24/7 Wall Street
01 Jul 2026, 17:47 UTC · 3h ago
Forget SpaceX: This High-Margin Space Data King Is Cheaper
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
01 Jul 2026, 17:47 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Planet Labs (PL) achieved its first full year of profitability in FY2026 with $52.87 million in free cash flow and $15.49 million in adjusted EBITDA profit. — Transitioning from loss-making to cash-flow positive is a major valuation catalyst for small-cap growth companies.
+0.60Planet Labs' government-backed backlog grew 72% YoY to over $906 million, including significant deals with the German government and NATO. — High-visibility, recurring government revenue reduces risk and provides a predictable floor for future earnings.
+0.50BlackSky Technology (BKSY) reported a 29.7% YoY revenue decline in Q1 2026 and negative operating cash flow. — Significant revenue contraction and negative cash flow suggest fundamental business deterioration for the company.
-0.50Continue reading
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Planet Labs provides FY2027 revenue guidance between $425 million and $441 million with continued adjusted EBITDA profit. — Positive forward guidance confirms the sustainability of the company's growth and profitability trend.
+0.40SpaceX secondary market shares are viewed as a 'retail trap' due to speculative valuation multiples and an upcoming August lock-up expiration. — Warning of an insider exit and lack of margin of safety may dampen appetite for SpaceX secondary market vehicles.
-0.30Which stocks this story touches
The company is described as a compelling, profitable public alternative to SpaceX with record revenue and strong government backlogs.
The company reported a 30% revenue decline, missed earnings expectations, and has negative operating cash flow.
The company is noted for a 107.2% year-to-date run and record backlog.
Mentioned only as a historical reference for an analyst's previous successful call.
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