Opinions Jim Cramer - Mad Money
Bending SpoonsBSPPARTIAL BUYJul 13, 2026
Jim Cramer - Mad MoneyUnknown
N/A
Stock price when the opinion was issued
Technology
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
Shares jumped 40 on its July 1st IPO, but has lost most of those gains. They have 500 million active users. They grow by buying mature tech companies, slashing costs and monetizing the existing user base. Revenues have growth from $387 million in 2023 to $1.31 billion in 2025, and boast 132% growth in Q1. Organic growth was only 13%, because most gains come from takeovers. Operating income was $84 million in 2023 and $278 million in 2025. However, at end of 2025, they carried $2.67 billion in debt and $630 million in cash, but climbed to $4.36 billion of debt in Q1. Doesn't like that the founders control 83% of voting power, so shareholders have little say. Trades at 15x last year's revenues, not earnings, so not cheap. Many of their businesses are software, which is vulnerable to AI takeover. Can they continue to deliver? But a little now and then at lower levels.