Strong Earnings Report: Recent discussions on social media about Planet Labs PBC have centered around the company’s impressive third-quarter results for fiscal year 2025. Many users highlighted the 33% revenue growth to $81.3 million and a significant backlog increase, viewing these as signs of robust demand. The stock surged notably in response, fueling lively conversations.
Optimistic Outlook: Beyond earnings, social media buzz has focused on the company’s raised full-year revenue guidance, with some calling it a key driver of investor confidence. Posts also noted growing interest from defense and intelligence sectors, with excitement around Planet Labs’ role in AI and geospatial data. The tone of these discussions remains largely upbeat.
Note: This discussion summary was generated from an AI condensation of post data.
Planet Labs PBC Insider Trading Activity
Planet Labs PBC insiders have traded $PL stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $PL stock by insiders over the last 6 months:
- CARL BASS sold 376,748 shares for an estimated $5,903,264
- WILLIAM SPENCER MARSHALL (Co-Founder and CEO) sold 200,000 shares for an estimated $3,099,320
- ROBERT H SCHINGLER (Co-Founder Chief Strategy Off.) sold 81,656 shares for an estimated $1,265,333
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Planet Labs PBC Revenue
Planet Labs PBC had revenues of $81.3M in Q3 2026. This is an increase of 32.62% from the same period in the prior year.
You can track PL financials on Quiver Quantitative's PL stock page.
Planet Labs PBC Hedge Fund Activity
We have seen 178 institutional investors add shares of Planet Labs PBC stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DRIEHAUS CAPITAL MANAGEMENT LLC added 8,310,284 shares (+137.1%) to their portfolio in Q3 2025, for an estimated $107,867,486
- D. E. SHAW & CO., INC. added 4,763,462 shares (+288.2%) to their portfolio in Q3 2025, for an estimated $61,829,736
- BARCLAYS PLC added 3,293,333 shares (+758.1%) to their portfolio in Q3 2025, for an estimated $42,747,462
- INVESCO LTD. added 2,506,595 shares (+265.6%) to their portfolio in Q3 2025, for an estimated $32,535,603
- BLACKROCK, INC. added 2,434,841 shares (+14.8%) to their portfolio in Q3 2025, for an estimated $31,604,236
- TREXQUANT INVESTMENT LP added 2,096,972 shares (+1444.2%) to their portfolio in Q3 2025, for an estimated $27,218,696
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,844,771 shares (+1733.3%) to their portfolio in Q3 2025, for an estimated $23,945,127
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Planet Labs PBC Analyst Ratings
Wall Street analysts have issued reports on $PL in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 12/12/2025
- Needham issued a "Buy" rating on 12/11/2025
- Deutsche Bank issued a "Buy" rating on 10/21/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/17/2025
- Clear Street issued a "Buy" rating on 09/15/2025
To track analyst ratings and price targets for Planet Labs PBC, check out Quiver Quantitative's $PL forecast page.
Planet Labs PBC Price Targets
Multiple analysts have issued price targets for $PL recently. We have seen 11 analysts offer price targets for $PL in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Kristine Liwag from Morgan Stanley set a target price of $20.0 on 12/12/2025
- John Godyn from Citigroup set a target price of $19.0 on 12/12/2025
- Gregory Pendy from Clear Street set a target price of $16.0 on 12/11/2025
- Dan Ives from Wedbush set a target price of $20.0 on 12/11/2025
- Ryan Koontz from Needham set a target price of $22.0 on 12/11/2025
- Edison Yu from Deutsche Bank set a target price of $17.0 on 12/11/2025
- Colin Canfield from Cantor Fitzgerald set a target price of $20.0 on 10/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
