Spero Therapeutics, Inc.

NasdaqGS:SPRO Stock Report

Market Cap: US$127.4m

Spero Therapeutics Management

Management criteria checks 3/4

Spero Therapeutics' CEO is Esther Rajavelu, appointed in Aug 2023, has a tenure of 2.92 years. total yearly compensation is $2.06M, comprised of 28% salary and 72% bonuses, including company stock and options. directly owns 1.7% of the company’s shares, worth $2.17M. The average tenure of the management team and the board of directors is 2.2 years and 12.2 years respectively.

Key information

Esther Rajavelu

Chief executive officer

US$2.1m

Total compensation

CEO salary percentage28.00%
CEO tenure2.9yrs
CEO ownership1.7%
Management average tenure2.2yrs
Board average tenure12.2yrs

Recent management updates

Recent updates

Seeking Alpha Jun 18

Spero Therapeutics: Yesterday's Selloff On Utebzi Approval Seems Bewildering

Summary Spero Therapeutics, Inc. and partner GSK receive FDA approval for Utebzi, the first oral carbapenem for complicated urinary tract infections, via partnership with GSK. SPRO stands to receive milestone payments and royalties from GSK, with potential annual earnings of ~$50m and upside if Utebzi achieves blockbuster status. Despite a volatile share price and limited pipeline, SPRO's low burn rate and funding runway into 2028 support a 'buy the dip' thesis for risk-tolerant investors. I initiate SPRO with a Buy rating, viewing the stock as undervalued relative to its prospective revenue streams, but highlight the high-risk, lumpy nature of the opportunity. Read the full article on Seeking Alpha
Analysis Article Oct 29

Spero Therapeutics, Inc. (NASDAQ:SPRO) Held Back By Insufficient Growth Even After Shares Climb 26%

Spero Therapeutics, Inc. ( NASDAQ:SPRO ) shareholders would be excited to see that the share price has had a great...
Narrative Update Aug 23

Positive Phase III Efficacy Will Unlock Expanded Antibiotic Markets

The downward revision in Spero Therapeutics’ consensus price target largely reflects declines in its future P/E multiple and net profit margin, resulting in a lower fair value estimate of $4.00. What's in the News The phase III PIVOT-PO trial of tebipenem HBr, an investigational oral treatment for complicated urinary tract infections (cUTIs), was stopped early due to efficacy, following an Independent Data Monitoring Committee recommendation.
Analysis Article Aug 13

Is Spero Therapeutics (NASDAQ:SPRO) In A Good Position To Deliver On Growth Plans?

NasdaqGS:SPRO 1 Year Share Price vs Fair Value Explore Spero Therapeutics's Fair Values from the Community and select...
Analysis Article Jul 16

Insufficient Growth At Spero Therapeutics, Inc. (NASDAQ:SPRO) Hampers Share Price

With a price-to-sales (or "P/S") ratio of 3.1x Spero Therapeutics, Inc. ( NASDAQ:SPRO ) may be sending very bullish...
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New Narrative Mar 30

Successful Phase III Trial Will Redefine Treatment For Complicated UTIs

Successful PIVOT-PO trial and regulatory approval could propel revenue growth, leveraging a strategic partnership with GSK for commercialization.
Analysis Article Feb 04

Spero Therapeutics, Inc. (NASDAQ:SPRO) Looks Inexpensive After Falling 27% But Perhaps Not Attractive Enough

To the annoyance of some shareholders, Spero Therapeutics, Inc. ( NASDAQ:SPRO ) shares are down a considerable 27% in...
Seeking Alpha Jan 19

Spero Therapeutics: Undervalued Based On Just Tebipenem And GSK Deal

Summary Spero Therapeutics' tebipenem, an oral carbapenem for cUTIs, has high approval potential, supported by a successful phase 3 trial and a GSK licensing deal. The need for oral carbapenems is critical due to rising resistance to current oral treatments for complicated urinary tract infections. Tebipenem's success in the confirmatory phase 3 trial is highly probable, given its prior phase 3 success and publication in NEJM. Despite risks, SPRO's valuation is attractive, with significant upside potential from tebipenem milestones and possible pipeline progress. Read the full article on Seeking Alpha
Analysis Article Nov 02

There Is A Reason Spero Therapeutics, Inc.'s (NASDAQ:SPRO) Price Is Undemanding

Spero Therapeutics, Inc.'s ( NASDAQ:SPRO ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a strong buy...
Analysis Article Jul 15

Insufficient Growth At Spero Therapeutics, Inc. (NASDAQ:SPRO) Hampers Share Price

Spero Therapeutics, Inc.'s ( NASDAQ:SPRO ) price-to-sales (or "P/S") ratio of 0.7x might make it look like a strong buy...
Seeking Alpha Apr 23

