About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

In its fourth-quarter (Q4) earnings call Thursday evening, Planet Labs PBC (NYSE:PL) outlined its shift from satellite company to data-intelligence provider. Investors responded by piling into the defense tech stock, sending it soaring in Friday's early trading. PL stock is climbing. See the chart and price action here. ‘Intersection of Space and AI'As Planet reported record annual revenue of $308 million and its first full year of adjusted EBITDA profitability, the narrative centered on a powerful new fusi ...

Core Viewpoint - Planet Labs reported strong quarterly results, exceeding expectations in both earnings and revenue, which has positively impacted the stock and the broader space industry [2][4]. Company Performance - Planet Labs achieved adjusted earnings of $0 per share, surpassing the anticipated loss of $0.05 per share, with revenue increasing by 41% to a record $86.82 million, exceeding expectations of $78.2 million [2]. - The company ended the year with a backlog of $900 million, reflecting a 79% increase [2]. - For Q1, Planet Labs provided revenue guidance of $87 million to $91 million, aligning closely with analyst expectations of $87.1 million [3]. - Full-year revenue guidance is set between $415 million and $440 million, significantly above FactSet's forecast of $380 million [3]. Stock Performance - Planet Labs stock surged by 29% on the day of the earnings report, creating a breakaway gap above a buy point of $27.57 [4]. - The stock has already increased by nearly 37% year-to-date through Thursday [4]. Other Space Companies - Firefly Aerospace reported a Q4 loss of $0.38 per share, an improvement from a loss of $0.51 per share the previous year, with revenue soaring by approximately 538% to $57.67 million, exceeding expectations of $52.4 million [5]. - Firefly anticipates 2026 revenue between $420 million and $450 million, compared to FactSet's expectation of $429.3 million [5]. - York Space Systems reported an adjusted EBITDA loss of $1.4 million, improved from a loss of $4 million last year, with revenue increasing by 37% to $105.35 million, surpassing analyst expectations [8]. - York expects to achieve positive EBITDA in 2026, with revenue guidance of $545 million to $595 million, also above FactSet's forecast of $567 million [9].

Core Viewpoint - Planet Labs PBC reported better-than-expected fourth-quarter sales results and provided fiscal year 2027 guidance above estimates [1][2] Group 1: Financial Performance - Quarterly revenue reached $86.82 million, surpassing the consensus estimate of $78.53 million and increasing from $61.55 million in the same period last year [1] - The company expects first-quarter revenue between $87 million and $91 million, exceeding the analyst estimate of $84.55 million [2] - Fiscal year 2027 revenue guidance is projected to be between $415 million and $440 million, compared to the estimate of $379.59 million [2] Group 2: Market Reaction - Planet Labs shares increased by 21% to $32.62 in pre-market trading following the earnings announcement [3] - Analysts adjusted their price targets for Planet Labs after the earnings report, with Needham analyst Ryan Koontz raising the target from $35 to $40 and Wedbush analyst Dan Ives increasing it from $30 to $40 [4]

U.S. stock futures declined on Friday following Thursday’s declines. Futures of the major benchmark indices were lower.Meanwhile, the 10-year Treasury bond yielded 4.28%, and the two-year bond was at 3.83%. The CME Group's FedWatch tool‘s projections show markets pricing a 93.8% likelihood of the Federal Reserve leaving the current interest rates unchanged in its April meeting. IndexPerformance (+/-)Dow Jones-0.08%S&P 500-0.12%Nasdaq 100-0.28%Russell 2000-0.18%Stocks In FocusFedEx FedEx Corp. (NYSE:FDX) jum ...

Core Viewpoint - Planet Labs' stock surged due to record financial results and a positive growth forecast, driven by increasing demand and artificial intelligence integration [1][8]. Financial Performance - The company reported quarterly revenue of $86.8 million for the period ending January, a 41% increase year-over-year, exceeding analyst expectations of $78.2 million [3]. - For the full fiscal year, revenue rose 26% to a record $307.7 million [3]. - Planet Labs achieved its first annual profit since going public in 2021, with adjusted earnings before interest, taxes, depreciation, and amortization of $15.5 million, compared to an adjusted loss of $10.6 million the previous year [4]. - Despite the positive operating performance, the company posted a net loss of $246.9 million for the year, primarily due to a $161.4 million accounting-related revaluation linked to warrant liabilities [4][5]. Growth Outlook - The company ended the year with a backlog of $900 million, a 79% increase from the previous year, providing strong revenue visibility [6]. - Planet Labs expects revenue between $87 million and $91 million for the current quarter ending in April, along with a modest adjusted loss [6]. - For the full year, projected revenue is in the range of $415 million to $440 million, with an adjusted profit of up to $10 million [7]. Strategic Initiatives - The company is focusing on AI and strategic partnerships to enhance capabilities, including a collaboration with Nvidia to integrate graphics processing units into its next-generation satellites [10]. - New satellites are expected to deliver higher-resolution imagery with faster processing times, enabling applications in disaster response and military operations [11]. - Planet Labs has partnered with Google on Project Suncatcher, which aims to test solar-powered space-based data centers, with prototype launches planned for early next year [11]. Market Valuation - Planet Labs, which went public via a special-purpose acquisition company in 2021 at a valuation of $2.8 billion, is now valued at approximately $8.4 billion, reflecting growing investor confidence in the commercial space and geospatial intelligence sector [12].

