Planet Labs vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Planet Labs trades at $17.21 (market cap $6.48B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.58. The key difference: Consumer Discretionary Select Sector SPDR Fund is trading nearer its 52-week high, Planet Labs nearer its low. Which is the better fit depends on your goals.
| PL | XLY | |
|---|---|---|
Market Cap | $6.48B | — |
Sector | Technology | — |
52-Week High | $51.40 | $124.52 |
52-Week Low | $8.97 | $105.64 |
Enterprise Value | $6.11B | — |
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.
XLY trades at $113.99, down 0.8% on the day, with technical indicators showing a bearish trend as moving averages signal strong selling pressure. The ETF maintains 100% analyst buy ratings, reflecting confidence in consumer discretionary exposure despite current market weakness. Recent news highlights XLY as a potential sleeper opportunity for Q3 2026, with consumer spending trends supporting the sector's long-term prospects.
The outlook remains constructive given unanimous analyst support and consumer resilience, though technical weakness and sector concentration risks require monitoring. Upside potential exists if consumer discretionary spending accelerates, while economic slowdowns could pressure performance.
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 →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →