Planet Labs
About: Planet Labs PBC is an Earth-imaging company. It uses space to help life on Earth by imaging the world every day and making change visible, accessible, and actionable. Its platform includes imagery, insights, and machine learning that empower companies, governments, and communities around the world to make timely decisions about the evolving world. Its solutions are Broad Area Management. Its products are Planet Monitoring, Planet Tasking, Planet Analytic Feeds, Planetary Variables, Planet Basemaps, Planet Insights, and Platform Pricing. The group provides solutions to the Agriculture Science Program, Energy & Infrastructure, Forestry & Land Use, Mapping, Sustainability, Maritime, Civil Government, U.S. State and Local, Europe, Planet Federal, Defense & Intelligence, and Armed Services.
Employees: 970
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
324% more call options, than puts
Call options by funds: $27.4M | Put options by funds: $6.47M
106% more capital invested
Capital invested by funds: $478M [Q1] → $984M (+$506M) [Q2]
82% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 28
9% more funds holding
Funds holding: 214 [Q1] → 234 (+20) [Q2]
6.91% more ownership
Funds ownership: 50.26% [Q1] → 57.17% (+6.91%) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 69
0% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$4.60
35%
downside
Avg. target
$7.18
2%
upside
High target
$8.50
20%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
JMP Securities Mitch Germain | 13%upside $8 | Market Outperform Maintained | 22 Jul 2025 |
Goldman Sachs Anthony Valentini | 35%downside $4.60 | Neutral Assumed | 30 Jun 2025 |
Cantor Fitzgerald Colin Canfield | 20%upside $8.50 | Overweight Maintained | 24 Jun 2025 |
Citigroup Jason Gursky | 1%downside $7 | Buy Maintained | 6 Jun 2025 |
Wedbush Daniel Ives | 1%downside $7 | Outperform Maintained | 5 Jun 2025 |
Financial journalist opinion
Based on 6 articles about PL published over the past 30 days
Positive
Seeking Alpha
1 day ago
Planet Labs: Fast Iteration From Agile Aerospace Helps Cash Flow Generation
Planet Labs' scalable, diversified business model and global customer base drive resilient revenue growth, with a strong backlog and improving margins. Recent positive free cash flow and profitability milestones highlight operational improvements, despite rising CapEx to support innovation and infrastructure. Agile Aerospace technology and expanding value-added services position Planet Labs for industry leadership and continued margin expansion.
Positive
Seeking Alpha
3 days ago
Planet Labs: Backlog Growth, Fleet Expansion, And Big Contract Wins
Planet Labs is at an inflection point, driven by surging backlog, AI-based service shift, and major defense/government contract wins fueling topline growth. Fleet expansion is de-risked through client-funded models, supporting scalable growth, while first positive FCF and EBITDA signal improving financial stability. Risks include heavy dependence on government contracts, premium valuation, and execution challenges—any misstep or contract loss could trigger sharp downside.
Neutral
Business Wire
2 weeks ago
Planet Labs to Participate in Morgan Stanley Laguna Conference
SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about Earth, today announced that it will participate in Morgan Stanley's 13th Annual Laguna Conference, which is being held September 10-12, 2025. The company will be available for 1x1 meetings with investors. If interested in attending this event or scheduling a meeting with management, we recommend reaching out to your contact at Morgan Stanley to learn more. About Planet Planet is a lea.
Neutral
Business Wire
2 weeks ago
Planet to Announce Fiscal Second Quarter 2026 Results on Monday, September 8, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE:PL), a leading provider of daily data and insights about change on Earth, today announced that it plans to release its fiscal second quarter 2026 financial results for the quarter that ended July 31, 2025, before market open on Monday, September 8, 2025. Planet's management will host a conference call live from the New York Stock Exchange to discuss the financial results and business outlook at 8:30 a.m. ET / 5:30 a.m. PT the same day. Plane.
Neutral
Business Wire
2 weeks ago
Planet Announces Speakers for ‘On The Road' Event in Bali
SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced the final agenda and speakers for its upcoming Planet On The Road event in Bali, Indonesia, on September 9, 2025. The event will bring together Earth observation leaders and peers for an event focused on learning, networking, and inspiration. Keynotes, panel discussions, and fireside chats will feature Planet executives and industry thought leaders, re.
Neutral
Business Wire
3 weeks ago
Planet Ships Two More Pelicans to Launch Site; Announces Production Line Now Fully Ramped
SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced it has shipped its Pelican-3 and Pelican-4 satellites to Vandenberg Space Force Base ahead of their launch aboard SpaceX's Falcon 9 rocket. Planet's satellite production line is now fully ramped and operational, with multiple Pelican and Tanager satellites currently in production – demonstrating a proven ability to rapidly manufacture large fleets of E.
Positive
CNBC Television
1 month ago
Planet Labs stock climbs on string of deal announcements
CNBC's Morgan Brennan talks what is driving Planet Labs move higher and hears from the CEO on AI training.
Neutral
Business Wire
1 month ago
Planet Expands Multi-Year Contract with Instituto Geográfico Agustín Codazzi (IGAC), Providing Satellite Data and AI-Powered Analytics Feeds Across Colombia
SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced a multi-year contract expansion with the Instituto Geográfico Agustín Codazzi (IGAC), in partnership with Planet geospatial intelligence partner Procalculo. With this contract, IGAC will continue leveraging Planet's technology for national land management, now incorporating the Planet Insights Platform and the AI-powered change detection service for ro.
Positive
Green Stock News
1 month ago
Plug Power ($PLUG) | Redwire ($RDW) | NFI Group ($NFYEF) | Planet Labs ($PL)
Welcome to the Green Stock News brief for Wednesday July 9th. Here are today's top headlines: Plug Power (NASDAQ: PLUG) has extended its supply agreement with a major U.S. industrial gas partner through 2030, ensuring a reliable and cost-effective hydrogen supply for its expanding business.
Neutral
Business Wire
1 month ago
Planet Signs Partnership with Farmdar to Enhance Global Agricultural AI Analysis
SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced a new six-figure contract with Farmdar, a global agriculture technology company. Through this contract, Farmdar will have access to Planet's deep archive of PlanetScope data, including Planet Basemaps, to inform its crop insights platform. Planet's satellite imagery will provide critical insights into agricultural operations, enabling more precise crop.
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