Spire Global, Inc.

Informe acción NYSE:SPIR

Capitalización de mercado: US$439.8m

Spire Global Dirección

Dirección controles de criterios 2/4

El CEO de Spire Global es Theresa Condor , nombrado en Jan 2025, tiene una permanencia de 1.5 años. compensación anual total es $6.41M, compuesta por 8.8% salario y 91.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.87% de las acciones de la empresa, por valor de $3.81M. La antigüedad media del equipo directivo y de la junta directiva es de 1.4 años y 4.3 años, respectivamente.

Información clave

Theresa Condor

Chief Executive Officer (CEO)

US$6.4m

Compensación total

Porcentaje del salario del CEO8.80%
Permanencia del CEO1.5yrs
Participación del CEO0.9%
Permanencia media de la dirección1.4yrs
Promedio de permanencia en la Junta Directiva4.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 16

SPIR: Microwave Sounding And Space Data Deals Will Support Future Momentum

Spire Global's analyst price target has been increased from $17.00 to $24.00. Analysts cite updated models, higher long-term revenue assumptions, and what they view as attractive momentum in the business as key reasons for the change.
Actualización de narrativa Jul 02

SPIR: Future Microwave Sensing Momentum Will Struggle To Justify Current Optimism

The analyst price target for Spire Global has been raised from $9.00 to $15.00. This change reflects updated views that incorporate higher modeled revenue growth, slightly adjusted discount and profit margin assumptions, and a higher future P/E multiple consistent with recent Street research citing stronger momentum and a larger opportunity for its on orbit data and microwave sounding capabilities.
Actualización de narrativa Jun 18

SPIR: Future Returns Will Rely On European Defense And NOAA Data Execution

The analyst price target for Spire Global has been raised by $0.50, with analysts pointing to recent target increases across the Street and updated models that reflect steady assumptions for growth, profitability, and valuation multiples. Analyst Commentary Recent research on Spire Global highlights a mix of optimism around growth opportunities and caution around execution and valuation.
Seeking Alpha Jun 10

Spire Global: A Quiet Contender In The Next Space Market Upswing

Summary Spire Global is positioned to capitalize on high-margin, government-driven data services, with 76% of 2026 revenue already under contract. SPIR's core business posted 13% year-over-year growth ex-maritime, with GAAP gross margin improving to 40%, reflecting operational efficiency gains. RF geolocation and government weather data are key growth drivers, with SPIR bidding on $150M in NOAA contracts and innovating in energy intelligence. Despite premium valuation multiples, I see a path to EBITDA breakeven by late 2026–early 2027 as operating leverage and contract wins scale. Read the full article on Seeking Alpha
Actualización de narrativa Jun 02

SPIR: Future Returns Will Depend On On Orbit Data And Partnerships Execution

Spire Global's updated analyst price target moves higher, with recent increases such as Canaccord's shift to $22.50 and other target bumps reflecting analysts' refreshed models after Q1 results, reiterated 2026 expectations, and expanded demand assumptions for on-orbit data and microwave sounding capabilities. Analyst Commentary Street research on Spire Global has turned more constructive around the updated models and long term demand assumptions for on orbit data and microwave sounding, but not all commentary is uniformly positive.
Artículo de análisis May 27

Spire Global's (NYSE:SPIR) Earnings Are Built On Soft Foundations

Spire Global, Inc.'s ( NYSE:SPIR ) stock performed strongly after the recent earnings report. Investors should be...
Actualización de narrativa May 15

SPIR: Future Returns Will Depend On On Orbit Data Demand Execution

Spire Global's analyst price target has been raised from $17.60 to $20.38 as analysts factor in updated long term revenue assumptions, reiteration of 2026 expectations, and a larger opportunity in on orbit data and microwave sounding capabilities. Analyst Commentary Recent research updates cluster around higher price targets and refreshed revenue frameworks for Spire Global, with Q1 results and 2026 guidance acting as key reference points.
Actualización de narrativa Apr 27

