PL Planet Labs PBC

PL Planet Labs PBC

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction · entry none; revisit on a close above the 50-day (about $20.40 on 2026-09-25) that holds a higher low above the $16.53 shelf — not entered
Basis Open desk call ·Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $16.53 · VWAP $25.65 · -47.1% vs 12m avg buyer

collapse vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director + 1 other sold $664.5K, Oct 14–16

Coverage

7 related campaigns

Watchlists @drone-defense@focus@space@spacex-s1-supply-chain

PL Price Structure

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Peers

Every watchlist PL belongs to, members best 30-day change first — PL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@space
View watchlist →
GSAT+0.6% -0.7%1d -1.7%7d SPCXE-3.2% -1.7%1d -10.2%7d ARKX-5.4% -2.1%1d -7.2%7d IRDM-7.5% -2.7%1d -7.8%7d ECHO-8.7% -1.7%1d -10.0%7d PL-15.4% -6.7%1d -21.1%7d FLY-17.4% -6.1%1d -16.3%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@drone-defense
View watchlist →
TDY+2.9% -0.2%1d +0.8%7d LMT+2.8% +3.6%1d +8.3%7d ESLT+2.3% +1.9%1d +15.2%7d MSI+0.6% +1.5%1d +4.3%7d RTXE-1.5% +3.7%1d +4.3%7d SHLD-1.9% +1.4%1d +2.7%7d NOCE-2.1% +4.0%1d +8.1%7d ITA-2.9% +1.0%1d +1.2%7d AVEX-5.0% +1.1%1d +5.0%7d KRKNF-11.9% +2.5%1d -8.3%7d LASR-12.7% -5.1%1d -12.5%7d KTOS-15.1% -0.8%1d -4.6%7d AMPX-15.3% -8.2%1d -18.3%7d PL-15.4% -6.7%1d -21.1%7d ONDS-16.1% -4.9%1d -10.3%7d AXON-16.7% -6.5%1d -7.7%7d DRNZ-16.8% -1.5%1d -7.1%7d JEDI-18.9% -4.3%1d -13.0%7d AVAV-22.1% -1.2%1d -11.2%7d UMAC-25.9% -8.5%1d -21.7%7d DPRO-31.9% -5.4%1d -15.9%7d RCAT-33.5% -3.7%1d -18.2%7d HLSQ-69.0% -10.3%1d -21.6%7d
@spacex-s1-supply-chain
View watchlist →
KMI+11.3% +4.2%1d +5.3%7d AR+8.3% +6.1%1d +7.7%7d RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d GSAT+0.6% -0.7%1d -1.7%7d NVDA+0.1% -1.4%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d GOOGL-0.7% -2.5%1d -3.1%7d HXL-0.9% +0.4%1d +6.2%7d TSLA-0.9% -2.1%1d -7.3%7d DTM-1.1% +4.1%1d -0.3%7d TSM-1.2% -2.3%1d -9.0%7d ETN-1.6% -2.8%1d -8.9%7d ATI-2.1% -2.0%1d -3.3%7d CIEN-2.3% -6.7%1d -26.0%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARKX-5.4% -2.1%1d -7.2%7d SPXC-7.1% -0.8%1d -2.0%7d IRDM-7.5% -2.7%1d -7.8%7d CRS-8.4% -0.9%1d -2.3%7d ECHO-8.7% -1.7%1d -10.0%7d LITE-10.4% -5.2%1d -25.3%7d VRT-13.8% -3.9%1d -15.0%7d PL-15.4% -6.7%1d -21.1%7d VSAT-17.1% -4.3%1d -18.3%7d FLY-17.4% -6.1%1d -16.3%7d BE-18.0% -6.3%1d -21.1%7d BKSY-19.5% -6.1%1d -17.2%7d COHR-19.7% -7.1%1d -25.5%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@focus
View watchlist →
SHOP+30.4% -4.8%1d -0.8%7d ILMN+14.7% -2.0%1d -5.6%7d MSFT+7.9% -1.9%1d -1.1%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d NFLXE-7.7% -2.9%1d +0.3%7d HQ-7.9% -10.4%1d -23.4%7d NTR-8.3% +2.4%1d +5.6%7d NET-8.7% -6.3%1d -17.9%7d SNDK-14.5% -6.8%1d -17.9%7d IONQ-15.1% -8.9%1d -21.6%7d PL-15.4% -6.7%1d -21.1%7d OUST-16.4% -9.3%1d -28.8%7d ARGX-16.8% -3.2%1d -0.7%7d LAES-18.3% -7.3%1d -15.2%7d RGTI-20.2% -6.6%1d -15.9%7d QUBT-20.5% -7.0%1d -14.5%7d ARQQ-26.3% -11.8%1d -18.6%7d QBTS-27.6% -8.1%1d -19.1%7d INFQ-33.4% -9.8%1d -22.6%7d XNDU-59.5% -9.0%1d -22.1%7d

Desk commentary

Authored analysis and challenge notes tied to PL.

1

Next earnings PL reports in 53 days Dec 9

Last report Sep 3

Planet Labs reported second-quarter fiscal 2027 results: adjusted EPS of **$0.02, beating a -$0.02 consensus**, and record revenue of **$116.1 million, up 58% year over year** — StockTitan separately puts the print at $116.05 million versus $103.34 million expected (StockTitan; The Cerbat Gem). TheStreet's earnings-call recap (2026-09-03) describes it as the

full note →

Against street estimates

How PL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 quarters on file · newest report Sep 3 · projection Oct 16

Result
Sep 3 -0.020.02+193.8%Beat
Jun 4 -0.04-0.03 GAAP ≠ +28.6%Beat
Sep 8 '25 -0.05-0.03+34.0%Beat
Mar 20 '25 -0.02-0.08-243.9%Miss
Dec 9 '24 -0.04-0.02+49.8%Beat
Sep 5 '24 -0.06-0.06+4.8%Beat
Jun 6 '24 -0.06-0.05+22.6%Beat
Mar 28 '24 -0.06-0.06+7.0%Beat

Recent news

Headlines about PL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

PL research tape

58 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Drone & Defense Scan — October 16, 2026 scan Drone & Defense Scan — October 9, 2026 scan Washout-Turn Scan — 2026-10-06 scan Drone & Defense Scan — October 2, 2026 brief Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
Types
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 6 Scan Washout Turn Scan
322310.KS6146.T6315.T6506.T6954.TAAONACNADMA +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 30 Article Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
RKLBSPCXEFLYVSATASTSECHOIRDMGSAT +4 more
Sep 25 Article Google's Project Suncatcher: first in-orbit TPU test — article
GOOGLPLSPCXE
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXEPLFLYIRDMGSATASTS +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Sep 9 Catalyst PL earnings
PL
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Sep 3 Catalyst PL earnings
PL
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 4 Deep Dive Planet Labs Fell 58%, and the Filings Finally Say Why
PL
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEEMETA +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 29 Deep Dive PL
PL
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 25 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWPLFLYARKX
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXEECHOSTMLINAPDNOCERKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Mar 19 Catalyst PL earnings
PL
Mar 4 Source Drone Economy Supply Chain Thesis
ONDSDRSHFAVAVRCATKTOSAMPXUMACPL#gulf-infrastructure-strike#war-ends-playbook
Dec 10 '25 Catalyst PL earnings
PL
Jun 4 '25 Catalyst PL earnings
PL