Spire Global, Inc. Class A (SPIR)

In January 2026, Spire Global launched nine satellites on SpaceX's Twilight mission, leading to a stock price increase, and H.C. Wainwright initiated coverage with a "Buy" rating. In December 2025, the company was selected for a Missile Defense Agency contract, announced its Third Quarter results with $12.7 million in GAAP revenue, expanded its Power Generation Forecasts to ERCOT, and was chosen by GIST Research to provide soil moisture data. In November 2025, Spire Global participated in industry summits and appointed a new General Manager for its Weather & Climate division. In April 2025, Spire sold its maritime business to Kpler for $233.5 million. As of January 9, 2026, the share price was $10.48, reflecting a 20.12% decline from the previous year, with a 52-week low of $6.60 and a high of $21.43.

Spire Global's revenue is primarily generated from subscription-based data, analytics, and space-as-a-service solutions. While subscription models generally imply a more stable revenue stream, there is some indication of seasonality in its stock performance. A seasonal chart analysis suggests a historical "Buy Date of June 25 and a Sell Date of September 21" has yielded positive returns, outperforming the S&P 500 Total Return Index over the past four years. The company is currently experiencing strong and increasing demand from government and defense customers for its data and services.

Spire Global, Inc. is a space-to-cloud data and analytics company that uses a constellation of nanosatellites to collect Earth observation data, operating in the Data & Analytics, Aerospace, Technology, and Telecommunications Services sectors. The company provides subscription-based data, insights, predictive analytics, and related project-based services globally, including satellite-based tracking data for maritime, aviation, and weather patterns, as well as "Space-as-a-Service" solutions.

Spire Global, Inc. has a global presence with offices in San Francisco, Boulder, Washington D.C. (U.S.), Glasgow (UK), Luxembourg, Munich (Germany), Singapore, and Cambridge (Ontario, Canada). Its headquarters are located in Vienna, Virginia, U.S., and it serves a worldwide clientele across various sectors.

Spire Global's brand reputation has been positively influenced by securing its largest radio occultation contract from NOAA, winning a NOAA contract for ocean surface winds, renewing its radio occultation agreement with EUMETSAT, being selected for the U.S. Missile Defense Agency SHIELD IDIQ Contract, expanding its partnership with Deloitte, and being awarded a Can$72 million contract by the Government of Canada. The sale of its maritime business was a strategic move to focus on higher-growth areas, and H.C. Wainwright initiated coverage with a "Buy" rating. However, there have been mentions of NYSE compliance issues related to delayed SEC filings, which could potentially affect the company's reputation.

Spire Global, Inc. has a mixed ownership structure including institutional, insider, and retail investors. Key institutional shareholders include 325 Capital Llc, BlackRock, Inc., Vanguard Group Inc, and others. Theresa Condor is the largest individual shareholder, owning 34.18% of the company, with other significant individual owners including William Porteous, Jack Pearlstein, and Peter Platzer.