Spire Global 향후 성장
Future 기준 점검 2/6
Spire Global 의 수익은 연간 98.6% 감소할 것으로 예상되는 반면, 연간 수익은 24.9% 로 증가할 것으로 예상됩니다. EPS는 연간 97.9% 만큼 쇠퇴할 것으로 예상됩니다.
핵심 정보
-98.6%
이익 성장률
-97.94%
EPS 성장률
| Professional Services 이익 성장 | 15.1% |
| 매출 성장률 | 24.9% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 04 Jun 2026 |
최근 향후 성장 업데이트
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 Alpha내러티브 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...
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 Alpha분석 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 99 | -29 | -21 | 4 | 4 |
| 12/31/2026 | 80 | -57 | -46 | -25 | 5 |
| 3/31/2026 | 64 | 49 | -109 | -78 | N/A |
| 12/31/2025 | 72 | 51 | -93 | -60 | N/A |
| 9/30/2025 | 77 | 27 | -101 | -75 | N/A |
| 6/30/2025 | 93 | 34 | -75 | -49 | N/A |
| 3/31/2025 | 100 | -101 | -46 | -18 | N/A |
| 12/31/2024 | 110 | -103 | -45 | -18 | N/A |
| 9/30/2024 | 113 | -72 | -23 | 4 | N/A |
| 6/30/2024 | 107 | -83 | -44 | -21 | N/A |
| 3/31/2024 | 109 | -84 | -54 | -32 | N/A |
| 12/31/2023 | 98 | -78 | -54 | -36 | N/A |
| 9/30/2023 | 86 | -88 | -60 | -42 | N/A |
| 6/30/2023 | 85 | -86 | -57 | -42 | N/A |
| 3/31/2023 | 76 | -106 | -63 | -43 | N/A |
| 12/31/2022 | 71 | -99 | -67 | -46 | N/A |
| 9/30/2022 | 73 | -7 | -83 | -61 | N/A |
| 6/30/2022 | 62 | -42 | -95 | -72 | N/A |
| 3/31/2022 | 52 | -30 | -81 | -62 | N/A |
| 12/31/2021 | 43 | -38 | -74 | -58 | N/A |
| 9/30/2021 | 36 | -113 | -58 | -46 | N/A |
| 6/30/2021 | 33 | -64 | -39 | -30 | N/A |
| 3/31/2021 | 34 | -42 | -29 | -21 | N/A |
| 12/31/2020 | 28 | -33 | -25 | -15 | N/A |
| 12/31/2019 | 18 | -32 | N/A | -17 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SPIR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -98.6%).
수익 vs 시장: SPIR 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -98.6%).
고성장 수익: SPIR 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: SPIR 의 수익(연간 24.9%)이 US 시장(연간 12.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: SPIR 의 수익(연간 24.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SPIR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/29 04:54 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 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 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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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.
| 분석가 | 기관 |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Austin Moeller | Canaccord Genuity |