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BSBSP

Bending Spoons S.p.A.

$BSP·$21B·Software - Application·Technology
$41.07+24.2%1Y+1.4%
Price updated 3h ago·X counts updated 3d ago
BSBSP
$BSPBending Spoons S.p.A.
$41.07+24.19%47 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BSP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

47X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BSP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 69% of tracked names.

Bullish sentiment⚠AI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-02 · top-engagement diverged

Bending Spoons — a recent IPO with a strong base and higher lows — is called out on focus lists and leads Websea's 24H TradFi futures gainers at +8.05% (ahead of MSTR and NOW). Bulls describe BSP's model as 'buy loads of users, run payment intel, re-org payroll, and extract value.' A caveat notes the stock 'trades weirdly intraday' despite $100M daily volume.

Read what X is saying about $BSP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BSP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

An Italian software holdco buying Miro for $1.36B — the Berkshire-of-apps model is now big enough that the deal cadence is the earnings.

Bending Spoons has become the European software roll-up that actually works — the business is acquiring Miro for $1.36B in cash while syndicating an upsized term-loan B, which is the operating cadence of a company confident its playbook is still returning capital.

  • The Q2 EPS of $0.46 beat consensus by 89% on revenue of $704M that was up 17% YoY, and sell-side 2027 EPS of $2.21 implies the forward multiple at $32.03 is around 14.5x — modest for a software holdco growing double digits via acquisition.
  • Insider activity is all X-InTheMoney option exercises from directors in September — standard post-IPO lockup unwinding rather than an operational signal, and no S-Sale from senior management in the window.
  • The Miro acquisition at $1.36B is 6% of the current $21.4B market cap and continues the Bending Spoons model (Evernote, Meetup, StreamYard, now Miro) — the pattern is tested, and the market is now paying for a durable deal pipeline.

At $32 and 18% below the 50-day, the stock is coiling into year-end with the next earnings print still unscheduled; the setup rewards investors confident the Miro integration will not be the one that breaks the pattern.

Agrees with X sentimentX is bullish framing BSP as a focus-list name with a durable buy-and-extract model; the TickerTalks read agrees — the Miro acquisition continues a tested playbook and the valuation is undemanding on the forward 2027 EPS.

What to watch: Confirmation of a next earnings date and the Miro integration cost disclosure; term-loan B syndication terms and any additional debt capacity for further acquisitions; new acquisition announcements as the base-rate driver.

On the calendar: Earnings date not yet announced

Read the AI verdict on $BSP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Italian technology acquirer that buys proven consumer apps, cuts costs via AI-assisted development, and holds them for long-term profitability.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BSP.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $BSP

Partial — Italian technology acquirer that buys proven consumer apps, cuts costs via AI-assisted development, and holds them for long-term profitability.; AI feature integration is the primary renewal variable in enterprise SaaS; execution on AI roadmap determines re-rating potential.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.4%YTD
-3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.46$0.24+89.4%
Q1 2026Jun 8, 2026$0.32——

Forward consensus

2-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.8B$2.5B – $2.8B$1.36$1.28 – $1.437
FY27$4.3B$4.3B – $4.4B$2.44$1.95 – $2.937

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 278.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.485-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (5 inthemoneys) in window

See when $BSP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Jul 1424B4
AI summary

Bending Spoons S.p.A. priced its initial public offering of 57,971,015 ordinary shares at $29.00 per share on Nasdaq under the symbol 'BSP,' with delivery on July 2, 2026. The offering comprised 34,398,640 new primary shares (gross proceeds approximately $997.6 million) and 23,572,375 selling shareholder shares, with total offering value of approximately $1.68 billion. An overallotment option covers an additional 8,695,652 shares. Post-offering, the four co-founders retain 82.71% of total voting power through high-vote Class A shares (5 votes each). Bending Spoons is an Italian mobile app acquirer-optimizer known for purchasing consumer apps and aggressively improving their monetization. Goldman Sachs International and J.P. Morgan led the offering.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Enrico Martinelli, Co-Chief Financial Officer at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Enrico Martinelli beneficially owns 1,053,700 ordinary shares plus vested and partially unvested stock options. This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Joshua James Motta, Director at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Joshua James Motta beneficially owns 22,380 ordinary shares held indirectly through a trust, plus vested warrants. This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Stephen Charles Sinwell, Director at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Stephen Charles Sinwell beneficially owns 12,035 ordinary shares plus vested warrants. This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Robert J. Mylod Jr., Director at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Robert J. Mylod Jr. beneficially owns 1,573,245 ordinary shares (68,745 direct plus 1,504,500 via Annox Capital, LLC) plus vested warrants. This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Donald Darby O'Neal, Director at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Donald Darby O'Neal beneficially owns 78,270 ordinary shares held indirectly through a trust, plus vested warrants. This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Francesco Mancone, Chief Technology Officer at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Francesco Mancone beneficially owns stock options only across multiple tranches (no direct share ownership reported). This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

3New insider — initial holdingsJul 13
AI summary

Initial Form 3 ownership statement filed by Luca Ferrari, CEO and Director at Bending Spoons S.p.A. (BSP), disclosing initial beneficial ownership upon the company's Nasdaq IPO effective July 1, 2026. Luca Ferrari beneficially owns 644,175 ordinary shares plus 82,145,490 high-vote Class A shares (each convertible 1-for-1 into an ordinary share). This is a routine Section 16(a) disclosure required at IPO for all executive officers and directors of a newly public company; multiple identical filings were made simultaneously by the full BSP leadership team.

+ 22 other (6 6-Ks · 6 3s · 2 13Gs · 2 DRS/As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Bending Spoons a good stock to buy today?invezz.com·8h agoCedar Grove Capital Q3 2026 Portfolio Updateseekingalpha.com·9h agoBending Spoons (NASDAQ:BSP) vs. Gen Digital (NASDAQ:GEN) Head to Head Analysisdefenseworld.net·3d agoBending Spoons successfully syndicates upsized term loan B add-onsbusinesswire.com·12d agoBending Spoons Bets Another $1.4 Billion on Overlooked Assetsfool.com·16d ago

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Voices on X · last 7 days

No standout posts about $BSP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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