PL
Planet Labs PBC

Planet Labs PBCPL

Industrials · Aerospace & Defense
16.91USD
-0.94%
Sep 23, 2026
PL overview ready
Provider of persistent, daily-revisit Earth-observation satellite imagery
Planet is a direct commercial provider of recurring satellite-imagery data, tasking, monitoring, and geospatial-data services.
Strong narrative exposure
Exposed to the National Security Space Systems narrative through Commercial Earth Observation and Geospatial Intelligence — pure play.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
High capital expenditure requirements for satellite deployment.
Market Sep 22Filing Jul 31Price action Sep 22Research Jul 21

Conviction Level

NarrativeHeat6.4ThemeHeat7.0PriceAction1.4Valuation1.4CompanyPosition9.3
Price
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Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$4.4B
Avg Volume (60D)
8.5M
60 sessions
Revenue Growth YoY
+25.9%
FY2026 vs FY2025
Gross Margin
+55.4%
Trailing twelve months
Operating Margin
-27.2%
Trailing twelve months
Free Cash Flow Yield
+0.6%
Distance from 200DMA
-38.0%
P/E
N/M
Market metrics as of Sep 22, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Planet Labs PBC has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. The business behind it shows an operating margin of -27% and net debt on the balance sheet.

Company Research

Thesis
Planet is a direct commercial provider of recurring satellite-imagery data, tasking, monitoring, and geospatial-data services. Its daily-revisit Earth-observation constellation is particularly relevant where customers value persistent change detection rather than only occasional very-high-resolution collection.
Opportunity
High opportunity
Government and allied demand for commercially operated, persistent Earth-observation data and geospatial-intelligence services to support maritime domain awareness, crisis monitoring, defense planning, and intelligence workflows.
Key risk
High capital expenditure requirements for satellite deployment.

Narrative & Theme

National Security Space Systems
Part of Commercial Earth Observation and Geospatial Intelligence, with strong fit.
Its primary exposure is commercial Earth observation/GEOINT rather than proliferated missile-warning, tracking, tactical-communications satellites, or launch.
Narrative HeatNeutral6.4 / 10
Theme HeatHeating up7.0 / 10

Business & Markets

Industrials · Aerospace & Defense
What they do

Planet Labs PBC designs, builds, and launches satellite constellations to capture high-frequency geospatial imagery of the Earth, delivering data through an online platform to customers globally.

How it earns

The company generates revenue primarily through subscription-based access to its satellite imagery and geospatial data services.

Products & services
SuperDove satellites
SkySat satellites
Pelican satellites
Online geospatial data platform
Customers & end markets
Government agencies
Commercial enterprises
International organizations
Market position

Planet Labs is a leader in high-cadence, daily Earth imaging with a large satellite constellation enabling frequent data refresh rates.

Demand drivers
Medium cyclicality

Demand for geospatial data can fluctuate with government budgets and commercial investment cycles but also benefits from structural growth in data usage.