Planet Labs PBC Gestion
Gestion contrôle des critères 3/4
Le PDG Planet Labs PBC est Will Marshall, nommé en Jan2010, a un mandat de 16.67 ans. La rémunération annuelle totale est $ 4.63M, composée du salaire de 9.7% et des bonus 90.3%, y compris les actions et options de la société. détient directement 3.43% des actions de la société, d'une valeur de $ 200.12M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 2.7 ans.
Informations clés
Will Marshall
Directeur général
US$4.6m
Rémunération totale
| Pourcentage du salaire du PDG | 9.73% |
| Durée du mandat du directeur général | 16.7yrs |
| Propriété du PDG | 3.4% |
| Durée moyenne d'occupation des postes de direction | 5.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 2.7yrs |
Mises à jour récentes de la gestion
Recent updates
Article d’analyse • Sep 07
Analysts Have Been Trimming Their Planet Labs PBC (NYSE:PL) Price Target After Its Latest Report
Planet Labs PBC ( NYSE:PL ) just released its quarterly report and things are looking bullish. The results overall were...
Mise à jour du récit • Sep 03
PL: New Imaging Constellations Will Drive Future Cash Flow Upside
Analysts have trimmed their 12 month price target for Planet Labs PBC from about $40 to roughly $38.73 as they update forecasts for slightly different revenue growth, margin expectations and future P/E assumptions. What’s in the News for Planet Labs PBC Planet Labs PBC reported that its Tanager-2 satellite and 18 SuperDove satellites of Flock 4J have arrived at Vandenberg Space Force Base for the upcoming Transporter-18 rideshare mission with SpaceX, marking a step in expanding its hyperspectral and daily global monitoring capacity.Seeking Alpha • Aug 19
Planet Labs: A Strong Business At A Price That Demands Too Much
Summary Planet Labs’ stock has performed strongly over the past year, although space-related enthusiasm has faded following the SpaceX IPO. Growing demand for sovereign satellite capabilities has been a major driver of recent optimism. The Google partnership has highlighted the potential for Planet Labs to capitalize on the on-orbit data center opportunity, although this is extremely speculative at this stage. Planet Labs has a strong business and growing capabilities, but competition remains a long-term risk and its valuation will likely limit future returns. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 27
PL: Sovereign Space Access And AI Exposure Will Sustain Risky Premium Multiple
Analysts have adjusted their price target for Planet Labs PBC from $22 to $25, citing updated assumptions around revenue growth, discount rate, profit margin, and future P/E. What’s in the News for Planet Labs PBC Planet Labs PBC stock declined 12% over the past month, while Wall Street research coverage continues to show a consensus Strong Buy rating and an average price target of $43.88, according to recent analyst reports.
Mise à jour du récit • Jul 13
PL: High Resolution AI Monitoring And Index Inclusion Will Support Bullish Outlook
Analysts have adjusted their price target for Planet Labs PBC to $53 from $50, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E estimates. What's in the News Planet Labs Germany agreed with Isar Aerospace to launch one of Planet Labs PBC's next generation Pelican satellites on the Spectrum rocket from a dedicated German launch complex as early as late 2026, which is described as the first national launch of both a German built satellite and rocket (source: company and partner announcement).Mise à jour du récit • Jun 29
PL: Defense Contracts And Equity Dilution Will Sustain Risky Premium Multiple
Analysts have lifted their price target for Planet Labs PBC from $16.40 to $22.00, citing updated assumptions around revenue growth expectations, discount rates, profit margins, and future P/E levels that together point to a higher assessed fair value for the stock. What’s in the News for Planet Labs PBC Planet Labs PBC reported record Q1 fiscal 2027 revenue of US$94.2 million, a 42% year-over-year increase, with adjusted net loss per share narrowing to US$0.03 and full-year revenue guidance set in a range of US$425 million to US$441 million.Mise à jour du récit • Jun 15
