MOS · Deep Dive

PL

Planet Labs PBC
2026-04-01 15:35 ET · Analysis took 10.6s
$30.71 +8.9% Neutral
Planet Labs PBC (PL) is trading at $30.71, up 8.9% with a composite score of 72/100, indicating a neutral to slightly bullish setup, but severely overpriced options with an IV/RV ratio of 7.11x. The stock's recent surge to a 3M +41.6% return and 41% revenue growth have led to a bullish probability of 66% and a Street target of $34, but the forward P/E is distorted at -1535.5. The key risk is whether the market is overestimating growth prospects, as the options market implies a 23.6% expected move, but only 5% forward probability of a 15% move, leaving a question on sustainability of the current valuation.
Composite
72
/ 100
1M
+10.5%
3M
+41.6%
6M
+115.3%
1Y
+7.3%
Trend
FLAT
Sharpe
0.25

Fundamentals
Sector
Industrials
Industry
Aerospace & Defense
Market Cap
$11B
Fwd P/E
-1535.5
Beta
1.96
Short Interest
12.4%
Analyst Target
$34
Margin
-80%
Rev Growth
41%
ROE
-78%
D/E
245%
From 52w High
-17.1%
From 52w Low
+1000.7%
Consensus
Buy

Research Digest
Planet Labs (PL) trades at $27.89, with a 15.5% return over the past 30 days and 36.6% year to date, despite concerns about its steep valuation premium. A potential SpaceX IPO could draw attention to smaller space companies like PL, which has a rising backlog and government deals. However, with a forward P/E of -1535.5 and 12.4% short interest, the market may be mispricing its growth prospects.
Headlines
Zacks Planet Labs Trades at a Premium: Should You Still Buy the Stock?
Motley A SpaceX IPO Could Open the Door for More Investment Into Smaller Space Companies Like Rocket Lab and Planet Labs
Simply Is Planet Labs (PL) Getting Too Hot After 7x Surge And Satellite Contract Buzz
Motley Why Does Planet Labs Stock Keep Going Down?
Market MarketBeat Week in Review – 03/23 - 03/27

Signals
Bullish Probability
66%
Expected Move (45d)
23.6%
Insider Activity
Score 79.0

Options Intelligence
Options are NOT attractive. IV/RV 7.1x — options severely overpriced; Only 5% forward probability of a 15% move.
IV / RV Ratio
7.11x
VERY EXPENSIVE (IV >> RV)
Implied Vol
92.1%
Fwd Prob (±15%)
5%
Option Score
66
/ 100
Open Interest
2,053
Volume
695
Bid-Ask Spread
8.9%
Liquidity
High

Cash Secured Puts
StrikeDTEPremiumAnn. ReturnOTM %Delta
$25.0 16d $0.50 45.6% 19.2% 0.16
$26.0 16d $0.75 65.8% 16.0% 0.20
$25.0 44d $1.55 51.4% 19.2% 0.23
$27.0 16d $0.95 80.3% 12.8% 0.25

Covered Calls
StrikeDTEPremiumAnn. ReturnOTM %Delta
$34.0 44d $2.90 77.7% 9.9% 0.11
$34.0 37d $2.58 82.1% 9.9% 0.09
$33.0 23d $2.10 107.7% 6.6% 0.12
$34.0 30d $2.02 79.6% 9.9% 0.06
$34.5 37d $2.38 75.7% 11.5% 0.06

Call Leverage
StrikeDTECostPrem %BE Move+15% ROIDeltaIVScore
$30.0 43d $4.50 14.5% 11.5% 24% 0.58 92% 66
$28.0 36d $5.05 16.3% 6.8% 50% 0.65 98% 38
$28.5 36d $4.80 15.5% 7.6% 48% 0.63 95% 32
$29.0 36d $4.60 14.9% 8.6% 43% 0.60 96% 28
$29.5 36d $4.15 13.4% 8.7% 47% 0.58 91% 44
MOS · Deep Dive · 2026-04-01 15:35 ET
Generated in 10.6s · mosbrief.com