Wall Street's FY28 number needs bookings Planet has not yet signed

FY28 (year to January 2028) revenue, $M: analyst consensus vs. what Planet's backlog supports. Bars show low to high.

Consensus: 12 analysts, average $570.6M, captured 2026-10-02. Monte Carlo median $497M (200,000 draws). Bridges are Shawarma Capital models, not forecasts; a nine-figure sovereign contract signed before January 2027 would move FY28 materially.
Chart: Shawarma CapitalSource: Consensus: Yahoo Finance (12 analysts; FY28 avg $570.56M, low $539.38M, high $605.11M), captured 2026-10-02. Backlog: Planet Q2 FY27 10-Q. Bridges and Monte Carlo: Shawarma Capital calculations.Get the data Download image