Spire Global, Inc. Class A (SPIR)

In November 2025, Spire Global received a notice from the NYSE for non-compliance due to a delayed Q3 filing. In April 2026, Spire announced a $70 million private placement, launched ten satellites on SpaceX's Transporter-16 mission, expanded its agriculture intelligence offering, and was selected by Precursor SPC for GNSS radio occultation data. The Canadian government terminated its WildFireSat satellite contract, and Chairman Peter Platzer sold 1,800 shares. In May 2026, Spire established a satellite manufacturing facility in Munich, and a resale registration of 5 million shares created dilution concerns. Despite negative news, the stock experienced surges due to market rallies and contract wins.

Demand seasonality for Spire Global's products and services is observed in weather and climate data, with higher demand during agricultural seasons and periods of extreme weather. Aviation data demand fluctuates with air travel trends, while maritime data demand is critical during winter seasons. Space services and reconnaissance demand is driven by long-term contracts and strategic needs, but budget cycles and mission timelines could introduce some periodicity.

Spire Global, Inc. is a space-to-cloud data and analytics company that tracks global datasets using nanosatellites. They operate in the Technology sector, focusing on Telecommunications Services, Data & Analytics, and Aerospace. Spire designs, builds, owns, and operates a constellation of over 110 multi-purpose nanosatellites, collecting real-time Earth observation data using RF technology. Their services are subscription-based and include space reconnaissance for defense and intelligence, aviation analytics, weather and climate data, and space services to enable customers to deploy their own satellite constellations.

Spire Global, Inc. has a worldwide service area, providing subscription-based data and services across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company has offices in San Francisco, Boulder, Washington D.C., Cambridge, Glasgow, Luxembourg, Munich, and Singapore.

Spire Global's brand reputation is tied to its operational achievements, contract wins, and strategic shifts. The company has enhanced its standing through technological advancements, strategic focus on weather, RF intelligence, and defense intelligence, securing government contracts, and expanding its offerings. The termination of the Canadian WildFireSat contract was framed as clearing the path for core growth.

Spire Global, Inc. is owned by institutional shareholders, insiders, and retail investors. As of May 4, 2026, there are 111 institutional owners holding 11,645,461 shares, including 325 Capital Llc, BlackRock, Inc., and Vanguard Group Inc. BlackRock holds a 5.1% passive stake. Key individual shareholders include Theresa Condor, William Porteous, Jack Pearlstein, and Peter Platzer. Theresa Condor is the largest individual shareholder, owning 11.84 million shares, representing 33.80% of the company.