GILT Stock Forecast & Price Target

Gilat Satellite Networks Ltd concluded the third quarter of 2025 with a significant increase in cash and cash equivalents, reaching $155 million, aided by its acquisition of Stellar Blue, suggesting improved financial stability and operational capacity. The company reported a 4% increase in revenues alongside positive earnings per share that exceeded consensus estimates, driven by strong performance in its Peru segment and ramping production from Stellar Blue. Additionally, the growth potential in the in-flight connectivity (IFC) market, bolstered by a strong balance sheet and management's confidence in securing more orders, positions Gilat favorably to leverage opportunities in a rapidly evolving satellite technology market.

Gilat Satellite Networks Ltd is facing significant challenges due to a marked decline in the satellite mobile backhaul market, exacerbated by the introduction of new direct-to-device (D2D) services, which could undermine its revenue streams. Despite reporting an EBITDA of $15.6 million, which exceeded the consensus estimate by 17%, the anticipated volatility in GAAP metrics raises concerns about financial stability and predictability. The combination of these factors suggests a difficult operating environment that may adversely affect the stock's performance in the long term.