Spire Global (SPIR)
Operates satellites for RF intelligence, weather, aviation data, and customer payload services.
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Collects space-based data through an owned nanosatellite and ground-station network, selling subscriptions, analytics, and project services to commercial and government customers. The portfolio now emphasizes space reconnaissance, weather and climate, aviation, and Space Services after the sale of most maritime operations.
Builds and operates its own nanosatellite constellation, ground stations, and software infrastructure to collect and process space-based data. Current solution lines include Space Reconnaissance, Weather and Climate, Aviation, Space Services, and retained maritime work for U.S. federal customers.
Revenue comes from subscription-based data, insights, predictive analytics, and related project services. Demand spans commercial and government customers across the Americas, EMEA, and Asia Pacific, with one reportable segment rather than product-line financial reporting.
Execution depends on satellite and launch operations, government procurement, customer concentration, and remediation of documented revenue-recognition and control issues. The post-maritime-sale business is more focused, but still carries transition work around retained federal maritime services and space-services contract accounting.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 4, 2026 | Stifel Nicolaus | Target | Target: $22 | Target: $24 |
| May 14, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $22 | Target: $22.50 |
| May 14, 2026 | Industrial Alliance Securities | Target | Target: $9 | Target: $15 |
| May 14, 2026 | Stifel Nicolaus | Target | Target: $19 | Target: $22 |
| Apr 27, 2026 | Stifel Nicolaus | Target | Target: $14 | Target: $19 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $91.7M · Total debt $6.8M · Total assets $226.7M · Shareholders' equity $144.3M
- Revenue
- $18.0M
- Operating income
- −$19.9M
- Net income
- −$20.0M
No dividends on record.
| Institutions | ≈ 53.89% | 21.89M shares | |
|---|---|---|---|
| 147 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.67% | 1.49M shares | |
| 10 holders · as of Aug 25, 2026 | |||
| Other | ≈ 42.44% | 17.24M shares | |
| remainder | |||
40.62M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (40.62M in the company's Sep 22, 2026 report, 32.54M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
325 Capital LLCInstitution | 7.30% | 2.97M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.36% | 2.58M A | as of Jun 30, 2026 |
State Street CorpInstitution | 3.89% | 1.58M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.66% | 1.49M A | as of Jun 30, 2026 |
Van Eck Associates CorpInstitution | 3.46% | 1.41M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Stephen Messer | director | −17,986 | $14.06 |
| Aug 20, 2026 | Peter Platzer | director, officer: Executive Chairman | −5,100 | $14.09 |
| Aug 20, 2026 | Perez Celia Pelez | officer: Chief Operating Officer | −4,484 | $14.09 |
| Aug 20, 2026 | Johann Gabriel Oehme | officer: Chief Technology Officer | −2,989 | $14.09 |
| Aug 20, 2026 | Theresa Condor | director, officer: Chief Executive Officer | −22,502 | $14.09 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Spire Global | $12.19 | +1.92% | $389.1M | — | — | 6.2 | −5.9% |
| Planet Labs | $16.98 | −0.54% | $5.68B | — | — | 15.0 | +58.1% |
| BlackSky Technology | $23.06 | −0.47% | $948.2M | — | — | 8.7 | +50.1% |
| Iridium Communications | $48.89 | +1.41% | $5.11B | 54.8 | 41.4 | 5.8 | +3.8% |
| Satellogic | $5.67 | +1.52% | $768.1M | — | — | 24.1 | +258.5% |
| MDA Space | $31.33 | −1.45% | $5.15B | 55.8 | 30.4 | 3.8 | +28.0% |
| Rocket Lab | $72.14 | +3.22% | $40.46B | — | — | 52.6 | +62.0% |
| L3Harris Technologies | $240.48 | −2.61% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| Redwire | $11.71 | +0.91% | $2.77B | — | — | 6.5 | +89.6% |
| Median | 54.8 | 30.4 | 7.6 | +54.1% |