Spire Global, Inc.

NYSE:SPIR Rapport sur les actions

Capitalisation boursière : US$705.7m

Spire Global Gestion

Gestion contrôle des critères 2/4

Le PDG Spire Global est Theresa Condor, nommé en Jan2025, a un mandat de 1.42 ans. La rémunération annuelle totale est $ 6.41M, composée du salaire de 8.8% et des bonus 91.2%, y compris les actions et options de la société. détient directement 0.85% des actions de la société, d'une valeur de $ 5.98M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.4 ans et 4.2 ans.

Informations clés

Theresa Condor

Directeur général

US$6.4m

Rémunération totale

Pourcentage du salaire du PDG8.80%
Durée du mandat du directeur général1.4yrs
Propriété du PDG0.8%
Durée moyenne d'occupation des postes de direction1.4yrs
Durée moyenne du mandat des membres du conseil d'administration4.2yrs

Mises à jour récentes de la gestion

Recent updates

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
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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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Nouveau récit • 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.
Article d’analyse • 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...
Seeking Alpha • Feb 12

Spire Global: Debt Issues Back In Focus After Failed Maritime Business Sale -- Sell

Summary Spire Global, Inc.'s shares sold off after the satellite data provider failed to close on the $241 million sale of its maritime business. As a result, debt issues are back in focus, with secured lender Blue Torch Capital having the right to accelerate the company's debt at any time. Adding insult to injury, Spire Global is experiencing liquidity issues, thus resulting in the requirement to raise additional capital in the near term. Under a worst-case scenario, the company might end up in bankruptcy. With a dilutive near-term equity financing increasingly likely, I am reiterating my “Sell” rating on SPIR shares. Investors should remain on the sidelines until the company has successfully addressed its current debt and liquidity issues. Read the full article on Seeking Alpha
Article d’analyse • Feb 08

A Look At The Intrinsic Value Of Spire Global, Inc. (NYSE:SPIR)

Key Insights Spire Global's estimated fair value is US$21.08 based on 2 Stage Free Cash Flow to Equity Spire Global's...
Seeking Alpha • Jan 25

Spire Global: Maritime Sale Reduces Risk

Summary Spire Global is rated a Buy due to its potential in generative AI and satellite data integration, despite recent financial uncertainties. The sale of the maritime business and debt elimination have nearly doubled the stock's value, reducing major risks. Future growth is anticipated in Aviation, Weather, and Space Services segments, with potential positive cash flows from new contracts in the last two quarters. Valuation remains promising, with potential for significant returns if the remaining business can achieve previous growth expectations. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

Spire Global: Maritime Business Sale Provides Validation

Summary Despite facing several headwinds recently, Spire Global, Inc.'s share price has trended higher recently. Some of this is the result of growing enthusiasm for the space sector in general. There also appears to be a growing appreciation of Spire's business. The sale of Spire's maritime business significantly strengthens the company's balance sheet and validates the value of its services. While Spire's margins and growth will take a temporary hit, the company retains its infrastructure and the majority of its customer base. Even with recent share price increases, SPIR's revenue multiple suggests it remains undervalued. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Theresa Condor a-t-elle évolué par rapport aux bénéfices de Spire Global?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Theresa ($USD 6.41M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.64M ).

Rémunération et revenus: La rémunération de Theresa a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Theresa Condor (45 yo)

1.4yrs
Titularisation
US$6,413,560
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Peter Platzer
Co-Founder & Executive Chairman13.8yrspas de données3.03%
$ 21.3m
Theresa Condor
CEO, President & Director1.4yrsUS$6.41m0.85%
$ 6.0m
Celia Perez
Chief Operating Officer1.4yrsUS$6.14m0.68%
$ 4.8m
Gabriel Oehme
Chief Technology Officerless than a yearUS$5.85m0.040%
$ 280.5k
Alison Engel
CFO, Principal Financial Officer & Principal Accounting Officer1.2yrspas de données0.69%
$ 4.8m
Boyd Johnson
Chief Administrative Officer2.5yrsUS$999.80k0.33%
$ 2.3m
Benjamin Hackman
Head of Investor Relations4.2yrspas de donnéespas de données
David Myers
Chief Legal Officer & Secretaryless than a yearpas de donnéespas de données
Michelle Nadeau
Global Head of People Operations3.9yrspas de donnéespas de données
Quintin Jones
VP & Head of North Americaless than a yearpas de donnéespas de données
1.4yrs
Durée moyenne de l'emploi
55yo
Âge moyen

Gestion expérimentée: L'équipe de direction de SPIR n'est pas considérée comme expérimentée (ancienneté moyenne 1.4 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Peter Platzer
Co-Founder & Executive Chairman13.8yrspas de données3.03%
$ 21.3m
Theresa Condor
CEO, President & Director10.6yrsUS$6.41m0.85%
$ 6.0m
William Porteous
Lead independent director12.1yrsUS$270.69k0.31%
$ 2.2m
Stephen Messer
Independent Director12.1yrsUS$240.00k0.23%
$ 1.7m
Joan Lordi Amble
Independent Director3.8yrsUS$234.75k0.23%
$ 1.6m
Toni Rinow
Independent Directorless than a yearUS$285.86kpas de données
Edward Newberry
Member of Advisory Boardless than a yearpas de donnéespas de données
Dirk Hoke
Independent Director4.6yrsUS$190.52k0%
$ 0
John Martinez
Independent Directorless than a yearpas de donnéespas de données
Christopher Grady
Member of Advisory Boardless than a yearpas de donnéespas de données
4.2yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SPIR sont considérés comme expérimentés (ancienneté moyenne 4.2 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/14 16:30
Cours de l'action en fin de journée2026/06/12 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Spire Global, Inc. est couverte par 10 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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