PL Planet Labs PBC

PL Planet Labs PBC

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction · entry none; revisit on a close above the 50-day (about $20.40 on 2026-09-25) that holds a higher low above the $16.53 shelf — not entered
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $16.53 · VWAP $25.74 · -47.9% vs 12m avg buyer

collapse vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director + 1 other sold $664.5K, Oct 14–16

Coverage

7 related campaigns

Watchlists @drone-defense@focus@space@spacex-s1-supply-chain

PL Price Structure

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Peers

Every watchlist PL belongs to, members best 30-day change first — PL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@space
View watchlist →
GSAT0.0% +0.2%1d +0.2%7d SPCX-0.6% +1.9%1d +1.0%7d ECHO-3.9% +3.8%1d +4.3%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d FLY-16.8% +4.0%1d +8.8%7d PL-18.1% +2.5%1d -1.1%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d
@drone-defense
View watchlist →
LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d MSI+4.7% +0.8%1d +4.0%7d TDY+0.7% +0.8%1d +1.1%7d RTX-0.6% -1.9%1d -1.5%7d SHLD-0.7% 0.0%1d +0.7%7d ESLT-1.0% -1.1%1d -2.7%7d ITA-5.5% -1.1%1d -3.3%7d AXON-6.7% +1.4%1d +7.7%7d KRKNF-11.3% -1.0%1d +1.0%7d LASR-11.3% +0.7%1d +7.9%7d AMPX-15.9% +3.4%1d +6.1%7d KTOS-16.2% +1.1%1d -4.3%7d ONDS-16.2% +3.0%1d +2.6%7d PL-18.1% +2.5%1d -1.1%7d DRNZ-20.1% +0.7%1d -2.4%7d JEDI-20.9% +2.0%1d +0.5%7d AVAV-21.0% +4.7%1d +1.2%7d UMAC-25.0% +4.6%1d +4.3%7d RCAT-32.8% +1.4%1d -6.1%7d DPRO-33.2% -0.6%1d -3.2%7d AVEX-34.1% -1.2%1d -29.5%7d HLSQ-52.6% -4.0%1d +16.6%7d
@spacex-s1-supply-chain
View watchlist →
AR+12.7% +2.9%1d +3.9%7d KMI+9.8% +2.1%1d +0.7%7d GSAT0.0% +0.2%1d +0.2%7d DTM-1.5% +0.4%1d +0.2%7d TSLA-2.1% -0.6%1d +4.9%7d ECHO-3.9% +3.8%1d +4.3%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d HXL-7.5% -2.0%1d -11.8%7d SPXC-7.6% +0.2%1d -3.4%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d ATI-14.8% -3.1%1d -15.5%7d ETN-16.6% -0.8%1d -6.4%7d VSAT-16.6% +4.2%1d +4.5%7d FLY-16.8% +4.0%1d +8.8%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d HWM-18.7% -3.8%1d -15.9%7d LITE-19.3% +0.5%1d -8.3%7d BKSY-21.0% +5.3%1d +1.5%7d VRT-21.9% -0.7%1d -5.9%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d CRS-27.9% -2.6%1d -24.5%7d ALAB-28.7% -0.3%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d
@focus
View watchlist →
SHOP+18.5% -0.1%1d -0.5%7d ILMN+5.5% 0.0%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d HQ-0.9% +3.2%1d +18.0%7d TSLA-2.1% -0.6%1d +4.9%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NTR-7.2% +0.9%1d -2.1%7d NET-7.5% +7.3%1d +9.9%7d ARGX-7.6% -0.2%1d +6.7%7d NFLX-7.7% -1.8%1d -6.6%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d OUST-24.6% +6.1%1d +4.4%7d IONQ-26.5% +0.3%1d 0.0%7d ARQQ-27.2% +3.8%1d +17.1%7d RGTI-28.0% +0.3%1d -2.4%7d QUBT-28.1% -0.5%1d +3.1%7d QBTS-30.6% +0.3%1d -1.0%7d SNDK-31.9% -1.8%1d -4.7%7d LAES-32.6% 0.0%1d -13.4%7d INFQ-36.7% -0.6%1d +2.3%7d ARM-36.8% +0.1%1d -7.7%7d XNDU-50.5% -2.6%1d -13.2%7d

Desk commentary

Authored analysis and challenge notes tied to PL.

1

Next earnings PL reports in 47 days Dec 9

Last report Sep 3

Planet Labs reported second-quarter fiscal 2027 results: adjusted EPS of **$0.02, beating a -$0.02 consensus**, and record revenue of **$116.1 million, up 58% year over year** — StockTitan separately puts the print at $116.05 million versus $103.34 million expected (StockTitan; The Cerbat Gem). TheStreet's earnings-call recap (2026-09-03) describes it as the

full note →

Against street estimates

How PL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 quarters on file · newest report Sep 3 · projection Oct 23

Result
Sep 3 -0.020.02+193.8%Beat
Jun 4 -0.04-0.03 GAAP ≠ +28.6%Beat
Sep 8 '25 -0.05-0.03+34.0%Beat
Mar 20 '25 -0.02-0.08-243.9%Miss
Dec 9 '24 -0.04-0.02+49.8%Beat
Sep 5 '24 -0.06-0.06+4.8%Beat
Jun 6 '24 -0.06-0.05+22.6%Beat
Mar 28 '24 -0.06-0.06+7.0%Beat

Recent news

Headlines about PL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

PL research tape

58 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Drone & Defense Scan — October 16, 2026 scan Drone & Defense Scan — October 9, 2026 scan Washout-Turn Scan — 2026-10-06 scan Drone & Defense Scan — October 2, 2026 brief Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
Types
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 6 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.T6954.TAAONACNADMA +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 30 Article Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
RKLBSPCXFLYVSATASTSECHOIRDMGSAT +4 more
Sep 25 Article Google's Project Suncatcher: first in-orbit TPU test — article
GOOGLPLSPCX
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXPLFLYIRDMGSATASTS +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 9 Catalyst PL earnings
PL
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 3 Catalyst PL earnings
PL
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 4 Deep Dive Planet Labs Fell 58%, and the Filings Finally Say Why
PL
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKALLYAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 29 Deep Dive PL
PL
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 25 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWPLFLYARKX
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Mar 19 Catalyst PL earnings
PL
Mar 4 Source Drone Economy Supply Chain Thesis
ONDSDRSHFAVAVRCATKTOSAMPXUMACPL#gulf-infrastructure-strike#war-ends-playbook
Dec 10 '25 Catalyst PL earnings
PL
Jun 4 '25 Catalyst PL earnings
PL