Spire Global, Inc. (SPIR)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$11.98+0.84%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
Research Workspace
Put SPIR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Diversified Support Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Keep adjusted EBITDA loss between -$26M and -$20.7M in 2026: FY26 EBITDA guidance mid -$35.2M vs target -$26.0M.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 59% in its worst 12-month stretch.
View RiskSpire Global's growth relies on achieving over 50% year-over-year core revenue growth. The company reaffirmed its full-year revenue guidance, expecting strong demand for satellite data. Revenue grew 16% year-over-year in Q2 2026, but it fell short of estimates. SPIR trades at 7.0× price-to-sales, above the peer median of 1.7×, indicating modest growth expectations. The primary risk is the potential for guidance cuts, with a 32% probability of a miss next quarter. Peer multiples imply a price about 24% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. SPIR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering SPIR (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for SPIR in the last 4 months.
Continue this research
Compare SPIR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SPIR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Diversified Support Services — fair value, gap to price, and forward P/E.
Compare the value case
Put SPIR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve revenue growth of over 50% excluding maritime
Contract renewal supports revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $11.98
The last 12 months of price, then the range of analyst 12-month targets from today’s $11.98.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Achieve revenue growth of over 50% excluding maritime
New contract supports revenue growth objective.
Advances: Achieve revenue growth of over 50% excluding maritime
Core revenue growth supports overall growth objective.
Threatens: Achieve adjusted EBITDA between -$26M and -$20.7M
Mixed results indicate potential EBITDA challenges.
Threatens: Achieve revenue growth of over 50% excluding maritime
Earnings beat but revenue shortfall impacts growth objective.
Successful launch supports revenue growth and product development.
Launch supports revenue growth and product expansion.
Satellite launch supports growth and revenue objectives.