SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

PL

状态日期:2026-05-27

高风险观察
中极端极端
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

56

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

25.9%

改善

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. I ended up long $RKLB instead. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 1 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2025-10-12 02:32

来源

llm

更新时间

2026-03-28 23:04

作者立场:中性;价格动量:看多。最新证据:My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. I ended up long $RKLB instead.

当前观点证据

2026-03-21 00:03中性

My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. I ended up long $RKLB instead.

Serenity 变化

时间线

首次提出2025-10-12 02:32看空
原推

Sell $CRCL $ETH $BMNR $PL $BKSY

  1. 2026-05-26 01:49中性上下文更新

    I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star

  2. 2026-03-28 23:04中性事实更新

    If $PL, the $11B company filed for a $6,000,000,000 dilution, I'm pretty sure everyone would leave their positions.

  3. 2026-03-24 14:29中性逻辑更新

    There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following.

  4. 2026-03-21 00:03中性观点延续

    My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. I ended up long $RKLB instead.

  5. 2026-03-03 02:05中性观点变化

    My dad kept telling me how much he liked $PL back at $1.7. I didn’t really believe in geospatial intelligence. But the stock ended up going up like 16 times.

新鲜度

新增信号

SEC
24h 07D 130D 1新闻 0披露 1

复核时间:2026-05-27

证据

证据摘要

最新期 2026营收 308MBeta 1.91披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2026

营收

308M

营收同比

25.9%

毛利率

56.1%

2023

营收 191MYoY 45.8%经营 -91.9%净利 -84.7%

2024

营收 221MYoY 15.4%经营 -76.9%净利 -63.7%

2025

营收 244MYoY 10.7%经营 -47.5%净利 -50.4%

2026

营收 308MYoY 25.9%经营 -30.9%净利 -80.2%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-19 11:32247wallst.com
Rocket Lab Sinks 9%, Planet Labs Tumbles 6%, Intuitive Machines Slides 5%: Space Rally Hits a Wall
2026-05-18 09:28247wallst.com
You're Going to Regret Not Buying This ETF Before SpaceX's IPO
2026-05-17 15:30fool.com
Nvidia Stock Is Poised to Rocket From the Booming Space Economy

近期披露

披露信息

最新披露为 2026-05-04 的 8-K;近 30 天共有 1 条披露。已观察表格:10-K x1, 10-Q x1, 8-K x8。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-048-K
pl-20260504.htm
2026-03-278-K
pl-20260327.htm
2026-03-2310-K
pl-20260131.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-03-21 00:03中性

My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. I ended up long $RKLB instead.

24h / 7天 / 30天

情绪与市场

24h

0

7D

1

30D

1

Beta

1.91

敏感度

高 beta

情绪风险

极端

估值风险

极端

背景

行业与主题

industrials-aerospace-defense

ai-infrastructureenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • sentiment_validation: check whether good news still moves the stock

背景

行业背景

industrials-aerospace-defense

提及 9新闻 19股票 31
股票池

PL

高风险观察中极端极端

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

56

新增信息排序

24h 提及

0

短线新增

7天提及

1

中

30天提及

1

长周期热度

7日新闻

0

低

30日披露

1

8-K

收入同比

25.9%

改善

Beta

1.91

高 beta

llm · 2026-03-28 23:04

Serenity 时间线

首次提出2025-10-12 02:32看空
原推

Sell $CRCL $ETH $BMNR $PL $BKSY

  1. 2026-05-26 01:49中性上下文更新

    I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star

  2. 2026-03-28 23:04中性事实更新

    If $PL, the $11B company filed for a $6,000,000,000 dilution, I'm pretty sure everyone would leave their positions.

  3. 2026-03-24 14:29中性逻辑更新

    There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following.

  4. 2026-03-21 00:03中性观点延续

    My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. I ended up long $RKLB instead.