PL: Defense And Intelligence Contracts Will Drive Future Cash Flow Upside
Analysts have adjusted their price target on Planet Labs PBC to $40.00 from $36.33, reflecting updated assumptions on discount rate, revenue growth, profit margin and a very large forward P/E multiple of about 386x. What's in the News Record Q1 FY2027 revenue of US$94.2 million, up 42% year over year, driven largely by more than 65% growth in defense and intelligence contracts with agencies such as the U.S. National Geospatial Intelligence Agency and Navy, plus international customers in Greece and Sweden (source: multiple Q1 FY2027 earnings reports).Mise à jour du récit • Jun 01
PL: On Orbit AI And Emissions Imaging Will Shape Balanced Outlook
Analysts have increased their fair value estimate for Planet Labs PBC from $40.00 to $50.00, reflecting updated assumptions on revenue growth, profit margins, and long-term P/E levels. What's in the News Planet released first light images from its latest Pelican launch, including imagery from the Swedish Armed Forces’ first sovereign satellite, with nine AI enabled Pelican satellites now in orbit and capturing 50 cm class, six band multispectral data (Product related announcement).Mise à jour du récit • May 15
PL: Defense Contract Optionality Will Not Offset Thin Long-Term Profit Margins
Analysts have adjusted their fair value estimate for Planet Labs PBC to $36.33 from $34.44. This reflects updated assumptions around discount rate, revenue growth, profit margin, and future P/E levels.Mise à jour du récit • Apr 28
PL: On Orbit AI Intelligence Will Drive Future Upside
Analysts kept their Planet Labs PBC fair value estimate steady at $40.00 per share, citing only minor adjustments in inputs such as revenue growth, profit margin and very large forward P/E assumptions as the basis for reaffirming their price target. What's in the News Planet Labs reported a successful test of AI-driven object detection running directly on its Pelican 4 satellite using an NVIDIA Jetson Orin module, with early models reaching 80% detection accuracy on raw imagery and on-orbit processing designed to generate GeoTIFF and GeoJSON insights within minutes of capture (Client Announcements).Mise à jour du récit • Apr 14
PL: AI On-Orbit Intelligence And SHIELD Contract Will Drive Future Upside
Analysts have increased their fair value estimate for Planet Labs PBC from $33.00 to $40.00, citing updated assumptions around revenue growth, margins, and a very large forward P/E multiple as the primary drivers of this change. What's in the News Planet reported a technical milestone with AI-driven object detection running directly on its Pelican-4 satellite, using an onboard NVIDIA Jetson Orin module to identify airplanes in raw imagery with 80% detection accuracy.Mise à jour du récit • Mar 31
PL: Expanding Defense Contracts And AI Partnerships Will Drive Long-Term Upside
Analysts now estimate Planet Labs PBC’s fair value at roughly $34.44 per share, up from about $14.55, reflecting updated assumptions that include higher revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a higher future P/E. What's in the News Issued earnings guidance for the quarter ending April 30, 2026, with expected revenue of US$87 million to US$91 million, and for fiscal 2027 with expected revenue of US$415 million to US$440 million (corporate guidance).Mise à jour du récit • Mar 16
PL: New Defense And Sovereign Satellite Contracts Will Support Future Earnings Power
Analysts have kept Planet Labs PBC's fair value estimate steady at $33.00, incorporating updated inputs on the discount rate, revenue growth and profit margin assumptions, along with a slightly revised future P/E outlook that informs this refreshed price target view. What's in the News Planet Labs PBC was selected as a prime contractor by the U.S. Missile Defense Agency under the SHIELD IDIQ contract vehicle, which has a ceiling of US$151b.Mise à jour du récit • Mar 02
PL: Satellite Services Contracts Will Drive Risky Premium Earnings Multiple
