Gilat Receives Approximately $10 Million Order for Direct Downlink Earth Observation Solution

Rhea-AI Summary

Gilat (NASDAQ: GILT) said Gilat DataPath won an order for a customized Earth Observation Solution valued at approximately $10 million, with delivery scheduled within the next 12 months. The contract expands Gilat Defense’s capabilities beyond satellite communications into earth observation and geospatial insights, providing a transportable direct downlink terminal that supports real-time intelligence, surveillance, reconnaissance and situational awareness from satellites with multiple sensors. The solution is described as a first-to-market, secure and mission-tailored capability for remote locations and intended to enhance operational performance for customers.

Positive

• $10M contract for Earth Observation Solution
• Delivery scheduled within 12 months
• Expands defense portfolio into earth observation and geospatial
• First-to-market transportable direct downlink terminal

Negative

• None.

News Market Reaction

+3.77%

4 alerts

+3.77% News Effect

+$27M Valuation Impact

$733M Market Cap

0.0x Rel. Volume

On the day this news was published, GILT gained 3.77%, reflecting a moderate positive market reaction. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $27M to the company's valuation, bringing the market cap to $733M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Order value: $10 million Delivery window: 12 months

2 metrics

Order value $10 million Customized Earth Observation Solution contract

Delivery window 12 months Expected delivery timeframe for the order

Market Reality Check

Price: $18.65 Vol: Volume 690,739 is modestl...

normal vol

$18.65 Last Close

Volume Volume 690,739 is modestly above the 20-day average of 632,836, indicating slightly elevated interest ahead of the order news. normal

Technical Shares trade above the 200-day MA of 8.93, reflecting a pre-existing upward trend before this contract announcement.

Peers on Argus

GILT was up 2.64% while peers showed mixed moves: ADTN (-1.48%), NTGR (-1.59%), ...

1 Down

GILT was up 2.64% while peers showed mixed moves: ADTN (-1.48%), NTGR (-1.59%), TSAT (+4.2%), AVNW (+0.92%), CLFD (-0.49%). With only one momentum peer flagged and no same-day peer news, today’s move appears company-specific.

Historical Context

5 past events · Latest: Dec 02 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 02	Defense contract win	Positive	+3.8%	New ~<b>$10M</b> Earth Observation order with 12‑month delivery window.
Nov 20	Commercial orders	Positive	-3.1%	Orders over <b>$6M</b> for Wavestream SSPAs serving LEO constellations.
Nov 12	Earnings beat/guidance	Positive	+7.2%	Strong Q3 results and raised <b>2025</b> revenue and EBITDA guidance.
Nov 05	IFC equipment order	Positive	-0.5%	<b>$7M</b> order for Aerostream Ka-band BUCs for in‑flight connectivity.
Oct 22	Earnings call notice	Neutral	-2.5%	Announcement of Q3 2025 results release and conference call schedule.

Pattern Detected

Recent news shows mixed reactions to contract wins but stronger, aligned gains on earnings upgrades, with two aligned and two divergent moves on positive news.

Recent Company History

This announcement of an Earth Observation order around $10 million follows several contract wins and strong financial results. In Q3 2025, Gilat reported revenues of $117.7M with raised full-year guidance and the stock reacted positively. Earlier defense and commercial orders, including a $7M in‑flight connectivity deal and orders over $6M for LEO constellations, produced mixed price responses. Overall, the company has steadily added multi‑million‑dollar awards across defense and commercial markets, and today’s win extends that trajectory into earth observation and geospatial insights.

Market Pulse Summary

This announcement highlights a customized Earth Observation contract valued at roughly $10 million t...

Analysis

This announcement highlights a customized Earth Observation contract valued at roughly $10 million to be delivered over 12 months, extending Gilat Defense’s portfolio beyond traditional satellite communications into geospatial insights. It follows a series of multi‑million‑dollar commercial and defense awards and comes while the stock trades above its 200-day MA of 8.93. Investors may watch for follow‑on orders, margin impact from such specialized projects, and how this capability integrates with Gilat’s broader SATCOM terminal solutions.

Key Terms

earth observation, geospatial insights, direct downlink terminal, satcom

4 terms

earth observation technical

"into the earth observation and geospatial insights domain"

Earth observation is the gathering of information about the planet’s land, oceans, atmosphere and human activity using satellites, aircraft and ground sensors. Investors care because those data turn into services—like crop yields, shipping routes, disaster alerts and resource maps—that can create revenue, cut risk and reveal trends earlier than traditional reports; think of it as a continuous, high-level camera and sensor system that helps businesses and markets make faster, clearer decisions.

geospatial insights technical

"into the earth observation and geospatial insights domain"

