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GILT

Gilat Satellite Networks Ltd

BUY 2026-08-29 Data 14 days old USD 9.94 Technology - Communication EquipmentAWAIT ENTRY
ACTIONABLEMethodology gates passed
72

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

ProbabilityScoreContribution
Bull case40%100 / 10040.0
Base case50%62 / 10031.0
Bear case10%10 / 1001.0
Weighted conviction72 / 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
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