Highlights

• On 14 October 2026 Bending Spoons shares jumped after news that Berkshire Hathaway would invest a further $330 million.

• The shares closed at $37.86 on 13 October, so the placement price was a discount to the prior close.

• Bending Spoons listed on 1 July 2026, selling 58 million shares at $29 in an offering of about $1.7 billion.

• Acquisitions are central to the model. In September Reuters reported that it agreed to buy Miro in a cash deal worth about $1.36 billion.

On 14 October 2026 Bending Spoons (NASDAQ:BSP) shares jumped after news that Berkshire Hathaway would invest a further $330 million. Bending Spoons will issue 10 million ordinary shares to Berkshire at $33 each through a private placement, taking Berkshire's total commitment to $930 million after $600 million at the July IPO. The article put Berkshire's stake at about 4%, making it the sixth-largest investor according to LSEG data cited by Invezz. Barron's was cited as estimating Berkshire's paper profit at about $600 million after the rally.

The shares closed at $37.86 on 13 October, so the placement price was a discount to the prior close, and Invezz reported the stock climbed 42% on the day. The company said the funds would strengthen its financial flexibility and support its acquisition strategy. We relied on press reports and did not review the company's own filing. CNBC headlines linked the move to the Berkshire investment; that is a reporter's interpretation, not a company statement.

Background: The Ipo And Acquisitions

Bending Spoons listed on 1 July 2026, selling 58 million shares at $29 in an offering of about $1.7 billion, of which the company received about $1 billion. Shares rose about 41% soon after trading began, valuing the company at around $25.5 billion.

Acquisitions are central to the model. In September Reuters reported that it agreed to buy Miro in a cash deal worth about $1.36 billion, and a Business Wire release on 25 September said it had syndicated upsized term loan B add-ons. Chief executive Luca Ferrari told CNBC on 15 October that the company would buy any company it thinks it can make better, according to the headline listed on StockAnalysis.com.

Second-Quarter Results

In the second quarter, reported on 13 August, revenue was $704.2 million, up 126% from a year earlier, but organic growth was only 3%, which implies that most of the increase came from acquisitions. Subscription revenue was $540.8 million, about 77% of the total. Net income was $177.0 million, up 171%, or $0.28 per diluted share.

Adjusted Operating Income was $381.1 million, up 150%, a 54% margin; Adjusted Operating Income is a company-defined measure. Guidance for the third quarter is revenue of $733 million to $745 million and Adjusted Operating Income of $380 million to $400 million. For 2026 it guided to revenue of $2.78 billion to $2.82 billion and Adjusted Operating Income of $1.46 billion to $1.51 billion. The third-quarter revenue midpoint, $739 million, is about 5% above the second quarter.

What To Watch

The central question is how much growth the group can produce without acquisitions, given organic growth of 3% in the second quarter. Investors may follow the Miro integration, further use of debt, and how the Berkshire placement is completed, since we have not seen the company's own disclosure of its terms.

The next quarterly report date was not confirmed in the sources reviewed. Readers should note that large single-day gains, such as the 42% reported on 14 October, do not indicate future direction, and that this article offers no recommendation.