Spire Global, Inc.

NYSE:SPIR Stok Raporu

Piyasa değeri: US$705.7m

Spire Global Yönetim

Yönetim kriter kontrolleri 2/4

Spire Global CEO'su Theresa Condor, Jan2025 tarihinde atandı, in görev süresi 1.42 yıldır. in toplam yıllık tazminatı $ 6.41M olup, şirket hissesi ve opsiyonları dahil olmak üzere 8.8% maaş ve 91.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.85% ine doğrudan sahiptir ve bu hisseler $ 5.98M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.4 yıl ve 4.2 yıldır.

Anahtar bilgiler

Theresa Condor

İcra Kurulu Başkanı

US$6.4m

Toplam tazminat

CEO maaş yüzdesi8.80%
CEO görev süresi1.4yrs
CEO sahipliği0.8%
Yönetim ortalama görev süresi1.4yrs
Yönetim Kurulu ortalama görev süresi4.2yrs

Son yönetim güncellemeleri

Recent updates

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
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.
Analiz Makalesi 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
Analiz Makalesi 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

CEO Tazminat Analizi

Theresa Condor'un ücretlendirmesi Spire Global'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$49m

Dec 31 2025US$6mUS$565k

US$51m

Sep 30 2025n/an/a

US$27m

Jun 30 2025n/an/a

US$34m

Mar 31 2025n/an/a

-US$101m

Dec 31 2024US$3mUS$435k

-US$103m

Sep 30 2024n/an/a

-US$72m

Jun 30 2024n/an/a

-US$83m

Mar 31 2024n/an/a

-US$84m

Dec 31 2023US$1mUS$424k

-US$78m

Sep 30 2023n/an/a

-US$88m

Jun 30 2023n/an/a

-US$86m

Mar 31 2023n/an/a

-US$106m

Dec 31 2022US$4mUS$360k

-US$99m

Sep 30 2022n/an/a

-US$7m

Jun 30 2022n/an/a

-US$42m

Mar 31 2022n/an/a

-US$30m

Dec 31 2021US$1mUS$217k

-US$38m

Sep 30 2021n/an/a

-US$113m

Jun 30 2021n/an/a

-US$64m

Mar 31 2021n/an/a

-US$42m

Dec 31 2020US$917kUS$176k

-US$33m

Tazminat ve Piyasa: Theresa 'nin toplam tazminatı ($USD 6.41M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.64M ).

Tazminat ve Kazançlar: Theresa 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Theresa Condor (45 yo)

1.4yrs
Görev süresi
US$6,413,560
Tazminat

Ms. Theresa Condor is Chief Executive Officer at Spire Global, Inc. since January 01, 2025 and serves as its President since March 05, 2025. She served as Chief Operating Officer of Spire Global, Inc. sinc...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Peter Platzer
Co-Founder & Executive Chairman13.8yrsVeri yok3.03%
$ 21.3m
Theresa Condor
CEO, President & Director1.4yrsUS$6.41m0.85%
$ 6.0m
Celia Perez
Chief Operating Officer1.4yrsUS$6.14m0.68%
$ 4.8m
Gabriel Oehme
Chief Technology Officerless than a yearUS$5.85m0.040%
$ 280.5k
Alison Engel
CFO, Principal Financial Officer & Principal Accounting Officer1.2yrsVeri yok0.69%
$ 4.8m
Boyd Johnson
Chief Administrative Officer2.5yrsUS$999.80k0.33%
$ 2.3m
Benjamin Hackman
Head of Investor Relations4.2yrsVeri yokVeri yok
David Myers
Chief Legal Officer & Secretaryless than a yearVeri yokVeri yok
Michelle Nadeau
Global Head of People Operations3.9yrsVeri yokVeri yok
Quintin Jones
VP & Head of North Americaless than a yearVeri yokVeri yok
1.4yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: SPIR 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.4 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Peter Platzer
Co-Founder & Executive Chairman13.8yrsVeri yok3.03%
$ 21.3m
Theresa Condor
CEO, President & Director10.6yrsUS$6.41m0.85%
$ 6.0m
William Porteous
Lead independent director12.1yrsUS$270.69k0.31%
$ 2.2m
Stephen Messer
Independent Director12.1yrsUS$240.00k0.23%
$ 1.7m
Joan Lordi Amble
Independent Director3.8yrsUS$234.75k0.23%
$ 1.6m
Toni Rinow
Independent Directorless than a yearUS$285.86kVeri yok
Edward Newberry
Member of Advisory Boardless than a yearVeri yokVeri yok
Dirk Hoke
Independent Director4.6yrsUS$190.52k0%
$ 0
John Martinez
Independent Directorless than a yearVeri yokVeri yok
Christopher Grady
Member of Advisory Boardless than a yearVeri yokVeri yok
4.2yrs
Ortalama Görev Süresi
56.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SPIR 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/15 07:43
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Spire Global, Inc. 10 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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