Gilat (GILT) AI Stock Analysis

• Market Cap: $1.23B
• Dividend Yield: N/A
• Average Volume (3M): 565.65K
• Price to Earnings (P/E): 41.1
• Beta (1Y): 1.27
• Revenue Growth: 29.67%
• EPS Growth: 41.90%
• Country: US
• Employees: 1,118
• Sector: Technology
• Sector Strength: 88
• Industry: Communication Equipment
• EPS (TTM): 0.20
• Shares Outstanding: 73,143,906
• 10 Day Avg. Volume: 827,453
• 30 Day Avg. Volume: 565,655
• PEG Ratio: 1.93
• Price to Book (P/B): 1.15
• Price to Sales (P/S): 1.15
• P/FCF Ratio: 13.99
• Enterprise Value/Market Cap: 0.00
• Enterprise Value/Revenue: 0.00
• Enterprise Value/Gross Profit: 0.00
• Enterprise Value/Ebitda: 0.00
• 1Y Price Target: $16.00
• Price Target Upside: -4.48% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): 0.53
• Revenue Forecast (FY): $508.68M

• Rating: 70 Outperform
• Price Target: $19.00 ▲(13.43% Upside)

The score is driven primarily by solid financial performance (growth, profitability, and low leverage) and a constructive earnings update with raised guidance and strong quarterly execution. Offsetting these positives are an elevated valuation (high P/E) and technically overbought conditions that raise near-term volatility/pullback risk.

Positive Factors

Raised guidance & visible revenue growth

Management raised and narrowed full-year guidance and reported a 58% YoY Q3 revenue surge, indicating strong backlog and contract visibility across commercial and defense channels. This durable revenue momentum supports capacity investments and long-term scaling of recurring services and contracts.

Conservative leverage / strengthened liquidity

A low debt-to-equity ratio reflects conservative capital structure that preserves financial flexibility for strategic investments or M&A. Coupled with recent successful private placement proceeds, the balance sheet supports sustained R&D, product deployment and resilience against cyclical defense or commercial procurement volatility.

Technology wins & product differentiation

AI-enabled network management and multi-orbit platform wins (SkyEdge IV, Stellar Blue orders) strengthen Gilat's differentiation. These capabilities improve operational efficiency, enable premium service offerings and increase switching costs for customers, supporting durable competitive advantage in satellite networking.

Negative Factors

Gross margin compression

A significant decline in gross margin driven by lower-margin Stellar Blue integration indicates margin erosion risk. If product mix and integration costs persist, this could pressure sustainable profitability and require either price increases or further operational improvements to restore historical margins.

Defense revenue volatility and delays

Reliance on government contracts exposes Gilat to procurement timing risk and political disruptions. Declines and delayed orders reduce predictability of defense revenues and can create uneven quarterly cash flows, complicating resource planning and potentially increasing working capital needs around program milestones.

Weak cash conversion despite FCF growth

While free cash flow expanded, a low operating-cash-to-net-income ratio suggests inefficiencies converting earnings into cash, likely from working capital or receivables. Persisting weak cash conversion can constrain self-funded growth, force reliance on external financing and raise sensitivity to revenue timing shifts.

Gilat Business Overview & Revenue Model

Company Description

Gilat Satellite Networks Ltd., together with its subsidiaries, provides satellite-based broadband communication solutions in Israel and internationally. It operates through Fixed Networks, Mobility Solutions, and Terrestrial Infrastructure Projects segments. The company designs and manufactures ground-based satellite communications equipment; and provides solutions and end-to-end services. Its portfolio consists of very small aperture terminals, amplifiers, modems, on-the-move antennas, solid state power amplifiers, block upconverters, transceivers, low-profile antennas, and on-the-move/on-the-pause terminals and modems. The company also offers turnkey integrated solutions, including managed satellite network services, network planning and optimization, satellite capacity, remote network operation, call center support, hub and field operations, and communication networks construction and installation services. In addition, it provides connectivity services, Internet access, and telephony services to enterprise, government, and residential customers; and builds telecommunication infrastructure using fiber-optic and wireless technologies for broadband connectivity. The company sells its products and solutions to communication service providers, satellite operators, governments, mobile network operators, telecommunication companies, and system integrators, as well as to defense and homeland security organizations, and directly to end-users. Gilat Satellite Networks Ltd. was incorporated in 1987 and is headquartered in Petah Tikva, Israel.

