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SPSPIR

Spire Global, Inc.

$SPIR·$466M·Specialty Business Services·Industrials
$13.28+0.8%YTD+76.2%1Y+44.6%
Mentions · last 7 days
2026-08-21: 10 posts2026-08-22: 7 posts55+15%
Price updated 14m ago·X counts updated 9d ago
SPSPIR
$SPIRSpire Global, Inc.
$13.28+0.84%55 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SPIR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-25

Catching its breath after a run — could pick back up or fade from here.

Satellite-data company up 55% in twelve months — and today five insiders (CEO, CFO, President) all sold on the same day at the same price.

Spire Global operates a constellation of 100+ nanosatellites collecting maritime, aviation, and weather data for government and commercial customers. The stock is up 55% over the trailing year and 76% year-to-date, but the pattern today (August 24) is genuinely concerning.

  • Five executives filed same-day, same-price sales on August 20 that hit the tape today: Chief Product Officer Johann Oehme (2,989 shares), Chief People Officer Celia Pelez Perez (4,484), founder/former-CEO Peter Platzer (5,100), CFO Alison Engel (4,286), and President Theresa Condor (22,502) — all at $14.09 — coordinated sales at the same price suggest a 10b5-1 program executing but the size and coordination matter
  • Q1 2026 revenue of $15.8M was down 34% year-over-year with operating margin -108% — the topline has meaningfully contracted from the mid-2024 peak and margins have not recovered
  • The last four EPS surprises: -17%, +24%, +20%, 0% — most recent print was a miss; the operational cadence is not convincing
  • Free cash flow yield of -21% is extraordinary — this business is burning cash aggressively as it invests in constellation replenishment
  • On August 14 the company announced a $3.7M NOAA contract for satellite weather data — real commercial win but small relative to $466M market cap
  • Analyst 2026 revenue estimate is $80M growing to $97.8M in 2027 — modest, and the stock at $13.87 is 8.8x forward sales — expensive for a business without visible profitability
  • Beta 2.57 is one of the highest in the small-cap space, meaning volatility works both ways aggressively

Insider clustering + margin deterioration + high beta = the setup that historically precedes reversals in similar names.

Agrees with X sentimentX is bullish on the AI-defense-space thesis with NOAA contract cited. Fair — the strategic thesis is legitimate; the executive-selling cluster today is what X hasn't yet processed and it materially changes the near-term read.

What to watch: The Q3 print on November 11 needs to show revenue reaccelerating year-over-year and operating margin improving — otherwise the insider-selling pattern gets confirmed by continued fundamental deterioration.

On the calendar: 2026-11-11 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-25

Spire Global announces a partnership with SATE on an ESA-supported program to build an AI system for real-time satellite health monitoring and autonomous constellation operations. The Q2 print lands August 12 with analysts modelling roughly $18.5M revenue, EPS around -$0.29, gross margin near 60% and 2026 revenue guidance of $75M-$85M. Coverage frames the AI-defense-space combo as constructive.

Read the AI verdict + X sentiment for $SPIR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Nanosatellite constellation collecting data for maritime tracking, weather forecasting, aviation monitoring, and earth intelligence analytics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $SPIR.

Specialty Business Services · Industrials

Industrial distribution volumes track manufacturing PMI; value-add services and private-label fasteners/MRO are the margin differentiators. Restocking cycles in smaller manufacturers are the near-term demand swing factor.

What this means for $SPIR

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Spire Global, Inc.

Industry benchmark

5-name peer basket
-29.9%YTD
+1.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-122%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-21.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.31$-0.27-17.0%
Q1 2026May 13, 2026$-0.37$-0.49+24.0%
Q4 2025Mar 18, 2026$-0.39$-0.49+20.4%
Q3 2025Dec 17, 2025$-0.33$-0.330.0%
Next earningsWed, Nov 11·consensus EPS $-0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$15.8M-33.7%39.8%-108%$-0.78$-34.2M
Q4 FY25$15.8M-26.9%40.6%-128%$-0.76$-16.2M
Q3 FY25$12.7M-55.6%36.6%-166%$-0.61$-29.5M
Q2 FY25$19.2M-24.5%48.9%-99.2%$3.80$-38.7M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$79.9M$78.5M – $81.6M-$1.14-$1.17 – -$1.123
FY27$97.8M$96.0M – $99.8M-$0.51-$0.52 – -$0.503