  5. 2026-03-03 02:05中性观点变化

    My dad kept telling me how much he liked $PL back at $1.7. I didn’t really believe in geospatial intelligence. But the stock ended up going up like 16 times.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2026

营收

308M

营收同比

25.9%

毛利率

56.1%

营收趋势

营收趋势线
351M175M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • margin_validation: revenue and gross margin evidence must catch up with valuation
  • sentiment_validation: check whether good news still moves the stock
  • industry_specificity: confirm whether news is specific to PL, not only Aerospace & Defense

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

industrials-aerospace-defense

提及 9新闻 19股票 31
2022 营收: 131M2023 营收: 191M2024 营收: 221M2025 营收: 244M2026 营收: 308M2022 趋势线: 131M2023 趋势线: 191M2024 趋势线: 221M2025 趋势线: 244M2026 趋势线: 308M20222023202420252026

利润趋势

净利润毛利营业利润
231M-37M-306M2022 净利润: -137M2023 净利润: -162M2024 净利润: -141M2025 净利润: -123M2026 净利润: -247M2022 毛利: 48M2023 毛利: 94M2024 毛利: 113M2025 毛利: 140M2026 毛利: 172M2022 营业利润: -128M2023 营业利润: -176M2024 营业利润: -170M2025 营业利润: -116M2026 营业利润: -95M20222023202420252026

利润率趋势

毛利率营业利润率净利率
79.8%-23.7%-127%2022 毛利率: 36.8%2023 毛利率: 49.2%2024 毛利率: 51.2%2025 毛利率: 57.2%2026 毛利率: 56.1%2022 营业利润率: -97.6%2023 营业利润率: -91.9%2024 营业利润率: -76.9%2025 营业利润率: -47.5%2026 营业利润率: -30.9%2022 净利率: -105%2023 净利率: -84.7%2024 净利率: -63.7%2025 净利率: -50.4%2026 净利率: -80.2%20222023202420252026
最近财务序列营收营收同比毛利率营业利润率净利率
2022131M-36.8%-97.6%-105%
2023191M45.8%49.2%-91.9%-84.7%
2024221M15.4%51.2%-76.9%-63.7%
2025244M10.7%57.2%-47.5%-50.4%
2026308M25.9%56.1%-30.9%-80.2%

24h / 7天 / 30天

情绪面

24h

0

7D

1

30D

1

风险: 极端 · 中

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-19 11:32247wallst.com
Rocket Lab Sinks 9%, Planet Labs Tumbles 6%, Intuitive Machines Slides 5%: Space Rally Hits a Wall
2026-05-18 09:28247wallst.com
You're Going to Regret Not Buying This ETF Before SpaceX's IPO
2026-05-17 15:30fool.com
Nvidia Stock Is Poised to Rocket From the Booming Space Economy
2026-05-14 09:04businesswire.com
Planet Releases First Light from Latest Pelican Launch, Including Imagery from Sweden's First Sovereign Satellite
2026-05-13 09:03businesswire.com
Planet Selected for 7-Figure Deal with Czech Government for AI-Powered Agriculture Monitoring
2026-05-11 08:47247wallst.com
This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy
2026-05-07 09:05businesswire.com
Planet to Announce Fiscal First Quarter 2027 Results on Thursday, June 4, 2026
2026-05-07 09:03businesswire.com
Planet Signs 7-Figure Enterprise Contract to Power Greece's National Satellite Space Project
2026-05-07 00:16feeds.benzinga.com
HawkEye Set For NYSE Debut After Raising $416 Million, IPO Priced At $26
2026-05-05 00:00investorplace.com
The Biggest Myth In the Market Just Broke

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-04 的 8-K;近 30 天共有 1 条披露。已观察表格:10-K x1, 10-Q x1, 8-K x8。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-048-K
pl-20260504.htm
2026-03-278-K
pl-20260327.htm
2026-03-2310-K
pl-20260131.htm
2026-03-198-K
pl-20260319.htm
2026-02-058-K
pl-20260203.htm
2026-01-238-K
pl-20260121.htm
2026-01-168-K
pl-20260113.htm
2026-01-128-K
pl-20260112.htm
2025-12-1010-Q
pl-20251031.htm
2025-12-108-K
pl-20251210.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.91

状态

高 beta

立场

中性

动量

看多

高风险观察 · 极端

板块定位

行业

industrials-aerospace-defense

ai-infrastructureenergy-poweraerospace-defense