Analyst Consensus ?
ConsensusBuy4 ratings
Bullish250.0%
Neutral250.0%
Bearish00.0%
Bending Spoons S.p.A. · BSP · FY2026 Q2 · Calendar Q3 2026
Bending Spoons pairs strong growth with an aggressive acquisition plan
The supplied analysis supports a constructive but conditional view: strong reported growth, margin expansion, acquisition activity, and AI-enabled productivity provide support, while organic growth, integration capacity, acquisition supply, and capital access remain the key tests.
Reported Before market openNASDAQTechnology
$25.81B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.46
Consensus $0.24
EPS surprise
+89.4%
Reported versus consensus
Reported revenue
$704.2M
Consensus $682.8M
Revenue surprise
+3.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-16.5%
Event window
SPY move
+0.7%
Same window
Abnormal move
-17.2%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
-5.3%
Up to 20 sessions
BSPSPY benchmark
Ask FN2 about BSP FY2026 Q2
Transcript, numbers and history already loaded
Why did BSP fall 16.5% after beating EPS estimates in FY2026 Q2?What changed in BSP's guidance and outlook in FY2026 Q2?Give me the bull and bear case for BSP after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management introduced Alt-Spooner as a scaled internal AI tool, highlighted the first hardware-related acquisition through Tractive, and continued to position Airtable and other acquisitions as part of the growth strategy. The supplied analysis also described new financing and IPO proceeds as providing liquidity.
Guidance delta
Management’s guidance sentiment was maintained; the supplied analysis does not provide a quantified change.
Key takeaways
- Management highlighted 126% year-over-year revenue growth, sharply higher operating margins, and continued acquisition activity.
- AI tools, including Alt-Spooner, are being used to improve productivity and product development across the portfolio.
- The central execution questions are acquisition availability, integration capacity, capital access, and the pace of organic growth.
Management priorities
- Close the pending Airtable acquisition before year-end.
- Scale Alt-Spooner and other AI tools across functions and employees.
- Pursue additional acquisitions while modernizing the product platform and expanding talent in London, Madrid, and Warsaw.
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Try FN2 freeAnalyst 52W Price Targets
$38.9Current
$38Low
$50.03Average
$72.28High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 21, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Sep 1, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Aug 14, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Aug 14, 2026 |
| Benchmark | Buy | Buy | Maintain | Aug 14, 2026 |
Named analyst price targets
Upside is calculated against the persisted current price $38.9. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Analyst unavailable | $48 | $41.35 | +23.4% | Sep 1, 2026 |
| Bernstein | Mark Shmulik | $47 | $40.93 | +20.8% | Aug 14, 2026 |
| Mizuho Securities | Analyst unavailable | $72 | $51.43 | +85.1% | Aug 11, 2026 |
| Mizuho Securities | Lloyd Walmsley | $72.28 | $51.43 | +85.8% | Aug 11, 2026 |
| BNP Paribas | Analyst unavailable | $40 | $34.06 | +2.8% | Jul 27, 2026 |
| Bernstein | Analyst unavailable | $40 | $34.06 | +2.8% | Jul 27, 2026 |
| Wells Fargo | Analyst unavailable | $45 | $34.06 | +15.7% | Jul 27, 2026 |
| Mizuho Securities | Lloyd Walmsley | $45 | $34.06 | +15.7% | Jul 27, 2026 |
| Goldman Sachs | Analyst unavailable | $43 | $34.06 | +10.5% | Jul 27, 2026 |
| Jefferies | James Heaney | $38 | $34.06 | -2.3% | Jul 26, 2026 |
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Start freeCompany context
Snapshot as of publicationBending Spoons S.p.A. is an Italian technology conglomerate founded in 2013 and based in Milan. Its core strategy is to acquire products that already have proven product-market fit and hold them for the long term, growing profitability by raising revenue and cutting costs. The company relies on full-stack developers who rewrite and standardize the codebases of acquired products using AI tools, typically working with open-source technologies such as Python, FastAPI, and TypeScript.
Technology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
| IOT Samsara Inc. | FY2027 Q2 · Calendar Q3 2026 | +25.0% | +3.7% | Samsara: AI adoption expands as FY27 guidance holds |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% move
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Sources
- Earnings call transcript and parsed analysis · 2026-08-13T18:12:11.952395+00:00
- FN2 earnings calendar · 2026-09-18T01:23:15.369793+00:00
- Polygon adjusted daily market bars · 2026-09-21T15:31:01.232664+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-21T15:31:01.229588+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.