Bending Spoons to Acquire Miro for $1.355B; Miro Shareholders Reinvest $295M
BSP sits 25% above its 52-week low of $30.11.
Summary
Bending Spoons signed a definitive agreement to acquire Miro for $1.355 billion in cash, with Miro shareholders reinvesting $295 million into Bending Spoons equity. The deal adds ~$600 million in annual recurring revenue and is expected to close in Q4 2026.
Key Events · M&A and Partnerships · BSP
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Miro Acquisition Signed
Bending Spoons entered into a definitive agreement to acquire Miro for $1.355 billion in cash, implying an equity value of approximately $1.79 billion including Miro's net cash.
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Miro Shareholders Reinvest $295M
Certain Miro shareholders have agreed to invest $295 million of their proceeds into newly issued Bending Spoons equity, aligning their interests with the combined company.
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Miro Revenue and Scale
Miro has grown to approximately $600 million in annual recurring revenue, nearly 90% from business and enterprise customers, with nearly 4 million paying users and over 750 customers exceeding $100,000 in ARR.
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Closing Timeline and Conditions
The transaction is expected to close in Q4 2026, subject to regulatory approvals and customary closing conditions, with a termination right if not consummated by September 10, 2027.
Analysis · BSP · Technology
Bending Spoons is acquiring Miro, the AI-first collaborative workspace, for $1.355 billion in cash, implying a $1.79 billion equity value. The deal adds roughly $600 million in annual recurring revenue, nearly 90% from business and enterprise customers, and nearly 4 million paying users. In a notable vote of confidence, certain Miro shareholders are reinvesting $295 million of their proceeds into newly issued Bending Spoons equity. The transaction is expected to close in Q4 2026, subject to regulatory approvals, with a termination right if not consummated by September 10, 2027. This is the second major acquisition in a week, following the completed Airtable deal, and materially expands Bending Spoons' product portfolio and revenue base.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 43.8% of the 571 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.55%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, BSP was trading at $37.73 on NASDAQ in the Technology sector, with a market capitalization of approximately $24B. The 52-week trading range was $30.11 to $58.94. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.