Planet Labs PBC (NYSE:PL) is one of the 10 Stocks Dominating Today’s Market Action. Planet Labs saw its share prices jump by 8.76 percent on Thursday to close at $26.96 apiece as investors cheered its double-digit revenue growth outlook for fiscal year 2027 despite posting a dismal earnings performance last year. In an updated report, Planet Labs PBC (NYSE:PL) said that it is targeting to grow its revenues by 35 to 43 percent to a range of $415 million to $440 million for the current fiscal year, while ...

Core Viewpoint - Ten stocks experienced significant gains on Thursday, contrasting with a broader market decline, as investors favored companies perceived as less vulnerable amid ongoing geopolitical tensions in the Middle East [1]. Group 1: Stock Performance - Bloom Energy Corp. (NYSE:BE) saw a share price increase of 6.46% to close at $166.69, driven by rising energy demand and a shift towards alternative power sources due to geopolitical tensions [4][5]. - BioCryst Pharmaceuticals Inc. (NASDAQ:BCRX) experienced a 7.10% rise in share prices to $9.81, attributed to acquisition rumors by a large-cap US biopharmaceutical company [7][8]. - Planet Labs PBC (NYSE:PL) shares jumped 8.76% to $26.96, buoyed by a positive revenue growth outlook for fiscal year 2027 despite previous earnings challenges [11][12]. - DLocal Ltd. (NASDAQ:DLO) saw a 9.43% increase in share prices to $12.53, following the achievement of over $1 billion in revenue for the first time, supported by strong total payment volume [17][18]. - Applied Optoelectronics Inc. (NASDAQ:AAOI) rallied 10.03% to close at $101.92, as investors returned to technology stocks benefiting from the AI sector [20]. Group 2: Financial Performance - Bloom Energy Corp. reported a net loss attributable to shareholders of $88.4 million, a 204% increase from $29.2 million in 2024, while revenues rose 37% to $2.02 billion from $1.47 billion year-on-year [6]. - BioCryst Pharmaceuticals Inc. turned a net income of $263.86 million in 2025, up from a net loss of $88.88 million in 2024, with total revenues soaring 94% to $874.8 million [9][10]. - Planet Labs PBC's revenues are projected to grow by 35% to 43% for the current fiscal year, targeting a range of $415 million to $440 million, despite a previous net loss of $242 million [12][16]. - DLocal Ltd. reported revenues of $1.09 billion, a 46% increase from $745.9 million in 2024, with net income rising 63.4% to $196.9 million [17][18]. - Applied Optoelectronics Inc. showcased a range of products aimed at AI systems, indicating a focus on high-performance solutions for evolving technology demands [21][24].

For the session, the Dow slipped 0.44% to 46,021.43, the S&P 500 edged down 0.27% to 6,606.49, and the Nasdaq fell 0.28% to 22,090.69.These are the top stocks that gained the attention of retail traders and investors through the day.Super Micro Computer, Inc. (NASDAQ:SMCI)Super Micro Computer’s stock rose by 1.45%, closing at $30.79. The stock reached an intraday high of $31.52 and a low of $29.79, with a 52-week range between $62.36 and $27.60. In the after-hours trading the stock crashed nearly 12% to $27 ...

Achieved record annual revenue of $308,000,000 and first full year of adjusted EBITDA profitability, driven by a 50% year-over-year surge in Defense and Intelligence demand. Attributed performance to global geopolitical shifts, where security mandates are driving urgent government requirements for sovereign space capabilities and strategic 'indications and warnings'. Successfully pivoted the Satellite Services model to a 'win-win-win' framework where customers fund fleet buildouts to guarantee soverei ...