Planet Labs PBC Crescita futura
Criteri Future verificati 3/6
Planet Labs PBC prevede che gli utili e i ricavi cresceranno rispettivamente di 55.7% e 27.2% all'anno. Si prevede che l'EPS crescerà di 61.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 36.4% in 3 anni.
Informazioni chiave
55.7%
Tasso di crescita degli utili
61.81%
Tasso di crescita dell'EPS
| Professional Services crescita degli utili | 15.3% |
| Tasso di crescita dei ricavi | 27.2% |
| Rendimento futuro del capitale proprio | 36.38% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 28 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento dell'analisi • 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).Seeking Alpha • Apr 24
Planet Labs Brings Edge AI To Orbit Using Nvidia: More Upside Ahead
Summary Planet Labs is transitioning from a data provider to a real-time geospatial intelligence platform, leveraging AI-powered, in-orbit analytics for higher-margin, recurring revenue. PL’s Pelican-4 satellite demonstrates onboard AI object detection, enabling near-instant actionable insights and positioning the company for defense and intelligence contracts. Recent warrant redemption cleans up PL’s capital structure, potentially improving liquidity and removing dilution overhang as shares trade near $40. Valuation is stretched at 38x trailing sales, reflecting high expectations for AI-driven growth and mission-critical government contracts, leaving little room for execution missteps. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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).
Nuova analisi • Mar 18
Planet Labs (PL): The "Daily Earth Scan" and the Leap to EBITDA Profitability
Planet Labs (PL) is the breakout story in the "Space Economy" this week, with the stock closing at $26.97 USD on March 19, 2026—a massive 8.71% daily gain. The surge follows a "transformational" Q4 2025 earnings report released today, where the company not only beat revenue estimates but, more importantly, achieved its first-ever full year of adjusted EBITDA and free cash flow profitability.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Aggiornamento dell'analisi • 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 assumptionsAggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • Sep 09
After Leaping 51% 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 51% in the last...Articolo di analisi • Jul 30
Weekly Picks: 📈 GOOG's Platform Leverage, PL's Satellite Boom, and XOM's Production Potential
This week’s picks cover: Why Alphabet can leverage its platforms to compound returns, how Planet Labs is positioned for growth in the earth observation industry, and why Exxon’s Guyana and South America operations could deliver upside.
Nuova analisi • 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.Articolo di analisi • Jul 25
A Look At The Intrinsic Value Of Planet Labs PBC (NYSE:PL)
Key Insights Planet Labs PBC's estimated fair value is US$8.30 based on 2 Stage Free Cash Flow to Equity Planet Labs...Articolo di analisi • Jun 14
Planet Labs PBC (NYSE:PL) Stocks Shoot Up 38% But Its P/S Still Looks Reasonable
Planet Labs PBC ( NYSE:PL ) shareholders would be excited to see that the share price has had a great month, posting a...
