Added to YB: 2026-07-09
Pitch date: 2026-07-06
BSP [neutral]
Bending Spoons S.p.A.
-3.51%
current return
Author Info
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Company Info
Bending Spoons S.p.A., through its subsidiaries, acquires and transforms digital businesses in the United States and internationally.
Market Cap
$23.4B
Pitch Price
$35.48
Price Target
38.00 (+11%)
Dividend
N/A
EV/EBITDA
33.21
P/E
179.70
EV/Sales
16.43
Sector
Software
Category
growth
Show full summary:
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.
Read full article (8 min)