Spire Global Gestione
Criteri Gestione verificati 2/4
Spire Global Il CEO è Theresa Condor, nominato in Jan2025, e ha un mandato di 1.5 anni. la retribuzione annua totale è $ 6.41M, composta da 8.8% di stipendio e 91.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.87% delle azioni della società, per un valore di $ 4.69M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 4.3 anni.
Informazioni chiave
Theresa Condor
Amministratore delegato
US$6.4m
Compenso totale
| Percentuale dello stipendio del CEO | 8.80% |
| Mandato del CEO | 1.5yrs |
| Proprietà del CEO | 0.9% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 4.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento 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.
Aggiornamento 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 AlphaAggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...
Nuova 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.Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$49m |
| Dec 31 2025 | US$6m | US$565k | US$51m |
| Sep 30 2025 | n/a | n/a | US$27m |
| Jun 30 2025 | n/a | n/a | US$34m |
| Mar 31 2025 | n/a | n/a | -US$101m |
| Dec 31 2024 | US$3m | US$435k | -US$103m |
| Sep 30 2024 | n/a | n/a | -US$72m |
| Jun 30 2024 | n/a | n/a | -US$83m |
| Mar 31 2024 | n/a | n/a | -US$84m |
| Dec 31 2023 | US$1m | US$424k | -US$78m |
| Sep 30 2023 | n/a | n/a | -US$88m |
| Jun 30 2023 | n/a | n/a | -US$86m |
| Mar 31 2023 | n/a | n/a | -US$106m |
| Dec 31 2022 | US$4m | US$360k | -US$99m |
| Sep 30 2022 | n/a | n/a | -US$7m |
| Jun 30 2022 | n/a | n/a | -US$42m |
| Mar 31 2022 | n/a | n/a | -US$30m |
| Dec 31 2021 | US$1m | US$217k | -US$38m |
| Sep 30 2021 | n/a | n/a | -US$113m |
| Jun 30 2021 | n/a | n/a | -US$64m |
| Mar 31 2021 | n/a | n/a | -US$42m |
| Dec 31 2020 | US$917k | US$176k | -US$33m |
Compensazione vs Mercato: La retribuzione totale di Theresa ($USD 6.41M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.40M ).
Compensazione vs guadagni: La retribuzione di Theresa è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Theresa Condor (45 yo)
1.5yrs
Mandato
US$6,413,560
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 13.8yrs | Nessun dato | 3.03% $ 16.4m | |
| CEO, President & Director | 1.5yrs | US$6.41m | 0.87% $ 4.7m | |
| Chief Operating Officer | 1.5yrs | US$6.14m | 0.68% $ 3.7m | |
| Chief Technology Officer | less than a year | US$5.85m | 0.040% $ 215.3k | |
| CFO, Principal Financial Officer & Principal Accounting Officer | 1.3yrs | Nessun dato | 0.064% $ 346.9k | |
| Chief Administrative Officer | 2.6yrs | US$999.80k | 0.33% $ 1.8m | |
| Head of Investor Relations | 4.3yrs | Nessun dato | Nessun dato | |
| Chief Legal Officer & Secretary | less than a year | Nessun dato | Nessun dato | |
| Global Head of People Operations | 4yrs | Nessun dato | Nessun dato | |
| VP & Head of North America | less than a year | Nessun dato | Nessun dato |
1.5yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di SPIR non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 13.8yrs | Nessun dato | 3.03% $ 16.4m | |
| CEO, President & Director | 10.7yrs | US$6.41m | 0.87% $ 4.7m | |
| Lead independent director | 12.2yrs | US$270.69k | 0.31% $ 1.7m | |
| Independent Director | 12.2yrs | US$240.00k | 0.24% $ 1.3m | |
| Independent Director | 3.9yrs | US$234.75k | 0.23% $ 1.2m | |
| Independent Director | less than a year | US$285.86k | Nessun dato | |
| Member of Advisory Board | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 4.7yrs | US$190.52k | 0% $ 0 | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Member of Advisory Board | less than a year | Nessun dato | Nessun dato |
4.3yrs
Durata media
56.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SPIR sono considerati esperti (durata media dell'incarico 4.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 07:18 |
| Prezzo dell'azione a fine giornata | 2026/07/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Spire Global, Inc. è coperta da 10 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Austin Moeller | Canaccord Genuity |