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    Cloud-Based Virtual Modem Demo With AWS Could Be A Game Changer For Gilat Satellite Networks (GILT)

    Simply Wall St·03/25/2026 13:09:06
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    • In March 2026, Gilat Satellite Networks announced that its defense division, together with Amazon Web Services, SES Space and Defense and the WAVE Consortium, completed a joint demonstration at the SATELLITE 2026 conference of a virtualized, FPGA-accelerated satellite modem running on AWS cloud infrastructure and linked to a Gilat Aquarius Pro DS modem.
    • This proof-of-concept showed how moving modem functions into software running over standardized, open interfaces could increase flexibility, interoperability and long-term adaptability for defense and government satellite communication networks.
    • We’ll now examine how this cloud-based, software-defined SATCOM demonstration with AWS may influence Gilat’s defense- and 5G NTN-focused investment narrative.

    Find 58 companies with promising cash flow potential yet trading below their fair value.

    Gilat Satellite Networks Investment Narrative Recap

    To own Gilat, you essentially need to believe in its ability to turn niche satellite and defense technologies into durable, profitable contracts while managing margin pressure and execution risk. The AWS cloud-based SATCOM demo reinforces the product story but does not materially change the near term focus on improving gross margins and resolving operational bottlenecks at lower margin units like Stellar Blu.

    Among recent announcements, the approximately US$6 million Gilat DataPath awards under the U.S. Army GTACS II contract tie directly into the defense narrative highlighted by the AWS virtualized modem demo. Together, they underline how defense oriented, software-defined SATCOM offerings could support Gilat’s revenue visibility, even as investors continue to watch cellular backhaul softness and Peru contract timing as key swing factors.

    Yet investors should not overlook how softer cellular backhaul demand could still weigh on Gilat’s results if...

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

    Gilat Satellite Networks' narrative projects $624.4 million revenue and $49.5 million earnings by 2029. This requires 11.4% yearly revenue growth and a $28.8 million earnings increase from $20.7 million today.

    Uncover how Gilat Satellite Networks' forecasts yield a $19.00 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    GILT 1-Year Stock Price Chart
    GILT 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community span roughly US$8.76 to US$19 per share, underlining how far apart individual views can be. You may want to weigh those opinions against the risk that margins remain under pressure if product mix continues shifting toward lower margin businesses and what that could mean for Gilat’s ability to meet investor expectations over time.

    Explore 3 other fair value estimates on Gilat Satellite Networks - why the stock might be worth as much as 13% more 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.

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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.