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Spire Global, Inc.NYSE:SPIR 주식 보고서

시가총액 US$630.6m
주가
n/a
1Y36.9%
7D-5.7%
1D1.9%
포트폴리오 가치
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Spire Global, Inc.

NYSE:SPIR 주식 리포트

시가총액: US$630.6m

Spire Global (SPIR) 주식 개요

는 미주, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 구독 기반 데이터, 인사이트, 예측 분석 및 관련 프로젝트 기반 서비스를 제공합니다. 자세히 보기

SPIR 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장2/6
과거 실적3/6
재무 건전성5/6
배당0/6

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Spire Global, Inc. 경쟁사

가격 이력 및 성과

Spire Global 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$16.29
52주 최고가US$25.93
52주 최저가US$6.60
베타2.49
1개월 변동-28.68%
3개월 변동29.49%
1년 변동36.89%
3년 변동267.62%
5년 변동-79.68%
IPO 이후 변동-79.01%

최근 뉴스 및 업데이트

내러티브 업데이트 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

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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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새로운 내러티브 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.
분석 기사 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
분석 기사 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

주주 수익률

SPIRUS Professional ServicesUS 시장
7D-5.7%1.4%-2.5%
1Y36.9%-24.0%19.0%

수익률 대 산업: SPIR은 지난 1년 동안 -24%의 수익을 기록한 US Professional Services 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: SPIR은 지난 1년 동안 19%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is SPIR's price volatile compared to industry and market?
SPIR volatility
SPIR Average Weekly Movement20.0%
Professional Services Industry Average Movement7.6%
Market Average Movement7.3%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

안정적인 주가: SPIR의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: SPIR의 주간 변동성은 지난 1년간 15%에서 20%로 증가했습니다.

회사 소개

설립직원 수CEO웹사이트
2012375Theresa Condorspire.com

는 미주, 유럽, 중동, 아프리카 및 아시아 태평양 지역에서 구독 기반 데이터, 인사이트, 예측 분석 및 관련 프로젝트 기반 서비스를 제공합니다. 이 회사는 국방, 정보 및 국가 안보 운영을 지원하는 미션 크리티컬 인사이트인 우주 정찰 서비스, 애플리케이션을 지원하는 위성 기반 항공기 추적 데이터인 항공 서비스, 우주 기반 데이터, AI 기반 인사이트 및 예측 날씨 분석인 날씨 및 기후, 우주에 액세스하기 위한 지상국 네트워크 및 클라우드 인프라를 포함한 인프라를 제공하고 개발하는 서비스로서의 우주 서비스 솔루션 등을 제공합니다. 정부, 물류, 운영, 보험, 에너지, 농업, 금융 산업에 서비스를 제공합니다.

Spire Global, Inc. 기초 지표 요약

Spire Global의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
SPIR 기초 통계
시가총액US$630.61m
순이익 (TTM)US$48.98m
매출 (TTM)US$63.51m
12.9x
주가수익비율(P/E)
9.9x
주가매출비율(P/S)

SPIR는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
SPIR 손익계산서 (TTM)
매출US$63.51m
매출원가US$36.66m
총이익US$26.86m
기타 비용-US$22.12m
순이익US$48.98m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.27
총이익률42.29%
순이익률77.12%
부채/자본 비율0%

SPIR의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/29 09:50
종가2026/06/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Spire Global, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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