Spire Global（SPIR）株式概要
スパイアグローバル社は、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、サブスクリプションベースのデータ、インサイト、予測分析、および関連するプロジェクトベースのサービスを提供しています。 詳細
SPIR Community Fair Values
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Analyst Price Targets
Spire Global, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$18.60 |
| 52週高値 | US$25.93 |
| 52週安値 | US$6.60 |
| ベータ | 2.49 |
| 1ヶ月の変化 | -18.56% |
| 3ヶ月変化 | 39.01% |
| 1年変化 | 64.60% |
| 3年間の変化 | 319.75% |
| 5年間の変化 | -76.68% |
| IPOからの変化 | -76.03% |
最新ニュース
ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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分析記事 • 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株主還元
| SPIR | US Professional Services | US 市場 | |
|---|---|---|---|
| 7D | 6.7% | 3.1% | 0.3% |
| 1Y | 64.6% | -25.1% | 19.9% |
業界別リターン: SPIR過去 1 年間で-25.1 % の収益を上げたUS Professional Services業界を上回りました。
リターン対市場: SPIR過去 1 年間で19.9 % の収益を上げたUS市場を上回りました。
価格変動
| SPIR volatility | |
|---|---|
| SPIR Average Weekly Movement | 19.9% |
| Professional Services Industry Average Movement | 7.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SPIRの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: SPIRの 週次ボラティリティ は、過去 1 年間で15%から20%に増加しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 375 | Theresa Condor | spire.com |
米州、欧州、中東、アフリカ、アジア太平洋地域でサブスクリプションベースのデータ、洞察、予測分析、関連プロジェクトベースのサービスを提供。同社は、ミッションクリティカルな洞察力で防衛、諜報、国家安全保障業務をサポートするSpace Reconnaissanceサービス、衛星ベースの航空機追跡データでアプリケーションを強化するAviationサービス、宇宙ベースのデータ、AIを活用した洞察力、予測気象分析を提供するWeather and Climateサービス、宇宙にアクセスするための地上局ネットワークやクラウドインフラなどのインフラを提供・開発するSpace-as-a-ServiceなどのSpace Servicesソリューションを提供している。政府、物流、オペレーション、保険、エネルギー、農業、金融業界にサービスを提供している。シェフラーAGと戦略的パートナーシップを結び、宇宙ハードウェア・サブシステム、衛星プラットフォーム、高度な無線周波数（RF）および環境センシング機能を開発している。同社は以前はナノサティスファイ社として知られていたが、2014年7月にスパイア・グローバル社に社名を変更した。スパイア・グローバル・インクは2012年に設立され、バージニア州ウィーンに本社を置いている。
Spire Global, Inc. 基礎のまとめ
| SPIR 基礎統計学 | |
|---|---|
| 時価総額 | US$683.26m |
| 収益（TTM） | US$48.98m |
| 売上高(TTM) | US$63.51m |
14.7x
PER（株価収益率11.3x
P/SレシオSPIR は割高か？
公正価値と評価分析を参照収益と収入
| SPIR 損益計算書（TTM） | |
|---|---|
| 収益 | US$63.51m |
| 売上原価 | US$36.66m |
| 売上総利益 | US$26.86m |
| その他の費用 | -US$22.12m |
| 収益 | US$48.98m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.27 |
| グロス・マージン | 42.29% |
| 純利益率 | 77.12% |
| 有利子負債／自己資本比率 | 0% |
SPIR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/30 01:42 |
| 終値 | 2026/06/30 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Spire Global, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Austin Moeller | Canaccord Genuity |