PL

Planet Labs PBC

NYSE · Radio & Tv Broadcasting & Communications Equipment · Inc. DE · CIK 0001836833
$31.15 -8.84% $11.1B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)24 New Institutional Positions22 Institutional Exits
Vol
Market Cap$11.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$4.2B
Inst. Activity24 buys / 22 sells
Insider Activity1B / 5S
Insider Net $-$12.6M
Reddit Sentiment70° Bullish
SEC Reports11
Exchange NYSE·Sector Radio & Tv Broadcasting & Communications Equipment·Inc. DE·CIK 0001836833·Prev Close $34.17

Recent Activity

Jun 11, 2026 SEC
Three mega-passive funds (Fidelity, T. Rowe Price, Wells Fargo) increased PL holdings by $22.1M, while two other mega-pa
INST-CLUSTER — Impact 2/10
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
Apr 22, 2026 Insider
Marshall William Spencer gifted 155,000 shares
Co-Founder and CEO
Apr 22, 2026 Insider
Schingler Robert H gifted 55,000 shares
Co-Founder Chief Strategy Off.
Apr 15, 2026 Insider
Brennan Ita M sold 36,500 shares
Director @ $33.91 ($1.2M)
Inst.
BlackRock, Inc. — ADD
25,466,806 shares ($711.8M)
Inst.
Connor, Clark & Lunn — TRIM
1,983,612 shares ($55.4M)

Price Targets

$40.00 +28.4% upside Strong Buy
Current $31.15 Low $22.00 Median $39.00 High $53.00 10 analysts
$22.00 $53.00

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 $-0.02 ▲ +37.5% $-0.03 — $-0.01 33% YoY 7
Next Q $-0.02 ▲ +2.6% $-0.03 — $-0.01 0% YoY 7
Current FY $-0.08 ▲ +24.6% $-0.11 — $-0.05 -104% YoY 7
Next FY $0.00 ▲ +114.8% $-0.02 — $0.03 104% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$711.8MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$341.1M
VANGUARD CAPITAL MANAGEMENT LLC$340.6M
D. E. Shaw &$222.8MADD
DRIEHAUS CAPITAL MANAGEMENT LLC$221.3MTRIM

