TickerTalks
Browse all tickers →
TickerTalks›$PL
PLPL

Planet Labs PBC

$PL·$8.0B·Aerospace & Defense·Industrials
$19.85-0.7%YTD+15.0%1Y+198.5%
Mentions · last 7 days
2026-08-22: 24 posts227+12%
Price updated 3h ago·X counts updated 9d ago
PLPL
$PLPlanet Labs PBC
$19.85-0.65%227 posts+12%
AI analysisFundamentalsVoices on X
Loading…

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 2026-08-29

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

Planet Labs +177% t12m with the German Sovereign Constellation win — space-imagery leader printing on Sept 3.

Planet Labs operates the largest fleet of Earth-observation satellites — daily-updated imagery sold to government, agriculture, and commercial customers, plus a growing analytics layer. The setup is a hot-momentum name coiling into a print.

  • The commercial-and-government contract tape is genuinely large: the German Sovereign Satellite Constellation win, the Berlin European Space Hub investment doubling Pelican production, and the Rwanda national satellite data program together create a multi-year revenue-visibility improvement — sell side models revenue climbing from $298M this year to $436M in 2027 and $570M in 2028.
  • The performance backdrop is stacked: PL is +177% t12m and +209% as the 12-month space-sector leader, institutional ownership at all-time highs, and Wall Street PT sits at $53 (+121% upside from here) — the crowd is buying real revenue visibility, not just narrative.
  • The near-term chart is coiling: PL is at 30% of the 52-week range and 25% below the 200-day, meaning the sector-leader rally has cooled off ahead of the print — the setup is a coil rather than a breakout, and today's -5.6% drop is part of that digestion.

Everything happens on the September 3 fiscal Q2 print — a clean beat with reiterated FY guide plus updated European Space Hub / German Constellation revenue color breaks the coil up toward $30 first, then Wall Street's $53 target; another quarter of guide-in-line with soft government-contract commentary confirms the drift toward the low $17s. The Rocket Lab (RKLB) vs Planet Labs (PL) space-stock comparison is the group tape to watch.

Agrees with X sentimentThe bullish X read on the German Sovereign Satellite Constellation contract win, +209% 12-month space-sector leader, the Berlin European Space Hub investment doubling Pelican production, the Rwanda national satellite data program, institutional ownership at all-time high, and Wall Street PT $53 (+121%) is factually consistent with the announcements. The absence of skeptics is fair given real revenue-visibility improvement.

What to watch: The September 3 fiscal Q2 earnings — need a clean beat, reiterated FY guide, and updated European Space Hub / German Constellation revenue color. Another quarter of guide-in-line with soft government-contract commentary confirms the drift toward the low $17s; a clean beat plus lifted FY guide breaks the coil up toward $30, then $53.

On the calendar: 2026-09-03 — Q2 FY27 earnings

X sentiment

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

Bullish sentiment24 posts analyzed · as of 2026-08-30

Planet Labs' thread is dominated by long-term bulls adding at $20-21, with posters citing a fresh German 'Sovereign Satellite Constellation' contract, a Rwanda national data program, a new Berlin European Space Hub doubling Pelican production and a record spike in institutional ownership. The stock is +209% over 12 months. A few chart posters flag $19.98 as a real break and see one more low toward $25.06 before a mark-up phase kicks in; the bear case is thin.

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
Free, forever. No credit card.

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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $PL

Partial — insurance earnings follow combined ratio and investment income dynamics, partially correlated to industry macro; Planet Labs PBC is dedicated to the creation, deployment, and management of exte.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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 earningsThu, Sep 3·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-$0.20 – -$0.059
FY28$569.9M$532.3M – $601.0M-$0.02-$0.06 – $0.019
FY29$743.4M$695.4M – $813.1M$0.11-$0.01 – $0.247
FY30$846.8M$809.8M – $892.5M$0.28$0.26 – $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.1.4×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.30%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.-18.2%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.-25.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 294.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% 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.β2.125-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 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$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$7.0M
+ 29 other (13 awards · 9 inkinds · 4 others · 3 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
Free, forever. No credit card.

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.

+ 13 other (2 13Gs · 2 10-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Jobs, Broadcom, Dell, Hewlett, Planet Labs, and More to Watch This Weekbarrons.com·1d agoThe AI Race Is Leaving the Planetinvestorplace.com·4d agoThe Week Ahead: August Jobs Report Takes Center Stageschaeffersresearch.com·4d agoRKLB vs. PL: Which Space Stock Has the Stronger Investment Case?zacks.com·6d agoI'm Buying Space Without Buying Space Stocksseekingalpha.com·7d ago

In themes

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

Space Economy

More in Aerospace & Defense

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SPCX$RKLB$AIR$HEI$FLY$RDW$LUNR$HAWK
Voices on X · top 15 · 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.

PrivacyTermsSupport