Monitor regulatory approval timeline and any potential antitrust hurdles, as the deal's closing is subject to regulatory clearances. The acquisition adds a high-growth, high-ARR asset to Bending Spoons' portfolio, which could drive revenue diversification and long-term value creation if integration succeeds.
Price Chart
Executive Summary
Bending Spoons announced a definitive agreement to acquire Airtable (Formagrid Inc.) for an enterprise value of $1.285 billion, implying an equity value of approximately $2.25 billion. The all-cash deal is Bending Spoons' first acquisition since its Nasdaq listing and adds a high-growth ARR asset (~$480M, growing >20% YoY) to its portfolio. The transaction is expected to close later this year, subject to regulatory approvals, with a long-stop date of February 4, 2027.
Key Facts
- Bending Spoons entered a definitive agreement to acquire Airtable for $1.285 billion enterprise value (~$2.25 billion equity value).
- Airtable's annual recurring revenue was approximately $480 million as of June 2026, growing over 20% YoY.
- The acquisition is all-cash, subject to regulatory approvals and customary closing conditions, expected to close later this year.
- This is Bending Spoons' first acquisition since its Nasdaq listing on July 1, 2026.
- The deal was unanimously approved by both companies' boards of directors.
- Goldman Sachs Bank Europe SE and J.P. Morgan are acting as co-financial advisors to Bending Spoons.
Financial Impact
Enterprise value of $1.285 billion, equity value of approximately $2.25 billion; Airtable ARR ~$480M growing >20% YoY.
Risk Factors
- Regulatory approval risk — the transaction may be delayed or blocked.
- Integration risk — Bending Spoons' deep transformation strategy may disrupt Airtable's operations or customer relationships.
- Execution risk — the all-cash deal could strain Bending Spoons' balance sheet or limit future acquisition capacity.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0002004711-26-000009 |
| Document: bsp_ex99-1.htm | 0002004711-26-000009 |
| Document: 0002004711-26-000009-index-headers.html | 0002004711-26-000009 |
| Document: 0002004711-26-000009-index.html | 0002004711-26-000009 |
| Document: 0002004711-26-000009.txt | 0002004711-26-000009 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 6-K | $44.18 | awaiting T+1 | — | $46.63 (+5.55%) |
Oct 26, 2026 today | 6-K | $44.00 | awaiting T+1 | — | $46.63 (+5.98%) |
Oct 14, 2026 12d ago | 6-K | $53.46 $55.77 | ▲ +4.32% | ▲ +4.04% | $46.63 (−12.78%) |
Oct 2, 2026 24d ago | 6-K | $32.03 $32.12 | ▲ +0.28% | ▼ −0.39% | $46.63 (+45.58%) |
Sep 10, 2026 6w ago | 6-K | $39.67 $38.77 | ▼ −2.27% | ▼ −3.12% | $46.63 (+17.54%) |
Sep 4, 2026 7w ago | 6-K | $39.58 $39.08 | ▼ −1.26% | ▼ −0.71% | $46.63 (+17.81%) |
Aug 7, 2026 11w ago | Press Release | $44.45 $51.43 | ▲ +15.70% | ▲ +15.73% | $46.63 (+4.90%) |
Aug 4, 2026 12w ago | 6-K | $37.45 $43.75 | ▲ +16.82% | ▲ +17.02% | $46.63 (+24.51%) |
Jul 28, 2026 12w ago | 6-K | $32.70 $34.74 | ▲ +6.24% | ▲ +4.56% | $46.63 (+42.60%) |
Jul 1, 2026 16w ago | 3 | $40.50 $35.93 | ▼ −11.28% | ▼ −11.15% | $46.63 (+15.14%) |
US Market Status
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