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SPIR

Spire Global Inc

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 11.46 Industrials - Specialty Business ServicesAWAIT ENTRY
52

Position levels

Currenttoday
USD 11.46
Buy <=wait / entry
USD 9.00
Trim >=take some off
USD 13.00
Thesis breakA dilutive equity raise larger than 15% of shares outstanding, a covenant breach...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case19%100 / 10019.0
Base case48%62 / 10029.8
Bear case33%10 / 1003.3
Weighted conviction52 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q1 2026 EPS beat of 9.76% (-0.37 actual vs -0.41 est) with next report Aug 12 2026
  • Defense contract momentum and microwave sounding initiatives noted in analyst commentary
  • Partnership with SATE referenced in recent news flow
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.