Added to YB: 2026-07-09
Pitch date: 2026-07-06
BSP [neutral]
Bending Spoons S.p.A.
+57.21%
current return
Author Info
No bio for this author
Company Info
Bending Spoons S.p.A., through its subsidiaries, acquires and transforms digital businesses in the United States, the United Kingdom, Germany, Poland, Canada, Japan, Australia, France, Brazil, Italy, and internationally.
Market Cap
$19.3B
Pitch Price
$35.48
Price Target
38.00 (-32%)
Dividend
N/A
EV/EBITDA
24.37
P/E
153.41
EV/Sales
11.47
Sector
Software
Category
growth
Bending Spoons (BSP): Almost Europe's Most Valuable Internet Company That Nobody Knows
BSP (watchlist): Italian 'Constellation Software for consumer internet'—buys stale digital brands (AOL, Vimeo, Evernote), cuts costs, adds AI. 500M+ MAUs, Q1'26 rev $601M (+132%). But at 55x adj EPS, $4.4B debt, ~2x SOTP fair value, prices flawless execution. Buy dip low-$20s or via TIP at 30%+ NAV discount.
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