GILT
Gilat Satellite NetworksCAI scenario view
RankAlpha Sentiment CodexPost-earnings T+3The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
AI commentary
Primary-source earnings tone was constructive, but the stock reaction was soft: the Aug. 5 close was $11.62, the packet's Aug. 6 anchor was $11.29, and the Aug. 7 close was $11.23. Available third-party estimates were roughly $123.1 million revenue and $0.10 EPS, making the print approximately in line rather than a clear surprise. No post-print analyst target or estimate revision was verified; low coverage and missing social/options data reduce confidence.
Evidence flagged
No evidence quality warning is currently attached to this memo.
AI events
Q2 revenue rose 17% to $122.7 million and adjusted EBITDA rose 31% to $15.4 million; management reiterated 2026 revenue guidance of $500–520 million and adjusted EBITDA guidance of $61–66 million. GAAP operating income and EPS declined year over year. [#PR-EARNINGS-2026-08-05] [#EARNINGS-TRANSCRIPT-2026Q2]
Management expects stronger second-half defense deliveries, supported by backlog and pipeline, while CFO commentary points to working-capital stabilization after inventory investment for upcoming deliveries. [#EARNINGS-TRANSCRIPT-2026Q2]
Management expects the Comtech Satellite & Space Communications acquisition to close toward year-end, subject to regulatory approvals and customary conditions. The transaction is intended to more than double Gilat Defense revenue and expand its U.S. defense footprint. [#PR-EARNINGS-2026-08-05]
Recommendation
No formal recommendation provided.

