Planet Labs PBC 過去の業績
過去 基準チェック /06
Planet Labs PBCの収益は年間平均-0.9%の割合で減少していますが、 Professional Services業界の収益は年間 増加しています。収益は年間12.3% 18.9%割合で 増加しています。
主要情報
-0.89%
収益成長率
43.73%
EPS成長率
| Professional Services 業界の成長 | 10.99% |
| 収益成長率 | 18.85% |
| 株主資本利益率 | -131.01% |
| ネット・マージン | -80.22% |
| 次回の業績アップデート | 04 Jun 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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).
新しいナラティブ • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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 assumptionsナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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.
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha収支内訳
収支内訳
Planet Labs PBC の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Jan 26 | 308 | -247 | 149 | 107 |
| 31 Oct 25 | 282 | -130 | 142 | 97 |
| 31 Jul 25 | 262 | -90 | 139 | 95 |
| 30 Apr 25 | 250 | -107 | 142 | 95 |
| 31 Jan 25 | 244 | -123 | 146 | 97 |
| 31 Oct 24 | 242 | -118 | 151 | 102 |
| 31 Jul 24 | 236 | -136 | 157 | 105 |
| 30 Apr 24 | 228 | -135 | 161 | 108 |
| 31 Jan 24 | 221 | -141 | 164 | 112 |
| 31 Oct 23 | 215 | -148 | 167 | 115 |
| 31 Jul 23 | 209 | -150 | 167 | 114 |
| 30 Apr 23 | 204 | -152 | 164 | 114 |
| 31 Jan 23 | 191 | -162 | 159 | 111 |
| 31 Oct 22 | 175 | -170 | 163 | 105 |
| 31 Jul 22 | 157 | -171 | 147 | 92 |
| 30 Apr 22 | 139 | -152 | 130 | 78 |
| 31 Jan 22 | 131 | -137 | 110 | 66 |
| 31 Oct 21 | 124 | -129 | 82 | 51 |
| 31 Jul 21 | 120 | -118 | 76 | 47 |
| 30 Apr 21 | 115 | -133 | 70 | 46 |
| 31 Jan 21 | 113 | -127 | 69 | 44 |
| 31 Jan 20 | 96 | -124 | 62 | 38 |
質の高い収益: PLは現在利益が出ていません。
利益率の向上: PLは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: PLは利益が出ておらず、過去 5 年間で損失は年間0.9%の割合で増加しています。
成長の加速: PLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: PLは利益が出ていないため、過去 1 年間の収益成長をProfessional Services業界 ( 8.7% ) と比較することは困難です。
株主資本利益率
高いROE: PLは現在利益が出ていないため、自己資本利益率 ( -131.01% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/24 16:21 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Planet Labs PBC 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Colin Canfield | Cantor Fitzgerald & Co. |
| John Godyn | Citigroup Inc |
| Trevor Walsh | Citizens JMP Securities, LLC |