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Spire Global, Inc.NYSE:SPIR 주식 보고서

시가총액 US$679.7m
주가
US$18.37
US$17.6
4.4% 고평가 내재 할인율
1Y76.5%
7D0.4%
포트폴리오 가치
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Spire Global, Inc.

NYSE:SPIR 주식 리포트

시가총액: US$679.7m

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 성장1/6
과거 실적3/6
재무 건전성6/6
배당0/6

SPIR Community Fair Values

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Spire Global, Inc. 경쟁사

가격 이력 및 성과

Spire Global 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$18.37
52주 최고가US$23.59
52주 최저가US$6.60
베타2.43
1개월 변동-20.61%
3개월 변동105.02%
1년 변동76.46%
3년 변동226.59%
5년 변동-76.78%
IPO 이후 변동-76.33%

최근 뉴스 및 업데이트

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.
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

Recent updates

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.
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
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
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
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
분석 기사 Aug 11

Does Spire Global (NYSE:SPIR) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jul 15

Spire Global, Inc.'s (NYSE:SPIR) Intrinsic Value Is Potentially 52% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Spire Global fair value estimate is US$18.43 Current share...

주주 수익률

SPIRUS Professional ServicesUS 시장
7D0.4%-3.6%0.5%
1Y76.5%-26.7%25.4%

수익률 대 산업: SPIR은 지난 1년 동안 -26.7%의 수익을 기록한 US Professional Services 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: SPIR은 지난 1년 동안 25.4%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 Movement17.6%
Professional Services Industry Average Movement8.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

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

시간에 따른 변동성: SPIR의 주간 변동성(18%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.

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$679.67m
순이익 (TTM)US$51.31m
매출 (TTM)US$71.55m
13.8x
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$71.55m
매출원가US$42.29m
총이익US$29.26m
기타 비용-US$22.04m
순이익US$51.31m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)1.33
총이익률40.90%
순이익률71.70%
부채/자본 비율0%

SPIR의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/13 19:36
종가2026/05/13 00:00
수익2025/12/31
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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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 11명의 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