GILT Stock Forecast & Price Target

Gilat Satellite Networks Ltd has demonstrated substantial financial improvement, with cash, cash equivalents, and restricted cash increasing to $155 million in 3Q25, up from $65 million in the previous quarter and $110 million year-over-year, propelled by the acquisition of Stellar Blue. Positive revenue trends are evident, as the company reported 3Q revenues exceeding consensus expectations, and the performance in the Peru segment continues to shine, indicating robust demand in key markets. Furthermore, the company’s strong balance sheet and improving profitability position it favorably to consolidating specialty satellite technologies amidst a growth inflection in the satellite industry, particularly in the inflight connectivity market where high-performance Wi-Fi is gaining traction.

Gilat Satellite Networks Ltd faces a challenging outlook due to a significant decline in the satellite mobile backhaul market attributed to the emergence of new D2D services, which could negatively impact future revenue streams. Despite reporting EBITDA of $15.6 million, which exceeded the consensus estimate by 17%, the company may experience volatility in GAAP metrics, suggesting potential financial instability. The combination of market forces against the backdrop of this volatility raises concerns regarding the company's long-term growth and profitability potential.