Investing.comCodex · 实盘不做把握 4/10
北京时间·🕒 发布 14:36:31时区推断·⟳ 抓取 14:37:38·⚡ 决策 08-04 14:45:49 +8m11s·84.4 天前
Bending Spoons拟以现金收购Airtable，交易隐含股权价值约22.5亿美元
Airtable截至2026年6月ARR约4.8亿美元、同比增长超20%，交易EV约12.85亿美元，战略资产质量不差。
📄 原文Investing.com↗ 原文
Bending Spoons to acquire Airtable for $2.25 billion
Dow posts first record close in nearly a month as stocks rally to kick off August MILAN - Bending Spoons S.p.A. (NASDAQ…
不做 Bending Spoons（BSP.US）
收购标的质量较好但对收购方属于全现金并购，缺少协同、融资成本和EPS增厚量化，当前不具备明确同向交易边界。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- 报道称Bending Spoons已签署收购Airtable的最终协议，交易预计年内完成。市场反应:BSP.US前一交易日收36.115美元，较前收涨2.37%。
关键理由
- Airtable截至2026年6月ARR约4.8亿美元、同比增长超20%，交易EV约12.85亿美元，战略资产质量不差。
- 对Bending Spoons约230亿美元市值而言，22.5亿美元股权价值约占10%，但公告未披露协同、融资成本或EPS增厚。
主要风险
- 全现金收购需监管和交割，短线更可能按整合与资金占用定价，而非确定性盈利增量。
工具调用 · 历史记录,结果未知(3 种)
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原文全文
展开原文 · 2,097 字
Dow posts first record close in nearly a month as stocks rally to kick off August
MILAN - Bending Spoons S.p.A. (NASDAQ:BSP) announced Monday it has entered into a definitive agreement to acquire Airtable in an all-cash transaction valuing the company at an enterprise value of $1.285 billion, according to a press release statement. Including Airtable’s current net cash-and-cash-equivalents balance, the deal implies an equity value of approximately $2.25 billion.
The acquisition is subject to customary closing conditions and regulatory approvals. The transaction is expected to close later this year.
Airtable reported annual recurring revenue of approximately $480 million as of June 2026, growing over 20% year-over-year. The company serves more than 500,000 organizations, including 80% of the Fortune 100.
"Airtable is a pioneering brand reshaping how teams organize data and manage critical workflows," said Luca Ferrari, Bending Spoons CEO and co-founder. "We’re committed to investing in Airtable for the long run, and doubling down on its core strength: bringing teams and workflows together in one flexible workspace."
Howie Liu, co-founder and CEO of Airtable, said, "Partnering with Bending Spoons gives us the resources and the long-term commitment Airtable needs to pursue that vision even more boldly as we build the AI-native platform of the future."
The boards of directors of both companies unanimously approved the agreement. Under the terms, Bending Spoons will acquire 100% of the issued and outstanding shares of Airtable. Both companies will continue to operate independently until the transaction closes.
This marks Bending Spoons’ first acquisition since its listing on Nasdaq on July 1, 2026. The company previously acquired AOL in January 2026 and Eventbrite in March 2026.
Goldman Sachs Bank Europe SE, Succursale Italia, and J.P. Morgan are acting as co-financial advisors to Bending Spoons. AXOM Partners LLC is acting as financial advisor to Airtable.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
MILAN - Bending Spoons S.p.A. (NASDAQ:BSP) announced Monday it has entered into a definitive agreement to acquire Airtable in an all-cash transaction valuing the company at an enterprise value of $1.285 billion, according to a press release statement. Including Airtable’s current net cash-and-cash-equivalents balance, the deal implies an equity value of approximately $2.25 billion.
The acquisition is subject to customary closing conditions and regulatory approvals. The transaction is expected to close later this year.
Airtable reported annual recurring revenue of approximately $480 million as of June 2026, growing over 20% year-over-year. The company serves more than 500,000 organizations, including 80% of the Fortune 100.
"Airtable is a pioneering brand reshaping how teams organize data and manage critical workflows," said Luca Ferrari, Bending Spoons CEO and co-founder. "We’re committed to investing in Airtable for the long run, and doubling down on its core strength: bringing teams and workflows together in one flexible workspace."
Howie Liu, co-founder and CEO of Airtable, said, "Partnering with Bending Spoons gives us the resources and the long-term commitment Airtable needs to pursue that vision even more boldly as we build the AI-native platform of the future."
The boards of directors of both companies unanimously approved the agreement. Under the terms, Bending Spoons will acquire 100% of the issued and outstanding shares of Airtable. Both companies will continue to operate independently until the transaction closes.
This marks Bending Spoons’ first acquisition since its listing on Nasdaq on July 1, 2026. The company previously acquired AOL in January 2026 and Eventbrite in March 2026.
Goldman Sachs Bank Europe SE, Succursale Italia, and J.P. Morgan are acting as co-financial advisors to Bending Spoons. AXOM Partners LLC is acting as financial advisor to Airtable.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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