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BSP

Bending SpoonsA
Nasdaq / Software & Services
Last Price
Quote time unavailable
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Current thesis
Q2 reported revenue and adjusted operating income grew 126% and 150%, respectively, with positive Q3 and full-year outlooks. IPO proceeds and acquisition execution could support continued compounding, although the company itself attributes most Q2 growth to acquisitions.
Posture
Constructive
Lead driver
Sentiment
What changed
5 setup hits (3d) with net bullish as of 2026-08-12.
What can break
Airtable and other acquisitions increase execution, financing, and integration risk.
Momentum
99
Value
49
Sentiment
84
Setup hits (3d)
5 · Net Bullish
AI TargetsBase $46.30 · Bull $56.00 · Bear $30.00Analysis 2026-08-14; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-12 • Vendor: Data Vendor v1
Scores
As of 2026-08-14 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-14 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-08-14

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-08-14. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Bullish
Target $47.36
Why
Momentum99 · Δ7d -
Value49 · Δ7d 0.0
Sentiment84 · Δ7d -
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • 5 setup hits (3d) with net bullish as of 2026-08-12.
  • • Sentiment remains the lead driver in the composite.

Contradictions & invalidation

  • • Airtable and other acquisitions increase execution, financing, and integration risk.
  • • Analyst estimate revisions and detailed consensus-surprise data are unavailable.
  • • Organic growth was only 3%, with declines in Remini and Splice, while reorganization expense reached $50.8 million and interest expense rose materially with acquisition financing.

Catalyst clock

2026-08-13

Q2 results showed strong reported growth and new outlook

Lead driver: Sentiment · See AI snapshot
Momentum
99
10% active weight
Current posture
7d trendFlat
Δ7d
-
Δ21d
-
Value
49
40% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-
Sentiment
84
49% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade

Composite grade A. Momentum 99.5 / Value 48.8 / Sentiment 83.8

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-14. Scenario method

B+
Bull case
25%
Probability
Target price
$56.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$46.30
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$30.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-12
Market Cap
$31.11B
Beta
-
Shares Out
635.22M
P/E (TTM) · Derived
-244900.0
P/S (TTM)
-
P/FCF (TTM)
-
Rev YoY
-
EPS YoY
-
Gross Margin
-
Op Margin
-
Net Debt
-
Current Ratio
-
As of 2026-08-14 • Updated nightlySource: Internal modelMethods & Data