Spire Global, Inc. (SPIR) - Stock Analysis

Last updated: Sep 6, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Spire Global has rallied ~112% in 21 days on a cluster of catalysts—new RF geolocation and ag‑intelligence products, launches that expand on‑orbit capacity, >40% underlying revenue growth and a ~$70M private placement to bolster liquidity—creating a financing‑backed, event‑rich momentum setup near term.

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Idea window: 4/13/2026 – 4/20/2026Sector: Industrials

AI Analyst Overview

Last Price
$11.42
Market Cap
$625.67M
1D Return
+1.24%
YTD Return
+52.27%

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Valuation Metrics

P/E
-24.5
P/B
5431.4
P/S
8.7
EV/EBITDA
-8.4
Div Yield

Fundamental Analysis

3.0

Key Financial Insights: • Improved Liquidity • Persistent Cash Burn • Meaningful Dilution SPIR's stronger liquidity and lower leverage are outweighed by persistent losses, cash burn, shareholder dilution, and expensive valuation, warranting caution.

LiquidityImproved
ProfitabilityRisk

Price Behavior

3.0

Key Price Behavior Insights: • Lower highs • Support testing • Bearish momentum Support Level: $11.88–$12.02 Resistance Level: $12.02–$12.27; stronger at $13.17–$13.27 SPIR remains in a bearish last-month downtrend, with $11.88–$12.02 support needing to hold and a break above $13.27 required to improve momentum.

bearish
support

Sentiment & News

Key News Insights: • Contract momentum • Persistent losses • Share issuance SPIR news is mixed: Spire Global secured major weather and government contracts despite wider losses, while Spirit Blockchain strengthened governance but issued shares for services.

SatelliteGrowth
ShareDilution
AI

AI Summary

4.0
Negative

SPIR is a government-data platform with validated demand, but investors should treat it as an execution-and-financing trade until contract wins translate into recurring revenue, gross margins above 41%, and sharply lower cash burn without further dilution.

GovernmentData
DilutionRisk
Execution
AI summary updated 5 days ago

Description

Spire Global develops an integrated hardware and analytics platform for monitoring oceans, the atmosphere and weather, supplying data and services to maritime, aviation, weather, space and government customers. The company has a strategic partnership with TAC Index Limited and maintains headquarters in San Francisco with additional offices in Boulder, Washington, D.C., Glasgow, Luxembourg and Singapore. Founded in 2012 as Nanosatisfi, it took the Spire Global name in 2014.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Apr 13Apr 20SPIRSpire Global, Inc.
Spire Global has rallied ~112% in 21 days on a cluster of catalysts—new RF geolocation and ag‑intelligence products, launches that expand on‑orbit capacity, >40% underlying revenue growth and a ~$70M private placement to bolster liquidity—creating a financing‑backed, event‑rich momentum setup near term.
Closed-21.6%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.