Spire Global, Inc. (SPIR)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-10-30
$8.87-8.37%
Close 2026-10-30 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-10-30
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 under pressure — Keep adjusted EBITDA loss between -$26M and -$20.7M in 2026: Comparison needs review.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 232% growth a year, above the roughly 53% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 66% in its worst 12-month stretch.
View RiskSPIR’s NOAA-supported revenue growth above 50% excluding maritime is the central case, despite weak recent performance. Q2 FY2026 revenue fell 6% year over year, although adjusted earnings beat consensus. SPIR trades at 6× sales versus a 2× peer median. The market is pricing in more growth than our forecast. The next-quarter miss probability is 40%. The 2026 adjusted EBITDA loss comparison needs review, so the pillar’s status remains unverified. Peer multiples imply a price about 232% below where it trades (it looks expensive on this basis). The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. SPIR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering SPIR (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare SPIR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| 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 1 valuation methods, at three horizons. As of 2026-10-30. 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.
Launch supports revenue growth and product expansion.
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 2026-10-30. EPS is implied from price ÷ P/E. 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
NOAA contract win supports revenue growth objective.
NOAA contracts indicate significant future revenue potential.
Advances: Achieve revenue growth of over 50% excluding maritime
Contract renewal supports revenue growth objective.
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.