Spero Therapeutics Delivers On Game Plan To Create Shareholder Value

Summary Spero Therapeutics, Inc. has continued to build and advance its pipeline over the past several months and is now on the verge of generating landmark data with multi-bagger potential. Spero has excellent downside protection and additional upside from the payments from the Tebipenem HBr deal with GSK. Spero's significant undervaluation and potential path forward are highlighted in the peer comparison. Read the full article on Seeking Alpha
Analysis Article Mar 12

Spero Therapeutics, Inc. (NASDAQ:SPRO) Held Back By Insufficient Growth Even After Shares Climb 27%

Spero Therapeutics, Inc. ( NASDAQ:SPRO ) shares have continued their recent momentum with a 27% gain in the last month...
Analysis Article Jan 02

Spero Therapeutics, Inc.'s (NASDAQ:SPRO) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

The Spero Therapeutics, Inc. ( NASDAQ:SPRO ) share price has done very well over the last month, posting an excellent...
Analysis Article May 18

Need To Know: Analysts Just Made A Substantial Cut To Their Spero Therapeutics, Inc. (NASDAQ:SPRO) Estimates

Today is shaping up negative for Spero Therapeutics, Inc. ( NASDAQ:SPRO ) shareholders, with the analysts delivering a...
Analysis Article Apr 17

Spero Therapeutics, Inc. (NASDAQ:SPRO) Shares Fly 26% But Investors Aren't Buying For Growth

Those holding Spero Therapeutics, Inc. ( NASDAQ:SPRO ) shares would be relieved that the share price has rebounded 26...
Analysis Article Apr 13

Industry Analysts Just Upgraded Their Spero Therapeutics, Inc. (NASDAQ:SPRO) Revenue Forecasts By 40%

Spero Therapeutics, Inc. ( NASDAQ:SPRO ) shareholders will have a reason to smile today, with the analysts making...

CEO Compensation Analysis

How has Esther Rajavelu's remuneration changed compared to Spero Therapeutics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$15m

Dec 31 2025US$2mUS$577k

US$9m

Sep 30 2025n/an/a

-US$44m

Jun 30 2025n/an/a

-US$54m

Mar 31 2025n/an/a

-US$70m

Dec 31 2024US$856kUS$483k

-US$69m

Sep 30 2024n/an/a

US$4m

Jun 30 2024n/an/a

US$17m

Mar 31 2024n/an/a

US$23m

Dec 31 2023US$458kUS$74k

US$23m

Compensation vs Market: Esther's total compensation ($USD2.06M) is above average for companies of similar size in the US market ($USD659.85K).

Compensation vs Earnings: Esther's compensation has been consistent with company performance over the past year.


CEO

Esther Rajavelu (47 yo)

2.9yrs
Tenure
US$2,061,497
Compensation

Ms. Esther P. Rajavelu serves as Chief Financial Officer at Spero Therapeutics Inc. since August 1, 2023 and also serves as its Treasurer since November 2023 and serves as its President and CEO since May 2...


Leadership Team

NamePositionTenureCompensationOwnership
Esther Rajavelu
CEO, President2.9yrsUS$2.06m1.7%
$ 2.2m
Timothy Keutzer
Chief Operating Officer3.4yrsUS$1.44m0.50%
$ 634.8k
John Raymond
Senior Vice President of Finance & Business Operations1.5yrsno datano data
Sheila Finan
Senior VP & Controller1.5yrsno datano data
2.2yrs
Average Tenure

Experienced Management: SPRO's management team is considered experienced (2.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Esther Rajavelu
CEO, President1.1yrsUS$2.06m1.7%
$ 2.2m
Frank Thomas
Independent Chairman9yrsUS$187.80k0.095%
$ 121.0k
Milind Deshpande
Independent Director12.5yrsUS$120.30k0.12%
$ 157.2k
Eric Gordon
Scientific Advisors12.2yrsno datano data
George Drusano
Clinical Advisor12.2yrsno datano data
Steven Gilman
Scientific Advisorno datano datano data
Patrick Vink
Lead Independent Director10.8yrsUS$141.55k0.095%
$ 121.0k
Gordon Archer
Clinical Advisor12.2yrsno datano data
David Livermore
Scientific Advisorno datano datano data
Paul Miller
Scientific Advisorno datano datano data
Paul Ambrose
Clinical Advisor12.2yrsno datano data
Cynthia Smith
Independent Director7.3yrsUS$117.80k0.095%
$ 121.0k
12.2yrs
Average Tenure
64yo
Average Age

Experienced Board: SPRO's board of directors are seasoned and experienced ( 12.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/05 21:08
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Spero Therapeutics, Inc. is covered by 6 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Esther Lannie HongBerenberg
Jason Matthew GerberryBofA Global Research
Esther Lannie HongBrean Capital Historical (Janney Montgomery)