Price, fundamentals, portfolio context, and research memory.
Data through2026-08-28
Observed price path$19.98
Activity+494.6%
Portfolio contextTracked position
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
236 trade records · 127 option records · 2025-02-04 → 2026-08-24 moatWide
Planet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobody else scans the en…
physical / assetsStrong & Unique
Planet's constellation of 200+ satellites is a massive, productive physical asset in orbit. The Berlin manufacturing facility is expanding Pelican (next-gen high-res) production. Tanager hyperspectral satellites add methane detection. The planned Ow…
sw / hwSW 40 : HW 60
Growth. 10-year daily global imagery archive becomes the dominant AI training dataset as enterprise analytics, defense intelligence, and ESG monitoring shift from monthly to daily refresh cycles. Primary assets. 200+ operational satellites, 10-year…
Research memory179 coverage entries
Append-only ticker entries from the internal coverage database.
SW 40 : HW 60
Growth. 10-year daily global imagery archive becomes the dominant AI training dataset as enterprise analytics, defense intelligence, and ESG monitoring shift from monthly to daily refresh cycles. Primary assets. 200+ operational…
Strong & Unique
Planet's constellation of 200+ satellites is a massive, productive physical asset in orbit. The Berlin manufacturing facility is expanding Pelican (next-gen high-res) production. Tanager hyperspectral satellites add methane detec…
Wide
Planet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobo…
Research archiveMoat and asset notes
Full portfolio moat / asset analysis
Planet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobody else scans the entire planet every single day.
Full portfolio moat / asset analysis
Even more defensible than the constellation itself is the data archive. Planet has been collecting daily global imagery since 2014 — over 3,000 images per location. This 10+ year historical dataset is an irreplicable temporal asset. No new entrant can go back and capture what Planet already has. This makes Planet's archive the dominant training dataset for…
Coverage feedLatest entries
manual · sw-hw
Growth. 10-year daily global imagery archive becomes the dominant AI training dataset as enterprise analytics, defense intelligence, and ESG monitoring shift from monthly to daily refresh cycles. Primary assets. 200+ operational…
manual · physical-assets
Planet's constellation of 200+ satellites is a massive, productive physical asset in orbit. The Berlin manufacturing facility is expanding Pelican (next-gen high-res) production. Tanager hyperspectral satellites add methane detec…
manual · moat
Planet operates the largest commercial Earth-observation satellite constellation in the world — over 200 satellites imaging every point on Earth's landmass daily. This is an extraordinarily difficult capability to replicate. Nobo…
Trade feedRecent records
Date
Action
Type
Relative size
2026-08-24
EXPIRED
CALL option
0%
2026-08-14
SELL
CALL option
+0%
2026-08-13
BUY
Equity
+0%
2026-07-24
BUY
Equity
+2%
2026-07-24
BUY
Equity
+2%
2026-07-23
BUY
Equity
+1%
2026-07-16
BUY
Equity
+13%
2026-07-15
BUY
Equity
+5%
2026-07-15
BUY
Equity
+12%
2026-07-10
BUY
Equity
+30%
2026-07-10
BUY
Equity
+30%
2026-07-08
BUY
Equity
+7%
2026-07-06
BUY
Equity
+2%
2026-07-06
BUY
Equity
+2%
2026-07-06
BUY
Equity
+2%
2026-07-06
BUY
Equity
+50%
2026-07-02
BUY
Equity
+6%
2026-06-18
BUY
Equity
+80%
2026-06-16
BUY
Equity
+100%
2026-06-15
EXPIRED
CALL option
0%
2026-06-15
EXPIRED
CALL option
0%
2026-06-04
SELL
Equity
+70%
2026-06-04
SELL
Equity
+11%
2026-05-29
BUY
Equity
+1%
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