Spire Global, Inc. (SPIR) - Stock Analysis

Last updated: Jul 26, 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
$10.54
Market Cap
$625.67M
1D Return
-7.30%
YTD Return
+40.53%

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Valuation Metrics

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

Price Behavior

3.5

Key Price Behavior Insights: • Lower highs • Failed rebounds • Oversold bounce Support Level: $10.96-$11.00 Resistance Level: $11.66-$12.15 SPIR has moved into a clear short-term downtrend over the last month, with lower highs/lower lows, repeated failed rebounds, and oversold conditions that may allow only a brief bounce if $10.96-$11.00 holds. క

bearish
oversold

Sentiment & News

6.0

Key News Insights: • Buy upgrade • Satellite launch • AI autonomy Spire's July updates point to improving execution and sentiment, with a Buy upgrade, successful satellite launch, new commercial leadership, and an AI autonomy partnership supporting growth.

Execution
Positive
AI

AI Summary

5.5
Neutral

SPIR has shifted from a “can they build it?” concept to an execution story, with the revenue beat, 13% core growth, and margin improvement showing real progress, but the stock's weak trend says investors still need proof that launches and partnerships can convert into durable, self-funding revenue before a re-rating is justified. ഡ

Execution
Monetization
Turnaround
AI summary updated 3 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.