---
title: "PL Planet Labs PBC"
canonical: "https://supercyclehq.com/stock/planet-labs"
type: "stock"
dataAsOf: "2026-11-06"
ticker: "PL"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Planet Labs PBC (PL)

Planet Labs operates a fleet of Earth observation satellites that image the entire planet daily.

## AI Exposure Score

**40/100, Growing.** Planet operates a satellite fleet imaging Earth daily and sells AI-derived analytics like change detection to defense, agriculture, and government customers. AI turns its imagery archive into scalable products, but demand is driven by geospatial intelligence budgets rather than AI infrastructure.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $12.55 |
| Change 1d | +10.38% |
| Change 7d | -6.83% |
| Change 30d | -26.99% |
| Change 1y | -2.03% |
| 52-week high | $51.40 |
| 52-week low | $11.16 |
| Market cap | $4.6B |
| P/E | n/a |
| EPS | $-1.10 |
| Next earnings | 2026-12-09 |

Quote as of 2026-11-06.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Industrials |
| Headquarters | San Francisco, California |
| CEO | William Spencer Marshall |
| Employees | 945 |
| Website | https://www.planet.com |
| Buildout layers | [Defense & Aerospace AI](https://supercyclehq.com/category/defense-ai) |

## What the company does

Planet Labs operates a fleet of Earth observation satellites that image the entire planet daily. It sells access to that imagery and the analytics built on top of it, with defense, agriculture, and government customers paying subscriptions for a continuously updated view of the world.

AI is how raw pictures become products. AI Change Detection flags what moved or changed between passes, Planetary Variables AI tracks conditions like soil moisture and vegetation, Agriculture AI Analytics serves farming customers, and Defense AI Imagery supports intelligence work.

Founded in 2010 and headquartered in San Francisco, California, Planet Labs trades on the NYSE and employs about 950 people under CEO Will Marshall.

## Role in the AI buildout

Planet Labs sits in the Defense & Aerospace AI layer, using AI to scale what its satellite fleet sees. Machine learning turns a daily image of Earth into products like change detection and planetary variables, letting a modest team serve global defense and agriculture customers. Demand comes from geospatial intelligence budgets rather than AI infrastructure, which is why Supercycle scores its AI exposure at 40 out of 100.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $590,575 | 0.00% | new | 2026-06-30 |

## Recent news

- [Redwire Plunges 21% as Revenue Miss Overshadows Record Margins and Backlog; Intuitive Machines Sinks 15%, Planet Labs Tumbles 12%](https://247wallst.com/investing/2026/11/05/redwire-plunges-21-as-revenue-miss-overshadows-record-margins-and-backlog-intuitive-machines-sinks-15-planet-labs-tumbles-12/?.tsrc=rss) (source, 2026-11-05)
- [Planet Labs PBC (PL) Stock Dropped, So What Is Driving Attention Now?](https://finance.yahoo.com/markets/stocks/articles/planet-labs-pbc-pl-stock-081652946.html?.tsrc=rss) (source, 2026-11-05)
- [Planet Labs (PL) Stock May Be Pricey After Fresh Agriculture AI News](https://finance.yahoo.com/markets/stocks/articles/planet-labs-pl-stock-may-121040314.html?.tsrc=rss) (source, 2026-11-04)
- [FarmQA and Planet Collaborate to Bring AI-Powered Yield Intelligence to Enterprise Agriculture](https://finance.yahoo.com/technology/ai/articles/farmqa-planet-collaborate-bring-ai-160000394.html?.tsrc=rss) (source, 2026-11-03)
- [What Makes Planet Labs Stock A Buy Today?](https://www.trefis.com/stock/pl/articles/622245/what-makes-planet-labs-stock-a-buy-today/2026-11-03?.tsrc=rss) (source, 2026-11-03)

## FAQ

### What does Planet Labs do?

Planet Labs operates Earth observation satellites that image the whole planet every day. It sells that imagery and AI-derived analytics to defense, agriculture, and government customers, mostly through subscriptions.

### How is Planet Labs exposed to AI?

Substantially on the product side. AI converts its imagery archive into scalable analytics like change detection, though demand comes from geospatial intelligence budgets. Supercycle rates its AI Exposure Score at 40 out of 100.

### What are Planet Labs' main AI products?

AI Change Detection for spotting what changed between satellite passes, Planetary Variables AI for tracking ground conditions, Agriculture AI Analytics for farming customers, and Defense AI Imagery for intelligence applications.

### Is PL a pure play AI stock?

No. Planet is a satellite imagery company where AI is the multiplier that turns pictures into products. Its AI Exposure Score of 40 out of 100 marks it as meaningfully but not purely exposed.

### Where is Planet Labs based and who leads it?

Planet Labs is headquartered in San Francisco, California, and led by CEO Will Marshall. Founded in 2010, the company employs about 950 people and its shares trade on the NYSE.

---

Source: https://supercyclehq.com/stock/planet-labs. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.
