Planet Labs vs Wolfspeed Inc — how do they compare? Planet Labs trades at $17.21 (market cap $6.48B), while Wolfspeed Inc trades at $27.06 (market cap $1.50B). The key difference: Planet Labs is far larger — about 4.3× Wolfspeed Inc's market cap, and Wolfspeed Inc is trading nearer its 52-week high, Planet Labs nearer its low. Which is the better fit depends on your goals.
| PL | WOLF | |
|---|---|---|
Market Cap | $6.48B | $1.50B |
Sector | Technology | Technology |
52-Week High | $51.40 | $73.68 |
52-Week Low | $8.97 | $1.21 |
Enterprise Value | $6.11B | $2.21B |
Signals from Pluang's Aura AI — not financial advice
Planet Labs (PL) trades at $17.81, down 1.71% today, with a neutral technical signal. The company reported a strong Q2 2027 earnings beat, with revenue up 58% year-over-year to $116 million, and raised its full-year guidance. However, it remains unprofitable, with a net income margin of -95.13% in 2025. Analyst sentiment is positive, with a consensus price target of $38.33 and 56.52% of analysts rating it a Buy.
The outlook is mixed; strong revenue growth and a large satellite-services pipeline offer upside, but persistent losses and high valuation multiples pose significant risks. Investors should weigh the growth potential against the company's current lack of profitability and the capital-intensive nature of the space industry.
Wolfspeed (WOLF) trades at $28.88, up 1.87% today, with a bullish technical signal and mixed analyst sentiment. The stock faces fundamental challenges, including a negative gross margin of -16.05% and a net loss of $1.61 billion in 2025, though 2026 projections show potential profitability. Recent news highlights an ongoing law firm investigation and AI data center growth, creating volatility amid operational hurdles.
Outlook: WOLF offers high-risk exposure to AI-driven power semiconductor demand, but investors must weigh negative margins and legal scrutiny against bullish technicals and a $27.50 consensus target. Key risks include revenue shortfalls and balance sheet strain, requiring caution despite optimistic long-term catalysts.
Trailing returns across standard periods
Planet Labs operates Earth-imaging satellites and provides geospatial data products. Its imagery and analytics help governments and businesses monitor changes across the planet.
Read more on PL →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →