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Planet Labs PBC

Industrials Updated August 11, 2026
$23.70
52W $6.10 – $51.76
57/100
$7.89B
-20.7
2.12
AI Committee Verdict
Watch
57/100
Conviction: Contested · 50% agreement · 4 analysts
Contested

Is PL Bullish or Bearish?

Mixed. Innellis AI committee rates Planet Labs PBC (PL) Watch with a composite score of 57/100 , based on 4 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +2.92 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -17.08 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 25.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Bollinger bandwidth of 25.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
57/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 66%
of 223 Industrials peers
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 25.5% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
59.1
Neutral
MACD Histogram
0.720
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$19.98
Resistance
$30.84
Bollinger %B
0.79
Inside Bands
Price vs Moving Averages
EMA 9
$22.73 Above
EMA 21
$23.37 Above
EMA 50
$26.83 Below
EMA 200
$25.68 Below

Fundamental Analysis

Valuation
67
Profitability
22
Financial Health
85
Cash Flow
70
Valuation
P/E Ratio -20.7×
P/B Ratio 18.46×
PEG Ratio 0.22
Dividend Yield 0.00%
52W High $51.76
52W Low $6.10
Quality & Growth
ROE -13100.8%
ROA -2154.7%
Gross Margin 5550.6%
Operating Margin -3193.9%
Revenue Growth YoY
Debt / Equity 1.10
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -20.7 (inexpensive relative to a 15-40x range); Price-to-book of 18.5x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -131.0%; Return on assets of -21.5%; Net margin of -111.2%; Gross margin of 55.5%; Current ratio of 2.81 (healthy short-term liquidity); Debt-to-equity of 1.10; Free cash flow per share is positive (0.14); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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