9 Defense Stocks to Watch Before the Next Big Rally

Defense stocks recently suffered their worst losing streak on record. In September, the SPDR S&P Aerospace & Defense ETF ( XAR ) fell for more weeks in a row than at any point since its 2011 launch, giving back its entire 2026 gain.

InvestorPlace • Oct 28, 2026

Why I Won't Stop Buying Planet Labs and The only Thing That Will Stop Me

Planet Labs just posted the strongest quarter in its history, yet the stock dropped 30% this year. Here is why that gap keeps widening my position and the exact two conditions that would make me walk away.

24/7 Wall Street • Oct 27, 2026

Planet Labs: A Speculative Buy Now That Space Sector Hype Has Worn Off

Planet Labs has plunged 74% from recent highs but remains a high-growth pureplay in satellite imagery. PL posted 58% YoY revenue growth and non-GAAP profitability in its latest quarter, with stable R&D and SG&A spend supporting a credible path to future operating leverage. At 12x sales, PL offers a more reasonable entry for growth investors compared to recent levels.

Seeking Alpha • Oct 26, 2026

Prediction: 2 Stocks That Will Be Worth More Than IonQ 5 Years From Now

IonQ is worth about $12.5 billion today, and its future value depends on the uncertain timelines for quantum computing. Planet Labs grew revenue 58% last quarter with an $815 million backlog.

The Motley Fool • Oct 24, 2026

Planet Labs' Berlin Expansion Could Reshape Its European Growth Path

Planet Labs' Berlin facility boosts satellite production capacity amid surging European sovereign demand, but rising capital spending and weaker cash flow pose risks.

Zacks Investment Research • Oct 23, 2026

Should Investors Buy Planet Labs as Growth Meets Premium Valuation?

Planet Labs PBC PL combines rapid revenue growth, rising sovereign demand and substantial contracted business with a valuation that already discounts considerable future execution. The setup is attractive on growth, but less forgiving on price.

Zacks Investment Research • Oct 23, 2026

Planet Labs Drops 25.8% in a Month as Investors Weigh Execution Risk

Planet Labs shares plunge 25.8% in a month as heavy capital spending and premium valuation cloud its robust defense-led growth.

Zacks Investment Research • Oct 23, 2026

Planet Labs vs. BlackSky: Which Space Stock Is the Better Pick?

PL and BKSY are riding growing demand for satellite imagery and AI analytics, but one stands out with stronger financials and growth prospects.

Zacks Investment Research • Oct 22, 2026

Planet Awarded NASA Commercial Satellite Data Acquisition (CSDA) Evaluation Task Order for Tanager Hyperspectral Data

SAN FRANCISCO--(BUSINESS WIRE)--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced that its subsidiary, Planet Labs Federal, has been awarded an evaluation task order under NASA's Commercial Satellite Data Acquisition (CSDA) program. Under the agreement, NASA will evaluate Planet's high-resolution Tanager hyperspectral dataset to assess its quality, reliability, and utility for supporting the agency's Earth science goals. Under the a.

Business Wire • Oct 21, 2026

Space Stocks Rally as SpaceX Results Lift Sector: Intuitive Machines Advances 5%, Redwire and Planet Labs Climb 4%

SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is giving a lift to the space sector after its third-quarter 2026 revenue and earnings beat analyst estimates following the prior session's close. Intuitive Machines (NASDAQ:LUNR) stock is up 5% to $11.

24/7 Wall Street • Oct 21, 2026