Planet Labs PBC (PL) 주식 개요
Planet Labs PBC는 미국 및 전 세계의 온라인 플랫폼을 통해 고객에게 고주기의 지리공간 데이터를 제공하기 위해 위성의 설계, 구축 및 발사에 관여합니다. 자세히 보기
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Analyst Price Targets
Top Community Narratives
US$11.31
FV
211.6% 고평가 내재 할인율5.6k
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Planet Labs PBC 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$35.24 |
| 52주 최고가 | US$41.71 |
| 52주 최저가 | US$3.47 |
| 베타 | 1.91 |
| 1개월 변동 | 0.20% |
| 3개월 변동 | 58.31% |
| 1년 변동 | 876.18% |
| 3년 변동 | 767.98% |
| 5년 변동 | 258.13% |
| IPO 이후 변동 | 255.96% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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 AlphaRecent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
새 내러티브 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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 assumptions내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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.
새 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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 Alpha주주 수익률
| PL | US Professional Services | US 시장 | |
|---|---|---|---|
| 7D | -4.7% | -0.9% | 2.1% |
| 1Y | 876.2% | -22.9% | 30.6% |
수익률 대 산업: PL은 지난 1년 동안 -22.9%의 수익을 기록한 US Professional Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: PL은 지난 1년 동안 30.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| PL volatility | |
|---|---|
| PL Average Weekly Movement | 15.0% |
| Professional Services Industry Average Movement | 8.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: PL의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: PL의 주간 변동성(15%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2010 | 973 | Will Marshall | www.planet.com |
Planet Labs PBC는 미국 및 전 세계의 온라인 플랫폼을 통해 고객에게 고주기의 지리공간 데이터를 제공하기 위해 위성의 설계, 건설 및 발사에 관여합니다. 이 회사는 슈퍼도브 위성을 통해 매일 최대 3.5m의 지상 샘플링 거리(GSD) 해상도로 지구를 이미지화하는 것을 목표로 상시 온라인 지구 스캐너를 제공합니다. 이는 행성 모니터링과 공공 위성 데이터 프로그램의 다른 과학 등급 라디오메트릭 데이터, 그리고 애플리케이션 프로그래밍 인터페이스를 통해 하루에 여러 번 지정된 위치를 캡처하여 처리 후 최대 50센티미터의 GSD 해상도를 달성하는 SkySat 및 Pelican 위성을 결합한 것입니다.
Planet Labs PBC 기초 지표 요약
| PL 기초 통계 | |
|---|---|
| 시가총액 | US$13.74b |
| 순이익 (TTM) | -US$246.86m |
| 매출 (TTM) | US$307.73m |
39.6x
주가매출비율(P/S)-49.4x
주가수익비율(P/E)PL는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PL 손익계산서 (TTM) | |
|---|---|
| 매출 | US$307.73m |
| 매출원가 | US$134.92m |
| 총이익 | US$172.80m |
| 기타 비용 | US$419.66m |
| 순이익 | -US$246.86m |
최근 보고된 실적
Jan 31, 2026
다음 실적 발표일
Jun 04, 2026
| 주당순이익(EPS) | -0.71 |
| 총이익률 | 56.15% |
| 순이익률 | -80.22% |
| 부채/자본 비율 | 237.2% |
PL의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 11:38 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Planet Labs PBC는 13명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Colin Canfield | Cantor Fitzgerald & Co. |
| John Godyn | Citigroup Inc |
| Trevor Walsh | Citizens JMP Securities, LLC |