Added to YB: 2025-12-23
Pitch date: 2025-12-21
PL [neutral]
Planet Labs PBC
+4.15%
current return
Author Info
No bio for this author
Company Info
Planet Labs PBC engages in the design, construction, and launch constellations of satellites with the intent of providing high cadence geospatial data delivered to customers through an online platform the United States and internationally.
Market Cap
$6.0B
Pitch Price
$19.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
-212.58
P/E
-44.79
EV/Sales
20.53
Sector
Professional Services
Category
growth
Planet Labs: Change of Narrative
PL (overview): Transformed from struggling satellite imagery co to AI infrastructure play; RPO +361% YoY to $672M, revenue $81.3M (+33% YoY, beat est $72.2M); defense +70% YoY. Google partnership for space AI compute via Project Suncatcher satellites by 2027. Acquired Bedrock for geospatial AI. At 20x fwd sales, priced for AI revolution success but execution risks high.
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