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PLPL

Planet Labs PBC

$PL·$5.7B·Aerospace & Defense·Industrials
$13.56-6.7%YTD-23.7%1Y+2.5%
Price updated 2h ago·X counts updated 5d ago
PLPL
$PLPlanet Labs PBC
$13.56-6.74%455 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

455X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-10-02

Planet Labs is bullish — the Pelican-12 next-gen imaging satellite just shipped to Cape Canaveral for SpaceX's Bandwagon-5 (2026's fifth Pelican), and $PL is simultaneously carrying Google's first AI chips into orbit on an upcoming SpaceX rideshare. Alphabet's investment portfolio holds a ~$1.17B PL stake. The grounding statement is "PL has lost 44% since SPCX's first close," which bulls frame as the asymmetric entry rather than a warning.

Read what X is saying about $PL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Satellite imagery company riding the "AI in space" narrative — chart has given back 40% while the launch cadence keeps going.

Planet Labs operates a constellation of SuperDove and Pelican imagery satellites providing frequent global geospatial data to defense, climate, and commercial customers. The stock is down 19% YTD and well below both moving averages even as the Pelican launches keep landing and Google chose Planet for its first-in-space TPU rideshare.

  • The business is scaling: revenue grew 41% YoY to $86.8M at an improving (but still -41%) operating margin — this is the classic "grow into profitability" story, with the data-contract backlog finally translating to top-line visibility.
  • The operational cadence is actually strong: Pelican-11 shipped and Pelican-12 is on its way to Cape Canaveral for SpaceX's Bandwagon-5, with a 3-month constellation refresh pace — Google TPU rideshare adds mindshare and a tangible AI-space angle.
  • Insider selling is heavy: officers Ashley Johnson ($944K at $17) and Robert Schingler ($886K at $17) each stepped out of real positions in September — not panic, but a tell that insiders don't see the stock back at the 2024 highs anytime soon.

Breaking-down holds unless Dec 9 earnings re-accelerate net revenue retention above 110% and any government contract (NGA, defense) extends with specific dollar amounts. A soft quarterly print or further CFO-level selling is what seals the de-rating; a signed anchor-tenant contract, or a defense RFP win, is what breaks the tape higher.

Agrees with X sentimentX longs riding Pelican cadence and the first-in-space TPU rideshare have the right operational signals — the acknowledgment that the stock is -44% since SPCX's June close as space-name rotation is honest, and matches the breaking-down tape until specific contract catalysts land.

What to watch: Dec 9 earnings — net revenue retention (needs to clear 110%), government contract renewals (NGA, DoD), and any specific commercial AI-space contract value. A soft NRR print or more insider selling is what confirms the breaking-down.

On the calendar: 2026-12-09 — Q3 FY26 earnings

Read the AI verdict on $PL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a small satellite constellation providing daily global Earth observation imagery to government and commercial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $PL.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $PL

Neutral — Operates a small satellite constellation providing daily global Earth observation imagery to government and commercial customers.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-29.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-11.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-31.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
32.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-105%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.02$-0.02+205.1%
Q1 2026Jun 4, 2026$-0.03$-0.04+28.2%
Q4 2025Mar 19, 2026$-0.48$-0.05-916.7%
Q3 2025Dec 10, 2025$-0.19$-0.03-467.3%
Next earningsWed, Dec 9·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$86.8M+41.1%54.2%-41.5%$-0.48$-951K
Q3 FY26$81.3M+32.6%57.3%-22.6%$-0.19$650K
Q2 FY26$73.4M+20.1%57.6%-24.5%$-0.07$49.3M
Q1 FY26$66.3M+9.6%55.2%-34.4%$-0.04$7.4M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$298.3M$297.3M – $298.9M-$0.08-$0.10 – -$0.038
FY27$437.5M$433.3M – $443.7M-$0.05-$0.05 – -$0.049
FY28$569.7M$533.2M – $598.2M$0.01-$0.01 – $0.059
FY29$738.7M$703.5M – $823.5M$0.14$0.13 – $0.157
FY30$842.7M$809.1M – $886.9M$0.25$0.24 – $0.274

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-46.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 302.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 13John W RaymondDirector6.5K sh$99KSellOct 1Ita M BrennanDirector11.5K sh$187KSellSep 17Ashley F. JohnsonCFO55.7K sh$944KSellSep 17Robert H SchinglerCo-Founder Chief Strategy Off.52.2K sh$886KSellJul 23Ashley F. JohnsonCFO110.0K sh$2.4MSellJul 15Kristen RobinsonDirector37.1K sh$930KSellJul 13John W RaymondDirector6.5K sh$170KSellJul 10Robert H SchinglerCo-Founder Chief Strategy Off.89.6K sh$2.3MSellJul 10Marshall William SpencerCEO200.0K sh$5.2MSellJul 1Ita M BrennanDirector11.5K sh$379K
+ 23 other (8 awards · 6 inkinds · 5 others · 4 gifts) in window

See when $PL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJul 108-K — Item 5.07: Shareholder vote
AI summary

Planet Labs PBC held its 2026 Annual Meeting on July 9, 2026, with 278,499,924 shares represented out of 332,899,400 Class A and 23,493,796 Class B shares entitled to vote (representing 724,882,048 aggregate votes). Shareholders re-elected three directors — Vijaya Gadde, General John W. Raymond, and Scott Reese — to the board. This is routine corporate governance — uncontested director elections at the annual meeting with no notable governance changes.

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement
AI summary

PL (PL) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B5Prospectus supplement (offering)Jun 5424B5
AI summary

PL (PL) filed a 424B5 prospectus supplement related to an at-the-market (ATM) equity offering program. The program allows the company to sell up to $1,500,000,000 of common shares over time through a sales agent into the market at prevailing prices. ATM programs provide flexible, dilution-minimized capital access without a traditional underwritten deal, typically used for growth capital or balance sheet management.

S-3ASRAuto-shelf registrationJun 5S-3ASR
AI summary

PL (PL) filed an automatic shelf registration statement (S-3ASR) with the SEC. The registration establishes a shelf to offer common stock from time to time. As an S-3ASR (automatic shelf), this registration is immediately effective upon filing — a privilege reserved for well-known seasoned issuers (WKSIs) with large public floats. The shelf registration does not commit the company to any specific offering but provides flexible capital markets access for future transactions.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PL Wins ESA Deal: Can Space-Based Disaster Monitoring Drive Growth?zacks.com·3d agoIs Planet Labs an Undervalued Space Stock to Buy Right Now in October?fool.com·3d agoAST SpaceMobile Sinks 9% as Piper Sandler Cuts to Neutral on SpaceX Direct-to-Cell Threat; Planet Labs Drops 4%, Rocket Lab Slips247wallst.com·4d agoSpaceX Is Public. Here's What $1,000 in Each of These 5 Space Stocks Could Be Worth by 2030.fool.com·6d agoGoogle Just Put AI Chips in Orbit. These 5 Stocks Could Build What Comes Next.investorplace.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space Economy

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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