PL Planet Labs PBC Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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14:54
Jun 03
Jun 03
Buy space-sector names as SpaceX IPO halo effect drives institutional re-rating; all six tickers just hit new all-time highs in institutional ownership, signaling sustained fund accumulation rather than a one-time event.
MED
16:27
Jun 02
Jun 02
Author discloses large existing long position in PL as part of a ~30% space sector portfolio allocation, with SpaceX IPO as a potential catalyst.
MED
22:56
Jun 01
Jun 01
The author presents a research overview of companies in the training and model development layer of Physical AI without stating any current positions or forward-looking trade calls.
LOW
13:45
Jun 01
Jun 01
Avoid near-term: AlmaCap frames the space basket as pressured by launch disruption, sell-off, and investor uncertainty until successful Starship/Falcon execution; negative sector read-through, not an explicit short position.
MED
15:10
May 31
May 31
Buy Planet Labs ahead of June 4 earnings; author expects a beat given prior conservative guidance, with stock already above $50 and a $60 year-end target; largest portfolio position at 16% allocation with avg cost of $4.
MED
18:41
May 29
May 29
Author shares a diversified space portfolio and analysis of New Glenn failure's impact on various stocks but uses hedged language and watchlist framing rather than explicit forward positions.
17:30
May 29
May 29
Two upvoted posts call PL a “no brainer” call, citing space theme hot and consistent beats. Positive earnings track record + Space X hype (specific strike $50, 2 weeks out) create a favorable setup. High-conviction long call play with a specific expiration and strike. “Will this time be different?” – past performance does not guarantee future.
LOW
01:00
May 29
May 29
The author is screening companies for a Physical AI portfolio but has not yet presented a thesis or taken a position, making this a research watchlist rather than a trade call.
LOW
02:36
May 28
May 28
Planet Labs long-term space AI play.
Planet Labs (PL) operates 200+ imaging satellites and has transitioned from selling raw images to deploying NVIDIA GPUs on satellites for AI processing in orbit. This shift to edge computing in space (a distributed space data center model) is a long-term growth driver. While not immediately profitable, the gradual adoption of in-space AI analytics makes Planet Labs a compelling long-term bet in the space data value chain.
MED
14:22
May 26
May 26
The author states they own shares of PL, RKLB, and Filtronic but provides no forward-looking opinion or market impact analysis.
LOW
14:13
May 26
May 26
The author expresses bullish conviction on $PL, highlighting a 1,150% return and implying continued upside momentum despite questioning why a company should ever decline.
14:05
May 26
May 26
Planet Labs surges 13% and is up 320% since the author's subscriber post, with the author's prior call that the entire space sector is about to moon reinforcing a forward-looking bullish view.
13:18
May 26
May 26
Author regrets selling Planet Labs core positions to chase short-term moves, missing a 2x gain and 8% pre-market pop.
LOW
17:49
May 25
May 25
Long RKLB, SPCX, and PL as the "Death Star" theme — space/defense plays central to the market's narrative.
MED
14:25
May 23
May 23
Buy PL as the speaker sees investors overlooking the company in favor of finding the "next PL," implying continued value and upside despite large gains, though thesis is thin.
MED
11:01
May 22
May 22
Listed alongside RKLB and BKSY in the same pump comment (+10 upvotes): “Space stock pump just starting. Spacex IPO will drive RKLB PL BKSY much much higher.” As a pure-play space company, PL benefits from the same narrative and retail rotation into spacier names. Follows the broader space trade; expect correlated moves with RKLB. Lower trading volume than RKLB, may lag.
LOW
06:20
May 21
May 21
Author sarcastically questions shorting RKLB, ASTS, and PL, implying a bearish view on these space and satellite stocks.
HIGH
22:20
May 19
May 19
Watch Planet Labs imaging play.
Planet Labs (PL) is a speculative watch. It provides daily Earth imaging from orbit and is positioned as a data provider for corporations and governments ('Google of the sky'). It runs AI inference on satellites using NVIDIA hardware, and Google is a major stakeholder. The stock has already run but may get another look from SpaceX hype.
MED
19:37
May 19
May 19
Long $PL — Planet Labs remains a core space holding for the speaker; expects continued bullish space-stock trend with SpaceX IPO catalyst and after-positive $RKLB earnings.
MED
14:13
May 18
May 18
Geiger Capital highlights Planet Labs' 5% surge and 285% gain since their subscriber call, reinforcing a bullish space sector outlook.
HIGH
17:04
May 14
May 14
Long $PL — surging to 52-week high; speaker highlights Dan Ives raising PT to $50, strong RKLB tailwind, and new multi-year 7-figure Czech government contract supporting Planet Labs' growth.
HIGH
15:29
May 10
May 10
Long $PL — confirmed top portfolio holding at 16% with avg cost $4 (+876%); speaker is sharing his portfolio with new followers.
HIGH
12:45
May 09
May 09
Daily Earth observation data vital for lunar mission planning and resource mapping; cheaper access to the Moon multiplies demand for high-cadence orbital intelligence.
HIGH
21:14
May 05
May 05
Long $PL — speaker calls Planet Labs his favourite company; ongoing high-conviction holding.
HIGH
10:52
May 03
May 03
Long $PL — Planet Labs secured a multi-year nine-figure agreement with the Swedish Armed Forces (early 2026); Sweden will own a dedicated satellite, a transformational deal vs traditional data subs.
HIGH
09:32
May 02
May 02
Long $PL — Planet Labs sending three more Pelican satellites to space, bringing fleet to 9; next-gen sats with built-in $NVDA Jetson Orin modules enable AI processing in orbit.
HIGH
18:37
Apr 27
Apr 27
Long $PL — Planet Labs survived warrant-redemption selling pressure with only 4% impact; speaker confirms ongoing position and bullish framing.
MED
23:59
Apr 24
Apr 24
Planet Labs overpriced, avoid
Cramer says Planet Labs is up too much on repeated news and he is not willing to pay these prices, effectively advising against owning it at current levels.
LOW
14:44
Apr 24
Apr 24
Long $PL — Planet Labs surged 50% in Defense & Intelligence segment; speaker holds and expects further surge, breaking down power of unclassified intelligence vs Starshield.
HIGH
19:58
Apr 16
Apr 16
Long $PL — speaker's first 10-bagger; ongoing high-conviction position from earlier buy.
HIGH
About PL Analyst Coverage
Buzzberg tracks PL (Planet Labs PBC) across 19 sources. 47 bullish vs 1 bearish calls from 22 analysts. Sentiment: predominantly bullish (72%). 64 total trade ideas tracked.