Planet Labs PBC Förvaltning
Förvaltning kriterier kontrolleras 3/4
Planet Labs PBC VD är Will Marshall, utsedd i Jan 2010, har en mandatperiod på 16.5 år. totala årliga ersättningen är $ 4.63M, bestående av 9.7% lön 90.3% bonusar, inklusive företagsaktier och optioner. äger direkt 3.56% av företagets aktier, värda $ 330.62M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 2.5 år.
Viktig information
Will Marshall
Verkställande direktör
US$4.6m
Total ersättning
| VD-lön i procent | 9.73% |
| Anställning som VD | 16.5yrs |
| Ägande av VD | 3.6% |
| Ledningens genomsnittliga anställningstid | 5yrs |
| Styrelsens genomsnittliga mandatperiod | 2.5yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Jul 09
Planet Labs Launches Pelican-11: Here's What It Means For Investors
Summary Planet Labs PBC advances its Agile Aerospace strategy with the Pelican-11 launch, aiming for rapid iteration and capital-efficient satellite deployment. PL’s Pelican program targets high-resolution, high-frequency imaging, positioning the company to capture defense and time-sensitive commercial demand. Valuation remains elevated at 23–30x sales, reflecting aggressive growth and margin expansion expectations, but exposes PL to significant multiple compression risk if execution falters. Short interest in PL is rising, highlighting market skepticism around near-term fundamentals and unproven profitability despite a compelling long-term scaling narrative. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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).
Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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 assumptionsUppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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.
Ny berättelse • 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.Analysartikel • 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...
Ny berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$127m |
Ersättning vs marknad: Will s total kompensation ($USD 4.63M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 8.33M ).
Ersättning vs inkomst: Ersättningen från Will har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Will Marshall (47 yo)
16.5yrs
Anställning
US$4,626,138
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 16.5yrs | US$4.63m | 3.56% $ 330.6m | |
| President & CFO | 6.4yrs | US$2.54m | 0.19% $ 17.5m | |
| Co-Founder | 16.5yrs | US$1.69m | 3.41% $ 316.3m | |
| Chief Product & Technology Officer | 1.5yrs | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| General Counsel & Corporate Secretary | no data | inga uppgifter | inga uppgifter | |
| Chief Communications Officer | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Marketing | 1.5yrs | inga uppgifter | inga uppgifter | |
| Chief People Officer | 3.5yrs | inga uppgifter | inga uppgifter | |
| MD of UK & Chief Revenue Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Space Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Strategist & Chairman of the Board of Planet Federal | no data | inga uppgifter | inga uppgifter |
5.0yrs
Genomsnittlig anställningstid
50.5yo
Genomsnittlig ålder
Erfaren ledning: PL s ledningsgrupp anses vara erfaren ( 5 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 16.5yrs | US$4.63m | 3.56% $ 330.6m | |
| Co-Founder | 15.5yrs | US$1.69m | 3.41% $ 316.3m | |
| Independent Director | 1yr | US$256.10k | 0.0091% $ 845.8k | |
| Lead Independent Director | 10.5yrs | US$314.29k | 0.11% $ 10.3m | |
| Member of European Advisory Board | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | less than a year | US$134.66k | 0.0025% $ 229.3k | |
| Independent Director | 3.7yrs | US$301.46k | 0.073% $ 6.8m | |
| Independent Director | 5.1yrs | US$326.13k | 0.071% $ 6.6m | |
| Member of European Advisory Board | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 4.6yrs | US$297.29k | 0.070% $ 6.5m | |
| Independent Director | 1.3yrs | US$322.18k | 0.012% $ 1.1m | |
| Member of European Advisory Board | less than a year | inga uppgifter | inga uppgifter |
2.5yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder
Erfaren styrelse: PL s styrelse anses inte vara erfaren ( 2.5 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/13 08:15 |
| Aktiekurs vid dagens slut | 2026/07/10 00:00 |
| Intäkter | 2026/04/30 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Planet Labs PBC bevakas av 15 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Colin Canfield | Cantor Fitzgerald & Co. |
| John Godyn | Citigroup Inc |
| Trevor Walsh | Citizens JMP Securities, LLC |