Company coverage
Research snapshot 2026-08-31
Research activity
PL 236 trade records · 127 option records · 2025-02-04 → 2026-08-24Moat
WidePlanet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobody else scans the en…
Physical assets
Strong & UniquePlanet's constellation of 200+ satellites is a massive, productive physical asset in orbit. The Berlin manufacturing facility is expanding Pelican (next-gen high-res) production. Tanager hyperspectral satellites add methane detection. The planned Ow…
Software / hardware
Software40%
Hardware60%
Growth. 10-year daily global imagery archive becomes the dominant AI training dataset as enterprise analytics, defense intelligence, and ESG monitoring shift from monthly to daily refresh cycles. Primary assets. 200+ operational satellites, 10-year…
- manual · sw-hw
Growth. 10-year daily global imagery archive becomes the dominant AI training dataset as enterprise analytics, defense intelligence, and ESG monitoring shift from monthly to daily refresh cycles. Primary assets. 200+ operational…
- manual · physical-assets
Planet's constellation of 200+ satellites is a massive, productive physical asset in orbit. The Berlin manufacturing facility is expanding Pelican (next-gen high-res) production. Tanager hyperspectral satellites add methane detec…
- manual · moat
Planet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobo…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-08-24 | EXPIRED | CALL option | 0% |
| 2026-08-14 | SELL | CALL option | +0% |
| 2026-08-13 | BUY | Equity | +0% |
| 2026-07-24 | BUY | Equity | +2% |
| 2026-07-24 | BUY | Equity | +2% |
| 2026-07-23 | BUY | Equity | +1% |
| 2026-07-16 | BUY | Equity | +13% |
| 2026-07-15 | BUY | Equity | +5% |
| 2026-07-15 | BUY | Equity | +12% |
| 2026-07-10 | BUY | Equity | +30% |
| 2026-07-10 | BUY | Equity | +30% |
| 2026-07-08 | BUY | Equity | +7% |
| 2026-07-06 | BUY | Equity | +2% |
| 2026-07-06 | BUY | Equity | +2% |
| 2026-07-06 | BUY | Equity | +2% |
| 2026-07-06 | BUY | Equity | +50% |
| 2026-07-02 | BUY | Equity | +6% |
| 2026-06-18 | BUY | Equity | +80% |
| 2026-06-16 | BUY | Equity | +100% |
| 2026-06-15 | EXPIRED | CALL option | 0% |
| 2026-06-15 | EXPIRED | CALL option | 0% |
| 2026-06-04 | SELL | Equity | +70% |
| 2026-06-04 | SELL | Equity | +11% |
| 2026-05-29 | BUY | Equity | +1% |
Notes
Full portfolio moat / asset analysis
Planet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobody else scans the entire planet every single day.
Full portfolio moat / asset analysis
Even more defensible than the constellation itself is the data archive. Planet has been collecting daily global imagery since 2014 — over 3,000 images per location. This 10+ year historical dataset is an irreplicable temporal asset. No new entrant can go back and capture what Planet already has. This makes Planet's archive the dominant training dataset for…
Open the working company page.
Authenticated sessions unlock the live watchlist controls, expanded market-data views, add-note workflow, and full internal timeline.