金吾财讯 | Planet Labs (PL)绩后股价大挫，报34.51美元，跌20.72%。
消息面上，Wedbush Securities发布研报看好 Planet Labs (PL) 行业景气逻辑，地缘环境抬升全球特种任务卫星需求，带动公司国防情报业务快速扩容。其一财季业绩全线优于市场预期，政企客户采购旺盛，国防情报板块营收同比增幅超 65%。
公司在手积压订单同比大增 72% 至 9.061 亿美元，剩余待履约合同规模 8.16 亿美元、同比上涨 81%，未来收入确定性充足。经营层面，企业一方面深挖政府项目储备资源，另一方面落地 AI 赋能的商用遥感产品拓宽营收边界。券商维持跑赢大盘评级，目标价 50 美元。
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