PL

Planet Labs PBC

NYSE · Radio & Tv Broadcasting & Communications Equipment · Inc. DE · CIK 0001836833
$32.22 -25.98% $15.5B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)6 New Institutional Positions
Vol
Market Cap$15.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders9 funds
Inst. Value$654.0M
Inst. Activity6 buys / 1 sells
Insider Activity1B / 5S
Insider Net $-$12.6M
Reddit Sentiment74° Bullish
SEC Reports8
Exchange NYSE·Sector Radio & Tv Broadcasting & Communications Equipment·Inc. DE·CIK 0001836833·Prev Close $43.53

Recent Activity

Jun 5, 2026 SEC
Planet Labs PBC entered into an Equity Distribution Agreement to sell up to $1.5 billion of Class A common stock through
8-K — Impact 7/10
Jun 5, 2026 SEC
Planet Labs filed a 424B5 prospectus supplement for an at-the-market (ATM) equity offering of up to $1.5 billion in Clas
424B5 — Impact 7/10
Jun 5, 2026 SEC
Planet Labs filed an automatic shelf registration statement (S-3ASR) to register an indeterminate amount of Class A comm
S-3ASR — Impact 4/10
Apr 22, 2026 Insider
Marshall William Spencer sold 155,000 shares
Co-Founder and CEO @ $0.00 ($0.00)
Apr 22, 2026 Insider
Schingler Robert H sold 55,000 shares
Co-Founder Chief Strategy Off. @ $0.00 ($0.00)
Apr 15, 2026 Insider
Brennan Ita M sold 36,500 shares
Director @ $33.91 ($1.2M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
4,496,720 shares ($88.7M)
Inst.
FMR LLC — ADD
2,695,643 shares ($53.2M)

Price Targets

$35.50 +10.2% upside Buy
Current $32.22 Low $20.00 Median $35.50 High $50.00 10 analysts
$20.00 $50.00

Analyst Ratings

Buy79% buy · 19 analysts
5Strong Buy
10Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Craig-Hallum MAINTAIN Buy → Buy
Jun 5, 2026 Wedbush REITERATE Outperform → Outperform
Jun 5, 2026 Needham MAINTAIN Buy → Buy
May 14, 2026 Wedbush MAINTAIN Outperform → Outperform
Apr 20, 2026 Goldman Sachs MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.03 $-0.04 — $-0.03 -7% YoY 5
Next Q $-0.02 $-0.03 — $-0.01 0% YoY 5
Current FY $-0.11 $-0.12 — $-0.09 -170% YoY 5
Next FY $-0.02 ▼ -12.5% $-0.06 — $0.03 79% YoY 4

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$381.7M
TWO SIGMA INVESTMENTS, LP$88.7MADD
FMR LLC$53.2MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$40.9MNEW
BANK OF AMERICA CORP$25.5MADD

Recent Insider Trades

DateInsiderTypeValue
Apr 22, 2026Marshall WilliamG$0.00
Apr 22, 2026Schingler RobertG$0.00
Apr 15, 2026Brennan ItaSELL$1.2M
Apr 6, 2026Marshall WilliamSELL$7.0M
Apr 6, 2026Schingler RobertSELL$2.6M

