Planet Labs (PL) valuation after strong earnings, guidance hike, and major government wins in Earth observation and AI
Planet Labs PBC (PL) just delivered a quarter that checked several important boxes for investors, with faster revenue growth, four straight quarters of adjusted EBITDA profit, and a guidance hike for fiscal 2026.
See our latest analysis for Planet Labs PBC.
The market has been quick to reward that progress, with the stock now at $18.24 and a blistering year to date share price return of 359.45 percent. The 1 year total shareholder return of 354.86 percent and 3 year total shareholder return of 256.25 percent underline how momentum has steadily rebuilt from a beaten down base rather than appearing out of nowhere.
If this kind of rerating has you wondering what else might be setting up for a similar shift, it is worth exploring high growth tech and AI names through high growth tech and AI stocks.
Yet with Planet Labs now trading almost in line with fresh analyst targets and still reporting sizable GAAP losses, investors have to ask themselves: Is this a new entry point, or has the market already priced in the next leg of growth?
Most Popular Narrative: 61.3% Overvalued
According to andreas_eliades, the narrative fair value of $11.31 sits well below the latest $18.24 close, framing a punchy rerating story.
• Planet Labs leads the EO market with the largest satellite constellation, poised to capitalize on the growing demand for Earth Observation and geospatial data from companies and governments.
Curious how a fast expanding data platform, rising margins, and a premium future earnings multiple can still point below today’s price? Unpack the full blueprint.
Result: Fair Value of $11.31 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, slower than expected commercial adoption or setbacks in winning large government contracts could delay Planet Labs’ path to sustainable profitability and justify a lower valuation.
Find out about the key risks to this Planet Labs PBC narrative.
Build Your Own Planet Labs PBC Narrative
If this perspective does not quite match your own or you would rather dig into the numbers yourself, you can build a fresh view in just a few minutes, Do it your way.
A great starting point for your Planet Labs PBC research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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