SPIR: Future Returns Will Depend On Execution Against Rising Expectations

Spire Global’s analyst price target has shifted from $17.00 to $17.60. Analysts cite updated fair value estimates, a slightly lower discount rate, and modest adjustments to projected revenue growth and future P/E assumptions.
Actualización de narrativa Apr 11

SPIR: Execution Risk Around Revenue And Margin Assumptions Will Pressure Future Returns

Spire Global's updated analyst price target moves from $13.70 to $17.00 as analysts factor in higher modeled revenue growth, stronger profit margins, and a lower assumed future P/E multiple, which is reflected in recent target hikes from several research houses. Analyst Commentary Bullish Takeaways Bullish analysts recently lifted price targets in increments of about $2 to $8, which signals growing confidence in the updated revenue and margin assumptions that underpin the higher modeled valuation range.
Actualización de narrativa Mar 12

SPIR: Higher Future P/E Expectations Will Support Continued Bullish Thesis

Analysts have raised their price target on Spire Global by $5 to reflect updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of updated assumptions that support a stronger long term revenue trajectory, which they see as better aligned with the company’s market opportunity.
Actualización de narrativa Feb 26

SPIR: Higher Future P/E Assumptions Will Support A Stronger Bullish Outlook

The analyst price target for Spire Global has been raised by $5, with analysts pointing to updated assumptions around the company’s future P/E multiple as the key driver behind this change. Analyst Commentary Bullish Takeaways Bullish analysts view the higher target price as better aligned with their updated P/E assumptions, suggesting they now see more value in the equity relative to their prior framework.
Actualización de narrativa Feb 09

SPIR: December Guidance And Defense Contract Wins Will Support Bullish Outlook

Narrative update Analysts have lifted their fair value estimate for Spire Global from US$12.50 to US$13.70, citing recent price target revisions and ongoing company updates as key inputs to their refreshed assumptions. Analyst Commentary Recent research updates present a mixed picture for Spire Global, with some analysts turning more optimistic on the upside potential while others are dialing back expectations and focusing on execution risks.
Actualización de narrativa Jan 26

SPIR: December Guidance And Filing Delays Will Shape Fairly Balanced Outlook

Analysts have nudged their fair value estimate for Spire Global from $11.50 to $12.50, reflecting updated discount rate and P/E assumptions following recent Street research. This research includes both a $5 price target increase from one firm and a reset to $12 from another, after delayed but better than expected Q2 results and an upcoming 2025 guidance update.
Actualización de narrativa Jan 12

SPIR: December Update Will Weigh Filing Delays Against New Contract Pipeline

Narrative Update on Spire Global Analysts have trimmed their price target on Spire Global from US$13.25 to US$11.50, citing recent research that pairs cautious valuation assumptions with expectations for updated guidance at the upcoming financial update call. Analyst Commentary Recent research points to a shift in how analysts balance Spire Global's execution against its current valuation, especially around the timing of financial updates and the implications for future guidance.
Actualización de narrativa Dec 19

SPIR: December Financial Update Will Clarify Outlook Amid Contract Momentum

Analysts have trimmed their price target on Spire Global from $16.25 to $13.25, reflecting a more conservative valuation. At the same time, improving revenue growth and margin expectations support maintaining a constructive long term outlook.
Artículo de análisis Nov 13

Spire Global's (NYSE:SPIR) Profits May Be Overstating Its True Earnings Potential

The healthy profit announcement from Spire Global, Inc. ( NYSE:SPIR ) didn't seem to impress investors. We think that...
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Nueva narrativa Mar 28

Space Analytics And Climate Solutions Will Unlock Future Markets

Spire Global sees future growth in climate solutions and global security via space-based data, marking a major revenue opportunity.
Artículo de análisis Mar 10

Spire Global, Inc.'s (NYSE:SPIR) 47% Share Price Plunge Could Signal Some Risk

Spire Global, Inc. ( NYSE:SPIR ) shareholders won't be pleased to see that the share price has had a very rough month...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Theresa Condor en comparación con los beneficios de Spire Global?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$49m

