5G NTN Breakthrough And New Aviation Deals Might Change The Case For Investing In Gilat (GILT)

• In late February and early March 2026, Gilat Satellite Networks announced successful 3GPP-compliant 5G NTN connectivity over GEO satellites and secured multi-million dollar and US$39,000,000 orders for its in-flight connectivity hardware, while preparing to showcase a broad multi-orbit product portfolio at Satellite 2026.
• Together, these wins and technology milestones underline how Gilat is positioning its satellite and aviation solutions as core infrastructure for multi-orbit, 5G-aligned connectivity across both commercial and defense applications.
• We’ll now examine how the new aviation hardware orders and 5G NTN milestone could influence Gilat’s existing investment narrative.

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Gilat Satellite Networks Investment Narrative Recap

To own Gilat, you need to believe that multi-orbit satellite networks and in-flight connectivity can support sustained demand for its platforms and terminals. The latest 5G NTN milestone and aviation orders reinforce that narrative, but do not fundamentally change the key near term catalyst, which remains execution on large aviation and constellation programs, or the main risk around pressure on gross margins and profit growth.

Among the recent updates, the US$39,000,000 Sidewinder ESA in-flight connectivity terminal orders stand out as most relevant, because they directly relate to Gilat’s mobility and aviation growth thesis. These orders add visibility to near term revenue tied to multi-orbit aviation hardware, which connects back to whether higher volumes in mobility can eventually offset margin pressures seen in parts of the business.

Yet, while growth in aviation and multi-orbit deals is encouraging, investors should also be aware that margin compression from mix shifts and Stellar Blu ramp-up could...

Read the full narrative on Gilat Satellite Networks (it's free!)

Gilat Satellite Networks' narrative projects $648.6 million revenue and $35.0 million earnings by 2028. This requires 22.9% yearly revenue growth and a $12.6 million earnings increase from $22.4 million today.

Uncover how Gilat Satellite Networks' forecasts yield a $19.00 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span a wide range, from near zero to US$19 per share, showing how far apart individual views can be. Set against this, the recent 5G NTN achievement and large aviation hardware wins highlight why some investors focus less on short term margin pressure and more on how execution in these growth areas might shape Gilat’s longer term performance, so it is worth comparing several perspectives before forming your own view.

Explore 4 other fair value estimates on Gilat Satellite Networks - why the stock might be worth less than half the current price!

Reach Your Own Conclusion

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Gilat Satellite Networks research is our analysis highlighting 1 key reward and 3 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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