Reddit Sentiment

74°
Bullish
Bearish Neutral Bullish
35 mentions 20 bullish 1 bearish
9 institutional holders with $654.0M total value (33,164,946 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, FMR. Net buying activity: 6 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC19,358,515$381.7M58.4%
2TWO SIGMA INVESTMENTS, LP4,496,720$88.7M13.6%ADD +90.4%
3FMR LLC2,695,643$53.2M8.1%ADD +52.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,072,094$40.9M6.2%NEW
5BANK OF AMERICA CORP /DE/1,293,545$25.5M3.9%ADD +61.1%
6MORGAN STANLEY1,247,317$24.6M3.8%TRIM -30.8%
7NORGES BANK887,127$17.5M2.7%NEW
8RENAISSANCE TECHNOLOGIES LLC747,880$14.7M2.3%ADD +59.8%
9WELLS FARGO & COMPANY/MN366,105$7.2M1.1%DOUBLED +146.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD2,362,2754,496,720+90.4%$88.7M2025-Q4
FMR LLCADD1,771,7212,695,643+52.1%$53.2M2025-Q4
BANK OF AMERICA CORP /DE/ADD803,1621,293,545+61.1%$25.5M2025-Q4
MORGAN STANLEYTRIM1,802,4051,247,317-30.8%$24.6M2025-Q4
NORGES BANKNEW887,127$17.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD468,000747,880+59.8%$14.7M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED148,259366,105+146.9%$7.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED660,7402,362,275+257.5%$30.7M2025-Q3
MORGAN STANLEYTRIM2,996,5971,802,405-39.9%$23.4M2025-Q3
FMR LLCDOUBLED347,0681,771,721+410.5%$23.0M2025-Q3
UBS Group AGDOUBLED437,3481,557,296+256.1%$20.2M2025-Q3
BANK OF AMERICA CORP /DE/TRIM1,349,603803,162-40.5%$10.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED162,970468,000+187.2%$6.1M2025-Q3
WELLS FARGO & COMPANY/MNADD114,793148,259+29.2%$1.9M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED233,5481,349,603+477.9%$8.2M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW660,740$4.0M2025-Q2
UBS Group AGTRIM1,002,180437,348-56.4%$2.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM268,600162,970-39.3%$994.1K2025-Q2
WELLS FARGO & COMPANY/MNTRIM287,989114,793-60.1%$700.2K2025-Q2
MORGAN STANLEYADD1,693,6222,858,923+68.8%$9.7M2025-Q1
CITADEL ADVISORS LLCDOUBLED363,2781,181,344+225.2%$4.0M2025-Q1
UBS Group AGTRIM1,829,7841,002,180-45.2%$3.4M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM850,600268,600-68.4%$907.9K2025-Q1
UBS Group AGDOUBLED201,5941,829,784+807.7%$7.4M2024-Q4
MORGAN STANLEYADD877,0061,693,622+93.1%$6.8M2024-Q4
6 unique insiders with 6 transactions. Net insider value: -$12.6M ($313.20 bought, $12.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 22, 2026Marshall William SpencerCo-Founder and CEOG155,000$0.00$0.00
Apr 22, 2026Schingler Robert HCo-Founder Chief Strategy Off.G55,000$0.00$0.00
Apr 15, 2026Brennan Ita MDirectorSELL36,500$33.91$1.2M
Apr 6, 2026Marshall William SpencerCo-Founder and CEOSELL200,000$35.07$7.0M
Apr 6, 2026Schingler Robert HCo-Founder Chief Strategy Off.SELL73,683$35.07$2.6M
Apr 6, 2026Johnson Ashley F.President & CFOJ525,708$0.00$0.00
Apr 2, 2026Johnson Ashley F.President & CFOSELL51,460$34.76$1.8M
Mar 19, 2026Schingler Robert HCo-Founder Chief Strategy Off.F16,483$26.96$444.4K
Mar 19, 2026Johnson Ashley F.President & CFOF28,244$26.96$761.5K
Mar 19, 2026Johnson Ashley F.President & CFOA51,398$0.00$0.00
Mar 19, 2026Schingler Robert HCo-Founder Chief Strategy Off.A32,394$0.00$0.00
Mar 19, 2026Marshall William SpencerCo-Founder and CEOF39,572$26.96$1.1M
Mar 19, 2026Marshall William SpencerCo-Founder and CEOA77,744$0.00$0.00
Mar 15, 2026Marshall William SpencerCo-Founder and CEOF122,167$24.79$3.0M
Mar 15, 2026Johnson Ashley F.President & CFOF85,558$24.79$2.1M
Mar 15, 2026Schingler Robert HCo-Founder Chief Strategy Off.F50,431$24.79$1.3M
Mar 12, 2026Schingler Robert HCo-Founder Chief Strategy Off.A115,895$0.00$0.00
Mar 12, 2026Marshall William SpencerCo-Founder and CEOA393,212$0.00$0.00
Mar 12, 2026Johnson Ashley F.President & CFOA173,842$0.00$0.00
Feb 3, 2026Johnson Ashley F.President & CFOM61,317$0.00$0.00
Feb 3, 2026Marshall William SpencerCo-Founder and CEOF63,041$23.95$1.5M
Feb 3, 2026BASS CARLDirectorM19,916$0.00$0.00
Feb 3, 2026BASS CARLDirectorM19,916$0.00$0.00
Feb 3, 2026Brennan Ita MDirectorM423$0.00$0.00
Feb 3, 2026Brennan Ita MDirectorM423$0.00$0.00
Feb 3, 2026Marshall William SpencerCo-Founder and CEOM123,900$0.00$0.00
Feb 3, 2026Johnson Ashley F.President & CFOF33,694$23.95$807.0K
Feb 3, 2026Marshall William SpencerCo-Founder and CEOM123,900$0.00$0.00
Feb 3, 2026Marshall William SpencerCo-Founder and CEOM292,027$0.00$0.00
Feb 3, 2026Marshall William SpencerCo-Founder and CEOM292,027$0.00$0.00
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.M36,369$0.00$0.00
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.F18,504$23.95$443.2K
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.M36,369$0.00$0.00
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.M292,027$0.00$0.00
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.M292,027$0.00$0.00
Feb 3, 2026Johnson Ashley F.President & CFOM61,317$0.00$0.00
Nov 11, 2025SMITH GARY BDirectorSELL20$12.69$253.70
Oct 9, 2025SMITH GARY BDirectorBUY20$15.66$313.20

