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GILT: Strong Cash Generation And Order Momentum Will Drive Future Upside

Satellite Connectivity Will Broaden Expansion In Europe And Latin America

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GILT
AnalystConsensusTarget
Not Invested
Published 26 Sep 2024

Update shared on 14 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
105.2%
7D
1.2%

Analysts have reaffirmed their price target for Gilat Satellite Networks at approximately 14.50 dollars, reflecting minimal changes to the discount rate, revenue growth, and margin assumptions that leave the valuation effectively unchanged.

What's in the News

  • Delivered Q3 revenue of $117.7 million versus consensus of $113.17 million and EPS of $0.19 versus $0.10 expected, while highlighting strong order bookings, next generation program wins, and completion of a $66 million private placement to fund growth (periodical)
  • Gilat DataPath won an approximately $10 million contract for a customized, transportable Earth Observation Solution, expanding the Defense portfolio into geospatial insights and real time intelligence for remote missions (key development)
  • The Commercial Division secured over $42 million in orders from a leading satellite operator, primarily for the multi orbit SkyEdge IV platform, supporting applications such as In Flight Connectivity, maritime mobility, enterprise broadband, and cellular backhaul (key development)
  • The company narrowed and raised its 2025 revenue guidance midpoint to a range of $445 million to $455 million, implying about 47 percent year over year growth at the midpoint (key development)
  • Gilat was added to the TA 125 Index, increasing its visibility and potential ownership among institutional and index tracking investors (key development)

Valuation Changes

  • Fair Value: Maintained at approximately $14.50 per share, with no change in the intrinsic value estimate.
  • Discount Rate: Edged down slightly from about 10.34 percent to roughly 10.31 percent, a negligible reduction in the cost of capital assumption.
  • Revenue Growth: Effectively unchanged at about 19.28 percent, indicating stable expectations for top line expansion.
  • Net Profit Margin: Remained essentially flat at around 3.52 percent, reflecting no material revision to profitability assumptions.
  • Future P/E: Declined marginally from approximately 51.49x to 51.45x, signaling an almost unchanged valuation multiple outlook.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.