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

70°
Bullish
Bearish Neutral Bullish
33 mentions 16 bullish 1 bearish
50 institutional holders with $4.2B total value (150,407,277 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 24 institutions added/increased vs 22 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.25,466,806$711.8M17.1%ADD +25.9%
2VANGUARD PORTFOLIO MANAGEMENT LLC12,204,165$341.1M8.2%
3VANGUARD CAPITAL MANAGEMENT LLC12,186,969$340.6M8.2%
4D. E. Shaw & Co., Inc.7,971,548$222.8M5.3%ADD +54.1%
5DRIEHAUS CAPITAL MANAGEMENT LLC7,918,693$221.3M5.3%TRIM -40.8%
6CANADA PENSION PLAN INVESTMENT BOARD7,844,300$219.2M5.3%
7STATE STREET CORP6,881,809$192.3M4.6%
8TWO SIGMA INVESTMENTS, LP6,759,845$188.9M4.5%ADD +90.4%
9GOLDMAN SACHS GROUP INC6,225,632$174.0M4.2%
10TORONTO DOMINION BANK4,500,000$125.8M3.0%
11DIMENSIONAL FUND ADVISORS LP4,013,187$112.2M2.7%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP3,888,900$108.7M2.6%
13Invesco Ltd.3,277,852$91.6M2.2%
14FMR LLC3,182,536$89.0M2.1%
15ALLIANCEBERNSTEIN L.P.4,037,795$79.6M1.9%
16Nuveen, LLC2,711,174$75.8M1.8%ADD +48.6%
17SUSQUEHANNA INTERNATIONAL GROUP, LLP2,533,600$70.8M1.7%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,279,396$63.7M1.5%
19Connor, Clark & Lunn Investment Management Ltd.1,983,612$55.4M1.3%TRIM -36.1%
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,932,381$54.0M1.3%ADD +80.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD20,231,24625,466,806+25.9%$711.8M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM3,103,2601,983,612-36.1%$55.4M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD1,071,0751,932,381+80.4%$54.0M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.NEW1,850,668$51.7M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD747,8801,021,180+36.5%$28.5M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD627,902809,041+28.8%$22.6M2026-Q1
FEDERATED HERMES, INC.ADD501,693705,973+40.7%$19.7M2026-Q1
BANK OF AMERICA CORP /DE/TRIM1,293,545696,045-46.2%$19.5M2026-Q1
NATIXISNEW573,976$16.0M2026-Q1
Baird Financial Group, Inc.TRIM846,168560,562-33.8%$15.7M2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORPTRIM705,273498,975-29.3%$13.9M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM823,520462,903-43.8%$12.9M2026-Q1
Russell Investments Group, Ltd.ADD283,149421,488+48.9%$11.8M2026-Q1
GROUP ONE TRADING LLCADD306,949414,040+34.9%$11.6M2026-Q1
DEUTSCHE BANK AG\TRIM540,700291,260-46.1%$8.1M2026-Q1
Trexquant Investment LPTRIM741,279237,646-67.9%$6.6M2026-Q1
POLEN CAPITAL MANAGEMENT LLCADD111,538213,914+91.8%$6.0M2026-Q1
SEI INVESTMENTS COADD120,528212,182+76.0%$5.9M2026-Q1
FRANKLIN RESOURCES INCTRIM471,376128,204-72.8%$3.6M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM202,528121,509-40.0%$3.4M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED14,605117,285+703.0%$3.3M2026-Q1
Gotham Asset Management, LLCTRIM106,42175,733-28.8%$2.1M2026-Q1
Vestmark Advisory Solutions, Inc.ADD39,32962,848+59.8%$1.8M2026-Q1
AMERIPRISE FINANCIAL INCTRIM72,74653,519-26.4%$1.5M2026-Q1
Centiva Capital, LPDOUBLED13,00046,005+253.9%$1.3M2026-Q1
6 unique insiders with 33 transactions. Net insider value: -$12.6M ($313.20 bought, $12.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 22, 2026Marshall William SpencerCo-Founder and CEOGIFT155,000
Apr 22, 2026Schingler Robert HCo-Founder Chief Strategy Off.GIFT55,000
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
Apr 2, 2026Johnson Ashley F.President & CFOSELL51,460$34.76$1.8M
Mar 19, 2026Schingler Robert HCo-Founder Chief Strategy Off.TAX W/H16,483$26.96$444.4K
Mar 19, 2026Johnson Ashley F.President & CFOTAX W/H28,244$26.96$761.5K
Mar 19, 2026Johnson Ashley F.President & CFOAWARD51,398
Mar 19, 2026Schingler Robert HCo-Founder Chief Strategy Off.AWARD32,394
Mar 19, 2026Marshall William SpencerCo-Founder and CEOTAX W/H39,572$26.96$1.1M
Mar 19, 2026Marshall William SpencerCo-Founder and CEOAWARD77,744
Mar 15, 2026Marshall William SpencerCo-Founder and CEOTAX W/H122,167$24.79$3.0M
Mar 15, 2026Johnson Ashley F.President & CFOTAX W/H85,558$24.79$2.1M
Mar 15, 2026Schingler Robert HCo-Founder Chief Strategy Off.TAX W/H50,431$24.79$1.3M
Mar 12, 2026Schingler Robert HCo-Founder Chief Strategy Off.AWARD115,895
Mar 12, 2026Marshall William SpencerCo-Founder and CEOAWARD393,212
Mar 12, 2026Johnson Ashley F.President & CFOAWARD173,842
Feb 3, 2026Marshall William SpencerCo-Founder and CEOTAX W/H63,041$23.95$1.5M
Feb 3, 2026BASS CARLDirectorEXERCISE19,916
Feb 3, 2026Brennan Ita MDirectorEXERCISE423
Feb 3, 2026Marshall William SpencerCo-Founder and CEOEXERCISE123,900
Feb 3, 2026Johnson Ashley F.President & CFOTAX W/H33,694$23.95$807.0K
Feb 3, 2026Marshall William SpencerCo-Founder and CEOEXERCISE292,027
Feb 3, 2026Marshall William SpencerCo-Founder and CEOEXERCISE292,027
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.EXERCISE36,369
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.TAX W/H18,504$23.95$443.2K
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.EXERCISE292,027
Feb 3, 2026Schingler Robert HCo-Founder Chief Strategy Off.EXERCISE292,027
Feb 3, 2026Johnson Ashley F.President & CFOEXERCISE61,317
Nov 11, 2025SMITH GARY BDirectorSELL20$12.69$253.70
Oct 9, 2025SMITH GARY BDirectorBUY20$15.66$313.20
11 SEC filing reports analyzed. Sentiment: 1 bullish, 3 bearish, 0 mixed, 7 neutral. Avg impact: 4.5/10.

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

$40.00 mean target +28.4% upside Strong Buy (2.00)
$22.00 Low $53.00 High
MetricValue
Current Price$31.15
Target Low$22.00
Target Mean$40.00
Target Median$39.00
Target High$53.00
# Analysts10
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$-0.02 $-0.03 $-0.01 33.3% +37.5% 4↑ 0↓ $0.1B 41.2% 7
Next Q
2026-10-31
$-0.02 $-0.03 $-0.01 0.0% +2.6% 0↑ 1↓ $0.1B 40.8% 7
Current FY
2027-01-31
$-0.08 $-0.11 $-0.05 -103.6% +24.6% 4↑ 0↓ $0.4B 40.1% 7
Next FY
2028-01-31
$0.00 $-0.02 $0.03 104.1% +114.8% 2↑ 1↓ $0.6B 32.0% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.020
7d ago$-0.032+0.012
30d ago$-0.032+0.012
60d ago$0.000-0.020
90d ago$-0.010-0.010
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 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

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.

70°
Bullish
Bearish Neutral Bullish
33 mentions 16 bullish 1 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101
Jun 8, 2026150° Neutral001
Jun 8, 2026150° Neutral001
Jun 8, 2026150° Neutral001
Jun 8, 2026150° Neutral001
Jun 6, 2026144° Neutral001
Jun 6, 2026144° Neutral001
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

Recent Reddit Threads

r/wallstreetbets Bullish 14d 13h ago
The Firefly Aerospace ($FLY) DD
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 18d 19h ago
First 30 Bagger 🤑
▲ 1 💬 0 ⚡ 0.4
r/wallstreetbets Neutral 2mo ago
Thanks $PL
▲ 7 💬 2 ⚡ 0.5
r/investing Bullish 2mo ago
Planet Labs surges after earnings, perhaps the next ASTS / RKLB?
▲ 1 💬 0 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: PL — 60.0% short (4.8M / 8.0M)
Short: 4,801,319 | Exempt: 181,142 | TRF Vol: 8,007,468 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: PL — 60.1% short (3.8M / 6.3M)
Short: 3,766,611 | Exempt: 9,663 | TRF Vol: 6,270,441 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
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)