How the Company Makes Money

Gilat generates revenue primarily through the sale of its satellite communication equipment and systems, alongside recurring revenue from service contracts and maintenance agreements. Key revenue streams include the sale of hardware such as satellite modems and antennas, as well as software and network management solutions. The company also benefits from long-term contracts with telecommunications operators and governmental agencies, which provide stable cash flow. Strategic partnerships with major satellite operators and technology companies further enhance Gilat's market presence and contribute to its earnings through collaborative projects and joint ventures.

Gilat Financial Statement Overview

Summary

Gilat demonstrates solid financial health with strong revenue growth and a stable balance sheet. While profitability margins have faced some pressure, the company maintains a conservative leverage position and strong equity base. Cash flow generation has improved significantly, although there are areas for enhancing cash conversion efficiency.

Income Statement

Gilat's income statement shows a strong revenue growth rate of 12.32% in the TTM, indicating a positive trajectory. The gross profit margin is healthy at 34.03%, although it has slightly decreased from previous years. The net profit margin is moderate at 6.41%, reflecting stable profitability. However, the EBIT and EBITDA margins have declined compared to prior periods, suggesting potential pressure on operational efficiency.

Balance Sheet

The balance sheet is robust with a low debt-to-equity ratio of 0.21, indicating conservative leverage. The return on equity is reasonable at 7.40%, showing effective use of equity capital. The equity ratio is strong, reflecting a solid capital structure with a significant portion of assets financed by equity.

Cash Flow

Cash flow analysis reveals a substantial free cash flow growth rate of 56.70% in the TTM, highlighting improved cash generation. The operating cash flow to net income ratio is low at 0.20, suggesting potential challenges in converting income into cash. The free cash flow to net income ratio is healthy at 0.72, indicating good cash flow relative to earnings.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.02B	305.45M	266.09M	239.84M	214.97M	166.13M
Gross Profit	321.62M	113.33M	104.94M	86.91M	71.27M	41.38M
EBITDA	116.96M	43.26M	41.83M	18.74M	11.45M	46.35M
Net Income	63.59M	24.85M	23.50M	-5.93M	-3.03M	35.08M
Balance Sheet
Total Assets	675.75M	429.75M	426.89M	385.41M	367.74M	412.19M
Cash, Cash Equivalents and Short-Term Investments	154.88M	119.38M	103.96M	86.59M	84.02M	88.75M
Total Debt	65.03M	8.57M	14.90M	3.83M	4.10M	8.90M
Total Liabilities	285.15M	125.31M	152.20M	141.29M	119.41M	161.80M
Stockholders Equity	390.60M	304.44M	274.69M	244.13M	248.32M	250.39M
Cash Flow
Free Cash Flow	117.37M	25.06M	21.20M	-1.98M	9.97M	38.44M
Operating Cash Flow	148.36M	31.67M	31.94M	10.81M	18.90M	43.16M
Investing Cash Flow	-265.58M	-6.61M	-12.69M	-8.16M	-11.09M	-4.72M
Financing Cash Flow	389.97M	-8.11M	-1.59M	0.00	-39.00M	-24.09M

Gilat Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 16.75
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GILT, the sentiment is Positive. The current price of 16.75 is above the 20-day moving average (MA) of 13.68, above the 50-day MA of 12.73, and above the 200-day MA of 9.70, indicating a bullish trend. The MACD of 1.13 indicates Negative momentum. The RSI at 75.26 is Negative, neither overbought nor oversold. The STOCH value of 85.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GILT.

Gilat Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
HLIT	74 Outperform	$1.12B	23.48	11.38%	―	1.93%	-43.22%
GILT	70 Outperform	$1.23B	41.06	6.95%	―	29.67%	41.90%
DGII	68 Neutral	$1.61B	39.43	6.71%	―	1.46%	78.77%
AVNW	66 Neutral	$278.19M	20.78	5.24%	―	10.89%	―
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
ADTN	50 Neutral	$701.82M	-8.07	-48.44%	―	14.33%	83.32%
NTGR	49 Neutral	$635.65M	-24.61	-4.94%	―	2.95%	-228.28%

Gilat Corporate Events

Gilat to Showcase Strategy at 28th Annual Needham Growth Conference on January 13, 2026

On January 8, 2026, Gilat Satellite Networks announced that its management team will participate in the 28th Annual Needham Growth Conference at the Lotte NY Palace Hotel in New York on January 13, 2026, where the CEO and CFO will host a fireside chat and hold one-on-one meetings with investors, with the session to be accessible via webcast on the company’s investor relations website. The appearance underscores Gilat’s efforts to engage the investment community and highlight its positioning in satellite networking and broadband communications, potentially reinforcing investor awareness of its technology portfolio and strategic role in both commercial and defense connectivity markets.

