Planet Labs PBC PL
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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
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…