Update shared on 05 Dec 2025
Analysts made a modest upward adjustment to their Planet Labs PBC price target to 14.55 dollars, reflecting slightly higher discount rate and long term profitability and valuation assumptions, while keeping core growth expectations intact.
What's in the News
- Successful launch and initial commissioning of AI enabled Pelican 5 and Pelican 6 satellites, plus 36 SuperDoves, expanding Planet's high resolution and daily monitoring constellations (company announcement)
- General availability of Tanager 1 hyperspectral data products, including Methane Quicklook for rapid leak detection and monitoring in key US oil and gas basins (company announcement)
- $12.8 million NGA AAMOR contract award to Planet Labs Federal for AI enabled maritime domain awareness and vessel monitoring across Asia Pacific (company announcement)
- $7.5 million US Navy contract renewal to support SeaVision maritime situational awareness with PlanetScope, SkySat, and SynMax AI analytics in the Pacific (company announcement)
- Extension of long term partnership with VITO to co develop Earth observation solutions for agriculture, global monitoring, and biodiversity and habitat mapping (company announcement)
Valuation Changes
- Fair Value Estimate unchanged at 14.55 dollars per share, indicating no revision to the core valuation outcome.
- Discount Rate risen slightly from 7.15 percent to approximately 7.17 percent, reflecting a modest increase in perceived risk or required return.
- Revenue Growth effectively unchanged at about 21.94 percent, signaling stable long term growth expectations.
- Net Profit Margin effectively unchanged at about 7.39 percent, implying no material shift in long term profitability assumptions.
- Future P/E risen marginally from roughly 175.1 x to 175.2 x, suggesting a slightly higher multiple applied to future earnings.
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