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Bending Spoons Stock Soars 41% After Berkshire Stake Boost

Bending Spoons Investor Relations2 min read6 sources

Why did Bending Spoons stock jump 41%?

Bending Spoons (BSP) stock rose 41% to about $53.50 on Wednesday after Berkshire Hathaway agreed to invest another $330 million, a vote of confidence that lifted Berkshire's stake to 4%.

Key numbers

Stock move, Oct 14+41%to about $53.50
New Berkshire investment$330M10M shares at $33
Berkshire stake4%after $600M at IPO
Versus IPO price+80%IPO priced at $29
Market value~$33B
Q2 growth excluding acquisitions3%organic revenue growth

What happened

Bending Spoons (BSP) stock rose 41% to about $53.50 on Wednesday after Berkshire Hathaway agreed to invest another $330 million, a vote of confidence that lifted Berkshire's stake to 4%. Berkshire will buy 10 million new shares at $33 each in a private deal, about 13% below Tuesday's closing price of $37.86. It first put $600 million into the company at its July listing, priced at $29 a share, so it has now committed about $930 million. The stock is up about 80% since that listing, and the company is worth roughly $33 billion. The deal is expected to close in the fourth quarter.

Why it matters

Bending Spoons buys other software businesses, such as AOL, Vimeo and Evernote, and works to make them more profitable. Berkshire Hathaway is known for patient, long-term investing, so many investors read its extra purchase as a vote of confidence. The new money also gives Bending Spoons more room to pay for acquisitions. Even so, its sales growth excluding acquisitions was only 3% last quarter, so growth leans on buying more companies.

Who this affects

Marketmixed
Medium impact
Buyers rushed in, though the stock now looks pricey.
Companybullish
High impact
Fresh $330 million gives Bending Spoons more room for acquisitions.
Competitorsbearish
Low impact
Rival software acquirers now face a better-funded bidder.
Industrybullish
Low impact
Shows investors like companies that buy and run software firms.

Bending Spoons vs Constellation Software, Roper Technologies

Bending SpoonsBSP:NASDAQ9x~25x
Constellation SoftwareCSU:TSX4x~15x
Roper TechnologiesROP:NASDAQ~5x—

As of 2026-06-14

How we got here

  1. Bending Spoons begins Nasdaq trading after pricing its IPO at $29 a share; Berkshire invests $600 million.

  2. Bending Spoons agrees to buy Miro at a $1.355 billion enterprise value.

  3. Berkshire announces a $330 million purchase at $33 a share; Bending Spoons stock jumps 41%.

What to watch

  • Closing of Berkshire's $330 million share purchase, which still needs customary closing conditions.Q4 2026
  • Next quarterly results: whether growth excluding acquisitions, now 3%, speeds up.Q4 2026

Educational content only. Not investment advice.

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