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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
Sentiment remains the lead driver in the composite.
What can break
Airtable and other acquisitions increase execution, financing, and integration risk.
Momentum
99
Value
49
Sentiment
84
Setup hits (3d)
0 · Net Neutral
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 2026-08-14 • 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 Neutral
Target $47.36
Why
Momentum99 · Δ7d -
Value49 · Δ7d 0.0
Sentiment84 · Δ7d -
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • 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 2026-08-14
Market Cap
$24.97B
Beta
-
Shares Out
635.22M
P/E (TTM) · Derived
-196550.0
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