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

Bending Spoons S.p.A. Ordinary Shares vs SPS Commerce: 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.

SPS Commerce Inc (SPSC)

Q3 2026
▲2▼1

SPS Commerce: sale talks and activist pressure drive the story

  • Sale process advances with GTCR talks A report says private equity firm GTCR is in talks to buy SPS Commerce, sending shares up 11%. A buyout would likely pay a premium, so the stock rises on that hope. But talks could fail or another buyer could appear, so the gain is not guaranteed.

    This is the newest and biggest potential catalyst for the stock.

  • Q2 results beat guidance, but net income fell on divestiture SPS Commerce beat its own revenue and profit guidance for the second quarter, and raised its full-year outlook. That is a sign the core business is healthy. However, net income dropped because of a loss on selling a business unit, which is a one-time accounting hit.

    Shows the underlying business is performing well, supporting the stock.

  • New competitor Orderful raises $35 million to disrupt EDI Orderful, a startup, raised $35 million to expand its AI-powered platform that it says makes traditional EDI services obsolete. SPS Commerce earns most of its revenue from EDI, so a cheaper, faster rival could take customers and pressure future growth. This is a long-term threat, not an immediate hit.

    Highlights a real competitive risk to SPS's core business model.

  • Stock rebounds after earnings but analysts see overvaluation After the Q2 report, the stock jumped 11.5% in one day and 20% over a week, yet it remains down for the year. Analysts' average fair value is $68.09, about 8% below the recent price of $73.39, suggesting the rebound may have overshot. This creates a tug-of-war between momentum and valuation.

    Shows the market's reaction and a caution that the stock may be ahead of itself.

August 2026
▲2▼1

SPS Commerce: sale talks and activist pressure drive the story

  • Sale process advances with GTCR talks A report says private equity firm GTCR is in talks to buy SPS Commerce, sending shares up 11%. A buyout would likely pay a premium, so the stock rises on that hope. But talks could fail or another buyer could appear, so the gain is not guaranteed.

    This is the newest and biggest potential catalyst for the stock.

  • Q2 results beat guidance, but net income fell on divestiture SPS Commerce beat its own revenue and profit guidance for the second quarter, and raised its full-year outlook. That is a sign the core business is healthy. However, net income dropped because of a loss on selling a business unit, which is a one-time accounting hit.

    Shows the underlying business is performing well, supporting the stock.

  • New competitor Orderful raises $35 million to disrupt EDI Orderful, a startup, raised $35 million to expand its AI-powered platform that it says makes traditional EDI services obsolete. SPS Commerce earns most of its revenue from EDI, so a cheaper, faster rival could take customers and pressure future growth. This is a long-term threat, not an immediate hit.

    Highlights a real competitive risk to SPS's core business model.

  • Stock rebounds after earnings but analysts see overvaluation After the Q2 report, the stock jumped 11.5% in one day and 20% over a week, yet it remains down for the year. Analysts' average fair value is $68.09, about 8% below the recent price of $73.39, suggesting the rebound may have overshot. This creates a tug-of-war between momentum and valuation.

    Shows the market's reaction and a caution that the stock may be ahead of itself.

Latest
▲2▼1

SPS Commerce: sale talks and activist pressure drive the story

  • Sale process advances with GTCR talks A report says private equity firm GTCR is in talks to buy SPS Commerce, sending shares up 11%. A buyout would likely pay a premium, so the stock rises on that hope. But talks could fail or another buyer could appear, so the gain is not guaranteed.

    This is the newest and biggest potential catalyst for the stock.

  • Q2 results beat guidance, but net income fell on divestiture SPS Commerce beat its own revenue and profit guidance for the second quarter, and raised its full-year outlook. That is a sign the core business is healthy. However, net income dropped because of a loss on selling a business unit, which is a one-time accounting hit.

    Shows the underlying business is performing well, supporting the stock.

  • New competitor Orderful raises $35 million to disrupt EDI Orderful, a startup, raised $35 million to expand its AI-powered platform that it says makes traditional EDI services obsolete. SPS Commerce earns most of its revenue from EDI, so a cheaper, faster rival could take customers and pressure future growth. This is a long-term threat, not an immediate hit.

    Highlights a real competitive risk to SPS's core business model.

  • Stock rebounds after earnings but analysts see overvaluation After the Q2 report, the stock jumped 11.5% in one day and 20% over a week, yet it remains down for the year. Analysts' average fair value is $68.09, about 8% below the recent price of $73.39, suggesting the rebound may have overshot. This creates a tug-of-war between momentum and valuation.

    Shows the market's reaction and a caution that the stock may be ahead of itself.

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