PLIndustrials · Aerospace & DefenseThe 11 Wall Street analysts covering Planet Labs PBC hold a median 12-month price target of $35 — +97.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 7 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 (85): 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 quant trader with fourteen 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 +97.2% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Sept 2026 | Citizens | Reiterates | Market Perform | — |
| 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 | — |
| 1 July 2026 | Wedbush | Reiterates | Outperform | $50 |
| 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 | — |
| 20 Mar 2026 | Wedbush | Maintains | Outperform | — |
| 14 Jan 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 13 Jan 2026 | Citigroup | Maintains | Buy | — |
| 13 Jan 2026 | Wedbush | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PL appears 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 7 Oct 2026, Planet Labs PBC returned +13.2% against +17.4% 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 10% of US stocks
Cheaper than 7% of US stocks
Cheaper than 97% of US stocks
Higher than 88% of US stocks
Higher than 77% of US stocks
Higher than 69% of US stocks
Higher than 23% 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 $6.3B and an enterprise value of $5.9B.
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: −21.7×; forward P/E: −13888.0× — 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 →
Planet Labs shares fell 51% over six months. The item says growing revenue, backlog and defense demand may support the stock, while valuation and execution risks remain.
Why it matters — PL watchers may weigh the reported business growth and defense demand against valuation and execution risks amid the share-price decline.
Planet Labs helped put Google’s AI ambitions into orbit, while its shares remain down roughly 66% from their May peak. The excerpt also says the company has record revenue, a sizable backlog, and new opportunities tied to AI, defense, and satellite data.
Why it matters — PL watchers may note the contrast between the stock’s steep decline and the business strength and opportunities described in the article.
Planet Labs' latest launch added 20 satellites, expanding its Earth-observation capacity. The launch also advances the company's Suncatcher and hyperspectral imaging efforts.
Why it matters — PL watchers may note the expanded satellite capacity and progress on the company's imaging initiatives.
Government backing in the US and Japan and a completed carrier test in Canada supported AST SpaceMobile’s distribution deals, lifting space stocks broadly. Planet Labs shares rose 4%, according to the headline.
Why it matters — The broader rise in space stocks, including Planet Labs, may be relevant to PL watchers tracking sector moves.
On CNBC's "Mad Money Lightning Round," Jim Cramer discussed Quanta Services, Inc. (NYSE:PWR), saying he likes the industrial stock and recommends buying it, citing ongoing infrastructure buildout. The segment did not mention Planet Labs PBC.
Why it matters — The item concerns a different company and does not reference Planet Labs, so it carries no direct implications for PL investors beyond general market sentiment.
The 11 Wall Street analysts covering Planet Labs PBC have a median 12-month price target of $35, with estimates ranging from $22 to $50. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering Planet Labs PBC, 7 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Planet Labs PBC 31 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 7 Oct 2026, Planet Labs PBC ranks 31 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 (85 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +97.2% from the last close, and Ticker Nerd's factor model ranks Planet Labs PBC 31 out of 100 as at 7 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: $22 to $50 over the next 12 months.
Planet Labs PBC returned +13.2% over the 12 months to 7 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 (Zacks Investment Research, 6 Oct 2026): "Planet Labs Down 51% in 6 Months: Is This a Buying Opportunity?". Planet Labs shares fell 51% over six months. The item says growing revenue, backlog and defense demand may support the stock, while valuation and execution risks remain.
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
