Planet Labs PBC - Class A

NEW
NYSE:PL (USA)   Class A
$ 16.69 -0.53 (-3.08%) 10:08 PM EST
At Loss
P/B:
10.77
Market Cap:
$ 6.07B
Enterprise V:
$ 5.71B
Volume:
11.06M
Avg Vol (2M):
8.17M
Trade In:
Volume:
11.06M
At Loss
Avg Vol (2M):
8.17M

PL Number of Guru Trades

To

PL Volume of Guru Trades

To

Gurus Latest Trades with NYSE:PL

No Available Data

NYSE:PL is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Joel Greenblatt
2026-06-30
54,713
0.020
0%
Reduce -27.76%
Jefferies Group
2026-06-30
11,760
0.000
0%
New holding
Total 2

Planet Labs PBC Insider Transactions

No Available Data

Guru Commentaries on NYSE:PL

2026 Q1
What the manager wrote

Planet Labs PBC operates the world's largest fleet of Earth-imaging satellites, providing daily high-resolution data and insights to government and commercial clients. The stock significantly beat the benchmark in 1Q26 after reporting fourth-quarter revenue growth of 41% and achieving its first full year of positive free cash flow. Investor enthusiasm was further stoked by PL’s deepening integration of generative AI; by layering automated object detection and 'Dark Vessel' tracking over its massive imagery archive, PL has transitioned from a data provider to an indispensable AI-powered intelligence platform for global security and ESG monitoring.

2025 Q3
What the manager wrote

Planet Labs, PBC is a satellite and earth imaging company. They image the entire Earth daily with their constellation of proprietary satellites and have a database of more than 15-years of images which they sell as data. The data is analyzed and used for customer applications in defense, agriculture, conservation, and insurance, and is continually expanding to new use cases. We initially invested in 2024, when the stock fell out of favor due to slowing revenue growth in their commercial segment, a casualty of slowing enterprise software spending.

2025 Q3
What the manager wrote

The portfolio added a position in Planet Labs during Q3, reflecting a strategy focused on investing in high-quality companies with company-specific growth drivers. The manager highlights the portfolio's overweight in technology, which includes companies like Planet Labs that are believed to have strong growth prospects.

News about NYSE:PL

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