Gilat Satellite Networks (GILT) is back in focus after announcing a joint SATELLITE 2026 demonstration with Amazon Web Services and partners, along with fresh U.S. Army service orders through its Gilat DataPath unit.
See our latest analysis for Gilat Satellite Networks.
The latest U.S. Army orders and the upcoming SATELLITE 2026 cloud modem demo arrive after a 1 year total shareholder return of 137.5% and a 3 year total shareholder return of roughly 3x. At the same time, the recent 7 day share price return of 5.29% and 1 day share price return of 7.12% suggest some near term enthusiasm has cooled compared with a stronger 90 day share price return of 22.24%.
If this kind of satellite and defense story has your attention, it can be worth seeing what else is moving in adjacent tech, starting with 35 AI infrastructure stocks
With Gilat now at US$15.39 and trading at a discount to an analyst price target of US$19.00, the key question for you is simple: is there still an entry point here, or has the market already priced in future growth?
Most Popular Narrative: 19% Undervalued
With Gilat Satellite Networks trading at $15.39 against a narrative fair value of $19.00, the gap reflects how analysts are weighing long term earnings power against current pricing.
Proliferation of high-throughput, cloud-native, and software-defined communications (demand for platforms like SkyEdge IV) is shifting industry architecture, enabling Gilat to transition to higher-margin, recurring revenue through software licensing and platform-as-a-service models. This ongoing evolution is expected to lift future gross margins and improve overall profitability.
Curious what earnings profile and margin structure have to look like for that fair value to hold up? The narrative leans heavily on recurring revenues, a richer mix, and a premium earnings multiple that assumes the story plays out close to plan.
Result: Fair Value of $19 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, the bullish story can crack if margin pressure around Stellar Blu persists, or if Peru related government contracts see delays that unsettle revenue visibility.
Find out about the key risks to this Gilat Satellite Networks narrative.
Another View: Our DCF Model Says Overvalued
The analyst narrative points to Gilat being about 19% undervalued at $15.39 versus a $19.00 fair value, but the Simply Wall St DCF model comes out differently. On those cash flow assumptions, Gilat is worth $12.11, which implies the shares are trading above that estimate.
That gap between a $19.00 narrative fair value and a $12.11 DCF value highlights how sensitive the story is to growth, margins, and required returns. Which set of assumptions do you find more realistic for the next few years?
Look into how the SWS DCF model arrives at its fair value.
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Gilat Satellite Networks for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 60 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.
Next Steps
With sentiment clearly split between upside potential and fair value risk, it makes sense to move quickly, review the data, and decide where you stand using 1 key reward and 4 important warning signs
Looking for more investment ideas?
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- Target quality at a discount by scanning companies that combine strong fundamentals with lower valuations using the 60 high quality undervalued stocks.
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- Hunt for potential future standouts by running a search across a screener containing 26 high quality undiscovered gems.
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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