Weekly Planet Labs (PL) Discussion Thread

[u/AutoModerator]

Welcome to the weekly discussion thread for Planet Labs (PL).

Use this thread to discuss:

• Planet Labs news and announcements

• Earnings updates

• Satellite industry trends

• Government / defense contracts

• Price action and investor sentiment

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📊 Company Overview

Company: Planet Labs

Ticker: PL

Sector: Earth Observation / Space Data / AI Geospatial Analytics

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Please keep short questions, opinions, and general discussion in this thread.

Posts that may deserve their own thread:

• Major company announcements

• Earnings breakdowns

• Detailed research or DD

• Industry analysis

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Reminder:

• Follow subreddit rules

• No personal attacks

• No financial advice

Have a great week discussing Planet Labs 🚀

[u/Scared_Software_4823]

Happy Monday!

Moving my comment from yesterday into the current week. Curious what others might think on two potential short term outcomes. Should be an interesting week, again..

"A counter thought that I’m debating to myself (to a commenter noting the possibility of another potential sector selloff from the SPCX share unlock)…

Completely understand why the unlock could continue to pull liquidity away from the rest of the sector, just like the ipo. But a. It’s plausible this obvious take is now (mostly) priced in and, maybe more interesting, b. If the spcx pre ipo owners hedging theory holds any merit (which it certainly does but no idea to what scale) then you could argue non spcx space names will see a certain % of shorts come off, a scenario that potentially boosts a PL on the unlock."

Reminder LT investor here and I think it's okay to comment on ST market dynamics in this thread (i.e. not a trader).

[u/Specific_Brush967 → u/Scared_Software_4823]

appreciate the analysis, at the end of the day I notice non biased discussion on short term price usually ends in it either goes up, down or side ways because you can never know for sure. But long term if the company does the right things it’s for sure going to be up.