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 19 analysts: 5 strong buy, 10 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$35.50 mean target +10.2% upside Buy (2.00)
$20.00 Low $50.00 High
MetricValue
Current Price$32.22
Target Low$20.00
Target Mean$35.50
Target Median$35.50
Target High$50.00
# Analysts10
RecommendationBuy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$-0.03 $-0.04 $-0.03 -6.7% 0↑ 5↓ $0.1B 37.4% 5
Next Q
2026-10-31
$-0.02 $-0.03 $-0.01 0.0% +0.0% 0↑ 4↓ $0.1B 40.5% 5
Current FY
2027-01-31
$-0.11 $-0.12 $-0.09 -170.0% +0.0% 0↑ 3↓ $0.4B 39.0% 5
Next FY
2028-01-31
$-0.02 $-0.06 $0.03 79.2% -12.5% 1↑ 1↓ $0.6B 32.1% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.032
7d ago$-0.032
30d ago$0.000-0.032
60d ago$-0.010-0.022
90d ago$-0.010-0.022
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Craig-Hallum MAINTAIN Buy Buy
Jun 5, 2026 Wedbush REITERATE Outperform Outperform
Jun 5, 2026 Needham MAINTAIN Buy Buy
May 14, 2026 Wedbush MAINTAIN Outperform Outperform
Apr 20, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 2, 2026 Citigroup MAINTAIN Buy Buy
Mar 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 20, 2026 Clear Street MAINTAIN Buy Buy
Mar 20, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Mar 20, 2026 Wedbush MAINTAIN Outperform Outperform
Mar 20, 2026 Needham MAINTAIN Buy Buy
Jan 14, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 13, 2026 Citigroup MAINTAIN Buy Buy
Jan 13, 2026 Wedbush MAINTAIN Outperform Outperform
Dec 29, 2025 Clear Street MAINTAIN Buy Buy
Dec 12, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Dec 12, 2025 Citigroup INITIATE Buy
Dec 11, 2025 Deutsche Bank MAINTAIN Buy Buy
Dec 11, 2025 Clear Street MAINTAIN Buy Buy
Dec 11, 2025 Wedbush MAINTAIN Outperform Outperform
Dec 11, 2025 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651040079%
May 1, 202651040079%
Apr 1, 202651040079%
Mar 1, 202651040079%
Feb 1, 202651040079%
Jan 1, 202651040079%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