Analysts have lifted their fair value estimate for Planet Labs PBC from $4.50 to $16.40, citing updated assumptions that now reflect higher modeled revenue growth of 27.16%, a profit margin of 7.50%, a slightly higher discount rate of 7.25%, and a P/E multiple of 162.53x compared with prior inputs. What's in the News Multi year low 9 figure agreement with the Swedish Armed Forces for satellites and space based data solutions, including sovereign ownership of a Planet satellite suite and access to high resolution imagery and intelligence tools (Client announcement).Mise à jour du récit • Feb 16
PL: New Defense Contracts And Expanded Satellite Constellation Will Support Future Earnings Power
Analysts have maintained their $33.00 price target for Planet Labs PBC, citing largely stable assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Signed a multi-year low 9-figure agreement with the Swedish Armed Forces for a suite of satellites, space-based data, and awareness solutions, with Sweden set to own the satellites and access Planet's high resolution data and intelligence tools (Client Announcements).Mise à jour du récit • Feb 02
PL: New Defense Contracts And Satellite Launches Will Support Long Term Earnings Power
Analysts have lifted their fair value estimate for Planet Labs PBC from US$30.00 to US$33.00, citing slightly higher projected revenue growth, a similar profit margin outlook, and a higher assumed future P/E multiple as the key drivers of the change. What's in the News Signed a multi year, low 9 figure agreement with the Swedish Armed Forces for satellites, space based data and awareness solutions.Mise à jour du récit • Jan 19
PL: Defense Contracts And New Satellites Will Support Measured Long Term Earnings Power
Analysts have lifted their fair value estimate for Planet Labs PBC from US$22.00 to US$30.00 per share, citing small adjustments in discount rate assumptions, slightly higher projected revenue growth, modestly stronger profit margins, and a higher future P/E multiple. What's in the News Signed a multi-year low 9 figure agreement with the Swedish Armed Forces for a suite of satellites and space-based data and awareness solutions, including ownership of Planet satellites and access to high resolution data and intelligence tools (Client announcement).Article d’analyse • Jan 13
After Leaping 39% Planet Labs PBC (NYSE:PL) Shares Are Not Flying Under The Radar
Despite an already strong run, Planet Labs PBC ( NYSE:PL ) shares have been powering on, with a gain of 39% in the last...Mise à jour du récit • Jan 05
PL: Expanded Imaging Constellation And Defense Contracts Will Support Measured Long Term Earnings Power
Analysts have modestly reduced their price target on Planet Labs PBC by approximately 2 dollars per share, reflecting slightly lower long term valuation multiples even as forecasts for revenue growth and profit margins have inched higher. What's in the News Issued fourth quarter 2026 revenue guidance of approximately 76 million to 80 million dollars and full fiscal 2026 guidance of 297 million to 301 million dollars, indicating continued top line expansion (corporate guidance) Successfully launched AI enabled high resolution Pelican 5 and Pelican 6 satellites along with 36 SuperDoves on SpaceX's Transporter 15 mission, expanding the Gen 1 Pelican fleet and daily monitoring constellation (product announcement) Released first light images from the newly launched Pelican 6 satellite, demonstrating early performance of its high resolution, multispectral imaging and on orbit edge compute capabilities (product announcement) Secured an 8 figure contract renewal with a longstanding international defense and intelligence customer for high resolution imagery, reinforcing growth in the defense and national security segment (client announcement) Awarded new US government contracts, including a 12.8 million dollar NGA AAMOR award and a 7.5 million dollar renewal with the US Navy for AI enabled maritime domain awareness and vessel monitoring across the Pacific (client announcements) Valuation Changes Fair Value Estimate unchanged at 22.0 