The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 22 | — | 20.8x | Bottom tier | |
Growth | 65 | 34.1% | 6.1% | Around median | |
Quality | 24 | -27.5% | 6.6% | Bottom tier | |
Safety | 38 | — | 0.7x | Bottom tier | |
Capital Return | 18 | — | 2.02% | Bottom tier | |
Momentum | 57 | 364.7% | 4.1% | Around median | |
Sentiment | 41 | 6 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Planet Labs PBC (NYSE: PL) is a global leader in daily Earth imaging, data, and monitoring. The company generates its revenue primarily through selling data subscriptions and AI-powered software solutions to the defense and intelligence, civil government, and commercial sectors such as agriculture, energy, and mapping. The company relies on a unique constellation of active satellites in orbit (such as PlanetScope, SkySat, and currently Pelican) to scan the entire landmass daily and deliver precise temporal analytics to users.
In the first quarter of fiscal year 2027 (ending spring 2026), Planet Labs achieved record results with revenue reaching $94 million, representing a 42% year-over-year growth. Non-GAAP gross margin stood at 56%, supported by strong sales performance and a favorable contract structure. However, the company recorded an Adjusted EBITDA loss of $1 million and a negative free cash flow of $2.5 million, while maintaining a strong balance sheet with $731 million in cash and short-term investments.
At the segment and regional levels, the Defense & Intelligence (D&I) segment led growth with an increase of over 65% year-over-year, driven by subscription contracts and sovereign services. In contrast, the commercial segment grew by over 20%, while the civil government segment remained roughly flat due to the decline of the company's contract with NASA. Geographically, the Europe, Middle East, and Africa (EMEA) region achieved exceptional growth of 86%, followed by the Asia-Pacific and North America regions with growth of 25%, while Latin America recorded 7% growth.
Planet Labs PBC stock enjoys a positive consensus among analysts who recommend a Buy, with an average price target of $40.86, with estimates ranging between a high of $53 and a low of $22. The stock currently trades significantly below the analysts' average price target, reflecting a wide valuation gap that could shrink if the company succeeds in achieving its raised financial targets for fiscal year 2027 and reaching sustainable positive cash flow.
Figures in the text are as of 2026-06-22; the live price is shown at the top of the page.
Planet Labs achieved record revenue of $94 million in the first quarter of fiscal year 2027, representing a 42% year-over-year growth compared to the same period of the previous year. The company also recorded a non-GAAP gross margin of 56%, which exceeded expectations due to sales efficiency and revenue mix. On the profitability front, Adjusted EBITDA losses amounted to only $1 million, with a negative free cash flow of $2.5 million recorded.
The Defense & Intelligence (D&I) sector represents the primary driver of Planet Labs' growth currently, as its revenue jumped by over 65% year-over-year during the first quarter of fiscal year 2027. This strong growth is attributed to the growing demand for data subscriptions and sovereign services driven by global geopolitical tensions. Among the most prominent deals achieved were a $7.5 million contract renewal with the US Navy for vessel monitoring, in addition to a $21.9 million contract extension with the US National Geospatial-Intelligence Agency (NGA).
Planet Labs' management raised its financial expectations for the full fiscal year 2027, as it now expects to achieve revenue ranging between $425 million and $441 million, which represents a 41% growth at the midpoint. The company also expects to achieve a non-GAAP gross margin ranging between 52% and 54%, with Adjusted EBITDA ranging between zero and $10 million. The company also aims for free cash flows to be positive over the entire year, despite planning capital expenditures (CapEx) ranging between $80 million and $95 million to build next-generation fleets.
Automated analysis for informational purposes only — not investment advice.
Planet Labs has started a Private Beta testing phase for a new artificial intelligence application aimed at enabling users to search the company's massive Earth data archive using natural language. The application integrates Large Language Models (LLMs) with updated daily data to help non-technical users conduct complex time-series analyses and extract automated reports very quickly. The company hopes this application will contribute to lowering entry barriers to new markets and expanding the use of its data beyond the scope of traditional experts.
Planet Labs operates the Tropical Forest Observatory program supported by the Bezos Earth Fund, providing 15 environmental and research organizations with monthly data and imagery to monitor the Amazon basin. In Brazil, the company's joint program with its partner SC CON and the Brazilian government contributed to reducing illegal deforestation in the Amazon by more than 60% over 3 years, falling from 19,000 square kilometers in 2022 to less than 7,500 square kilometers in 2025. This $59 million government investment achieved an estimated economic and environmental impact of $5.3 billion from fines, seizures, and asset freezes.
Planet Labs successfully launched 3 Pelican satellites during the first quarter, including a dedicated satellite for the state of Sweden as its first sovereign reconnaissance satellite, delivered just 4 months after signing the contract. The company also shipped the Pelican 11 satellite, which is the first prototype of the second generation (Gen 2) capable of capturing 30-centimeter resolution images and equipped with NVIDIA chips, to Vandenberg Base in preparation for its launch with SpaceX. In addition, the company is cooperating with Carbon Mapper and NASA's Jet Propulsion Laboratory to design a specialized version of the Tanager satellite to enhance atmospheric gas detection and expand the swath width fivefold.