Dec 31 2025US$6mUS$565k

US$51m

Sep 30 2025n/an/a

US$27m

Jun 30 2025n/an/a

US$34m

Mar 31 2025n/an/a

-US$101m

Dec 31 2024US$3mUS$435k

-US$103m

Sep 30 2024n/an/a

-US$72m

Jun 30 2024n/an/a

-US$83m

Mar 31 2024n/an/a

-US$84m

Dec 31 2023US$1mUS$424k

-US$78m

Sep 30 2023n/an/a

-US$88m

Jun 30 2023n/an/a

-US$86m

Mar 31 2023n/an/a

-US$106m

Dec 31 2022US$4mUS$360k

-US$99m

Sep 30 2022n/an/a

-US$7m

Jun 30 2022n/an/a

-US$42m

Mar 31 2022n/an/a

-US$30m

Dec 31 2021US$1mUS$217k

-US$38m

Sep 30 2021n/an/a

-US$113m

Jun 30 2021n/an/a

-US$64m

Mar 31 2021n/an/a

-US$42m

Dec 31 2020US$917kUS$176k

-US$33m

Compensación vs. Mercado: La compensación total de Theresa($USD6.41M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD2.49M).

Compensación vs. Ingresos: La compensación de Theresa ha sido consistente con los resultados de la empresa en el último año.


CEO

Theresa Condor (45 yo)

1.5yrs
Permanencia
US$6,413,560
Compensación

Ms. Theresa Condor is Chief Executive Officer at Spire Global, Inc. since January 01, 2025 and serves as its President since March 05, 2025. She served as Chief Operating Officer of Spire Global, Inc. sinc...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Peter Platzer
Co-Founder & Executive Chairman13.8yrssin datos3.03%
$ 13.3m
Theresa Condor
CEO, President & Director1.5yrsUS$6.41m0.87%
$ 3.8m
Celia Perez
Chief Operating Officer1.5yrsUS$6.14m0.68%
$ 3.0m
Gabriel Oehme
Chief Technology Officerless than a yearUS$5.85m0.040%
$ 174.8k
Alison Engel
CFO, Principal Financial Officer & Principal Accounting Officer1.3yrssin datos0.064%
$ 281.7k
Boyd Johnson
Chief Administrative Officer2.6yrsUS$999.80k0.33%
$ 1.5m
Benjamin Hackman
Head of Investor Relations4.3yrssin datossin datos
David Myers
Chief Legal Officer & Secretaryless than a yearsin datossin datos
Sarah Freeman
Senior Communications Managerno datasin datossin datos
Michelle Nadeau
Global Head of People Operations4yrssin datossin datos
Quintin Jones
VP & Head of North Americaless than a yearsin datossin datos
Eric Mellinger
Chief Commercial Officerno datasin datossin datos
1.4yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SPIR no se considera experimentado ( 1.4 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Peter Platzer
Co-Founder & Executive Chairman13.8yrssin datos3.03%
$ 13.3m
Theresa Condor
CEO, President & Director10.7yrsUS$6.41m0.87%
$ 3.8m
William Porteous
Lead independent director12.2yrsUS$270.69k0.31%
$ 1.4m
Stephen Messer
Independent Director12.2yrsUS$240.00k0.24%
$ 1.1m
Joan Lordi Amble
Independent Director3.9yrsUS$234.75k0.23%
$ 1.0m
Toni Rinow
Independent Directorless than a yearUS$285.86ksin datos
Edward Newberry
Member of Advisory Boardless than a yearsin datossin datos
Dirk Hoke
Independent Director4.7yrsUS$190.52k0%
$ 0
John Martinez
Independent Directorless than a yearsin datossin datos
Christopher Grady
Member of Advisory Boardless than a yearsin datossin datos
4.3yrs
Permanencia media
56.5yo
Promedio de edad

Junta con experiencia: La junta directiva de SPIR se considera experimentada (4.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/31 23:37
Precio de las acciones al final del día2026/07/31 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Spire Global, Inc. está cubierta por 10 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brian KinstlingerAlliance Global Partners
Ronald EpsteinBofA Global Research
Austin MoellerCanaccord Genuity