PL PL Planet Labs PBC Loading... : Bullish and Bearish Analyst Opinions

The author lists a broad basket of stocks to accumulate during a sell-off and explicitly calls out personal favorites as high-conviction holdings, framing

Author notes that ASTS volatility was short-lived as the market realized the offering was less bearish than initially thought, and sees other space names ending green as a sign of nearing a bottom.

Author expresses belief in the long-term plan of the company and urges patience, but does not state a current position or forward trade call.

Author says he bought PL more than a year ago at $4 and defends the long-term holding despite the short-term selloff.

The author dismisses the quoted list of beaten-down momentum names as never attractive on valuation, but does not express a personal long or short position, only a skeptical watchlist view.

Author explains a reverse DCF valuation framework for ASTS and compares it to PL but does not state a current position or forward call, only waiting for better financials.

Buy PL on dips as one of author's top-5 preferred names at lower price levels, implying favorable risk/reward at pullback entries.

Author lists five tickers as top preferences in reply to a parent asking for recovery picks, implying a bullish directional view on each.

Buy Planet Labs at $20; author identifies this as a personal add-zone price target based on undervaluation, willing to wait for bullish market confirmation before entering rather than catching a falling knife.

Speaker describes space sector drawdowns after catalyst but expresses no personal directional commitment or position.

Buy Planet Labs as European sovereign space investment accelerates — PL's new Isar Aerospace partnership and German manufacturing facility position it to capture heavily subsidized European government launch and satellite contracts.

Author added to WOLF at $34.3 as it hit his buying target and lists price targets for a basket of stocks he is patient to accumulate.

Planet Labs cited with Q1 revenue +42% YoY, backlog +72% to $906M, strong defense/intel growth; listed in "Core conviction" basket, not explicit personal buy.

Planet Labs announces partnership with Isar Aerospace for Pelican satellite launch; speaker notes European government support but does not express a directional view on the stock.

Long PL based on a vague long-term bullish view with no specific catalyst.

Author expresses ongoing bullish conviction on Planet Labs as a high-risk, high-reward pick when asked for a direct entry recommendation at current prices.

Hold Planet Labs long despite 29% monthly drawdown and SpaceX/ATM headwinds; author maintains 12.9% allocation citing strong earnings and conviction it remains the best space stock, with prior $60 target still intact.

Author plans to add to existing PL position at $20, citing undervaluation and portfolio allocation as the basis for the entry level.

Planet Labs has ~$900M backlog, record revenue, positive adjusted EBITDA, and government/defense is becoming a larger, stickier revenue mix. The market still values it like a satellite hardware company rather than a data platform, offering potential upside as margin expansion and recurring revenue are recognized. Long-term buy on improving execution and widening moat in geospatial data analytics. Capital-intensive satellite replacement cycle, lumpy government contracts, competition from Maxar or others.

Notes signs of bottoming in space stocks but advises against entry; watching close for confirmation, no position disclosure.

Author discloses current holdings in HOOD and PL as speculative moonshot positions within a balanced portfolio, held alongside defensives through expected near-term volatility.

The tweet highlights significant recent damage to space stocks, noting ASTS is down 11% YTD, but provides no personal position or forward-looking trade call.

Hold/accumulate PL; author holds a large position since $4 and argues the ATM-driven selloff is overdone relative to peers (all down 43-57% from ATH), with fundamentals intact and potential to add on further weakness.

Author discloses a current 1% allocation in Planet Labs ($PL), maintaining exposure to the space sector despite apparent recent weakness prompting the parent question.

Author discloses an active 1% portfolio allocation in Planet Labs ($PL), holding the position with no stated intent to exit; ongoing long exposure in the space sector.

Author rebuts a claim by listing percentage declines of space stocks from their peaks, providing factual price data without expressing a forward-looking position.

Price performance observation only, no directional thesis or catalyst stated.

Author fully exited Planet Labs position, rotating proceeds into TRT; no residual directional view on PL.

Author celebrates photonics and semiconductor momentum themes with a quoted bullish list but provides no explicit personal position language or concrete forward catalyst, so all tickers default to watch.

Buy Planet Labs as part of a space sector basket the author explicitly favors despite recent price weakness flagged by the parent; no specific catalyst beyond long-term sector conviction.