Cambria Investment Management L.P. Buys 28,548 Shares of Planet Labs PBC $PL

Cambria Investment Management L.P. grew its stake in shares of Planet Labs PBC (NYSE:PL) by 25.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 142,743 shares of the company’s stock after acquiring an additional 28,548 shares during the period. Cambria Investment Management L.P.’s holdings in Planet Labs PBC were worth $1,853,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Wealth Enhancement Advisory Services LLC grew its position in shares of Planet Labs PBC by 2.6% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 31,264 shares of the company’s stock valued at $406,000 after purchasing an additional 781 shares during the last quarter. Victory Capital Management Inc. lifted its holdings in Planet Labs PBC by 3.6% during the 3rd quarter. Victory Capital Management Inc. now owns 25,855 shares of the company’s stock worth $336,000 after purchasing an additional 896 shares during the last quarter. Ariadne Wealth Management LP lifted its holdings in Planet Labs PBC by 8.8% during the 3rd quarter. Ariadne Wealth Management LP now owns 11,202 shares of the company’s stock worth $145,000 after purchasing an additional 905 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in Planet Labs PBC by 4.5% in the 3rd quarter. Valeo Financial Advisors LLC now owns 21,641 shares of the company’s stock valued at $281,000 after purchasing an additional 925 shares during the period. Finally, 180 Wealth Advisors LLC boosted its stake in Planet Labs PBC by 0.8% in the 3rd quarter. 180 Wealth Advisors LLC now owns 147,032 shares of the company’s stock valued at $1,908,000 after purchasing an additional 1,114 shares during the period. Institutional investors own 41.71% of the company’s stock.

More Planet Labs PBC News

Here are the key news stories impacting Planet Labs PBC this week:

• Positive Sentiment: Company says AI will unlock more business and reported record revenue for the fiscal year, highlighting growing demand for Planet’s imagery and analytics — an important growth narrative for investors. Planet Labs’ stock soars as the satellite company says AI will unlock more business
• Positive Sentiment: Corporate release: Planet reported Q4 and full‑year results, cited a “transformational year” including 40 satellites launched, new Sweden contract, and an R&D partnership with Google to explore data centers in space — these operational milestones support longer‑term revenue/scale potential. Planet Reports Financial Results for Fourth Quarter and Full Fiscal Year 2026
• Positive Sentiment: Q4 EPS came in at break‑even versus a Zacks consensus loss, marking improvement from a year‑ago loss — the results removed a near‑term downside surprise risk and support the stock’s move higher. Planet Labs PBC (PL) Reports Break-Even Earnings for Q4
• Positive Sentiment: Geopolitical events (recent Iran‑related strikes) have increased demand for timely satellite imagery; such events often produce recurring revenue spikes for imagery providers and strengthen the commercial/defense use case. Satellite images begin to show damage wrought by Iran war
• Positive Sentiment: Technical/market commentary points to bullish price structure and a breakout watch above key resistance — momentum can attract short‑term buying interest and higher volume. Planet Labs (PL) Price Forecast: Breakout Watch Above Key Resistance
• Neutral Sentiment: Analysis piece examines whether NVIDIA’s in‑orbit AI platforms materially change Planet’s investment case — highlights potential upside from edge/in‑orbit processing but also questions around timing and economics. Useful for investors thinking about the AI/infrastructure angle. Is Planet Labs’ Use of NVIDIA’s In‑Orbit AI Platforms Altering The Investment Case For Planet Labs PBC (PL)?
• Neutral Sentiment: Pre‑earnings coverage and trader commentary noted positioning ahead of results and elevated volatility expectations — explains some of the heavy volume and price swing but doesn’t change fundamentals by itself. Planet Labs Stock Gains Ahead Of Q4 Earnings: What Investors Need To Know
• Negative Sentiment: Risk note: some commentary warned the stock was “on edge” ahead of earnings with scenarios of sharp downside if guidance or growth cadence disappoints — keep an eye on guidance and margins in upcoming disclosures. Planet Labs stock on edge ahead of earnings: will it drop 20%

Insider Buying and Selling

In related news, Director Kristen Robinson sold 47,835 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $26.96, for a total transaction of $1,289,631.60. Following the completion of the sale, the director owned 222,897 shares of the company’s stock, valued at $6,009,303.12. This represents a 17.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Vijaya Gadde sold 20,000 shares of the stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $26.77, for a total transaction of $535,400.00. Following the sale, the director owned 250,169 shares in the company, valued at $6,697,024.13. The trade was a 7.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 292,348 shares of company stock valued at $7,323,958. Company insiders own 17.53% of the company’s stock.

Planet Labs PBC Trading Up 9.1%

Shares of NYSE:PL opened at $27.07 on Friday. The company has a market capitalization of $8.49 billion, a P/E ratio of -64.46 and a beta of 1.95. Planet Labs PBC has a 1 year low of $2.79 and a 1 year high of $30.90. The company has a debt-to-equity ratio of 1.28, a current ratio of 4.00 and a quick ratio of 4.00. The business’s 50 day simple moving average is $24.95 and its 200 day simple moving average is $17.65.

Planet Labs PBC (NYSE:PL) last posted its quarterly earnings data on Thursday, March 19th. The company reported ($0.48) EPS for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.43). The company had revenue of $86.82 million for the quarter, compared to the consensus estimate of $78.17 million. Planet Labs PBC had a negative return on equity of 31.01% and a negative net margin of 45.87%.The business’s revenue was up 41.1% on a year-over-year basis. On average, research analysts anticipate that Planet Labs PBC will post -0.37 EPS for the current fiscal year.

Wall Street Analyst Weigh In

PL has been the topic of several recent research reports. Northland Securities set a $28.00 price objective on Planet Labs PBC in a research report on Tuesday, January 13th. Zacks Research raised shares of Planet Labs PBC from a “strong sell” rating to a “hold” rating in a research report on Friday, February 13th. Cantor Fitzgerald restated an “overweight” rating on shares of Planet Labs PBC in a research note on Thursday, December 11th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $16.40 price target on shares of Planet Labs PBC in a research report on Tuesday, January 20th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Planet Labs PBC in a research note on Thursday, January 22nd. Six investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $21.88.

Planet Labs PBC Company Profile

Planet Labs PBC is a public benefit corporation that operates one of the largest fleets of Earth-imaging satellites, providing high-frequency, high-resolution imagery and data analytics to a broad range of industries. The company’s multi-spectral satellite constellation captures daily snapshots of the planet, enabling clients to monitor changes in agriculture, forestry, urban development, energy infrastructure and environmental conditions. Planet’s imagery platform is designed to support timely decision-making by transforming raw satellite data into actionable insights for business and government users.

Founded in 2010 by former NASA scientists Will Marshall, Robbie Schingler and Chris Boshuizen, Planet Labs grew from a small startup into a key provider in the satellite imaging sector.