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PLPL

Planet Labs PBC

$PL·$8.7B·Aerospace & Defense·Industrials
$21.58-2.3%YTD+11.2%1Y+242.5%
Mentions · last 7 days
2026-07-09: 93 posts2026-07-10: 156 posts2026-07-11: 68 posts2026-07-12: 122 posts2026-07-13: 253 posts2026-07-14: 212 posts2026-07-15: 288 posts1,197+10%
Price updated 12m ago·X counts updated 2d ago
PLPL
$PLPlanet Labs PBC
$21.58-2.31%1.2k posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Space Earth-imaging pure-play up 287% in a year — Pelican satellites at 50mm resolution are the underappreciated moat.

Planet Labs PBC is the pure-play satellite Earth-imaging company whose 2026 tape has run 287% t12m on the AI-satellite + defense-imagery narrative. The stock is coiled at 41% of the 52-week range with real institutional accumulation and a fresh AlphaX perpetuals listing.

  • The core business is showing real revenue acceleration: Q1 2026 revenue grew 41% YoY to $86.8M, gross margin held at 55%, though operating margin was -41% as the R&D and satellite-capex ramp is still front-loaded — the growth is legitimate, but the profitability path requires the customer-mix pivot to affirm.
  • The Pelican satellite upgrade is the underappreciated moat: Pelicans (PL satellites) reportedly get to 50mm detail resolution, which puts Planet in a specific competitive position against Maxar and BlackSky for defense + intelligence customer imagery — real product differentiation, not just a satellite-count story.
  • The community positioning is real: PL is grouped with RKLB / ASTS / SPCX as the buy-and-hold-10-years space names, AlphaX now lists PL perpetuals as a real institutional-crypto crossover, and 12 insider events show equity alignment near current levels.

The September 14 Q2 FY27 earnings are the near-term arbiter — Q2 revenue growth trajectory, defense-customer bookings, and any specific Pelican monetization commentary extend the coiling setup. A revenue miss or continued negative operating margin without a specific defense-contract catalyst stalls the tape below $20.

Agrees with X sentimentX is bullish, describes PL as 'quietly becoming much more than a satellite company,' cites Pelicans at 50mm detail resolution, community grouping with RKLB/ASTS/SPCX as buy-and-hold-10-years space names, and the fresh AlphaX PL perpetuals listing. Mechanics validate: Q1 revenue +41% YoY at 55% gross margin, and 12 insider events with equity alignment. The tension is -41% operating margin — the September 14 print has to show the defense-contract ramp is closing the gap.

What to watch: The September 14 Q2 FY27 earnings. Watch Q2 revenue growth trajectory, defense-customer bookings, and Pelican monetization commentary. Revenue miss or continued negative operating margin without a defense-contract catalyst stalls the tape sub-$20; specific ramp + defense wins extend the coil.

On the calendar: 2026-09-14 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-15

Planet Labs chatter is bullish. Community frames PL as 'quietly becoming much more than a satellite company' - many still see it as Earth-imaging but the bigger opportunity is coming. Pelicans (PL satellites) reportedly get to 50mm detail resolution. Community groups PL with RKLB/ASTS/SPCX as buy-and-hold-10-years space names. AlphaX now lists $PL perpetuals. Community broadly long. Some bearish MarketRecon voice mentions selling PL as 'space trade comes down to Earth' but is a minority view.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $PL

Partial — Operates a small satellite constellation providing daily global Earth observation imagery to government and commercial customers; this segment overlaps with the defense budget expansion and space commercialization but is not the dominant revenue driver.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%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
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%
Q2 2025Sep 8, 2025$-0.03$-0.030.0%
Next earningsMon, Sep 14·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$436.1M$430.9M – $444.4M-$0.10-$0.13 – -$0.079
FY28$569.9M$532.3M – $601.0M-$0.02-$0.06 – $0.019
FY29$743.4M$740.7M – $746.1M$0.11-$0.01 – $0.247
FY30$846.8M$813.3M – $883.1M$0.28$0.27 – $0.305

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.1.3×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.35%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.-38.0%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.-12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 294.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.4% 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.β2.075-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellJul 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$379KSellApr 15Ita M BrennanDirector36.5K sh$1.2MSellApr 6Marshall William SpencerCEO200.0K sh$7.0MSellApr 6Robert H SchinglerCo-Founder Chief Strategy Off.73.7K sh$2.6MSellApr 2Ashley F. JohnsonCFO200.0K sh$7.0MSellJan 22Vijaya GaddeDirector20.0K sh$535K
1–10 of 11
+ 39 other (13 awards · 12 inkinds · 8 exempts · 4 others · 2 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.

8-KUnregistered equity saleFeb 58-K — Item 3.02: Unregistered equity sale · Item 3.03 · Item 8.01: Other event
8-KUnregistered equity saleJan 238-K — Item 3.02: Unregistered equity sale · Item 3.03 · Item 8.01: Other event
+ 13 other (2 10-Ks · 2 earnings 8-Ks · 2 proxys · 2 routine 8-Ks) in window

Recent news

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

These 2 Space Stocks Skyrocketed 388% and 174% in 2025: Here's 1 Reason I Wouldn't Buy in 2026.fool.com·1d agoPlanet Labs Co-Founder Sells 89,593 Shares for $2.3 Million -- Should Investors Take Note?fool.com·3d agoPlanet Labs CEO Sells Company Shares Worth $5.2 Million. Here's What That Means for Investors.fool.com·3d agoPlanet Labs dives as space stocks reverse after the SpaceX IPO: buy the dip?invezz.com·4d agoPlanet Labs PBC Shareholders Back Directors, KPMG and Pay Plan at Annual Meetingmarketbeat.com·5d ago

In themes

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

Space Economy

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Voices on X · top 3 · last 7 days

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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