- In May 2026, Gilat Satellite Networks announced that Boeing and Gilat had reached a milestone toward offering Gilat’s multi-orbit Sidewinder electronically steered antenna as a future line-fit solution for in-flight connectivity, enabling simpler installation, lower maintenance, and faster entry into service for airline broadband systems.
- This progress with Boeing highlights how Gilat’s open, no lock-in ESA technology could strengthen its position in the growing market for advanced inflight connectivity and operational efficiency solutions.
- We’ll now examine how Boeing’s move to line-fit Gilat’s Sidewinder ESA could influence the company’s investment narrative around inflight connectivity momentum.
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Gilat Satellite Networks Investment Narrative Recap
To own Gilat, you generally need to believe in sustained demand for multi-orbit satellite connectivity across inflight, defense, and broadband, while watching margin pressure and execution risks in newer businesses. The Boeing milestone around line-fit Sidewinder ESA looks supportive for Gilat’s inflight connectivity momentum, but it does not remove near term concerns about production ramp up, mix driven gross margin compression, or exposure to lumpy government and cellular backhaul projects.
Among recent announcements, the US$39 million in Sidewinder ESA terminal orders in February 2026 looks most relevant, because it underpins the same inflight connectivity theme now reinforced by Boeing’s line fit progress. Together, the earlier orders and this Boeing development frame inflight connectivity as a key nearer term growth driver, while investors weigh that upside against softer cellular backhaul demand and the risk that slower than expected ramps in newer product lines could pressure profitability.
However, investors should also be aware that slower than expected production and margin pressure in lower margin businesses could...
Read the full narrative on Gilat Satellite Networks (it's free!)
Gilat Satellite Networks' narrative projects $644.2 million revenue and $41.5 million earnings by 2029. This requires 11.1% yearly revenue growth and a $9.5 million earnings increase from $32.0 million today.
Uncover how Gilat Satellite Networks' forecasts yield a $19.20 fair value, a 12% upside to its current price.
Exploring Other Perspectives
Three Simply Wall St Community fair value estimates for Gilat span roughly US$8.76 to US$19.20, showing how far apart individual views can be. Against that wide range, the Boeing Sidewinder line fit milestone and ongoing gross margin pressure highlight why you may want to compare several independent opinions on Gilat’s potential performance.
Explore 3 other fair value estimates on Gilat Satellite Networks - why the stock might be worth 49% less than the current price!
Reach Your Own Conclusion
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
- A great starting point for your Gilat Satellite Networks research is our analysis highlighting 2 key rewards and 2 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.
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