Planet Labs PBC PL
Options history
Table
| Date | IV |
|---|---|
| 96.22% | |
| 98.70% | |
| 91.91% | |
| 92.27% | |
| 90.23% | |
| 92.70% | |
| 88.30% | |
| 86.70% | |
| 83.74% | |
| 87.02% | |
| 92.29% | |
| 91.00% | |
| 90.12% | |
| 91.49% | |
| 100.37% | |
| 109.47% | |
| 111.53% | |
| 114.06% | |
| 117.17% | |
| 131.37% | |
| 152.09% | |
| 167.11% | |
| 182.67% | |
| 232.71% | |
| 67.69% | |
| 77.62% | |
| 74.76% | |
| 73.69% | |
| 65.63% | |
| 70.36% | |
| 68.76% | |
| 70.90% | |
| 71.48% | |
| 62.43% | |
| 69.78% | |
| 68.47% | |
| 67.62% | |
| 75.21% | |
| 69.04% | |
| 73.11% | |
| 73.04% | |
| 72.85% | |
| 72.04% | |
| 67.34% | |
| 70.07% | |
| 70.00% | |
| 70.87% | |
| 70.55% | |
| 66.90% | |
| 68.95% | |
| 70.52% | |
| 71.87% | |
| 69.70% | |
| 68.86% | |
| 71.27% | |
| 71.80% | |
| 67.72% | |
| 76.44% | |
| 69.49% |
Company coverage
Moat
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
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…
| Action | Type | Relative size |
|---|---|---|
| EXPIRED | CALL option | 0% |
| SELL | CALL option | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +2% |
| BUY | Equity | +2% |
| BUY | Equity | +1% |
| BUY | Equity | +13% |
| BUY | Equity | +5% |
| BUY | Equity | +12% |
| BUY | Equity | +30% |
| BUY | Equity | +30% |
| BUY | Equity | +7% |
| BUY | Equity | +2% |
| BUY | Equity | +2% |
| BUY | Equity | +2% |
| BUY | Equity | +50% |
| BUY | Equity | +6% |
| BUY | Equity | +80% |
| BUY | Equity | +100% |
| EXPIRED | CALL option | 0% |
| EXPIRED | CALL option | 0% |
| SELL | Equity | +70% |
| SELL | Equity | +11% |
| 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…