GILT
Gilat Satellite Networks Ltd
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 9.94
Buy <=wait / entry
USD 8.83
Trim >=take some off
USD 11.50
Thesis breakThe thesis would be invalidated by a confirmed revenue print materially below th...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 40% | 100 / 100 | 40.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 10% | 10 / 100 | 1.0 |
| Weighted conviction | 72 / 100 - BUY | ||
Top risks
- Multimillion-dollar SkyEdge IV platform order from Nelco for Ka-band network on GSAT-N2 satellite
- Multiple defense contracts including $9M from Israel Ministry of Defense, follow-on U.S. Army STT upgrades, U.S. DoD awards, and European MoD ESA supply
- Acquisition of Comtech's satellite segment for $157.5M announced June 2026