Spire Global (NYSE:SPIR) Releases FY 2026 Earnings Guidance

Spire Global (NYSE:SPIR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of -1.110–0.960 for the period, compared to the consensus estimate of -0.970. The company issued revenue guidance of $75.0 million-$85.0 million, compared to the consensus revenue estimate of $76.8 million. Spire Global also updated its Q1 2026 guidance to -0.440–0.430 EPS.

Spire Global Trading Down 13.0%

Shares of SPIR opened at $17.84 on Friday. The firm’s 50-day moving average price is $11.31 and its 200-day moving average price is $10.54. The firm has a market capitalization of $597.54 million, a price-to-earnings ratio of 11.29 and a beta of 2.23. Spire Global has a 1-year low of $6.60 and a 1-year high of $20.50.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. iA Financial set a $9.00 price target on shares of Spire Global in a research report on Tuesday, December 23rd. Stifel Nicolaus lifted their price target on shares of Spire Global from $14.00 to $16.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. Alliance Global Partners cut shares of Spire Global from a “buy” rating to a “neutral” rating and lowered their price target for the company from $17.00 to $9.00 in a research report on Tuesday, December 23rd. Canaccord Genuity Group lifted their price target on shares of Spire Global from $10.50 to $14.00 and gave the company a “buy” rating in a research report on Friday, March 20th. Finally, HC Wainwright reissued a “buy” rating and set a $19.00 price target (up from $14.00) on shares of Spire Global in a research report on Friday, January 23rd. Three analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $13.33.

Insiders Place Their Bets

In other Spire Global news, Chairman Peter Platzer sold 58,428 shares of Spire Global stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $8.53, for a total value of $498,390.84. Following the completion of the transaction, the chairman directly owned 1,693,603 shares of the company’s stock, valued at approximately $14,446,433.59. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Theresa Condor sold 41,712 shares of Spire Global stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $8.53, for a total transaction of $355,803.36. Following the completion of the transaction, the chief executive officer directly owned 1,116,581 shares of the company’s stock, valued at $9,524,435.93. This trade represents a 3.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 122,276 shares of company stock valued at $1,056,013. Insiders own 14.68% of the company’s stock.

Key Spire Global News

Here are the key news stories impacting Spire Global this week:

• Positive Sentiment: Unusually large call buying suggests some traders are positioning for a rebound or takeover/speculative move; 3,033 calls were traded (?+284% vs. normal volume), which can signal bullish short?term sentiment.
• Positive Sentiment: The company’s expanded AI agriculture intelligence platform is being discussed as a potential long?term revenue driver and valuation catalyst, which may support upside over time. Assessing Spire Global (SPIR) Valuation
• Neutral Sentiment: FY?2026 guidance was updated to EPS of -1.110 to -0.960 and revenue $75M–$85M; the ranges overlap consensus (EPS ? -0.97, revenue ? $76.8M) so the full?year outlook is mixed rather than a clear beat or miss.
• Negative Sentiment: Q1?2026 guidance was cut: EPS now guided to -0.440 to -0.430 (consensus ? -0.310) and revenue guided to $14.5M–$15.5M (consensus ? $17.1M), representing a clear near?term shortfall versus expectations and pressuring the share price.
• Negative Sentiment: Spire announced a $70 million private placement, which investors view as dilutive and prompted a sharp selloff; coverage notes the deal and dilution drove a double?digit share decline. Spire Global Shares Sink on $70 Million Private Placement Spire Global Announces $70.0 Million Private Placement

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Russell Investments Group Ltd. purchased a new position in Spire Global in the third quarter worth about $25,000. Osaic Holdings Inc. purchased a new position in Spire Global in the second quarter worth about $25,000. BNP Paribas Financial Markets raised its holdings in Spire Global by 84.6% in the second quarter. BNP Paribas Financial Markets now owns 2,749 shares of the company’s stock worth $33,000 after buying an additional 1,260 shares during the last quarter. Tower Research Capital LLC TRC raised its holdings in Spire Global by 71.2% in the second quarter. Tower Research Capital LLC TRC now owns 4,086 shares of the company’s stock worth $49,000 after buying an additional 1,699 shares during the last quarter. Finally, AQR Capital Management LLC purchased a new position in shares of Spire Global during the fourth quarter valued at approximately $84,000. 19.97% of the stock is owned by hedge funds and other institutional investors.

About Spire Global

Spire Global (NYSE: SPIR) is a space-to-cloud data and analytics company that operates a constellation of low Earth orbit nanosatellites to collect radio occultation, maritime Automatic Identification System (AIS), and aviation tracking data. By leveraging proprietary satellite hardware and ground infrastructure, Spire captures precise, near-real-time observations of Earth’s atmosphere, oceans, and surface traffic to power downstream analytics for weather forecasting, fleet optimization, and safety monitoring.

The company’s core offerings include weather and climate intelligence derived from GPS radio occultation, which enhances numerical weather prediction models; maritime domain awareness services that track vessel movements and supply chain dynamics; and aviation analytics that monitor air traffic for efficiency and security applications.