PLIndustrials · Aerospace & DefenseThe 12 Wall Street analysts covering Planet Labs PBC hold a median 12-month price target of $28 — +95.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 27 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Planet Labs PBC on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (80): Analysts have, on balance, been raising their forecasts.
Issuance (9): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +95.4% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $35 → $19 |
| 9 Oct 2026 | Barclays | Initiates | Equal-Weight | — |
| 4 Sept 2026 | Citizens | Reiterates | Market Perform | — |
| 4 Sept 2026 | Citizens | Reiterates | Market Perform | — |
| 4 Sept 2026 | Needham | Maintains | Buy | — |
| 4 Sept 2026 | Needham | Maintains | Buy | $53 → $40 |
| 14 July 2026 | Goldman Sachs | Maintains | Neutral | $22 → $25 |
| 14 July 2026 | Goldman Sachs | Maintains | Neutral | — |
| 1 July 2026 | Wedbush | Reiterates | Outperform | $50 |
| 1 July 2026 | Wedbush | Reiterates | Outperform | — |
| 5 June 2026 | Craig-Hallum | Maintains | Buy | — |
| 5 June 2026 | Needham | Maintains | Buy | — |
| 5 June 2026 | Wedbush | Reiterates | Outperform | — |
| 14 May 2026 | Wedbush | Maintains | Outperform | — |
| 20 Apr 2026 | Goldman Sachs | Maintains | Neutral | — |
| 2 Apr 2026 | Citigroup | Maintains | Buy | — |
| 25 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 20 Mar 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 20 Mar 2026 | Clear Street | Maintains | Buy | — |
| 20 Mar 2026 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PL appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 28 Oct 2026, Planet Labs PBC returned +11.6% against +13.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 96% of US stocks
Cheaper than 11% of US stocks
Cheaper than 10% of US stocks
Cheaper than 96% of US stocks
Higher than 88% of US stocks
Higher than 77% of US stocks
Higher than 69% of US stocks
Higher than 24% of US stocks
Higher than 6% of US stocks
Higher than 17% of US stocks
Higher than 32% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Planet Labs PBC has a market value of $5.0B and an enterprise value of $4.6B.
Revenue in the twelve months to 31 July 2026: $378.3M. The latest quarter grew 58.1% year on year.
Net income over the same four quarters: −$359.9M, a −95.1% net margin.
Diluted earnings per share, trailing twelve months: $−1.10.
Free cash flow in the twelve months to 31 July 2026: $18.8M, after $4.8M of capital spending.
Trailing P/E: −17.2×; forward P/E: −11008.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Planet Labs PBC employs 945 people — $400K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Planet Labs PBC — and when they’d sell — is the membership. See the Ticker Nerd 20 →
InvestorPlace reports that defense stocks experienced a record losing streak. In September, the SPDR S&P Aerospace & Defense ETF fell for more consecutive weeks than at any point since its 2011 launch, erasing its 2026 gains.
Why it matters — The report concerns broad aerospace and defense sector performance, which may be relevant context for readers following Planet Labs.
The article says Planet Labs reported the strongest quarter in its history, while its stock fell 30% this year. The author says that divergence is prompting them to increase their position and identifies two conditions that would lead them to stop.
Why it matters — The piece highlights a contrast between recent company performance and the stock’s decline, alongside the author’s stated investment rationale and limits.
The article notes that Planet Labs has fallen 74% from recent highs while reporting 58% year-over-year revenue growth and non-GAAP profitability in its latest quarter. It highlights the company’s stable R&D and SG&A spending and cites a 12x sales valuation.
Why it matters — PL watchers may care about the combination of recent share-price weakness, reported growth and profitability, and the valuation discussed in the article.
The Motley Fool article predicts that Planet Labs could be worth more than IonQ in five years, noting that PL’s revenue grew 58% last quarter and its backlog was $815 million. It contrasts this with uncertainty over the timeline for quantum computing, which affects IonQ’s future value.
Why it matters — The article highlights PL’s recent revenue growth and backlog as context for its long-term valuation outlook.
Planet Labs shares fell 25.8% over a month as investors weighed execution risk. The report cites heavy capital spending and a premium valuation alongside robust defense-led growth.
Why it matters — PL watchers may view the reported decline and concerns about spending and valuation as relevant context for assessing the company’s growth.
The 12 Wall Street analysts covering Planet Labs PBC have a median 12-month price target of $28, with estimates ranging from $17 to $50. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Planet Labs PBC, 7 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Planet Labs PBC 27 out of 100 across roughly 4,600 US stocks as at 27 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 27 Oct 2026, Planet Labs PBC ranks 27 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (80 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +95.4% from the last close, and Ticker Nerd's factor model ranks Planet Labs PBC 27 out of 100 as at 27 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Planet Labs PBC publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $17 to $50 over the next 12 months.
Planet Labs PBC returned +11.6% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Planet Labs PBC is an Earth-imaging and geospatial data company that designs, builds, and operates a large fleet of imaging satellites. The company provides global, high-frequency satellite imagery and Earth observation data through an online platform, helping organizations monitor and analyze changes across the planet.
The most recent item we track (InvestorPlace, 28 Oct 2026): "9 Defense Stocks to Watch Before the Next Big Rally". InvestorPlace reports that defense stocks experienced a record losing streak. In September, the SPDR S&P Aerospace & Defense ETF fell for more consecutive weeks than at any point since its 2011 launch, erasing its 2026 gains.
Planet Labs PBC is an Earth-imaging and geospatial data company that designs, builds, and operates a large fleet of imaging satellites. The company provides global, high-frequency satellite imagery and Earth observation data through an online platform, helping organizations monitor and analyze changes across the planet. Its products and services include imagery, geospatial intelligence, analytics software, and data feeds used in agriculture, forestry, mapping, energy, finance, insurance, and government operations. Planet Labs PBC serves commercial customers, public agencies, and research users who rely on timely satellite information to support planning, monitoring, and decision-making. Founded in 2010 and headquartered in San Francisco, California, Planet Labs PBC plays a significant role in the geospatial and satellite data market by making Earth observation information broadly accessible and operationally useful.
CEO Dr. William Spencer Marshall · 945 employees · United States · https://www.planet.com