The most recent analyst rating on (GILT) stock is a Buy with a $12.50 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat Raises $98.8 Million in Israeli Private Share Placement

On December 30, 2025, Gilat Satellite Networks Ltd. completed a private placement in Israel of 8,888,889 ordinary shares to Israeli institutional and accredited investors at a price of $11.25 per share, raising approximately $98.8 million in net proceeds after offering expenses. The offering, conducted solely in Israel under a Regulation S exemption and excluding U.S. persons, reflects Gilat’s continued use of local capital markets while subjecting the new shares to transfer restrictions and leaving them unregistered under the U.S. Securities Act, with implications for share liquidity and the company’s financing flexibility amid regional geopolitical risks highlighted in its SEC disclosures.

The most recent analyst rating on (GILT) stock is a Buy with a $12.50 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat Secures $100 Million in Oversubscribed Private Placement

On December 16, 2025, Gilat Satellite Networks Ltd. announced it had secured commitments from Israeli institutional and accredited investors for a private placement of 8,888,889 Ordinary Shares at $11.25 per share, totaling approximately $98.8 million after expenses. This transaction, representing about 12.15% of Gilat’s outstanding shares, is expected to close in December 2025, with proceeds aimed at general corporate purposes, including strategic acquisitions. The placement underscores Gilat’s strategic efforts to enhance its financial standing and pursue growth opportunities, potentially impacting its market position and stakeholder interests.

The most recent analyst rating on (GILT) stock is a Buy with a $12.50 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat Secures $10 Million Order for Earth Observation Solution

On December 2, 2025, Gilat Satellite Networks Ltd. announced a significant order valued at approximately $10 million for a Direct Downlink Earth Observation Solution. This order, to be delivered within the next 12 months, marks an expansion of Gilat Defense’s capabilities into the earth observation and geospatial insights domain. The solution will provide real-time data for intelligence and surveillance, enhancing Gilat’s market position by offering a transportable direct downlink terminal for secure and timely delivery of insights in remote locations.

The most recent analyst rating on (GILT) stock is a Buy with a $16.00 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat Secures $6 Million in Orders for LEO Constellations Support

On November 20, 2025, Gilat Satellite Networks announced receiving over $6 million in orders for its Wavestream Gateway Solid State Power Amplifiers (SSPAs) to support Low Earth Orbit (LEO) constellations. These orders highlight the strong demand for Gilat’s technology, which ensures robust and reliable connectivity for next-generation satellite networks. The deliveries are expected over the next 12 months, reinforcing Gilat’s position as a key player in the satellite networking industry.

The most recent analyst rating on (GILT) stock is a Hold with a $12.50 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat Satellite Networks Reports Strong Q3 2025 Results and Raises Guidance

On November 12, 2025, Gilat Satellite Networks Ltd. announced its unaudited third-quarter results, highlighting a 58% increase in revenues to $117.7 million and a rise in adjusted EBITDA to $15.6 million. The company raised its full-year 2025 revenue and adjusted EBITDA guidance, reflecting strong financial performance and investor confidence. Notable achievements include securing multi-million dollar orders from the U.S. and Israeli defense sectors, significant commercial wins, and a $66 million private placement. These developments underscore Gilat’s competitive edge and potential for future growth in the satellite communications industry.

The most recent analyst rating on (GILT) stock is a Hold with a $13.50 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat Secures $7 Million Order for In-Flight Connectivity

On November 5, 2025, Gilat Satellite Networks Ltd. announced a $7 million order for its Aerostream 60W Ka-band Wideband BUCs, which will be used in a next-generation In-Flight Connectivity solution for commercial aircraft. This order highlights Gilat’s expertise in delivering high-efficiency RF solutions for airborne connectivity, following successful line-fit certification and a joint qualification program completed in the third quarter of 2025.

The most recent analyst rating on (GILT) stock is a Buy with a $15.50 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.

Gilat to Announce Q3 2025 Financial Results on November 12

On October 22, 2025, Gilat Satellite Networks Ltd. announced that it will release its third quarter 2025 financial results on November 12, 2025. Following the release, the company’s CEO and CFO will discuss the results and business achievements in a conference call and webcast. This announcement is significant as it provides stakeholders with insights into the company’s financial performance and strategic direction.

The most recent analyst rating on (GILT) stock is a Hold with a $11.00 price target. To see the full list of analyst forecasts on Gilat stock, see the GILT Stock Forecast page.