SPIR
Spire Global Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 9.21
Buy <=wait / entry
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Trim >=take some off
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Thesis breaknot set
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 19% | 100 / 100 | 19.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 32% | 10 / 100 | 3.2 |
| Weighted conviction | 53 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- NOAA $3.7M contract award and selection as one of 14 suppliers under new 10-year commercial environmental-data framework
- $61M in recent contract wins ($28M + $33M) supporting cash flow positive trajectory
- Q2 FY26 revenue of $18.0M with 14% sequential growth and reaffirmed full-year 2026 revenue guidance