← Bending Spoons S.p.A. Ordinary Shares overview

Bending Spoons S.p.A. Ordinary Shares vs Itron: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Bending Spoons S.p.A. Ordinary Shares (BSP)

Q3 2026
▲2

Bending Spoons IPO, Airtable Deal, and Mixed Q2 Results

  • IPO raises $1.1B, lists on Nasdaq Bending Spoons raised $1.10 billion in net proceeds from its July IPO and began trading on Nasdaq under ticker BSP. This gives the company fresh capital to fund acquisitions and growth, supporting the stock price.

    The IPO is a major capital event that directly affects BSP's balance sheet and investor base.

  • Acquires Airtable for $1.285B Bending Spoons agreed to buy Airtable for $1.285 billion, its first acquisition since going public. Airtable has ~$480M annual recurring revenue and serves 80% of Fortune 100, expanding BSP's software portfolio and growth prospects.

    This acquisition is a key growth driver and shows BSP's strategy of using capital to expand.

  • Q2 earnings beat but guidance disappoints Q2 revenue jumped 126% to $704M and EPS beat estimates, but full-year revenue guidance came in below Wall Street expectations, and organic growth was only 3%. The stock fell on the weak outlook, highlighting reliance on acquisitions.

    The earnings report shows strong current performance but raises concerns about future organic growth.

July 2026
▲2

Bending Spoons IPO, Airtable Deal, and Mixed Q2 Results

  • IPO raises $1.1B, lists on Nasdaq Bending Spoons raised $1.10 billion in net proceeds from its July IPO and began trading on Nasdaq under ticker BSP. This gives the company fresh capital to fund acquisitions and growth, supporting the stock price.

    The IPO is a major capital event that directly affects BSP's balance sheet and investor base.

  • Acquires Airtable for $1.285B Bending Spoons agreed to buy Airtable for $1.285 billion, its first acquisition since going public. Airtable has ~$480M annual recurring revenue and serves 80% of Fortune 100, expanding BSP's software portfolio and growth prospects.

    This acquisition is a key growth driver and shows BSP's strategy of using capital to expand.

  • Q2 earnings beat but guidance disappoints Q2 revenue jumped 126% to $704M and EPS beat estimates, but full-year revenue guidance came in below Wall Street expectations, and organic growth was only 3%. The stock fell on the weak outlook, highlighting reliance on acquisitions.

    The earnings report shows strong current performance but raises concerns about future organic growth.

Latest
▲2

Bending Spoons IPO, Airtable Deal, and Mixed Q2 Results

  • IPO raises $1.1B, lists on Nasdaq Bending Spoons raised $1.10 billion in net proceeds from its July IPO and began trading on Nasdaq under ticker BSP. This gives the company fresh capital to fund acquisitions and growth, supporting the stock price.

    The IPO is a major capital event that directly affects BSP's balance sheet and investor base.

  • Acquires Airtable for $1.285B Bending Spoons agreed to buy Airtable for $1.285 billion, its first acquisition since going public. Airtable has ~$480M annual recurring revenue and serves 80% of Fortune 100, expanding BSP's software portfolio and growth prospects.

    This acquisition is a key growth driver and shows BSP's strategy of using capital to expand.

  • Q2 earnings beat but guidance disappoints Q2 revenue jumped 126% to $704M and EPS beat estimates, but full-year revenue guidance came in below Wall Street expectations, and organic growth was only 3%. The stock fell on the weak outlook, highlighting reliance on acquisitions.

    The earnings report shows strong current performance but raises concerns about future organic growth.

Itron Inc (ITRI)

Q3 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

August 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

Latest
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

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