last four quarters and more than 100 times earnings. While that earnings multiple reflects official results, management also directs investors to nonstandard versions that make earnings look bigger and the valuation appear lower. Among the biggest add-backs is amortization. This is the book expense to gradually write down the value of its customer base and other acquired intangible assets If ever a company illustrated the pitfalls of ignoring amortization, Bending Spoons is it.
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$BSP has some secret sauce.... and if it plugs into all these brand names and actually works... could be very huge. If it they all don't take off, at least some will. Very bullish.
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$BSP agrees to buy Miro for $1.355B. All-cash deal with $295M shareholder roll-in. Miro has ~$600M ARR. Close expected Q4 2026. https://notreload.xyz/bsp-buys-collaboration-platform-miro-after-airtable-deal/
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$BSP buying Miro just for buying? Where is the alpha?
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$BSP distressed platform valued as tech giant. What am i missing? 10$ fair value
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@MutualFundMonday @KOM1 I was also thinking that $BSP would be an insanely good fit for $BMBL
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$BMBL mentioned in seeking alpha article as a potential acquisition target of $BSP
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.