Planet Labs PBC

Planet Labs PBC

PLยทNYSE

$43.13

-10%
IndustrialsAerospace & Defense

Planet Labs PBC designs, constructs, and launches constellations of satellites with the intent of providing high cadence geospatial data delivered to customers through an online platform worldwide. The company offers Open Geospatial Consortium, a cloud-native proprietary technology that performs critical processing and overall harmonizing of images for time series and data fusion and analysis; and space-based hardware and related software systems. It serves agriculture, mapping, forestry, and finance and insurance, as well as federal, state, and local government bodies. The company was incorporated in 2010 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$14.36B
EPS-0.8000
P/E Ratio-53.91
Earnings Date06/03/2026
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Planet Labs PBC Street Expectations Map

PL ยท NYSE

Wall Street analysts project that PL stock may decline over the coming 12 months. The consensus 1-year price target stands at 28.29, with estimates ranging from a low of 12.30 to a high of 50.00.

Lowest Target
12.30
-71.48%
Consensus Target
28.29
-34.41%
Highest Target
50.00
15.93%

The consensus 1-year price target stands at 28.29, with estimates ranging from a low of 12.30 to a high of 50.00.

Analyst Consensus Analysis

Upside Potential

-34.4%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

133.3% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.22x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Planet Labs PBC Forward Estimates of Revenue

PL ยท NYSE
Latest Revenue
307.73M
FY 2026
Avg Estimate
431.47M
FY 2027
Estimate Range
429.30M - 433.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Planet Labs PBC Forward Estimates of Net Income

PL ยท NYSE
Latest Net Income
-246.86M
FY 2026
Avg Estimate
-28.70M
FY 2027
Estimate Range
-114.80M - 57.40M
Analyst Spread

Forward Growth Analysis

Projected Growth+88.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread600%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Planet Labs PBC Forward Estimates of EPS

PL ยท NYSE
Latest EPS
-0.80
FY 2026
Avg Estimate
$-0.12
FY 2027
Estimate Range
$-0.37 - $0.19
Analyst Spread

Forward Growth Analysis

Projected Growth+84.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread450%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Planet Labs PBC Forward Estimates of EBIT

PL ยท NYSE
Latest EBIT
-95.07M
FY 2026
Avg Estimate
100.67M
FY 2027
Estimate Range
100.16M - 101.12M
Analyst Spread

Forward Growth Analysis

Projected Growth+205.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Planet Labs PBC Forward Estimates of EBITDA

PL ยท NYSE
Latest EBITDA
-95.07M
FY 2026
Avg Estimate
32.37M
FY 2027
Estimate Range
32.21M - 32.51M
Analyst Spread

Forward Growth Analysis

Projected Growth+134.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Planet Labs PBC Forward Estimates of SG&A Expense

PL ยท NYSE
Latest SG&A Expense
160.81M
FY 2026
Avg Estimate
308.54M
FY 2027
Estimate Range
306.98M - 309.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+91.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Planet Labs PBC Insider Positioning

PL ยท NYSE

During the last 12 months, insiders have purchased $313 and sold $31.65M worth of PL shares, resulting in $31.64M of net selling activity.

3 Months

Bought

0

0.00

Sold

361.6K

12.63M

Net Activity

-12.6M

-$12.63M

3-6 Months

Bought

0

0.00

Sold

396.5K

8.61M

Net Activity

-8.6M

-$8.61M

6-9 Months

Bought

20

313.00

Sold

658.4K

10.27M

Net Activity

-10.3M

-$10.27M

9-12 Months

Bought

0

0.00

Sold

12.4K

142.60K

Net Activity

-143K

-$143K

Top Buyers

1
SGB

Smith Gary B

Director

20 sharesโ€ข1 transactions

$313

Top Sellers

1
MWS

Marshall William Spencer

Director, Officer: Co-Founder And Ceo

600.0K sharesโ€ข3 transactions

$13.99M

2
BC

Bass Carl

Director

376.7K sharesโ€ข1 transactions

$5.90M

3
SRH

Schingler Robert H

Director, Officer: Co-Founder Chief Strategy Off.

229.1K sharesโ€ข3 transactions

$5.28M

4
JAF

Johnson Ashley F.

Officer: President & Cfo

106.4K sharesโ€ข2 transactions

$3.27M

5
RK

Robinson Kristen

Director

47.8K sharesโ€ข1 transactions

$1.29M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $31.64M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$12.63M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.