PL
Planet Labs PBCFNYSE / Commercial & Professional Services
Last Price
At close
2026-07-18
Current thesis
If Planet successfully converts its GPU-native AI initiative into recurring AI-enabled analytics contracts and maintains ARR growth while improving gross margins, multiple expansion toward high-teens revenue multiples could push the stock toward the bull target (~$35). Primary evidence: company event materials and investor disclosures pointing to the initiative [#IR-undated].
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +12.3.
What can break
Customer concentration or contract timing volatility
Momentum
4
Value
37
Sentiment
58
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $25.50 · Bull $35.00 · Bear $16.50
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-03-20 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $42.11
Why
Momentum4 · Δ7d -0.5
Value37 · Δ7d +0.0
Sentiment58 · Δ7d +12.3
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
4
26% active weight
Current posture
7d trendFlat
Δ7d
-0.5
Δ21d
-6.8
Value
37
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.2
Sentiment
58
34% active weight
Current posture
7d trendImproving
Δ7d
+12.3
Δ21d
+17.5
Why this grade
Composite grade F. Momentum 4.3 / Value 37.5 / Sentiment 57.7
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$8.01B
Beta
1.94
Shares Out
356.4M
P/E (TTM) · Derived
-28.0
P/S (TTM)
23.75
P/FCF (TTM)
193.10
Rev YoY
+42.1%
EPS YoY
+854.6%
Gross Margin
+55.5%
Op Margin
-27.8%
Net Debt
-$178.25M
Current Ratio
2.80
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology