Bending Spoons (BSP)
Acquires and transforms digital businesses spanning media, productivity, video, events, and consumer apps.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Wells Fargo | Reiterate | Rating: —Target: $45 | Target: $48 |
| Aug 14, 2026 | Bernstein | Reiterate | Rating: —Target: $40 | Target: $47 |
| Aug 12, 2026 | Bank of America Securities | Downgrade | ||
| Aug 11, 2026 | Mizuho Securities | Target | Target: $72.28 | Target: $72 |
| Jul 27, 2026 | Benchmark | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $793.0M · Total debt $4.96B · Total assets $8.06B · Shareholders' equity $1.26B
- Revenue
- $704.2M
- Operating income
- $240.3M
- Net income
- $177.0M
No dividends on record.
No ownership filings on record for this listing.
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Email and search overlap, plus adjacent SaaS and file workflows.
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- Live Nation Entertainment
Ticketmaster contests paid-event ticketing, discovery and organizer tools.
- Adobe
Creative video, AI editing and review workflows overlap content creation.
- Apple
Apple News contests digital-news discovery, audiences and ad inventory.
- IBM
Enterprise live and on-demand streaming overlap across video workflows.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Bending Spoons | $36.66 | −5.54% | $25.99B | — | 22.6 | — | — |
| Alphabet Class A | $353.66 | −0.37% | $4.30T | 17.8 | 26.3 | 9.6 | +24.2% |
| Microsoft | $498.91 | −0.54% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| Cloudflare | $354.60 | +0.83% | $124.85B | — | 239.0 | 49.7 | +35.9% |
| Live Nation Entertainment | $170.27 | +0.64% | $39.37B | — | 142.0 | 1.5 | +9.4% |
| Adobe | $238.40 | −4.46% | $99.18B | 13.9 | 8.9 | 3.8 | +12.9% |
| Apple | $340.44 | +0.43% | $4.98T | 38.8 | 36.6 | 10.7 | +16.4% |
| IBM | $232.79 | +0.37% | $218.51B | 20.5 | 18.2 | 3.2 | +1.1% |
| Median | 20.5 | 26.3 | 9.6 | +16.4% |