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SPSPIR

Spire Global, Inc.

$SPIR·$478M·Specialty Business Services·Industrials
$12.06-0.7%YTD+58.8%1Y+8.4%
Mentions · last 7 days
2026-07-09: 11 posts2026-07-10: 10 posts2026-07-11: 11 posts2026-07-12: 14 posts2026-07-13: 13 posts2026-07-14: 12 posts2026-07-15: 17 posts880%
Price updated 14m ago·X counts updated 2d ago
SPSPIR
$SPIRSpire Global, Inc.
$12.06-0.74%88 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Spire Global just delivered ten satellites for the Transporter-17 rideshare launch and got a Zacks Buy upgrade.

Spire Global operates a satellite-and-analytics platform for weather, maritime, and aviation data, $478M market cap, with Q2 2026 earnings due 2026-08-12.

  • Q1 revenue $15.8M, down 33.7% year-over-year and roughly flat sequentially — third consecutive quarter of large declines as the aviation-segment divestiture works through.
  • Q1 EPS -$0.37 versus -$0.49 consensus (24% loss-narrowing beat), continuing positive surprises: 24%, 20%, 0%, 7% — execution improving relative to expectations.
  • Gross margin 42.1% trailing, operating margin -122% — operating economics remain challenged as constellation and analytics investment continues.
  • Consensus models 2026 revenue $79.9M rising to $97.8M in 2027, EPS losses narrowing from -$1.14 to -$0.51 — depends on constellation-utilization scaling.
  • On July 8, Spire launched ten satellites on SpaceX's Transporter-17 rideshare mission (delivered to Vandenberg June 24) — real constellation expansion.
  • On July 6, Zacks upgraded SPIR to Buy — fresh sell-side thesis-alignment signal.
  • On May 29, COO Celia Pelaz notified the company of her resignation effective September 30 — leadership transition risk.
  • The stock is up 25% over twelve months and 78% year-to-date, at 36% of the 52-week range and 25% below the 50-day.
  • Beta 2.52 with float 27M shares — the tape is structurally reactive to launch or contract news.

The setup is a satellite-analytics operator with ten-satellite launch and Zacks upgrade — August 12 tests re-rating.

Agrees with X sentimentX posters cite Spire's ten-satellite delivery to Vandenberg for the Transporter-17 rideshare mission, add SPIR to space-stock buy lists alongside FLY, BKSY, and VELO as 'these stocks are massive on sale,' and call SPIR a $1 mover toward a 3x target. Some chatter references Spirit Blockchain Capital's shares-for-services issuance (unrelated ticker naming). The mechanical read confirms the ten-satellite launch success and the Zacks Buy upgrade — the ticker_collision flag is set.

What to watch: August 12 Q2 earnings — revenue trajectory versus the -33.7% Q1 pace (aviation-segment divestiture comparison begins to lap), gross-margin sustainability at 42.1%, operating-loss narrowing, and 2026 revenue guide versus the $79.9M consensus. Constellation utilization from the newly-launched ten satellites and COO transition update are qualitative signals.

On the calendar: 2026-08-12 Q2 2026 earnings; constellation utilization and COO transition drive the print.

ticker collision

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-29

Spire Global delivered 10 satellites to Vandenberg Space Force Base ahead of the Transporter-17 rideshare mission launch. SPIR is being added to space-stock buy lists alongside FLY, BKSY, VELO as 'these stocks are massive on sale.' Posters call SPIR a $1 mover toward a 3x target. Watchlists feature SPIR alongside SDGR, DNA, CHPT, MYGN. Tone is bullish on the satellite launch catalyst and space-cohort rerating.

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

No material change from last week — new Diehl Defence agreement for space-based early warning adds government defense to its maritime, weather, and aviation data streams.

What this means for $SPIR

Neutral — Nanosatellite constellation collecting data for maritime tracking, weather forecasting, aviation monitoring, and earth intelligence analytics; limited exposure means the defense/space government contract expansion layered on data services is not a near-term catalyst or headwind.

Industry benchmark

4-name peer basket
-21.5%YTD
-21.9%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
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%
Q1 2025May 14, 2025$-0.63$-0.68+7.4%
Next earningsWed, Aug 12·consensus EPS $-0.29

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.1.3×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.29%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.-33.1%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.-7.4%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 today6.4% 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.β2.525-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellMay 20Peter PlatzerChair7.2K sh$137KSellMay 20Oehme Johann GabrielCTO3.1K sh$59KSellMay 20Theresa CondorCEO24.6K sh$470KSellMay 20Pelez Perez CeliaCOO4.7K sh$89KSellMay 20Alison K EngelCFO12.7K sh$242KSellApr 20Peter PlatzerChair1.8K sh$33KSellApr 20Theresa CondorCEO1.2K sh$22KSellMar 20Peter PlatzerChair1.8K sh$23KSellMar 20Theresa CondorCEO1.2K sh$15KSellFeb 20Oehme Johann GabrielCTO12.8K sh$109K
1–10 of 15
+ 14 other (12 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
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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-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.

3New insider — initial holdingsApr 103
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SPIR on 2026-04-10, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KMaterial agreementApr 108-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

SPIR entered into a purchase agreement (8-K Item 1.01, dated 2026-04-10). Size: approximately $70.0 million. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

3New insider — initial holdingsMar 113
+ 18 other (2 SDs · 2 earnings 8-Ks · 2 EFFECTs · 2 13Gs) in window

Recent news

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

Spire Global Successfully Launches Ten Satellites on SpaceX's Transporter-17 Rideshare Missionbusinesswire.com·9d agoSpire (SPIR) Upgraded to Buy: Here's What You Should Knowzacks.com·11d agoSPIRIT BLOCKCHAIN CAPITAL COMPLETES SHARES FOR SERVICES ISSUANCEglobenewswire.com·22d agoSpire Global Delivers 10 Satellites to Vandenberg Space Force Base Ahead of the Transporter-17 Rideshare Missionbusinesswire.com·23d agoSpirit Blockchain Capital Announces Shares For Services Issuanceaccessnewswire.com·29d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space Economy

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Voices on X · last 7 days

No standout posts about $SPIR on X in the last 7 days.

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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