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GIGILT

Gilat Satellite Networks Ltd.

$GILT·$848M·Communication Equipment·Technology
$9.94-4.1%YTD-9.1%1Y+4.0%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 1 posts2026-08-23: 0 posts2026-08-24: 3 posts11+13%
Price updated 8m ago·X counts updated 7d ago
GIGILT
$GILTGilat Satellite Networks Ltd.
$9.94-4.05%11 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GILT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Israeli satcom pivoting toward defense/in-flight — Q2 beat by 82% and closed the Comtech deal, but the tape is at 14% of the range.

Gilat Satellite Networks provides satellite-based broadband hardware, ground systems, and services — used by defense customers, mobile-operator backhaul, and airlines. The June acquisition of Comtech's satellite business is the specific pivot that reshapes the story toward defense and in-flight connectivity.

  • Q1 revenue grew 20% year-on-year to $110M and Q2 EPS came in at $0.20 vs $0.11 consensus (82% beat) — the fourth straight double-digit beat, so guidance has been set well below the operating pace.
  • On Aug 17 Gilat signed a $14M agreement to expand broadband internet access in Peru — a specific contract win that adds visibility, and it aligns with the government-services pillar of the strategy.
  • Sits at the 14th percentile of the 52-week range and is 29% below the 200-day trend — the tape has been distributing hard despite the earnings-beat cadence and the Comtech deal, which is the specific fundamentals-vs-tape gap.
  • Trades at ~34x trailing earnings but forward 2026 consensus EPS $0.59 works out to ~18x — a reasonable multiple, and the Comtech deal was 'structurally clean' per X chatter (lender consents obtained).

What restarts the move is Nov 11 Q3 confirming Comtech-integration synergies alongside a specific defense-customer contract with a real dollar figure. What sustains the cooling is any Comtech integration friction or Israel-macro-related equity outflows from the group; at 14% of the 52-week range, the value case has room but needs the earnings to keep landing to build a base.

Agrees with X sentimentThe bullish X read on the Comtech acquisition (structurally clean, lender consents obtained) matches the deal mechanics, and the follow-through momentum on defense/in-flight is real. The tape (14% of range) is the honest counter — the crowd is directionally right on the business, wrong on the timing.

What to watch: Nov 11 Q3 earnings — Comtech integration commentary and any specific defense-contract dollar figure. Watch for follow-on customer contracts tied to the Comtech customer base.

On the calendar: 2026-11-11 — Q3 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-30

Gilat is being framed as an overlooked defense and satcom picks-and-shovels play, with the pending $157.5M all-cash Comtech acquisition expected to push pro-forma revenue past $700M. Q2 revenue grew 17% to $122.7M with adjusted EBITDA up 31% and roughly $145M in net cash providing a cushion. Posters describe adding a new position around $9.94 and see a re-rating tied to Comtech-integration margin expansion.

Read the AI verdict + X sentiment for $GILT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs satellite broadband ground equipment and delivers connectivity services to telecom operators and governments in underserved regions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $GILT.

Communication Equipment · Technology

AI networking — the Ethernet and InfiniBand infrastructure connecting GPU clusters — is the high-growth demand driver; CSCO's AI backlog and Arista's data center wins confirm the cycle. Traditional enterprise networking refresh is slower; AI infrastructure is where the incremental spending is.

What this means for $GILT

Partial — upstream oil & gas exposure ties to commodity price cycle; Gilat Satellite Networks Ltd.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+36.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.20$0.11+81.8%
Q1 2026May 13, 2026$0.18$0.04+350.0%
Q4 2025Feb 10, 2026$0.20$0.13+53.8%
Q3 2025Nov 12, 2025$0.19$0.13+46.2%
Next earningsWed, Nov 11·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$110.5M+20.0%34.1%4.9%$0.07$-14.7M
Q4 FY25$137.0M+75.3%28.0%4.4%$0.14$-9.8M
Q3 FY25$117.7M+57.7%29.5%6.4%$0.14$25.3M
Q2 FY25$105.0M+37.0%30.4%5.4%$0.17$2.4M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$509.3M$507.0M – $511.2M$0.59$0.59 – $0.603
FY27$566.5M$564.0M – $568.7M$0.76$0.75 – $0.763
FY28$624.7M$621.9M – $627.1M$0.83$0.83 – $0.831
FY29$977.6M$973.2M – $981.3M$1.10$1.09 – $1.111

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 6Ofek Amir YechielDirector3.9K sh$45KSellJun 11Arieh RohrstockPresident17.6K sh$268KSellMar 20Doron KerbelChief Legal Officer7.5K sh$135KSellMar 18Adi SfadiaCEO49.0K sh$825K
+ 3 other (3 exempts) in window

See when $GILT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for GILT on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for GILT on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for GILT on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
+ 31 other (18 6-Ks · 10 3s · 1 SD · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gilat Signs $14 Million Agreement to Expand Broadband Internet Access in Peruglobenewswire.com·14d agoGilat Satellite Networks Targets Defense, In-Flight Growth With Comtech Dealmarketbeat.com·17d agoIs Gilat Satellite Networks Ltd (GILT) Overvalued After 3.7% Rally? GF Value Says Overvaluedgurufocus.com·19d agoGilat Satellite Networks: Don't Bet On A Single Satellite System, Bet On Them Allseekingalpha.com·20d agoGilat Q2 Earnings Call Highlights Defense and IFC Momentumzacks.com·25d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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