• In late February 2026, Gilat Satellite Networks announced successful 3GPP-compliant 5G Non-Terrestrial Network connectivity over a GEO satellite, alongside US$39,000,000 of new orders for its Sidewinder in-flight connectivity terminals and a US$9,000,000 satellite communications contract from Israel's Ministry of Defense.
• Together, these wins highlight Gilat's strengthening role in next-generation satellite communications across commercial aviation, defense, and integrated 5G terrestrial-non-terrestrial networks.
• We’ll now examine how the 5G GEO demonstration and fresh contract wins influence Gilat’s existing investment narrative and risk profile.

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Gilat Satellite Networks Investment Narrative Recap

To own Gilat today you need to believe in its role as an enabler of mission‑critical connectivity across defense, mobility, and hybrid 5G satellite networks, while accepting current margin pressure and execution risks in newer businesses. The latest 5G NTN GEO trial and fresh aviation and defense orders support the short term catalyst of growing demand for Gilat’s high performance platforms, but do not yet resolve concerns about lower profitability and the slower than planned Stellar Blu ramp.

Among the latest headlines, the US$39,000,000 Sidewinder in flight connectivity orders look most relevant, because they reinforce the investment case around Gilat’s mobility segment as a key growth driver. These orders, together with earlier multi million Sidewinder wins, speak directly to the thesis that scaling aviation hardware shipments could eventually improve operating leverage and help offset softer areas such as cellular backhaul and lumpier government project timing.

However, beneath the encouraging contract momentum, investors should be aware that Gilat’s gross margins have already come under pressure as the mix shifts toward lower margin businesses and...

Gilat Satellite Networks' narrative projects $648.6 million revenue and $35.0 million earnings by 2028. This requires 22.9% yearly revenue growth and an earnings increase of $12.6 million from $22.4 million today.

Uncover how Gilat Satellite Networks' forecasts yield a $19.00 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community currently span roughly US$0.00 to US$19 per share, underscoring how far opinions can diverge on Gilat. Against that backdrop, concerns around margin compression as business mix tilts toward lower margin segments may be an important factor for you to weigh when comparing these different viewpoints.

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

The Verdict Is Yours

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Gilat Satellite Networks research is our analysis highlighting 1 key reward and 3 important warning signs 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.