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Added to YB: 2026-03-23

Pitch date: 2026-03-20

PL [neutral]

Planet Labs PBC

Author Info

No bio for this author

Company Info

Planet Labs PBC engages in the design, construction, and launch constellations of satellites with the intent of providing high cadence geospatial data delivered to customers through an online platform the United States and internationally.

Market Cap

$9.2B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

-207.88

P/E

-33.62

EV/Sales

29.31

Sector

Professional Services

Category

growth

Show full summary:
Planet Labs #PL Fiscal Year 2026 Q4 and Full Year Financial Report Analysis

PL (earnings): Q4 rev $86.8M (+41% YoY), FY26 rev $308M (+26% YoY). Defense/intel segment +50% YoY drives growth. $900M backlog (+79% YoY), $852M RPO (+106% YoY), 34% converts to rev in 12mo. FY27 guide $415M-$440M (+39% growth) vs est $379.6M. Rule of 40 achieved: $53M FCF, $134.4M op cash flow, $640M cash. 116% NDRR. Google AI collab for on-satellite computing. Risks: gov contract delays, launch schedule, commercial slowdown.

Read full article (6 min)