dollars per share, indicating no revision to the long term intrinsic value assessment Discount Rate edged down slightly from 7.30 percent to approximately 7.27 percent, modestly lowering the hurdle rate applied to future cash flows Revenue Growth increased slightly from about 26.7 percent to 27.1 percent, reflecting a marginally more optimistic outlook on top line expansion Net Profit Margin nudged higher from roughly 7.37 percent to 7.42 percent, signaling a small improvement in expected long term profitability Future P/E decreased modestly from about 224.8 times to 220.7 times, implying slightly lower valuation multiples despite stronger growth and margin assumptionsMise à jour du récit • Dec 19
PL: Expanding Satellite Constellation Will Drive Stronger Long Term Earnings Power
Narrative Update on Planet Labs PBC Analysts have raised their price target on Planet Labs PBC from 12 dollars to 22 dollars, citing higher expected revenue growth, slightly improved profit margins, and a richer future earnings multiple, despite a modest uptick in the assumed discount rate. What's in the News Issued guidance for fourth quarter 2026 revenue of 76 million to 80 million dollars and full fiscal 2026 revenue of 297 million to 301 million dollars, reinforcing expectations for continued top line growth (company guidance).Mise à jour du récit • Dec 05
PL: Expanding Government Surveillance Contracts Will Drive Long-Term Upside
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.Mise à jour du récit • Nov 21
PL: Major Defense Contracts And Satellite Expansion Will Drive Long-Term Upside
Analysts have maintained their fair value estimate for Planet Labs PBC at $14.55 per share, citing stable long-term growth prospects with only minor adjustments to underlying forecasts and assumptions. What's in the News Secured an 8-figure contract renewal with an international defense and intelligence customer.Mise à jour du récit • Nov 06
PL: Future Contract Wins And New Satellite Launches Will Support Balanced Outlook
Analysts have maintained their price target for Planet Labs PBC at $14.55. They cite steady forecasts despite minor adjustments in underlying metrics such as discount rate and profit margin.Mise à jour du récit • Oct 23
Analysts Raise Planet Labs Price Target as Contracts and Growth Outlook Boost Valuation
Analysts have raised their price target for Planet Labs PBC from $10.57 to $14.55. They cited stronger projected revenue growth and a modestly lower discount rate in their revised outlook.Mise à jour du récit • Oct 09
JSAT Contract And Satellite Expansion Will Secure Global Momentum
Narrative Update on Planet Labs PBC: Analyst Price Target Revision Analysts have raised their price target for Planet Labs PBC from $9.23 to $10.57 per share. They cite modest improvements in long-term revenue growth projections along with a lower discount rate as reasons for this revision.Mise à jour du récit • Sep 25
JSAT Contract And Satellite Expansion Will Secure Global Momentum
The consensus Analyst Price Target for Planet Labs PBC increased from $8.84 to $9.23, primarily reflecting a modest improvement in net profit margin, while valuation multiples remained mostly stable. What's in the News Planet Labs expanded its satellite offerings with the general availability of Tanager-1 data products, including core hyperspectral imagery and rapid methane emission quantification, and launched a methane monitoring subscription for key U.S. oil and gas regions.Mise à jour du récit • Sep 10
JSAT Contract And Satellite Expansion Will Secure Global Momentum
The consensus analyst price target for Planet Labs PBC has increased from $7.16 to $8.84, reflecting improved revenue growth expectations and a higher future P/E multiple. What's in the News Planet Labs secured several major government and defense contracts, including multi-year agreements with IGAC (Colombian government), Farmdar (agriculture), a €240 million German-funded contract, a seven-figure NATO contract, an expansion with the U.S. Navy, and continued work with the U.S. Department of Defense and National Reconnaissance Office.