Nuova analisi • Mar 24
JSAT Contract And Satellite Expansion Will Secure Global Momentum
Strategic partnerships and focus on high-value solutions are poised to expand revenue streams and enhance net margins.Seeking Alpha • Mar 21
Planet Labs Continues To Pare Losses, But Q4 Miss Suggests Being Patient
Summary Planet Labs experienced a Q4 miss, with revenue $0.33 million below estimates and GAAP EPS 5¢ below expectations, causing a stock drop. Despite commercial sector weakness, defense and intelligence segments grew 20% YoY, and civil government grew 15%, with strong performance in Latin America. The company achieved positive adjusted EBITDA for the first time, signaling progress towards profitability, though GAAP earnings missed expectations. I maintain a hold rating, preferring a lower entry point as Planet Labs nears break-even, with significant growth expected beyond FY2026. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
After Stock Price Surge, Planet Labs Investors May Be Getting Ahead Of Themselves
Summary Planet Labs saw a significant price surge, driven by President Trump's space travel statements, but remains an Earth-focused company with improving margins. Due to the recent price increase, Planet Labs' price/book ratio is no longer a substantial bargain compared to the sector median. The company shows strong revenue growth and improving margins, but remains pre-profit, making investment speculative on future profitability. Given the current price, I rate Planet Labs a hold, advising investors to watch for continued growth and margin improvements before buying. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Planet Labs: Investor Optimism Despite Soft Fundamentals
Summary Planet Labs' Q2 FY2025 results were soft, with guidance below consensus. While the share price plummeted after earnings, it has rebounded fairly rapidly, even though there has been little to support this from a fundamental perspective. Looking further ahead, the launch of new satellites should support future growth by enhancing imaging capabilities and opening up new government and defense opportunities. Despite a reasonable valuation, weak fundamentals combined with rising investor optimism create an unfavorable setup. Read the full article on Seeking AlphaSeeking Alpha • Sep 08
Planet Labs Looking Interesting After Q3 Guidance Revised Downward
Summary Planet Labs, despite recent Q3 guidance revision, shows potential with improving gross margins and shrinking losses, making it a tentative buy. The company provides valuable satellite imagery data to various sectors, leveraging AI and cloud computing for enhanced analysis. Strong balance sheet with ample cash and minimal liabilities offers flexibility for growth, despite current unprofitability and market competition. Future gross margins are crucial for reaching break-even; monitor market reactions for potential better entry points. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 1/31/2029 | 744 | -46 | N/A | 202 | 4 |
| 1/31/2028 | 564 | -82 | 38 | 113 | 10 |
| 1/31/2027 | 427 | -124 | 11 | 106 | 12 |
| 1/31/2026 | 308 | -247 | 51 | 134 | N/A |
| 10/31/2025 | 282 | -130 | 35 | 107 | N/A |
| 7/31/2025 | 262 | -90 | 29 | 83 | N/A |
| 4/30/2025 | 250 | -107 | -42 | 7 | N/A |
| 1/31/2025 | 244 | -123 | -69 | -14 | N/A |
| 10/31/2024 | 242 | -118 | -66 | -15 | N/A |
| 7/31/2024 | 236 | -136 | -93 | -42 | N/A |
| 4/30/2024 | 228 | -135 | -75 | -24 | N/A |
| 1/31/2024 | 221 | -141 | -93 | -51 | N/A |
| 10/31/2023 | 215 | -148 | -93 | -59 | N/A |
| 7/31/2023 | 209 | -150 | -95 | -66 | N/A |
| 4/30/2023 | 204 | -152 | -114 | -98 | N/A |
| 1/31/2023 | 191 | -162 | -87 | -74 | N/A |
| 10/31/2022 | 175 | -170 | -97 | -80 | N/A |
| 7/31/2022 | 157 | -171 | -80 | -63 | N/A |
| 4/30/2022 | 139 | -152 | -68 | -53 | N/A |
| 1/31/2022 | 131 | -137 | -57 | -42 | N/A |
| 10/31/2021 | 124 | -129 | -12 | 3 | N/A |
| 7/31/2021 | 120 | -118 | -20 | 4 | N/A |
| 4/30/2021 | 115 | -133 | -23 | 5 | N/A |
| 1/31/2021 | 113 | -127 | -34 | -4 | N/A |
| 1/31/2020 | 96 | -124 | -58 | -34 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che PL rimarrà non redditizia nei prossimi 3 anni.
Guadagni vs Mercato: Si prevede che PL rimarrà non redditizia nei prossimi 3 anni.
Guadagni ad alta crescita: Si prevede che PL rimarrà non redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di PL ( 27.2% all'anno) crescerà più rapidamente del mercato US ( 11.5% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di PL ( 27.2% all'anno) crescerà più rapidamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di PL sarà elevato tra 3 anni ( 36.4 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 19:32 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Planet Labs PBC è coperta da 13 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Colin Canfield | Cantor Fitzgerald & Co. |
| John Godyn | Citigroup Inc |
| Trevor Walsh | Citizens JMP Securities, LLC |