Added to YB: 2026-06-30
Pitch date: 2026-06-26
PL [bullish]
Planet Labs PBC
+9.37%
current return
Author Info
No bio for this author
Company Info
Planet Labs PBC engages in the design, construction, and launch of constellations of satellites with the intent of providing high-cadence geospatial data delivered to customers through an online platform in the United States and internationally.
Market Cap
$9.6B
Pitch Price
$28.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
-222.77
P/E
-23.15
EV/Sales
28.02
Sector
Professional Services
Category
growth
Planet Labs: Worth buying?
PL: Satellite imagery/Earth-data play, rev +42% YoY (Q1 FY27), accelerating; D&I ~41% growth = whole engine, EMEA surging on EU rearmament. Backlog ~3x sales, net cash, just turned FCF+. Irreplaceable 15yr daily global archive + AI upside. But ~low-20s fwd rev (~$10B), priced for perfection, govt concentration, no SAR. Verdict: Buy, size for volatility.
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