
Planet Labs (PL) Stock Forecast & Price Target
Planet Labs (PL) Analyst Ratings
Bulls say
Planet Labs PBC demonstrated robust financial performance, achieving a 41% year-over-year revenue growth in F4Q, marking the highest rate in twelve quarters, driven predominantly by substantial growth in their EMEA region and Defense & Intelligence segments. The company's Total Remaining Performance Obligations (RPO) surged 371% year-over-year to $672 million, supported by significant contracts with JSAT and Germany, while core RPO increased by 86% to $222 million, further highlighting the company's expanding market footprint. Ending F3Q26 with cash and short-term investments of $678 million, a substantial increase from the previous quarter, reinforces the positive outlook on Planet Labs driven by growing global opportunities and improved operational execution amid limited competition.
Bears say
Planet Labs PBC is experiencing extended sales cycles and slowing customer growth due to hesitance and a lack of understanding of the value of geospatial data, particularly in new verticals. Despite an initial positive EBITDA achievement, the company's guidance for fiscal year 2027 indicates that gross margins will be negatively impacted by lower-margin contracts with sovereign satellite services, suggesting challenges in maintaining profitability. Additionally, the company reported a negative free cash flow for the first time in four quarters as it continues to invest in manufacturing and fleet upgrades, indicating potential liquidity pressures moving forward.
This aggregate rating is based on analysts' research of Planet Labs and is not a guaranteed prediction by Public.com or investment advice.
Planet Labs (PL) Analyst Forecast & Price Prediction
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