BSP

Bending SpoonsD

Nasdaq / Software & Services

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

20%

Probability

Target price

$42.00

Analysis reference price unavailable

Analysis 2026-09-25 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$33.00

Analysis reference price unavailable

Analysis 2026-09-25 · RankAlpha Sentiment Codex

B-

Bear case

30%

Probability

Target price

$23.00

Analysis reference price unavailable

Analysis 2026-09-25 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-25

AI commentary

Recent coverage centers on Miro, but the supplied news packet does not establish a measured post-announcement price reaction. No verified analyst revisions, options skew, short interest, employee score, or sufficient social-sentiment data were supplied; zeros in the sentiment fields mean unavailable, not neutral measured readings. The $32.80 anchor is dated September 24. Evidence supports event monitoring rather than a strong directional call.

RankAlpha Sentiment Codex - 2026-09-25

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Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-12-31eventMiro acquisition closingMedium impact

Bending Spoons agreed to acquire Miro for $1.355 billion in enterprise value. Closing is expected in Q4 2026 but remains subject to regulatory approvals and other conditions; completion is not assured. [#SEC-6K-2026-09-10] [SEC filing](https://www.sec.gov/Archives/edgar/data/2004711/000200471126000015/bsp-20260910x6k.htm)

2026-12-31eventFirst outlook incorporating AirtableMedium impact

The Airtable acquisition closed on September 4. Bending Spoons said its August outlook excluded Airtable and that it expects to incorporate the business when it next reports results; that report date has not been confirmed here. The key test is the contribution and integration costs, not the acquisition announcement alone. [#PR-2026-09-04-AIRTABLE] [Company release](https://investors.bendingspoons.com/newsroom/bending-spoons-completes-acquisition-of-airtable)

2027-06-30catalystOrganic growth versus acquisition-led growthHigh impact

Q2 revenue rose 126% year over year to $704 million, primarily through acquisitions, while reported organic growth was 3%. Sustained organic growth and cash conversion would strengthen the acquisition-compounding thesis; a widening gap would weaken it. This is a monitoring horizon, not a company-announced milestone. [#PR-Q2-2026-08-13] [SEC-filed earnings release](https://www.sec.gov/Archives/edgar/data/2004711/000200471126000011/bsp_ex99-1.htm)

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-25 • Updated nightlySource: Internal modelMethodology