PL Planet Labs PBC

PL Planet Labs PBC

Industrials · Aerospace & Defense

Desk view

Watchinghigh conviction · entry untouchable while the knife falls (RSI 30, −14% on the week); interest begins when BOTH hold: a base that reclaims the 20-day (~$27.72 today) AND the latest quarter's net-loss spike (−$0.40 EPS vs −$0... — not entered
Basis Open desk call ·Logged decision
Perspectives Spacex Ipo Liquidity Event · Drone Defense
Updated

Market read

Scan convergence 3 scans as of 2026-08-17 1 bear 2 neutral converging

POC $12.76 · VWAP $23.85 · +2.2% vs 12m avg buyer

collapse vol: compressedgaps: stablechurn: quiet as of

Insiders selling 0 buy / 1 sell · Form 4, 90d latest sell Schingler Robert H

Coverage

7 related perspectives

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
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RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d SPCX+17.9% +4.5%1d +5.4%7d ARKX+14.5% -0.5%1d +0.9%7d PL+8.5% -1.3%1d +5.6%7d IRDM+7.2% -0.3%1d +1.5%7d GSAT+4.9% +0.8%1d -0.9%7d ECHO+0.6% +0.7%1d +3.8%7d
@drone-defense
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UMAC+78.1% -11.5%1d +11.3%7d AVEX+39.5% -6.1%1d -7.0%7d ONDS+37.8% -2.6%1d -3.1%7d KTOS+37.5% -2.0%1d +1.4%7d RCAT+36.6% -6.2%1d +4.5%7d AVAV+27.4% -6.1%1d -4.3%7d DFEN+26.8% -2.2%1d -0.1%7d EOPSF+20.7% +9.1%1d +19.1%7d AXON+18.4% -1.4%1d +1.4%7d LMT+16.7% -2.5%1d -1.5%7d RTX+14.5% -0.6%1d -1.1%7d AMPX+14.0% -7.4%1d -2.2%7d DPRO+11.7% -4.3%1d -1.1%7d MSI+10.6% -2.0%1d -1.1%7d NOC+9.3% -2.7%1d -1.3%7d ITA+8.9% -0.8%1d +0.1%7d PL+8.5% -1.3%1d +5.6%7d TDY+6.6% -0.3%1d -1.9%7d ESLT+5.6% -0.1%1d -7.5%7d KRKNF+5.0% -2.9%1d -2.4%7d DRSHF-9.2% -0.7%1d -8.6%7d LASR-22.0% +2.7%1d +5.9%7d
@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@focus
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INFQ+47.5% +4.3%1d +14.4%7d ARQQ+39.8% 0.0%1d +8.9%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d SNDK+31.9% +8.9%1d +44.3%7d OUST+29.9% -1.2%1d +14.4%7d QBTS+24.8% -1.4%1d +3.4%7d MSFT+22.0% -3.0%1d -5.0%7d MU+19.2% +4.1%1d +17.5%7d QUBT+16.0% +0.4%1d +1.0%7d ARGX+14.8% +16.0%1d +14.1%7d LAES+14.2% -3.6%1d +13.2%7d XNDU+12.6% -2.4%1d +6.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d PL+8.5% -1.3%1d +5.6%7d AMZN+5.7% -0.5%1d -6.0%7d ILMN+3.5% +1.2%1d +0.7%7d ARM+1.6% -2.9%1d +1.4%7d NTR+1.5% +0.1%1d +3.0%7d GOOGL-0.8% -0.6%1d -3.8%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d HQ-24.7% -1.1%1d +32.5%7d

Desk commentary

Authored analysis and challenge notes tied to PL.

1

Next earnings PL reports in 16 days Sep 3

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.

6 quarters on file · newest report Jun 4 · projection Aug 17

Result
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

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 3 days ago · Aug 15

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

PL research tape

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

scan Washout-Turn Scan — 2026-08-17 scan Monster Scan — 2026-08-17 brief The Defense Trade Is at Its Highs. The Drone Trade Is Half Off. scan Drone-Defense Scan — August 14, 2026 scan Monster Scan — 2026-08-14
Types
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
ALKALLYAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIEAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIEAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 29 Deep Dive PL
PL
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 16 Article Status Report — June 16, 2026 (PM RE-RUN)
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#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
SPCXECHOSTMLINAPDNOCRKLBASTS#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