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GIGILT

Gilat Satellite Networks Ltd.

Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$GILT·$766M·Communication Equipment·Technology
$11.14-0.3%YTD-15.0%1Y+40.7%
Mentions · last 7 days
2026-07-11: 2 posts2026-07-12: 0 posts2026-07-13: 14 posts2026-07-14: 1 posts2026-07-15: 18 posts2026-07-16: 1 posts2026-07-17: 0 posts36+82%
Price updated 5h ago·X counts updated 5h ago
GIGILT
$GILTGilat Satellite Networks Ltd.
$11.14-0.27%36 posts+82%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

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

Gilat Satellite Networks landed $74M in defense and satellite orders and is buying Comtech's satellite business.

Gilat Satellite Networks provides satellite-based broadband communication solutions for defense, in-flight connectivity, and enterprise customers, $766M market cap, with Q2 2026 earnings due 2026-08-05.

  • Q1 revenue $110M, up 20.0% year-over-year with -19.3% sequential (seasonal Q1 low), EPS $0.18 topped $0.04 consensus by 350% — largest in series with 54%, 46%, 110% prior beats.
  • Gross margin 30.3% trailing, operating margin 5.2%, D/E only 0.01 — fortress balance sheet.
  • Consensus models 2026 revenue $509M rising to $567M in 2027 and $625M in 2028, EPS $0.59 to $0.76 to $0.83 — mid-teens compounding.
  • On July 15, a Leading Global Satellite Operator awarded Gilat >$20M in SkyEdge orders; July 7 $11M in DoW orders; June 29 $43M in Sidewinder ESA orders — very strong order cadence.
  • On June 24, Gilat received a multi-million SATCOM terminal order for European defense — additional defense tailwind.
  • A June 24 Zacks piece flagged Gilat as buyer of Comtech's satellite business in a 'very interesting' transaction — real strategic M&A.
  • The stock is up 56% over twelve months but down 10% year-to-date, at 34% of the 52-week range and 21% below the 50-day.

The setup is a satcom operator with order-cadence acceleration, fortress balance sheet, and Comtech acquisition — August 5 tests fiscal 2027 guide.

Agrees with X sentimentX posters describe Gilat as the buyer of Comtech's satellite business in what they call a 'very interesting' transaction. Chatter cross-references the CMTL side with clean lender consents obtained, suggesting the deal is structurally clean. That aligns with the June 24 Zacks piece framing the Comtech reshape ahead and the strong order-cadence pipeline (SkyEdge, DoW, Sidewinder ESA) driving the fundamental case.

What to watch: August 5 Q2 earnings — revenue growth versus the +20% Q1 pace, gross-margin trajectory versus the 30.3% trailing base, integrated order-book conversion into revenue, and full-year 2026 EPS guide versus the $0.59 consensus. Comtech satellite-business acquisition timeline and expected accretion is a durable qualitative signal.

On the calendar: 2026-08-05 Q2 2026 earnings; order-book conversion and Comtech acquisition timeline drive the print.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-22

Gilat is the buyer of Comtech's satellite business in what posters are calling a 'very interesting' transaction announced this morning. The chatter mostly cross-references the CMTL side with clean lender consents obtained, suggesting the deal is structurally clean. Sample is small but the tone is constructive on Gilat acquiring a complementary asset.

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

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $GILT

Neutral — Designs satellite broadband ground equipment and delivers connectivity services to telecom operators and governments in underserved regions; end markets and revenue mix have limited overlap with the hyperscaler 400G/800G AI rack networking buildout.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.6%YTD
+34.2%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
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%
Q2 2025Aug 6, 2025$0.21$0.10+110.0%
Next earningsWed, Aug 5·consensus EPS $0.14

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$507.3M – $511.0M$0.59$0.59 – $0.603
FY27$566.5M$564.3M – $568.5M$0.76$0.75 – $0.763
FY28$624.7M$623.7M – $625.8M$0.83$0.83 – $0.831
FY29$977.6M$973.7M – $980.9M$1.10$1.09 – $1.101

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.0.6×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.29%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.-23.8%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.-26.0%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.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

SellJun 11Arieh RohrstockPresident17.6K sh$268KSellMar 20Doron KerbelChief Legal Officer7.5K sh$135KSellMar 18Adi SfadiaCEO49.0K sh$825K
+ 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.

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
+ 36 other (19 6-Ks · 10 3s · 5 13Gs · 1 SD) in window

Recent news

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

Gilat to Report Second Quarter 2026 Results on Wednesday, August 5globenewswire.com·2d agoLeading Global Satellite Operator Awards Gilat Over $20 Million in SkyEdge Ordersglobenewswire.com·3d agoGilat Receives $11 Million in U.S. Department of War Orders, Reinforcing Role in Mission-Critical Defense Connectivityglobenewswire.com·11d agoGilat Receives $43 Million of Additional Sidewinder ESA Orders from Leading In-flight Connectivity Service Providerglobenewswire.com·19d agoComtech Telecom Stock Outlook as Allerium Reshapes the Story Aheadzacks.com·24d 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 2 · last 7 days

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