Bending Spoons shares exploded higher as part of a broader rally in software stocks, which have seen their expected annual earnings growth rate for 2026 climb to 20.6% from 13.8% at the end of March. This sector-wide momentum reflects a fading of AI disruption worries that had previously pressured the industry earlier this year. While the company was recently featured in comparative market analysis against Gen Digital, the significant move in the stock appears driven by this positive shift in investor sentiment toward the software sector rather than any specific company-level news.