74°
Bullish
Bearish Neutral Bullish
35 mentions 20 bullish 1 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026140° Cool011
Jun 5, 2026144° Neutral001
Jun 5, 2026144° Neutral001
Jun 4, 2026156° Neutral001
Jun 4, 2026156° Neutral001
May 31, 2026160° Warm101
May 31, 2026160° Warm101
May 28, 2026253° Neutral002
May 28, 2026150° Neutral001
May 27, 2026160° Warm101
May 26, 2026160° Warm101
May 26, 2026160° Warm101
May 13, 2026267° Warm202
May 13, 2026267° Warm202
May 11, 2026150° Neutral001
Apr 16, 2026160° Warm101
Apr 16, 2026160° Warm101
Apr 16, 2026160° Warm101
Apr 15, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Apr 8, 2026160° Warm101
Mar 25, 2026160° Warm101
Mar 25, 2026160° Warm101
Mar 25, 2026160° Warm101
Mar 20, 2026150° Neutral001
Mar 20, 2026150° Neutral001
Mar 19, 2026267° Warm202
Mar 19, 2026267° Warm202
Mar 16, 2026150° Neutral001
Mar 16, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Neutral 1mo ago
2 stocks for 12 months?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
Thanks $PL
▲ 7 💬 2 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
SpaceX IPO Exposure
▲ 1 💬 1 ⚡ 0.5
r/options Bullish 23d 5h ago
Need help understanding this PL
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 2mo ago
LUNR and PL both report Thursday. What are you expecting?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1d 7h ago
Full port into PL earnings
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 7h 52m ago
05 JUNE 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 3h 8m ago
Gaped by PL & RLKB short puts
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 8d 10h ago
Which one of the mid-tier Space stocks do you prefer: PL or LUNR
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
Options changed my life pt. 4.2
▲ 1 💬 2 ⚡ 0.5
r/investing Bullish 2mo ago
Planet Labs surges after earnings, perhaps the next ASTS / RKLB?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 3mo ago
PL - major contract
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
Options changed my life pt.4
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
PL gainz
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 10d 7h ago
Space Bears today (OC)
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
🚀 The "Space Renaissance" is Here: Why PL and LUNR are the Sleepers of 2026
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 23d 5h ago
Can someone help me understand this PL
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 1mo ago
Will space-related stocks launch before Space-x does?
▲ 1 💬 0 ⚡ 0.5
Jun 4, 2026
earnings_calendar
PL Q1 2027 Earnings Scheduled — 2026-06-04
Jun 4, 2026
short_volume
Short Volume: PL — 55.1% short (3.4M / 6.1M)
Short: 3,386,134 | Exempt: 233,890 | TRF Vol: 6,143,131 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: PL — 56.8% short (3.2M / 5.6M)
Short: 3,196,406 | Exempt: 95,019 | TRF Vol: 5,631,445 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: PL — 55.8% short (2.1M / 3.8M)
Short: 2,138,450 | Exempt: 207,987 | TRF Vol: 3,831,788 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: PL — 63.7% short (3.6M / 5.6M)
Short: 3,596,394 | Exempt: 275,809 | TRF Vol: 5,648,906 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: PL — 66.1% short (3.9M / 5.9M)
Short: 3,876,115 | Exempt: 4,269 | TRF Vol: 5,861,177 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: PL — 56.5% short (1.5M / 2.7M)
Short: 1,520,633 | Exempt: 3,358 | TRF Vol: 2,690,177 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PL — 57.2% short (1.8M / 3.2M)
Short: 1,835,156 | Exempt: 2,484 | TRF Vol: 3,209,441 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: PL — 59.1% short (2.1M / 3.6M)
Short: 2,111,594 | Exempt: 3,087 | TRF Vol: 3,572,703 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: PL — 23,197 shares ($0.9M) failed to deliver
Settlement: 20260513, Price: $40.68, FTD Value: $943,653.96, PLANET LABS PBC COM CL A
May 7, 2026
short_volume
Short Volume: PL — 59.0% short (2.8M / 4.7M)
Short: 2,778,062 | Exempt: 105,245 | TRF Vol: 4,705,541 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: PL — 58.2% short (2.2M / 3.8M)
Short: 2,241,416 | Exempt: 8,323 | TRF Vol: 3,849,445 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: PL — 57.1% short (2.1M / 3.7M)
Short: 2,126,974 | Exempt: 15,115 | TRF Vol: 3,724,091 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_interest
FTD: PL — 15,493 shares ($0.5M) failed to deliver
Settlement: 20260429, Price: $35.03, FTD Value: $542,719.79, PLANET LABS PBC COM CL A
Apr 27, 2026
short_interest
FTD: PL — 92,261 shares ($3.3M) failed to deliver
Settlement: 20260427, Price: $35.44, FTD Value: $3,269,729.84, PLANET LABS PBC COM CL A