Stock Markets August 27, 2026 10:06 AM

Planet Labs Stock Face Potential 12% Swing Ahead of September Earnings

Options-derived expectations point to a 12% move when Planet Labs reports after the close on September 3

By Caleb Monroe
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Options market prices imply Planet Labs PBC Class A stock may move roughly 12% following the company's earnings release on September 3 after markets close. Historical comparisons show the shares have frequently exceeded options-implied moves in recent earnings cycles, producing sharp gains and losses.

Planet Labs Stock Face Potential 12% Swing Ahead of September Earnings
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Key Points

  • Options prices imply a 12% move in Planet Labs PBC Class A stock when earnings are released on September 3 after the market close.
  • In six of the past eight earnings announcements, Planet Labs' actual share price moves exceeded the options-implied moves, including several very large positive swings.
  • The developments are relevant to equities and options market participants who use implied volatility measures to size risk and construct hedges.

Planet Labs PBC Class A shares are positioned for a potential 12% directional move when the company files its next earnings report on September 3 after the market close, according to options data compiled by Bloomberg.

The 12% figure reflects the magnitude of movement priced into equity options ahead of the announcement. That implied move provides a market-based gauge of expected volatility but is not a prediction of direction.

Historical earnings reactions

Over the most recent eight earnings events, the stock has moved by a larger amount than the options market implied in six instances. A review of those episodes shows a pattern of pronounced post-earnings volatility:

  • On June 4 the stock fell 36.2% while options suggested a 10.1% move.
  • On March 19 the shares rose 33.0% against an implied 19.2% move.
  • In December 2025 the stock jumped 48.4% compared to an implied move of 19.1%.
  • In September 2025 the stock rose 36.2% versus an implied 16.4% move.
  • In June 2025 the stock increased 50.1% against a 13.7% implied move.
  • The shares fell 5.3% in March 2025 when options suggested a 10.3% move.
  • They dropped 1.5% in December 2024 against an implied 15.5% move.
  • In September 2024 the stock declined 29.1% while options indicated a 20.1% move.

These outcomes illustrate that implied move estimates have frequently been outpaced by actual share price reactions around Planet Labs' earnings. In several quarters the stock recorded large positive changes that substantially exceeded what option prices had signaled; in other quarters the realized moves were smaller or negative relative to implied expectations.

What the options-implied move represents

The options-implied number is an aggregate estimate derived from option prices and reflects the market's assessment of expected absolute volatility around the report. It sets a reference point traders and investors use to size risk or structure hedges ahead of earnings.

Market implications

For market participants, the combination of a substantial options-implied move and a track record of outsized earnings reactions suggests elevated event risk. Investors and traders preparing for the September 3 release will likely factor both the 12% implied figure and the company's history of volatile post-earnings moves into position sizing and risk management decisions.

Risks

  • Options-implied move is an estimate of expected absolute volatility and may understate or overstate the actual directional reaction at earnings - this affects equity holders and options traders.
  • Historical behavior shows both outsized gains and declines following earnings, so outcomes remain uncertain for investors in Planet Labs shares.
  • Market participants face event-driven volatility around the September 3 release, which can impact short-term pricing and liquidity in related equity and options markets.

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