Sector Selloff Impact: Social media chatter highlights a broader decline in space-related stocks, with PL dropping alongside peers amid a market unwind. Analysts note the move appears mechanical rather than driven by company-specific issues.
Fundamentals Highlighted: Discussions emphasize strong revenue growth and backlog expansion for Planet Labs. Some point to government contracts as positive drivers despite near-term pressures.
Valuation Concerns: Traders express caution over valuations and execution risks, though long-term prospects draw interest from investors.
Note: This discussion summary was generated from an AI condensation of post data.
Planet Labs Insider Trading Activity
Planet Labs insiders have traded $PL stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $PL stock by insiders over the last 6 months:
- WILLIAM SPENCER MARSHALL (Co-Founder and CEO) has made 0 purchases and 2 sales selling 400,000 shares for an estimated $12,198,460.
- ASHLEY F. JOHNSON (President & CFO) has made 0 purchases and 5 sales selling 365,691 shares for an estimated $10,393,992.
- ROBERT H SCHINGLER (Co-Founder Chief Strategy Off.) has made 0 purchases and 4 sales selling 215,516 shares for an estimated $5,792,806.
- ITA M BRENNAN sold 36,500 shares for an estimated $1,237,579
- KRISTEN ROBINSON sold 37,107 shares for an estimated $929,637
- JOHN W RAYMOND sold 6,494 shares for an estimated $169,871
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Planet Labs Revenue
Planet Labs had revenues of $116.1M in Q2 2027. This is an increase of 58.14% from the same period in the prior year.
You can track PL financials on Quiver Quantitative's PL stock page.
You can access data on PL stock through the Quiver Quantitative API.
Planet Labs Hedge Fund Activity
We have seen 267 institutional investors add shares of Planet Labs stock to their portfolio, and 243 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMERICAN CENTURY COMPANIES INC added 8,586,144 shares (+147.7%) to their portfolio in Q2 2026, for an estimated $284,458,950
- CANADA PENSION PLAN INVESTMENT BOARD removed 7,227,200 shares (-92.1%) from their portfolio in Q2 2026, for an estimated $239,437,136
- BLACKROCK, INC. removed 6,984,267 shares (-27.4%) from their portfolio in Q2 2026, for an estimated $231,388,765
- BANK OF MONTREAL /CAN/ added 3,499,298 shares (+inf%) to their portfolio in Q2 2026, for an estimated $115,931,742
- TWO SIGMA INVESTMENTS, LP removed 3,492,654 shares (-51.7%) from their portfolio in Q2 2026, for an estimated $115,711,627
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 3,314,962 shares (+2607.3%) to their portfolio in Q2 2026, for an estimated $109,824,691
- NORGES BANK added 2,819,442 shares (+317.8%) to their portfolio in Q2 2026, for an estimated $93,408,113
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Planet Labs Price Targets
Multiple analysts have issued price targets for $PL recently. We have seen 6 analysts offer price targets for $PL in the last 6 months, with a median target of $42.0.
Here are some recent targets:
- Dan Ives from Wedbush set a target price of $50.0 on 07/01/2026
- Ryan Koontz from Needham set a target price of $53.0 on 06/05/2026
- Jeff Van Rhee from Craig-Hallum set a target price of $49.0 on 06/05/2026
- Anthony Valentini from Goldman Sachs set a target price of $20.0 on 04/20/2026
- John Godyn from Citigroup set a target price of $35.0 on 04/02/2026
- Kristine Liwag from Morgan Stanley set a target price of $35.0 on 03/25/2026
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.
