PLPlanet Labs PBC
Planet Labs PBC is navigating a critical phase as it transitions toward AI-powered in-orbit analytics, with a strong revenue growth trajectory of 25.9% YoY. The next major catalyst is the Q3 2026 earnings release, which could provide clarity on the company’s operational progress and strategic execution. While the current SEC data shows a net loss and negative net margin, the recent Q1 FY2026 earnings release demonstrated the potential for a strong bull run when the company delivered operational wins and secured high-value contracts. The historical volatility data is not available, but the modeled expected move for upcoming catalysts suggests a balanced risk-reward scenario with a 50% bull probability.
The Read
Planet Labs' stock surged about 24% after a Q4 FY2025 beat driven by record revenue and a $900 million backlog tied to AI satellite data demand, then rallied about 13% on Q1 FY2026 news of new spacecraft deals and government contracts.
The schedule
- Sat3Oct
This event will provide a strategic update on the company's satellite data analytics and geospatial intelligence offerings, offering insight into near-term product mix and revenue visibility.
Past
- Thu30Apr
Actual outcome: Bull · $41.62 at outcome
Planet Labs met EPS expectations and announced a flurry of positive operational developments, including a new Tanager spacecraft agreement, the launch of three Pelican satellites, and a 7-figure contract with the Greek government. The stock rallied 12.6% as the market reacted favorably to these strong defense and government growth signals, alongside broader sector tailwinds from the upcoming SpaceX IPO and the company's transition to AI-powered, in-orbit analytics.
The Q1 FY2026 earnings release marked a turning point for Planet Labs, as the company delivered operational wins and secured high-value contracts. The bull scenario assumed continued revenue growth and a shift toward higher-margin services, with a target of $46.00. The stock ultimately rallied 12.6% as the market reacted to the new Tanager spacecraft agreement, the launch of three Pelican satellites, and a 7-figure contract with the Greek government. While the predicted bull target of $46.00 was not reached, the stock exceeded the bull target of $28.00, reflecting strong market confidence in the company’s growth prospects.
- Mon23Mar
Actual outcome: Bull · $30.86 at outcome
The company reported an EPS actual of -0.48, matching the estimate, and provided guidance that signaled stabilization in demand. The strategic news, including a rebrand and Microsoft designations, reinforced long-term growth prospects, driving the stock to exceed the bull target despite the EPS miss.
The Q4 FY2025 earnings release provided a mixed but positive outlook for Planet Labs, with the company reporting an EPS actual of -0.48, matching the estimate. The bull scenario assumed stabilization in demand and a clear path to profitability, with a target of $29.50. The stock exceeded the bull target of $29.50, driven by strategic news including a rebrand and Microsoft designations, which reinforced long-term growth prospects. While the predicted bull target was not reached, the stock outperformed, reflecting strong market confidence in the company’s strategic direction.
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