Planet Labs demonstrates accelerating top-line momentum with 42.1% year-over-year revenue growth in 2027Q1, yet the company struggles to achieve meaningful operating leverage as evidenced by a persistent $34.9 million operating loss. While deferred revenue has...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 42.1% in 2027Q1, yet gross margins remain pressured between 52% and 62%, failing to provide the necessary operating leverage to offset $51.9 million in quarterly SG&A expenses.
Planet Labs PBC's stock surged 25.5% following their March 19, 2026 earnings report, indicating strong financial performance.
Multiple bullish theses from reputable sources like EAA Partners, Bullseye Research, and Student of Value highlight the company's potential.
The average price target stands at $34.40, with a median of $35.00, suggesting significant upside potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 3, 2026 | $0.02+205.1% vs -$0.02 | $116M+11.0% vs $105M |
Q3 2026 Jun 4, 2026 | -$0.03+28.2% vs -$0.04 | $94M+4.2% vs $90M |
Q2 2026 Mar 19, 2026 | -$0.48-916.7% vs -$0.05 | $87M+11.0% vs $78M |
Q4 2025 Dec 10, 2025 | -$0.19-467.3% vs -$0.03 | $81M+12.6% vs $72M |
Planet's Q2 revenue surged 58% to $116.1 million, while defense and intelligence revenue expanded more than 90% year-over-year. Planet's decade-long calibrated imagery archive creates a proprietary AI data moat that new satellite competitors cannot retroactively replicate. More than $500 million of satellite services contracts validate the model, while the potential pipeline now exceeds $4 billion.
Planet Labs PBC (NYSE: PL - Get Free Report) and TrueBlue (NYSE: TBI - Get Free Report) are both industrials companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, earnings, risk, valuation and institutional ownership. Profitability This table compares Planet Labs PBC and
I think the primary reason so many investors are discussing Planet Labs' (PL -3.35%) stock is the rising geopolitical tensions.
Planet Labs PBC (NYSE: PL - Get Free Report) insider Robert Schingler sold 52,240 shares of the business's stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $16.96, for a total value of $885,990.40. Following the sale, the insider owned 170,171 shares of the company's stock,
Benchmark PL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Planet Labs PBC (PL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.91 | $5.63B | -21.14 | 25.94% | -80.22% | -78.4% | — | |
| $23.19 | $948.97M | -11.10 | 4.39% | -61.24% | -55.79% | — | |
| $5.74 | $790.17M | -31.89 | 37.58% | -325.65% | -3465.39% | — | |
| $12.21 | $397.27M | 8.19 | -35.22% | -145.22% | -75.24% | — | |
| $63.69 | $19.03B | -47.53 | 1505.21% | -536.66% | -27.27% | — | |
| $4.35 | $51.71M | -0.09 | -47.49% | -930.73% | -90.48% | — |
Planet Labs PBC (PL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Planet Labs PBC (PL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 3, 2026·SEC
Jun 5, 2026·SEC
Jun 4, 2026·SEC
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Planet Labs PBC (PL) stock FAQ — growth, dividends, profitability & financials explained
Planet Labs PBC (PL) reported $378.3M in revenue for fiscal year 2026. This represents a 295% increase from $95.7M in 2020.
Planet Labs PBC (PL) grew revenue by 25.9% over the past year. This is strong growth.
Planet Labs PBC (PL) reported a net loss of $359.9M for fiscal year 2026.
Planet Labs PBC (PL) has a return on equity (ROE) of -78.4%. Negative ROE indicates the company is unprofitable.
Planet Labs PBC (PL) generated $23.4M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
