Recent Earnings Impact: Spire Global has been a focal point of discussion on social media following its Q3 2025 earnings release. Many users highlighted revenue challenges due to timing issues, particularly tied to government contract delays. There’s also talk of operational efficiency as a potential silver lining.
Major Contract Win: A surge in attention came after news of Spire Global securing a $151 billion DoD SHIELD contract for satellite defense intelligence. Posts reflect excitement over a 20% intraday stock jump, though some question the long-term impact. This has sparked intense debates on future growth prospects.
Analyst Downgrades: Recent downgrades by analysts, including a reduced price target, have fueled mixed reactions on social media. Some express concern over persistent delays in contract execution, while others remain hopeful about cost-cutting measures. The divided opinions keep the conversation lively.
Note: This discussion summary was generated from an AI condensation of post data.
Spire Global Insider Trading Activity
Spire Global insiders have traded $SPIR stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SPIR stock by insiders over the last 6 months:
- PETER PLATZER (Executive Chairman) has made 0 purchases and 3 sales selling 268,226 shares for an estimated $2,806,747.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Spire Global Revenue
Spire Global had revenues of $12.7M in Q3 2025. This is a decrease of -55.65% from the same period in the prior year.
You can track SPIR financials on Quiver Quantitative's SPIR stock page.
Spire Global Hedge Fund Activity
We have seen 54 institutional investors add shares of Spire Global stock to their portfolio, and 52 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. removed 1,250,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $14,875,000
- HARBOR CAPITAL ADVISORS, INC. removed 316,546 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $3,478,840
- MANATUCK HILL PARTNERS, LLC removed 312,500 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,718,750
- GRANAHAN INVESTMENT MANAGEMENT, LLC removed 282,333 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $3,102,839
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 282,110 shares (-56.5%) from their portfolio in Q3 2025, for an estimated $3,100,388
- MARSHALL WACE, LLP removed 269,401 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,960,716
- SHAY CAPITAL LLC added 201,580 shares (+352.9%) to their portfolio in Q3 2025, for an estimated $2,215,364
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Spire Global Analyst Ratings
Wall Street analysts have issued reports on $SPIR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 12/22/2025
To track analyst ratings and price targets for Spire Global, check out Quiver Quantitative's $SPIR forecast page.
Spire Global Price Targets
Multiple analysts have issued price targets for $SPIR recently. We have seen 3 analysts offer price targets for $SPIR in the last 6 months, with a median target of $10.5.
Here are some recent targets:
- Brian Kinstlinger from Alliance Global Partners set a target price of $9.0 on 12/24/2025
- Austin Moeller from Canaccord Genuity set a target price of $10.5 on 12/22/2025
- Erik Rasmussen from Stifel set a target price of $14.0 on 12/18/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
