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PL

Planet Labs PBCSmall cap (market cap < $50B)Partly aligned
Close 14.21 (2026-10-15)28 days -16.4%1Y -5.8%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
0
Accounts BullNeuBearNone
@ripster47Views ›0002
@StockSavvyShayViews ›0100

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
No stance
Basis not tagged · (Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
2026-10-13 20:45 HKT Original post ↗
Neutral First call
Fundamentals · THE FULL SPACE VALUE CHAIN Really interesting seeing how differently major space companies are positioned across launch, manufacturing, spectrum & services heading into 2028: • $RKLB combines rockets, satellite manufacturing & defense with Iridium global spectrum and 2.55M+ existing subs • $SPCX controls launch, satellite manufacturing & Starlink through its vertically integrated network • $ASTS connects everyday smartphones directly to satellites using large arrays & carrier spectrum • $PL operates Earth observation satellites & sells imagery, data & analytics • $FLY builds launch vehicles, lunar landers & defense systems • $YORK manufactures satellites for Pentagon constellations & defense programs • $RDW supplies spacecraft components, sensors & mission hardware • $BKSY operates imaging satellites & delivers real time geospatial intelligence You can also see below how the bigger opportunity in space is shifting toward owning scarce spectrum, infrastructure and recurring customer relationships.
2026-10-10 23:29 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 2 posts · Bull 0 / Bear 0
    @StockSavvyShay: THE FULL SPACE VALUE CHAIN Really interesting seeing how differently major space companies are positioned across launch, manufacturing, spectrum & services heading into 2028: • $RKLB combines rockets, satellite manufacturing & defense with Iridium global spectrum and 2.55M+ existing subs • $SPCX controls launch, satellite manufacturing & Starlink through its vertically integrated network • $ASTS connects everyday smartphones directly to satellites using large arrays & carrier spectrum • $PL operates Earth observation satellites & sells imagery, data & analytics • $FLY builds launch vehicles, lunar landers & defense systems • $YORK manufactures satellites for Pentagon constellations & defense programs • $RDW supplies spacecraft components, sensors & mission hardware • $BKSY operates imaging satellites & delivers real time geospatial intelligence You can also see below how the bigger opportunity in space is shifting toward owning scarce spectrum, infrastructure and recurring customer relationships. (Neutral)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 0
    @ripster47: （@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。 (No stance)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

PL Small cap Neutral2026-10-10 23:29 HKTOriginal post ↗

THE FULL SPACE VALUE CHAIN Really interesting seeing how differently major space companies are positioned across launch, manufacturing, spectrum & services heading into 2028: • $RKLB combines rockets, satellite manufacturing & defense with Iridium global spectrum and 2.55M+ existing subs • $SPCX controls launch, satellite manufacturing & Starlink through its vertically integrated network • $ASTS connects everyday smartphones directly to satellites using large arrays & carrier spectrum • $PL operates Earth observation satellites & sells imagery, data & analytics • $FLY builds launch vehicles, lunar landers & defense systems • $YORK manufactures satellites for Pentagon constellations & defense programs • $RDW supplies spacecraft components, sensors & mission hardware • $BKSY operates imaging satellites & delivers real time geospatial intelligence You can also see below how the bigger opportunity in space is shifting toward owning scarce spectrum, infrastructure and recurring customer relationships.

Image 1 ↗

Reasoning: Fundamentals Specific

No-stance mentions (2)
PL Small cap No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

See original

Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

Image 1 ↗

Reasoning: Not tagged by analyst

PL Small cap No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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