Gilat Satellite Networks (GILT) Is Up 7.0% After Securing $42 Million SkyEdge IV Platform Orders - Has The Bull Case Changed?

• Gilat Satellite Networks Ltd. recently announced that its Commercial Division secured US$42 million in orders from a leading satellite operator, focused on its multi-orbit SkyEdge IV platform, with delivery scheduled over the next 12 months.
• This commitment is set to expand the global presence of SkyEdge IV, which is increasingly pivotal as satellite operators aim to provide next-generation connectivity for applications such as in-flight connectivity and enterprise broadband.
• We'll explore how this substantial order for the SkyEdge IV platform may influence Gilat's outlook and broader investment narrative.

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Gilat Satellite Networks Investment Narrative Recap

For investors to stay committed to Gilat Satellite Networks, they need to believe in a long-term transformation of global connectivity, as satellite technology becomes central to digital inclusion, mobility, and enterprise broadband. While the recent US$42 million SkyEdge IV order expands Gilat’s reach and supports short-term revenue visibility, it does not fully mitigate concerns around margin compression, especially as product mix shifts and industry consolidation remain significant risks to profitability in the coming quarters.

One particularly relevant development is Gilat's completion of a US$66 million private placement at US$9.35 per share in September 2025. This capital raise supports Gilat's capacity to fund large projects, such as the SkyEdge IV platform rollout, and could help sustain its growth initiatives in the face of margin pressures and evolving client demands.

In contrast, what investors should be especially aware of is the risk of continued margin compression as Gilat’s business pivots toward...

Read the full narrative on Gilat Satellite Networks (it's free!)

Gilat Satellite Networks is projected to reach $648.6 million in revenue and $35.0 million in earnings by 2028. This outlook is based on a forecasted annual revenue growth rate of 22.9% and an earnings increase of $12.6 million from current earnings of $22.4 million.

Uncover how Gilat Satellite Networks' forecasts yield a $11.00 fair value, a 26% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members’ fair value estimates for Gilat Satellite Networks span from just above US$0 to over US$25, based on four contributors' analyses. With industry-wide margin pressure as a key concern, consider how varied forecasts may shape your understanding of Gilat’s future performance.

Explore 4 other fair value estimates on Gilat Satellite Networks - why the stock might be worth less than half the current price!

Build Your Own Gilat Satellite Networks Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Gilat Satellite Networks research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Gilat Satellite Networks research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Gilat Satellite Networks' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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