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$18.22 |
| 52週高値 | US$23.59 |
| 52週安値 | US$6.60 |
| ベータ | 2.43 |
| 1ヶ月の変化 | -12.15% |
| 3ヶ月変化 | 91.59% |
| 1年変化 | 55.33% |
| 3年間の変化 | 204.76% |
| 5年間の変化 | -76.99% |
| IPOからの変化 | -76.52% |
最新ニュース
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.Seeking Alpha • Apr 21
Spire Global: Innovation Tailwinds Driving A Competitive Catch-Up
Summary Spire Global is positioned to commercialize single-satellite RF geolocation, targeting high-value defense and intelligence contracts. SPIR’s advances in geomagnetic sensing and AI-driven agricultural intelligence support its transition to a high-margin, recurring data-as-a-service model. Despite a 60% stock run-up, SPIR trades at elevated sales multiples, reflecting investor expectations for strong future growth and margin expansion. A $70M private placement signals near-term dilution risk but enhances SPIR’s capacity to fund innovation and pursue high-growth government and commercial markets. Read the full article on Seeking AlphaRecent updates
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.Seeking Alpha • Apr 21
Spire Global: Innovation Tailwinds Driving A Competitive Catch-Up
Summary Spire Global is positioned to commercialize single-satellite RF geolocation, targeting high-value defense and intelligence contracts. SPIR’s advances in geomagnetic sensing and AI-driven agricultural intelligence support its transition to a high-margin, recurring data-as-a-service model. Despite a 60% stock run-up, SPIR trades at elevated sales multiples, reflecting investor expectations for strong future growth and margin expansion. A $70M private placement signals near-term dilution risk but enhances SPIR’s capacity to fund innovation and pursue high-growth government and commercial markets. Read the full article on Seeking Alpha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 AlphaSeeking 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 AlphaSeeking Alpha • Sep 26
Spire Global Approaches Profitability
Summary From this low price point, Spire Global offers aggressive space investors some margin of safety. The article includes coverage of a podcast interview with the CEO of Spire Global, discussing space, SPACs, and profitability. Option premiums are generous for option sellers, given heavy shorting and the battleground nature of this stock. Spire Global is a great trading stock with a bias toward long investors over the intermediate term. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Spire Global: A Recently Inked Milestone Deal Once Again Overshadowed By Another Management Blunder
Summary Spire Global recently announced that they are unable to timely file their 10-Q report for the second quarter, resulting in a tumbling share price over the subsequent days. The company is currently reviewing the accounting treatment of potentially “embedded leases” included in certain contracts in its “Space-as-a-Service” business. Spire entered into a waiver and amendment to its current financing agreement with its sole debt provider in exchange for a very generous penalty fee. A recently signed – potentially transformational – deal involves the construction and operation of a 100-satellite constellation for air traffic surveillance. Investors might want to seize the opportunity of a decimated share price due to another management misstep in light of continuously larger deals on the horizon. Read the full article on Seeking AlphaSeeking Alpha • Aug 15
Spire Global: Sell On Accounting Issues And Debt Covenant Violations
Summary Rather than reporting Q2/2024 results, satellite data provider Spire Global disclosed potential revenue recognition issues and debt covenant violations. With the company likely facing a protracted accounting review, stakeholders could be left in the dark regarding Spire Global's financial performance and condition for an extended period of time. Without reliable financials, the company's term loan lender is not likely to provide a waiver or additional debt covenant relief. Under a worst-case scenario, Spire Global might end up in bankruptcy, with common shareholders at risk of holding the bag. Given the company's vastly increased risk profile and substantial uncertainties regarding the path forward for the business, investors should consider moving to the sidelines. Read the full article on Seeking Alpha株主還元
| SPIR | US Professional Services | US 市場 | |
|---|---|---|---|
| 7D | 12.9% | -3.9% | 1.1% |
| 1Y | 55.3% | -27.6% | 26.7% |
業界別リターン: SPIR過去 1 年間で-27.6 % 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26.7 % 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 | 17.5% |
| Professional Services Industry Average Movement | 7.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 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 weekly volatility ( 18% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
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、ロジスティクス、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。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$707.79m |
| 収益（TTM） | US$48.98m |
| 売上高(TTM) | US$63.51m |
14.3x
PER（株価収益率11.1x
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$36.50m |
| 売上総利益 | US$27.01m |
| その他の費用 | -US$21.96m |
| 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 | 42.53% |
| 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 | 2026/05/14 12:45 |
| 終値 | 2026/05/14 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。11
| アナリスト | 機関 |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Austin Moeller | Canaccord Genuity |