Planet Labs: A Multi-Year Growth Opportunity [Seeking Alpha]
Planet Labs PBC Class A (PL)
Company Research
Source: Seeking Alpha
PL's unique daily global scan and temporal resolution capabilities drive recurring revenue potential, especially with government and defense clients. Backlog surged 240% QoQ to $734M, with 37% expected to convert within 12 months, supporting a bullish multi-year revenue growth trajectory. PL trades at 27x forward EV/sales, reflecting high-growth expectations; I remain buy-rated, but execution on backlog conversion and profitability is critical. mikdam/iStock via Getty Images Thesis Planet Labs PBC ( PL ) has just presented at the Global Industrial Tech/Mobility Conference . On the call, we essentially got the same insights we would come to the earnings call, but rather this was heavily focused This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am
Show less
Read more
Impact Snapshot
Event Time:
PL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
PL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
PL alerts
High impacting Planet Labs PBC Class A news events
Weekly update
A roundup of the hottest topics
PL
News
- Who bombed the girls school in Iran? Satellite images reveal clues. [USA TODAY]USA TODAY
- Radar bases housing key US missile interceptor hit in Jordan and UAE, satellite images show [CNN]CNN
- Planet Labs' (PL) Consensus Stays “Hold” as a Slovenia Enterprise Deal Highlights the Government Use-Case Engine [Yahoo! Finance]Yahoo! Finance
- Planet Labs Leans Into Defense Demand As Cash Flow Turns Positive [Yahoo! Finance]Yahoo! Finance
- Planet Selected as a Prime Under $151B SHIELD IDIQBusiness Wire
PL
Earnings
- 12/10/25 - Beat
PL
Sec Filings
- 2/17/26 - Form SCHEDULE
- 2/5/26 - Form 4
- 2/5/26 - Form 4
- PL's page on the SEC website