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-1.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Stephen MesserDirector18.0K sh$253KSellAug 20Oehme Johann GabrielCTO3.0K sh$42KSellAug 20Alison K EngelCFO4.3K sh$60KSellAug 20Pelez Perez CeliaCOO4.5K sh$63KSellAug 20Peter PlatzerChair5.1K sh$72KSellAug 20Theresa CondorCEO22.5K sh$317KSellMay 20Peter PlatzerChair7.2K sh$137KSellMay 20Oehme Johann GabrielCTO3.1K sh$59KSellMay 20Theresa CondorCEO24.6K sh$470KSellMay 20Pelez Perez CeliaCOO4.7K sh$89K
1–10 of 15
+ 11 other (9 awards · 1 inkind · 1 exempt) in window

See when $SPIR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AShareholder vote (amended)Aug 68-K/A — Item 5.07: Shareholder vote
AI summary

Spire Global (SPIR) filed an 8-K/A disclosing that its Board decided to hold annual advisory say-on-pay votes going forward, consistent with stockholder preference expressed at the annual meeting where stockholders voted on say-on-pay frequency.

3New insider — initial holdingsAug 53
AI summary

Mellinger Eric M. (Last) (First) (Middle) 8000 TOWERS CRESCENT DRIVE SUITE 1100 (Street) VIENNA VIRGINIA 22182 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/03/2026 3. Issuer Name and Ticker or Trading Symbol Spire Global, Inc. [ SPIR ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Chief Commercial Officer 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: No securities are beneficially owned. /s/ Griffin D. Foster, by Power of Attorney for Eric M. Mellinger 08/05/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of SPIR, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Spire Global appointed Eric Mellinger as Chief Commercial Officer effective August 3, 2026, with a base salary of $385,000 and a grant of 150,000 RSUs. Mellinger's hire signals a push to accelerate commercial revenue growth at the satellite data analytics company competing in the growing Earth observation and weather data market.

8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change
AI summary

Spire Global, Inc. COO Celia Pelaz notified the company on May 29, 2026 of her resignation effective September 30, 2026 to pursue a new role. The company stated it does not intend to replace the COO position, reflecting a strategic decision to fold operational responsibilities back in line with the 2026 growth focus. Instead, Spire is searching for a Chief Commercial Officer. Ms. Pelaz's departure was not related to any disagreement over operations, policies, or controls. This is an administrative leadership change with a four-month transition runway.

8-KShareholder voteMay 288-K — Item 5.07: Shareholder vote
AI summary

Spire Global, Inc. held its 2026 annual meeting on May 27, 2026, at which stockholders voted on director elections and other proposals as described in the proxy statement filed April 13, 2026. Final voting results for each proposal are provided. This is a routine annual meeting governance disclosure.

S-1/AInitial registrationMay 1S-1/A
AI summary

SPIR filed a S-1/A (amended registration) dated 2026-05-01. An S-1 initiates or updates the registration process for a public offering; a final 424B4 prospectus will confirm pricing and dilution amount.

8-KAgreement terminatedApr 248-K — Item 1.02: Agreement terminated
AI summary

SPIR filed an 8-K (other items) dated 2026-04-24. 0001816017 false 0001816017 2026-04-23 2026-04-23 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 23, 2026 SPIRE GLOBAL, INC.

S-1Initial registrationApr 23S-1
AI summary

SPIR filed a S-1 (initial registration statement) dated 2026-04-23. An S-1 initiates or updates the registration process for a public offering; a final 424B4 prospectus will confirm pricing and dilution amount.

+ 23 other (3 earnings 8-Ks · 2 10-Qs · 2 13Gs · 2 EFFECTs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Spirit Blockchain Capital Inc. Announces Shares for Services Issuance and Provides Technology Commercialization Updateaccessnewswire.com·4d agoSpire Global Awarded $28 Million NOAA Contract to Advance Hyperspectral Microwave Sounding Technologybusinesswire.com·5d agoEUMETSAT Awards Spire Global €4 Million One-Year Contract Renewal and Expansion for Satellite Weather Databusinesswire.com·7d agoThis Small-Cap Space Stock Could Be a Long-Term Moonshotfool.com·11d agoSpirit Blockchain Capital Reports Second Quarter 2026 Results & Provides Corporate Updateaccessnewswire.com·14d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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