Cambria Investment Management L.P. Has $1.85 Million Position in Planet Labs PBC $PL

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

Other hedge funds also recently modified their holdings of the company. MCF Advisors LLC acquired a new stake in shares of Planet Labs PBC in the third quarter valued at about $32,000. Larson Financial Group LLC acquired a new position in Planet Labs PBC during the third quarter valued at approximately $39,000. Jones Financial Companies Lllp grew its stake in Planet Labs PBC by 59.3% in the third quarter. Jones Financial Companies Lllp now owns 3,591 shares of the company’s stock valued at $44,000 after purchasing an additional 1,337 shares in the last quarter. Advisory Services Network LLC bought a new position in Planet Labs PBC in the third quarter valued at approximately $56,000. Finally, Tableaux LLC acquired a new position in shares of Planet Labs PBC during the 2nd quarter worth approximately $61,000. Institutional investors own 41.71% of the company’s stock.

Insiders Place Their Bets

In other Planet Labs PBC news, CFO Ashley F. Johnson sold 150,731 shares of Planet Labs PBC stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $27.01, for a total transaction of $4,071,244.31. Following the completion of the transaction, the chief financial officer directly owned 1,956,101 shares of the company’s stock, valued at $52,834,288.01. The trade was a 7.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Vijaya Gadde sold 20,000 shares of the company’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $26.77, for a total transaction of $535,400.00. Following the completion of the transaction, the director owned 250,169 shares in the company, valued at approximately $6,697,024.13. This represents a 7.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 292,348 shares of company stock worth $7,323,958 in the last quarter. Insiders own 17.53% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on PL. Cantor Fitzgerald reiterated an “overweight” rating on shares of Planet Labs PBC in a research note on Thursday, December 11th. Weiss Ratings reissued a “sell (d-)” rating on shares of Planet Labs PBC in a research note on Thursday, January 22nd. Wedbush boosted their target price on shares of Planet Labs PBC from $20.00 to $28.00 and gave the stock an “outperform” rating in a report on Tuesday, January 13th. National Bank Financial set a $12.30 price target on shares of Planet Labs PBC in a research report on Tuesday, December 16th. Finally, Northland Securities set a $28.00 price target on shares of Planet Labs PBC in a research note on Tuesday, January 13th. Six analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Planet Labs PBC currently has an average rating of “Hold” and a consensus price target of $21.88.

Planet Labs PBC News Summary

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%

Planet Labs PBC Price Performance

Shares of NYSE PL opened at $27.07 on Friday. The company has a quick ratio of 4.00, a current ratio of 4.00 and a debt-to-equity ratio of 1.28. The business’s 50 day moving average price is $24.95 and its two-hundred day moving average price is $17.65. The company has a market cap of $8.49 billion, a PE ratio of -64.46 and a beta of 1.95. Planet Labs PBC has a twelve month low of $2.79 and a twelve month high of $30.90.

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

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.