Satellite constellation providing space-based data/analytics (maritime, aviation, weather) — satellite infrastructure & ground station data services. Profitable, P/E ~9-11x, $63.5M TTM rev.
Current stock research snapshot · 8/6/26 20 days old
SPIRSpire Global Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$15.55Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$542MSnapshot value · 8/6/26
SpaceX Transporter-17 launch H2 2026 with 10 new satellites adding data capacity; $200M+ RPO backlog conversion; FY2026 guidance raised to $75-85M; MDA SHIELD IDIQ selection opening missile defense contracts
needs primary source validation
needs primary source validation
Snapshot · 8/6/26🟢 Lean-Bull · ins-$1.2M · 13F 23+/2-×0.5 · short↓0.26
Snapshot · 8/6/26