Planet Labs PBC(PL)Stock Analysis
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Rank #1,857 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Planet Labs PBC (PL), a Technology sector company. 13F Pro's AI-powered ranking engine scores PL at 42.2/100 on a 32-signal composite quality model, placing it at rank #1,857 of 2,879 stocks — the bottom half of the AI-ranked universe. PL scores in the top quartile across institutional flow (96.9), revenue growth (80.0), free cash flow (76.1). Areas of concern include profitability (8.3) and balance sheet strength (11.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 10.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Planet Labs PBC reports quarterly revenue of $94.2M, net income of $-138.9M, an operating margin of -37.1%. Top institutional holders of PL by reported 13-F value include Alphabet, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. PL trades on the NYSE exchange and files with the SEC under CIK 1836833. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Planet Labs PBC directly from SEC EDGAR. Planet Labs PBC's 13F Pro composite quality score has ranged between 29 and 46 since 2022, currently 42.2 — a stable long-term trajectory across 23 quarterly and live scoring snapshots.
Revenue
Q1 2027
$94.2M
Net Income
Q1 2027
$-138.9M
Free Cash Flow
Q1 2027
$-1.9M
Operating Margin
Q1 2027
-37.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+25.9% YoYNet Income
-100.4% YoYOperating Income
+18.1% YoYEPS (Diluted)
-90.5% YoYTotal Assets
+80.8% YoYOp. Cash Flow
+1034.8% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $307.7M +25.9% | $244.4M +10.7% | $220.7M +95.0% | $113.2M +18.2% | $95.7M | — |
| Net Income | $-246.9M -100.4% | $-123.2M +12.3% | $-140.5M -10.5% | $-127.1M -2.7% | $-123.7M | — |
| Operating Income | $-95.1M +18.1% | $-116.1M +31.6% | $-169.7M -94.1% | $-87.4M +17.9% | $-106.5M | — |
| EPS (Diluted) | $-0.80 -90.5% | $-0.42 +16.0% | $-0.50 +82.6% | $-2.87 +0.7% | $-2.89 | — |
| Total Assets | $1.15B +80.8% | $633.8M -9.7% | $702.0M +75.8% | $399.3M | — | — |
| Operating Cash Flow | $134.4M +1034.8% | $-14.4M +71.7% | $-50.7M -1159.3% | $-4.0M +88.0% | $-33.7M | — |
AI Insight: PL Financial Trends
Revenue growth accelerating to 31% YoY while equity deteriorated sharply in Q1 2026, then partially recovered in Q2 2026 amid persistent operating losses.
• Revenue grew from $61M (Q3 2024) to $94M (Q2 2026), a 54% increase over 19 months with consistent quarterly gains.
• Operating cash flow turned positive: $-8M (Q3 2024) to $15M (Q2 2026), demonstrating underlying cash generation despite net losses.
• Operating income remained negative throughout, ranging from -$40M to -$18M, with no improvement trajectory visible.
⚠ Equity collapsed from $473M (Q3 2024) to $188M (Q1 2026)—60% decline—then rebounded to $444M (Q2 2026), signaling volatility.
⚠ Net losses accelerated sharply: -$23M (Q3 2025) to -$152M (Q1 2026) to -$139M (Q2 2026), despite revenue growth and positive OCF.
AI Insight: PL Ratio Trends
Planet Labs remains deeply unprofitable with deteriorating capital efficiency; operating margin marginally improved from Q3 2024 lows but latest quarter shows sharp ROIC collapse.
• Operating margin improved from -64.8% in Q3 2024 to -37.1% in Q2 2026, showing structural cost discipline but still deeply negative.
• ROIC plunged to -76.4% in Q1 2026 then recovered to -31.4% in Q2 2026; remains far worse than -16.5% in Q3 2025.
• ROA worsened from -7.7% in Q2 2025 to -44.4% in Q2 2026, indicating sharply deteriorating asset conversion despite modest margin gains.
⚠ Net profit margin collapsed to -147.5% in Q2 2026 from -19.1% in Q2 2025—suggests one-time charge or revenue cliff.
⚠ ROE swung to -125.2% in Q2 2026 from -11.4% in Q2 2025; equity base may be eroding or losses accelerating sharply.
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Available Research
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Top Institutional Holders of PL
Alphabet Inc.
$985.2M35,248,893 shBlackRock, Inc.
$711.8M25,466,806 shVANGUARD PORTFOLIO MANAGEMENT LLC
$341.1M12,204,165 shVANGUARD CAPITAL MANAGEMENT LLC
$340.6M12,186,969 shD. E. Shaw & Co., Inc.
$222.8M7,971,548 shDRIEHAUS CAPITAL MANAGEMENT LLC
$221.3M7,918,693 shCANADA PENSION PLAN INVESTMENT BOARD
$219.2M7,844,300 shSTATE STREET CORP
$192.3M6,881,809 shTWO SIGMA INVESTMENTS, LP
$188.9M6,759,845 shGEODE CAPITAL MANAGEMENT, LLC
$183.3M6,558,199 sh
| Fund | Value | Shares |
|---|---|---|
| Alphabet Inc. | $985.2M | 35,248,893 |
| BlackRock, Inc. | $711.8M | 25,466,806 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $341.1M | 12,204,165 |
| VANGUARD CAPITAL MANAGEMENT LLC | $340.6M | 12,186,969 |
| D. E. Shaw & Co., Inc. | $222.8M | 7,971,548 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $221.3M | 7,918,693 |
| CANADA PENSION PLAN INVESTMENT BOARD | $219.2M | 7,844,300 |
| STATE STREET CORP | $192.3M | 6,881,809 |
| TWO SIGMA INVESTMENTS, LP | $188.9M | 6,759,845 |
| GEODE CAPITAL MANAGEMENT, LLC | $183.3M | 6,558,199 |
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Popular Research
Is PL a good stock to buy?
13F Pro's AI-powered analysis of Planet Labs PBC (PL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PL are available on the PL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own PL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Planet Labs PBC's investment landscape.