Planet Labs PBC PL
Mixed (early) Space sector · Daily satellite imagery of the whole Earth, sold by subscription.
Planet Labs PBC (PL) is an early-stage Space company, graded Mixed (early) on FrontierLab's evidence-based quality rubric (data as of 2026-08-21). Revenue grew 34.1% year-over-year at a 55.5% gross margin. Gross-profits-to-assets is 0.15; Rule of 40 is 2.2. Net share issuance 15.1% YoY (heavy issuance). 3 risk flags are noted below. Analyst mix: 15 buy / 4 hold / 0 sell.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 34.1% |
|---|---|
| Gross margin | 55.5% |
| Gross profits / assets | 0.15 |
| Rule of 40 | 2.2 |
| Net margin | -31.9% |
| Cash runway (months) | — |
| PEG | — |
| Price / sales | 22 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ~ Revenue growth — 34.1% (pass ≥ 20%)
- ✓ Capital efficiency
- ✓ Gross margin — 55.5% (pass ≥ 45% · Space)
- ✗ Gross-margin trend — -2.3 (pass ≥ 2)
- ~ Share dilution — 15.1%
- ~ Competitive moat — Narrow
- ~ Market size (TAM) — Mod
Grade history
Graded Mixed (early) since 2026-06-10 — no grade changes recorded yet.
How have Early-stage-graded names performed?
The forward returns of all Early-stage-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 69% of Early-stage-graded names beat the S&P over 21 sessions (95% CI 51–82%, N=32). | Median excess vs the S&P was +3.9%. |
| ~3 months | building — 13 more sessions needed | |
| ~6 months | building — 76 more sessions needed | |
How have this name's flags scored?
| Flag | N | Mean excess vs S&P |
|---|---|---|
| Burning cash — operating margin is negative. | 35 | +7.4% |
| Heavy dilution (~15%/yr) — top-decile share issuers have historically underperformed. | sample still too small to report (need ≥ 8) | |
| Hyper-expansion — assets up ~90% in a year; aggressive expanders have historically lagged. | sample still too small to report (need ≥ 8) | |
These per-flag figures are observational — a flag firing is not a randomized assignment, so any edge can reflect what kind of names trip a flag, not the flag itself. Descriptive, not causal.
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $7.38B |
|---|---|
| Stage | Early |
| Share issuance (YoY) | 15.1% · heavy issuance |
| Moat | Narrow |
| TAM | MOD |
| P/E (trailing) | — |
| EPS (trailing) | $-1.14 |
| Burn multiple | — |
| Gross-margin trend (pts) | -2.3 |
| Cash / assets | 0.58 |
| Accruals (%) | -52.9% |
| Net debt / EBITDA | — |
| Statements as of | Q1 FY2027 · filed 2026-06-05 |
Momentum context — describes the past, not a signal
Low reached Sep 3, 2025 · high reached May 28, 2026 — by daily close.
| Price | $22.17 (as of 2026-08-20) |
|---|---|
| Last session move | — |
| % off 52-wk high | -57.2% |
| RSI (14) | 41 |
| Relative volume | 0.7× |
Risk flags
Positive signals
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 6 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 5 |
|---|---|
| Buy | 10 |
| Hold | 4 |
| Sell | 0 |
| Strong sell | 0 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Planet Labs faces valuation concerns; investors await Q2 earnings to justify current stock price.
- Planet Labs: A Strong Business At A Price That Demands Too Much
- Planet Labs: What We Need To See From Q2 Earnings To Justify The Valuation
AI take — daily, AI-generated
AI leans mixed
Planet Labs has respectable 34.5% growth and healthy 55.5% gross margins, but the market is already pricing in optimism and waiting for Q2 earnings to validate the stock—better to see results before buying.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-08-21 08:12 (end-of-day). How grades are computed →