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Assessing Gilat Satellite Networks (NasdaqGS:GILT) Valuation After Earnings Beat And US$98.8m Private Placement

Simply Wall St · 2d ago

Why Gilat Satellite Networks (GILT) Is On Investors’ Radar Now

Gilat Satellite Networks (GILT) has drawn fresh attention after reporting strong third quarter 2025 earnings that exceeded analysts’ expectations and announcing a planned US$98.8 million private placement of ordinary shares at a discount.

See our latest analysis for Gilat Satellite Networks.

The latest move comes after Gilat’s shares touched a 52 week high of US$15.24 and sit at US$15.06 today, with a 30 day share price return of 15.23% and a 1 year total shareholder return of 139.81%. This points to strong momentum around the recent earnings surprise, capital raise and upcoming Needham Growth Conference appearance.

If Gilat’s recent run has caught your attention, it can be useful to see how other communications and satellite linked names are trading, starting with high growth tech and AI stocks.

With the share price hovering near its 52 week high after a 1 year total return of 139.81%, the key question now is whether Gilat is still trading below its underlying worth or if the market is already pricing in future growth.

Most Popular Narrative: 3.9% Overvalued

Analysts see fair value at US$14.50 per share, slightly below the last close of US$15.06, and build their case on detailed growth and margin assumptions.

Gilat's established relationships and expanding contract wins with leading NGSO/LEO/MEO satellite constellations (e.g., OneWeb, SES, and Iris Square) position it as a key supplier amid massive satellite network rollouts, underpinning robust backlog and recurring equipment sales, further driving top-line performance.

Read the complete narrative.

Curious what revenue trajectory and profit margins are baked into that valuation, and how the discount rate and future P/E all fit together? The full narrative lays out a detailed earnings path, the expected shift in profitability, and the future multiple needed to justify today’s fair value estimate.

Result: Fair Value of $14.50 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this depends on margins stabilising and large government and Stellar Blu related contracts coming through as expected, rather than slipping or being delayed.

Find out about the key risks to this Gilat Satellite Networks narrative.

Build Your Own Gilat Satellite Networks Narrative

If you see the numbers differently or simply prefer to test your own assumptions, you can build a personalised view in just a few minutes, starting with Do it your way.

A great starting point for your Gilat Satellite Networks research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If Gilat has sharpened your interest, do not stop here. Broaden your watchlist now so you do not risk missing other compelling opportunities taking shape.

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.