Coverage / PL / Trade Card

PL

Planet Labs PBC

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old USD 13.81 Industrials - Aerospace & Defense
ACTIONABLEMethodology gates passed
63

Position levels

Currenttoday
USD 13.81
Buy <=wait / entry
-
Trim >=take some off
-
Thesis breaknot set
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case29%100 / 10029.0
Base case51%62 / 10031.6
Bear case20%10 / 1002.0
Weighted conviction63 / 100 - OPPORTUNISTIC BUY

Top risks

  • Major government and defence contract wins including NGA, German government, Swedish Armed Forces and Greek government via ESA
  • Record Q2 FY2027 revenue of $116.1M (+58% YoY) with FY2027 guidance raised to $415-440M and backlog exceeding $900M (+79% YoY)
  • Defense & Intelligence revenue growth >50% YoY and Net Dollar Retention Rate of 116%
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

\n