Bending Spoons S.p.A. (BSP) AI Stock Analysis

Bending Spoons S.p.A., founded in 2013 and based in Milan, Italy, acquires and transforms digital businesses across the United States, Europe, and international markets. The company designs and develops software platforms to support acquisitions, transformations, and ongoing operational optimizations. Its portfolio spans consumer and enterprise applications, including AOL, Brightcove, Eventbrite, Evernote, Harvest, Komoot, Remini, StreamYard, Vimeo, WeTransfer, and Tractive. These products provide diverse digital services ranging from email, route planning, and event ticketing to note-taking, video hosting, live-streaming, file distribution, and pet tracking.

Revenue grew from $387.1M in FY2023 to $671.1M in FY2024, representing 73.4% growth, and reached $1.31B in FY2025 with 94.7% growth. Gross margin improved steadily from 61.1% in FY2023 to 63.9% in FY2024 and 65.6% in FY2025, while operating margin shifted from 21.8% to 19.0% and then to 21.3%. Net income moved from $160.8M in FY2023 to $89.5M in FY2024, before posting a loss of -$136,000 in FY2025. Over the trailing twelve months, revenue reached $2.04B with an operating margin of 35.4% and diluted EPS of $0.44. In the latest quarter ended June 30, 2026, quarterly revenue grew 126.3% year-over-year while quarterly earnings rose 154.5%.

As of June 30, 2026, Bending Spoons held $793.0M in cash and short-term investments against total debt of $4.96B, resulting in net debt of $4.17B. The balance sheet reflects a debt-to-equity ratio of 3.94 and a current ratio of 0.64 against shareholders' equity of $1.26B and total assets of $8.06B. Operating cash flow reached $290.6M in FY2025, yielding free cash flow of $290.1M after capital expenditures of $501,000.

At a last close of $47.07 on October 16, 2026, Bending Spoons traded at a market capitalization of $29.90B and an enterprise value of $26.14B. The stock trades at a trailing price-to-earnings ratio of 107.0x and a price-to-sales multiple of 14.6x, compared to medians of 28.1x and 2.8x, respectively, for its US-listed Technology peers. Its enterprise value-to-EBITDA stands at 30.4x versus the peer median of 16.6x. Shares have traded between a 52-week low of $30.11 and a 52-week high of $59.50, while the S&P 500 recorded a one-year return of 16.8%.

Wall Street coverage consists of 7 Strong Buy, 1 Buy, 3 Hold, and 1 Sell recommendations. The mean price target of $47.67 sits 1.3% above the last close of $47.07. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.90B and EPS of $1.40. For the next fiscal year, 9 analysts project revenue to expand 47.0% to $4.27B and EPS to grow 37.4% to $1.92. The company's next earnings date is scheduled for November 12, 2026.

This page is an AI-written research summary of Bending Spoons S.p.A. (BSP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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