Planet Labs PBC (PL): A Bull Case Theory

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. Intuitive Machines (LUNR) Climbs 37.7% on Bullish Coverage, PT Upgrade 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 ...