We came across a bullish thesis on Planet Labs PBC on Student of Value’s Substack by Student. In this article, we will summarize the bulls’ thesis on PL. Planet Labs PBC's share was trading at $25.32 as of January 13th.
Planet Labs has rapidly transformed from a satellite imagery provider into an AI infrastructure play, driven by a combination of record backlog growth, AI integration, and strategic partnerships. Following its FY26-Q3 earnings, the stock surged roughly 35%, reaching $19 per share with a $6 billion market cap and 20x forward sales.
The company’s Remaining...
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