Planet Labs should go back to at least $50 because its drop on a $1.5B ATM, about 12% of market cap, was an overreaction given its market position and strong financials. It runs the largest commercial Earth-observation fleet, imaging all land daily, with a 10-year-plus archive rivals cannot recreate, sold via 99% recurring subscriptions and sovereign deals. Revenue grows 41%, backlog is $906M, up 72%, and it is disrupting Airbus's dominance, on track to lead space imagery. x.com  x.com  x.com 

Planet Labs is seeing four straight quarters of smart-money accumulation, and its $1.5B at-the-market offering is strength, not weakness. It funds the Pelican fleet on Planet's own terms, with 30cm resolution that turns raw imagery into high-value defense and sovereign solutions, and Planet raised guidance alongside it, so the accretive dilution buys the next leg of growth. @SpacBobby notes funds are loading up while the offering weighs on the share price. x.com 

Satellogic has much higher upside than Planet Labs, with an inflection point likely later this year when it launches its Merlin satellites. Replying to @Kaizen_Investor's Planet Labs deep dive, Satellogic is the preferred name between the two. x.com 

Planet Labs is emerging as a space-based constellation manager, not just a LEO satellite data provider, yet its valuation doesn't reflect that. Google and Planet launched a prototype satellite carrying four TPUs on SpaceX's Transporter-18, the first step of Google's Project Suncatcher to test machine learning infrastructure in space. Orbital compute may arrive sooner than the 2030s, though Planet remains a speculative position. x.com  x.com  x.com 

The space trade is where AI was in 2022: a $613 billion economy in 2024 with a multiyear tailwind that most retail investors do not own. Rocket Lab is the only public US rocket company at scale; Iridium offers pole-to-pole satellite coverage and real cash flow; Karman supplies parts to every rocket launched; Planet Labs provides daily satellite imagery and just had its first profitable year; and AST SpaceMobile delivers direct satellite-to-smartphone broadband. x.com 

Planet Labs holds an unmatched Earth-observation data asset for defense and commercial customers. x.com 

Planet Labs' biggest asymmetry is being ready to move when large opportunities arrive, with a $1.5B ATM already in place. Its Owl-class satellite bus is being used for Google's Project Suncatcher space computing tests, and management sees about $1B of near-term satellite services opportunities in quarters, not years. Q2 revenue grew 58% and adjusted EBITDA of ~$13.9M beat guidance, but part of the beat pulled Swedish satellite revenue from Q3, Q3 guidance missed, and ~14x sales isn't cheap. … Show more

Listed space stocks were sold because SpaceX's IPO vacuumed up the sector's marginal dollar, not because their contracts stopped. AST SpaceMobile launched the three largest comm arrays ever, with 60 carriers signed; Rocket Lab booked $663M from the Space Force in nine days; Planet Labs' backlog exceeds annual revenue; BlackSky printed its first EBITDA-positive quarter; Firefly, a Golden Dome interceptor selectee, trades below its IPO price; and Redwire's revenue rose 90%. x.com 

Planet Labs is gapping up to all-time highs on record revenue, backlog up 79% year over year and positive free cash flow. It is a later-stage gap after three straight quarterly gaps, but it could still be worth a try since gappers have been working. x.com 

Planet Labs holding its gains in a psychotic market is remarkable, and it should go much higher once conditions normalize. It has delivered four monster earnings reports in a row and never broke its 10-week moving average. x.com