Nouveau récit • Jul 29
Planet Labs: At The Heart Of The Emerging New Space Boom
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | -US$360m |
| Apr 30 2026 | n/a | n/a | -US$373m |
| Jan 31 2026 | US$5m | US$450k | -US$247m |
| Oct 31 2025 | n/a | n/a | -US$130m |
| Jul 31 2025 | n/a | n/a | -US$90m |
| Apr 30 2025 | n/a | n/a | -US$107m |
| Jan 31 2025 | US$5m | US$442k | -US$123m |
| Oct 31 2024 | n/a | n/a | -US$118m |
| Jul 31 2024 | n/a | n/a | -US$136m |
| Apr 30 2024 | n/a | n/a | -US$135m |
| Jan 31 2024 | US$6m | US$500k | -US$141m |
| Oct 31 2023 | n/a | n/a | -US$148m |
| Jul 31 2023 | n/a | n/a | -US$150m |
| Apr 30 2023 | n/a | n/a | -US$152m |
| Jan 31 2023 | US$610k | US$400k | -US$162m |
| Oct 31 2022 | n/a | n/a | -US$170m |
| Jul 31 2022 | n/a | n/a | -US$171m |
| Apr 30 2022 | n/a | n/a | -US$152m |
| Jan 31 2022 | US$11m | US$275k | -US$137m |
| Oct 31 2021 | n/a | n/a | -US$129m |
| Jul 31 2021 | n/a | n/a | -US$118m |
| Apr 30 2021 | n/a | n/a | -US$133m |
| Jan 31 2021 | US$12m | US$275k | -US$127m |
Rémunération vs marché: La rémunération totale de Will ($USD 4.63M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.41M ).
Rémunération et revenus: La rémunération de Will a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Will Marshall (47 yo)
16.7yrs
Titularisation
US$4,626,138
Compensation
Dr. William Spencer Marshall, also known as Will, Co-Founded Planet Labs PBC (formerly known as Planet Labs Inc.) in 2010 and serves as its Chief Executive Officer since 2011 and served as its Chairman of...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 16.7yrs | US$4.63m | 3.43% $ 200.1m | |
| President & CFO | 6.6yrs | US$2.54m | 0.15% $ 9.0m | |
| Co-Founder | 16.7yrs | US$1.69m | 3.3% $ 192.2m | |
| Chief Product & Technology Officer | 1.7yrs | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| General Counsel & Corporate Secretary | no data | pas de données | pas de données | |
| Chief Communications Officer | no data | pas de données | pas de données | |
| Senior Vice President of Marketing | 1.7yrs | pas de données | pas de données | |
| Chief People Officer | 3.7yrs | pas de données | pas de données | |
| MD of UK & Chief Revenue Officer | no data | pas de données | pas de données | |
| Chief Space Officer | no data | pas de données | pas de données | |
| Chief Strategist & Chairman of the Board of Planet Federal | no data | pas de données | pas de données |
5.1yrs
Durée moyenne de l'emploi
50.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de PL est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 16.7yrs | US$4.63m | 3.43% $ 200.1m | |
| Co-Founder | 15.7yrs | US$1.69m | 3.3% $ 192.2m | |
| Independent Director | 1.2yrs | US$256.10k | 0.0089% $ 519.9k | |
| Lead Independent Director | 10.7yrs | US$314.29k | 0.11% $ 6.4m | |
| Member of European Advisory Board | less than a year | pas de données | pas de données | |
| Independent Director | less than a year | US$134.66k | 0.0024% $ 141.1k | |
| Independent Director | 3.8yrs | US$301.46k | 0.061% $ 3.6m | |
| Independent Director | 5.3yrs | US$326.13k | 0.069% $ 4.0m | |
| Member of European Advisory Board | less than a year | pas de données | pas de données | |
| Independent Director | 4.8yrs | US$297.29k | 0.069% $ 4.0m | |
| Independent Director | 1.5yrs | US$322.18k | 0.010% $ 594.5k | |
| Member of European Advisory Board | less than a year | pas de données | pas de données |
2.7yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la PL n'est pas considéré comme expérimenté ( 2.7 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/16 09:02 |
| Cours de l'action en fin de journée | 2026/09/16 00:00 |
| Les revenus | 2026/07/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Planet Labs PBC est couverte par 16 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Filatov | Berenberg |
| Colin Canfield | Cantor Fitzgerald & Co. |
| John Godyn | Citigroup Inc |