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GIGILT

Gilat Satellite Networks Ltd.

$GILT·$675M·Communication Equipment·Technology
$7.83-2.7%YTD-36.9%1Y-43.4%
Price updated 3h ago·X counts updated 5d ago
GIGILT
$GILTGilat Satellite Networks Ltd.
$7.83-2.73%55 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GILT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

55X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $GILT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-02

Gilat announces a $100M five-year convertible-notes private placement at a 60% conversion premium ($16 vs $10.04 spot; conversion first available on/after September 1, 2027). Community frames GILT as a small-cap risk-reward: ~50% off highs at ~$780M market cap with ~$145M cash and only ~$10M debt, and 'ground terminals for every constellation waiting to flip.' No bear voice appears.

Read what X is saying about $GILT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GILT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Satellite-broadband hardware maker with Q1 revenue +20% YoY, 5% operating margin, -25% YTD and a $100M five-year convertible at 60% premium.

Gilat Satellite Networks develops VSAT ground-terminal infrastructure, modems and gateways serving defense, mobility and broadband-service-provider customers, so revenue scales with constellation-adjacent gateway builds and defense-program wins.

  • Q1 FY26 revenue $110.5M, +20.0% YoY with 4.9% operating margin; prior four quarters: +37%, +58%, +75%, +20% — HSD-to-triple-digit growth that moderated this quarter
  • TTM: 34x earnings, 2.0x sales, 7.3% ROE, 30% gross margin, 5.2% operating margin, FCF yield 0.3%, debt-to-equity 0.01 — unlevered balance sheet
  • 2026 estimates: $507M revenue, $0.62 EPS; 2027 $566M, $0.72 EPS — modeling HSD-to-LDD revenue growth
  • YTD -25%, trailing-12m -29% at $9.84 against a $765M market cap
  • $100M five-year convertible-notes private placement at 60% conversion premium ($16 vs ~$10 spot; conversion first available on/after Sept 1 2027)
  • $32M+ multi-band DKET contract for US defense network resilience; $14M Peru broadband-expansion agreement

The operating line has moderated from the FY25 ramp but still grew 20% YoY in Q1, and the convertible at a 60% premium reflects management confidence in a 2027 valuation re-rating. The thesis is whether gateway-build demand extends past the recent DOD and LEO-constellation projects.

Agrees with X sentimentX frames GILT as ~50% off highs with ~$145M cash and only ~$10M debt, with 'ground terminals for every constellation waiting to flip.' The $100M convertible-notes offering with the 60% conversion premium matches the structural read — modest multiple, cash-rich balance sheet, ongoing demand pipeline.

What to watch: Nov 11 Q2 earnings and gateway-contract commentary — whether revenue growth re-accelerates past the Q1 20% level or extends the moderating trend.

On the calendar: 2026-11-11 Q2 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI data-center optical interconnects dominate capex.

What this means for $GILT

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+19.1%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$506.8M$504.8M – $509.7M$0.61$0.61 – $0.623
FY27$566.0M$563.8M – $569.2M$0.71$0.71 – $0.723
FY28$626.1M$623.6M – $629.7M$0.81$0.81 – $0.821
FY29$977.6M$973.7M – $983.1M$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.1.9×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.2%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.-19.7%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.-43.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β1.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

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$268K
+ 2 other (2 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 27 other (25 6-Ks · 1 SD · 1 13G) in window

Recent news

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

Gilat to Report Third Quarter 2026 Results on Tuesday, November 10globenewswire.com·2d agoGilat Satellite Networks (NASDAQ:GILT) Reaches New 1-Year Low – Time to Sell?defenseworld.net·5d agoGilat Secures Over $8 Million in Additional Orders from the U.S. Department of Warglobenewswire.com·9d agoGilat Satellite Networks (NASDAQ:GILT) Shares Down 5.6% – Here’s Whydefenseworld.net·10d agoGilat Secures Over $10 Million in Additional SkyEdge IV Orders from a Leading Satellite Operatorglobenewswire.com·10d ago

In themes

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

Space EconomyDefense & Drones

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Voices on X · last 7 days

No standout posts about $GILT on X in the 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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