PL Planet Labs PBC Loading... : Bullish and Bearish Analyst Opinions
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14:29
Aug 31
Aug 31
Author sold PNG.V and SIVE at losses, trimmed OUST.
Author sold PNG.V and SIVE at losses, trimmed OUST, and raised cash to 14% while maintaining bullish AI infrastructure positions, citing macro risks from rising yields and oil.
22:38
Aug 29
Aug 29
"Rocket Lab/Planet Labs: added, long-term hold"
"Add to Rocket Lab and Planet Labs after increasing both positions by 15%; the author does not expect either to revisit initial buy levels and will hold both long-term as space allocation."
HIGH
13:12
Aug 29
Aug 29
Author disclosed an active/recent position in a self-quoted portfolio update.
Author self-quotes a portfolio update showing this ticker as a new buy, add, top holding, or current position; under strict routing semantics explicit ownership/buy/add is a LONG idea.
LOW
17:11
Aug 28
Aug 28
Long PL as quality name for selective market
Long PL as a fundamentally sound name that will outperform in a selective bull market, avoiding the drag of low-quality stocks.
MED
14:07
Aug 28
Aug 28
Author analyzes Planet Labs' upcoming earnings and potential dilution impact.
Author analyzes Planet Labs' upcoming earnings and potential dilution impact, comparing it to peers without taking a directional position.
LOW
17:32
Aug 27
Aug 27
The author shares a research map of 51 companies across nine buildout layers with stated.
The author shares a research map of 51 companies across nine buildout layers with stated failure points, but frames it as a watchlist rather than a personal position or trade call.
LOW
19:07
Aug 26
Aug 26
"PL position added at $21.5"
Author added to existing PL position at $21.5 during the downturn, showing continued conviction in the name as part of his portfolio allocation.
MED
14:33
Aug 26
Aug 26
Planet remains undervalued AI space leader, author adds heavily.
Author significantly increased his PL position today at $21.5, citing positive free cash flow, a non-replicable product, AI collaboration with Google/Nvidia, and continued innovation. Believes space industry remains undervalued and PL will be his largest position for years.
MED
14:27
Aug 26
Aug 26
Author confirms adding to a position yesterday while stating PL remains their larger holding.
Author confirms adding to a position yesterday while stating PL remains their larger holding, with RKLB only mentioned in parent context.
08:40
Aug 26
Aug 26
PL cited as space option
PL is named as a viable space-sector option, but the author sees more potential in FLY, BKSY, and SPIR.
MED
18:01
Aug 25
Aug 25
Add PL on FCF, AI partnerships, space value.
Author added to a large existing PL position at $21.50, citing positive free cash flow, hard-to-replicate product, and AI collaborations with Google and Nvidia, indicating strong conviction for a multi-year hold.
HIGH
17:49
Aug 25
Aug 25
Author defends Planet Labs' moat against criticism but does not state a current position.
Author defends Planet Labs' moat against criticism but does not state a current position or forward-looking trade call.
LOW
18:39
Aug 24
Aug 24
DCA AI buildout names through correction.
Accumulate/hold these AI buildout names on a decade-long structural thesis; use DCA through the expected inflation-driven September correction.
MED
16:49
Aug 24
Aug 24
PL core AI network infrastructure play
Author identifies PL as a core network asset connecting AI infrastructure, positioned to benefit as AI compute demand grows.
MED
21:19
Aug 23
Aug 23
Owns only PL and RKLB
Long Planet Labs and Rocket Lab: author discloses current holdings as his only space-stock positions; ownership itself is the directional signal, with no near-term catalyst specified.
MED
16:57
Aug 23
Aug 23
Buy Planet Labs for space/AI/FCF
Buy Planet Labs as a 10-year holding; positive free cash flow plus Google and Nvidia collaborations position it at the intersection of space and AI.
MED
15:01
Aug 23
Aug 23
Record institutional ownership signals buy PL
Watch PL: record institutional ownership spike is a bullish data point, but the author does not state ownership, buy/hold intent, or an actionable call.
MED
12:03
Aug 18
Aug 18
Holds SIVE, ASTS, PL, KRKNF positions
Maintain long exposure in SIVE, ASTS, PL, and KRKNF; the author prefers not to liquidate despite tax pressure and would only sell if needed to raise 10-20% cash for higher-conviction additions.
MED
13:53
Aug 17
Aug 17
The author reports a broad space-sector rally with multiple tickers up on recent news.
The author reports a broad space-sector rally with multiple tickers up on recent news, but provides no personal position or forward-looking call, only a factual market update.
LOW
16:23
Aug 16
Aug 16
Space infrastructure links global physical AI systems
Space infrastructure and connectivity providers are essential for linking global AI systems, drones, and remote operations.
MED
14:21
Aug 15
Aug 15
The author advocates long-term investing over day trading and lists AI and space/robotics.
The author advocates long-term investing over day trading and lists AI and space/robotics tickers as watchlist beneficiaries of macro trends, not explicit current positions.
LOW
14:04
Aug 15
Aug 15
Interview profiles an investor's structural growth thesis across space, photonics.
Interview profiles an investor's structural growth thesis across space, photonics, and semiconductors, but the author reports rather than endorses positions, so tickers are watch.
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
02:20
Aug 14
Aug 14
PL flagged as high-risk 5-year speculative pick
Buy Planet Labs as a high-risk, high-reward 5-year hold; author explicitly flags elevated risk, implying speculative upside potential over a long horizon.
LOW
20:33
Aug 12
Aug 12
Viasat and Planet Labs skew long
S3 is monitoring the ratio of active longs to shorts in SpaceX-adjacent names. Viasat and Planet Labs are skewing long and are 'pro space,' positioning them for upside tied to the SpaceX/Elon Musk influence.
HIGH
09:39
Aug 10
Aug 10
The author notes significant pre-market gains across several stocks but provides no explicit.
The author notes significant pre-market gains across several stocks but provides no explicit forward-looking trade thesis or position disclosure for these tickers.
LOW
15:04
Aug 09
Aug 09
PL backlog exceeds revenue; first profitable year
Buy PL as backlog exceeding full-year revenue and first-ever profitable year signal fundamental inflection; stock has been dragged lower by sector-wide capital rotation into $SPCX IPO rather than any deterioration in business.
MED
20:17
Aug 04
Aug 04
PL flagged as SpaceX earnings read-through
Author holds PL and flags SpaceX's earnings as a read-through event for the stock; no explicit directional view stated on PL itself.
LOW
19:46
Aug 04
Aug 04
Space sector run catalyst co-mention
Named as a space sector beneficiary in the context of the SpaceX/NVDA StarMind partnership and SPCX earnings catalyst; no individual thesis provided.
LOW
15:14
Aug 04
Aug 04
PL held; SpaceX earnings a read-through catalyst
Author discloses current PL position and flags SpaceX's first public earnings as a near-term read-through catalyst, with Starlink enterprise penetration and Space Force contract execution relevant to the broader LEO data/imagery ecosystem.
MED
About PL Analyst Coverage
Buzzberg tracks PL (Planet Labs PBC) across 40 sources. 100 bullish vs 1 bearish calls from 44 analysts. Sentiment: predominantly bullish (49%). 204 total trade ideas tracked. Past 7 days: 3 bullish, 3 watch. Latest voices: blackpanthercap, kaizen_investor, pepinveststocks.