Planet Labs PBC (Ticker: PL) is a forefront player in the satellite imagery and geospatial data industry, specializing in real-time Earth observation through its advanced satellite constellation. Since its inception in 2010, the company has focused on making satellite data accessible across diverse sectors, including agriculture, forestry, and urban development, facilitating informed, data-driven decision-making in the face of environmental challenges. Planet Labs leverages its continuous monitoring capabilities to support global sustainability efforts, positioning itself for substantial growth in the rapidly evolving remote sensing and analytics landscape. The company's innovative approach underscores its commitment to creating a significant socio-environmental impact through technology.
| Revenue (TTM) | $378.28M |
| Gross Profit (TTM) | $209.89M |
| EBITDA | $-48.40M |
| Operating Margin | -12.00% |
| Return on Equity | -72.00% |
| Return on Assets | -5.05% |
| Revenue/Share (TTM) | $1.14 |
| Book Value | $1.55 |
| Price-to-Book | 8.16 |
| Price-to-Sales (TTM) | 10.94 |
| EV/Revenue | 11.2 |
| EV/EBITDA | -6.73 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 58.10% |
| Shares Outstanding | $340.35M |
| Float | $302.22M |
| % Insiders | 1.27% |
| % Institutions | 82.34% |
Volatility is currently expanding
A revenue shortfall is outweighing a quarter of record margins and record backlog at Redwire (NYSE:RDW). Redwire stock is at $6.13, down 21%, as the space and defense company's third-quarter sales fell well short of Wall Street's forecast.
Planet Labs is positioned to benefit from AI-driven demand for Earth imagery, expanding beyond defense into commercial applications. PL's proprietary daily Earth scans and robust data infrastructure differentiate it from competitors and enable scalable, cross-sector analytics. Valuation scenarios show significant upside if commercial adoption accelerates, with a bull case price target of $25.66 versus a base case of $10.74.
Planet Labs just posted the strongest quarter in its history, yet the stock dropped 30% this year. Here is why that gap keeps widening my position and the exact two conditions that would make me walk away.
Planet Labs has plunged 74% from recent highs but remains a high-growth pureplay in satellite imagery. PL posted 58% YoY revenue growth and non-GAAP profitability in its latest quarter, with stable R&D and SG&A spend supporting a credible path to future operating leverage. At 12x sales, PL offers a more reasonable entry for growth investors compared to recent levels.
Planet Labs shares plunge 25.8% in a month as heavy capital spending and premium valuation cloud its robust defense-led growth.
Planet Labs PBC PL combines rapid revenue growth, rising sovereign demand and substantial contracted business with a valuation that already discounts considerable future execution. The setup is attractive on growth, but less forgiving on price.
Planet Labs' Berlin facility boosts satellite production capacity amid surging European sovereign demand, but rising capital spending and weaker cash flow pose risks.
PL and BKSY are riding growing demand for satellite imagery and AI analytics, but one stands out with stronger financials and growth prospects.
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is giving a lift to the space sector after its third-quarter 2026 revenue and earnings beat analyst estimates following the prior session's close. Intuitive Machines (NASDAQ:LUNR) stock is up 5% to $11.
Planet Labs PBC (PL) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
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