COMPANY
Planet Labs
PL:US
Primary coverage by Pierre Ferragu
Research
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Planet Labs 1FQ27: Defense drives growth; valuation still hard to justifyJune 5, 2026 — Pierre Ferragu, James Ratzer and David Barden
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** Space Initiation Call Slides **May 18, 2026 — James Ratzer, Pierre Ferragu and David Barden
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Planet Labs (Sell): Sovereign demand drives growth but doesn’t justify a platform valuation. $28 Target PriceMay 18, 2026 — Pierre Ferragu, David Barden and James Ratzer
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** Space Economy and Infrastructure sector Initiation **May 13, 2026 — James Ratzer, Pierre Ferragu and David Barden
Events
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May
18SpaceMay 18, 2026 — VirtualHosted by David Barden, Pierre Ferragu and James RatzerWatch Replay
