US · Industrials · Aerospace & Defense
EPS came in at -0.03 against a street estimate of -0.18 — a beat of 83.3%.
Analysts rate Planet Labs PBC a buy (9 buy, 2 hold, 0 sell out of 11) with an average price target of $34.00.
CONFIDENT Planet Labs delivered record $116M revenue (+58% YoY) with 59% non-GAAP gross margin. Strong defense/intelligence growth (+90%), $4B satellite services pipeline, and accelerating Owl next-gen program position company for sustained expansion in Earth observation market. Q2 FY2027 EMEA surging (+130%) driven by German satellite services tender and German manufacturing facility expansion. North America and Asia Pacific showing solid double-digit growth. Global revenue distribution reflects strong international traction in defense/government sectors. Analysts probed AI model commoditization risk (Yu), satellite services pipeline maturation (Yu), and launch market tightness (Godyn). Marshall emphasized Planet's irreplaceable data archive for real-world intelligence, largest pipeline ever at $4B, and proven launch flexibility across 10 vendors; new Isar partnership addresses diversif…
Full summary in the app.
| Fund | Stake |
|---|---|
| Alphabet Inc | 9.89% |
| BlackRock Inc | 7.15% |
| American Century Companies Inc | 4.04% |
| Vanguard Portfolio Management, LLC | 3.42% |
| Vanguard Capital Management, LLC | 3.42% |
| D. E. Shaw & Co LP | 2.73% |
| Van Eck Associates Corporation | 2.32% |
| Driehaus Capital Management LLC | 2.22% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 PLANET LABS PBC - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (6 months ended July 31, 2026): $210.2 million vs. $139.7 million (6 | 2026-09-03 |
| Results announced · Q3 FY2027 PLANET LABS PBC - Q2 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Record quarterly revenue: $116.1 million, up 58% year-over-year • Cash position: $8 | 2026-09-03 |
| Shareholder vote results · Q2 FY2027 PLANET LABS PBC - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held July 9, 2026 • Total voting shares outstanding: 332.9 million Class A shares an | 2026-07-10 |
| Quarterly report · Q1 FY2027 PLANET LABS PBC - 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended April 30, 2026 --- HEADLINE NUMBERS • Revenue: $94.2 million (three months ended | 2026-06-05 |
| Material agreement · Q2 FY2027 PLANET LABS PBC - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entered into Equity Distribution Agreement on June 5, 2026 • Authorization to offer an | 2026-06-05 |
| Results announced · Q2 FY2027 PLANET LABS PBC – Q1 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Record quarterly revenue: $94.2 million, up 42% year-over-year • Recurring Annual C | 2026-06-04 |
| Proxy statement · Q2 FY2027 PLANET LABS PBC – 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Re-elect three Class II directors—Vijaya Gadde, General John W. R | 2026-05-27 |
| Annual report FY2026 PLANET LABS PBC – 10-K SUMMARY FOR RETAIL INVESTORS Fiscal Year Ended January 31, 2026 --- HEADLINE NUMBERS • Company Status: Large accelerated fil | 2026-03-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Record quarterly revenue $116M; landmark NGA and German government contract wins Planet Labs reported exceptional Q2 2027 results with record revenue of $116.1 million, up 58% year-over-year, exceeding the company's Rule of 40 performance metric for the fourth consecutiv | 2026-09-03 |
| 9-figure multi-year satellite services contract signed with Swedish Armed Forces Planet Labs announced a multi-year contract worth in the "low 9-figure" range (roughly $100+ million) with Sweden's Armed Forces to provide satellites, high-resolution imagery, and data solu | 2026-01-12 |
| Acquisition of Bedrock Research, AI-enabled solutions company announced Planet Labs delivered strong Q3 results with record revenue of $81.3 million, up 33% year-over-year. The company achieved its fourth consecutive quarter of adjusted EBITDA profitability ($5. | 2025-12-10 |
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Google PlayApp StoreData updated 2026-09-18.