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Stock impact report

Gilat Satellite Networks: Upside Case Built On IFC, Not Momentum [Seeking Alpha]

Gilat Satellite Networks Ltd. - Ordinary Shares (GILT) 
US:NASDAQ Investor Relations: gilat.com/investor-relations
Company Research Source: Seeking Alpha
Despite a 200% stock rise, GILT's valuation does not fully reflect its IFC-led growth, multi-orbit platform, and large aviation and defense orders. Current margin compression is due to ramp-up inefficiencies at Stellar Blu; profitability is expected to improve as scale and line-fit programs ramp from 2026. I see ~30% upside over 12–18 months, rating GILT stock a BUY based on normalized earnings and execution of its ongoing transition. Guido Mieth/DigitalVision via Getty Images Gilat Satellite Networks ( GILT ), a small satellite broadband solutions provider from Israel, is up ~200% this past year. This may make investors think that its upside potential is already over. This stance has merit - after such a run, GILT no This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses Show less Read more
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