GILT
Gilat Satellite Networks Ltd
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 5.73
Buy <=wait / entry
USD 10.33
Trim >=take some off
USD 16.00
Thesis breakA material slowdown in defence revenue that persists across two consecutive quar...
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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
- U.S. Army follow-on order sustaining STT units plus $23 million multi-year contract
- New ESA technology supply contract with European Ministry of Defense customer
- Q2 2026 EPS beat of $0.20 vs $0.11 estimate and revenue beat of $122.66M vs $120.72M