Geospatial insights are conclusions drawn from location-based data—such as satellite images, maps, and GPS signals—that reveal patterns, trends, or changes tied to places. For investors, they act like a detailed map or weather report for business activity, helping spot customer traffic, supply-chain bottlenecks, real estate shifts or regional risks earlier than traditional reports, so investment decisions can be better timed and more informed.

direct downlink terminal technical

"first-to-market, transportable direct downlink terminal to enable secure"

A direct downlink terminal is a ground-based device that receives data straight from a satellite or airborne transmitter without intermediaries, acting like a dedicated radio receiver and decoder. For investors, it matters because owning or deploying these terminals can reduce data latency and transmission costs, improve control over sensitive information, and enable new revenue streams or service offerings tied to real‑time satellite data, similar to having a private bridge to a remote information source.

satcom technical

"based upon our time tested and trusted SATCOM terminal solutions"

Satcom, short for satellite communications, uses orbiting satellites as relay stations to send and receive voice, data and video between distant or hard-to-reach locations, effectively acting like cell towers in space. It matters to investors because satcom services support broadband, broadcasting, defense links and connected devices, often producing steady customer revenue but requiring large upfront costs, regulatory approvals and sensitivity to launch technology and spectrum access — all factors that influence company value.

AI-generated analysis. Not financial advice.

New award expands Gilat Defense’s portfolio of advanced capabilities

PETAH TIKVA, Israel, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT), a worldwide leader in satellite networking technology, solutions, and services, announced today that Gilat DataPath has been selected to deliver a customized Earth Observation Solution. The order, valued at approximately $10 million, will be delivered within the next 12 months. This award reflects the continued expansion of Gilat Defense’s portfolio of specialized capabilities beyond satellite communications and into the earth observation and geospatial insights domain.

The tailored solution leverages satellites equipped with various sensors to provide real-time data for intelligence, surveillance, reconnaissance, and situational awareness. The capability will deliver a first-to-market, transportable direct downlink terminal to enable secure, timely and trusted delivery of earth observation insights in remote locations.

“Nations today rely on resilient, mission-tailored insights and intelligence as they seek to understand the security environment, humanitarian assistance and first responder efforts,” said Nicole Robinson, President of Gilat DataPath. “This award underscores confidence in our ability to deliver customized Earth observation capabilities based upon our time tested and trusted SATCOM terminal solutions that enhance operational performance. We are proud to support our customer’s mission and continue broadening our offerings.”

About Gilat

Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT) is a leading global provider of satellite-based broadband communications. With over 35 years of experience, we develop and deliver deep technology solutions for satellite, ground, and new space connectivity, offering next-generation solutions and services for critical connectivity across commercial and defense applications. We believe in the right of all people to be connected and are united in our resolution to provide communication solutions to all reaches of the world.

Together with our wholly owned subsidiaries Gilat Wavestream, Gilat DataPath, and Gilat Stellar Blu, we offer integrated, high-value solutions supporting multi-orbit constellations, Very High Throughput Satellites (VHTS), and Software-Defined Satellites (SDS) via our Commercial and Defense Divisions. Our comprehensive portfolio is comprised of a cloud-based platform and modems, high-performance satellite terminals, advanced Satellite On-the-Move (SOTM) antennas and ESAs, highly efficient, high-power Solid State Power Amplifiers (SSPA) and Block Upconverters (BUC) and includes integrated ground systems for commercial and defense markets, field services, network management software, and cybersecurity services.

Gilat’s products and tailored solutions support multiple applications including government and defense, IFC and mobility, broadband access, cellular backhaul, enterprise, aerospace, broadcast, and critical infrastructure clients all while meeting the most stringent service level requirements. For more information, please visit: http://www.gilat.com

Certain statements made herein that are not historical are forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. The words “estimate”, “project”, “intend”, “expect”, “believe” and similar expressions are intended to identify forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties. Many factors could cause the actual results, performance or achievements of Gilat to be materially different from any future results, performance or achievements that may be expressed or implied by such forward-looking statements, including, among others, changes in general economic and business conditions, inability to maintain market acceptance to Gilat’s products, inability to timely develop and introduce new technologies, products and applications, rapid changes in the market for Gilat’s products, loss of market share and pressure on prices resulting from competition, introduction of competing products by other companies, inability to manage growth and expansion, loss of key OEM partners, inability to attract and retain qualified personnel, inability to protect the Company’s proprietary technology and risks associated with Gilat’s international operations and its location in Israel, including those related to the hostilities between Israel and Hamas. For additional information regarding these and other risks and uncertainties associated with Gilat’s business, reference is made to Gilat’s reports filed from time to time with the Securities and Exchange Commission. We undertake no obligation to update or revise any forward-looking statements for any reason.

Contact:

Gilat Satellite Networks

PublicRelations@gilat.com

Alliance Advisors:

GilatIR@allianceadvisors.com
Phone: +1 212 838 3777

FAQ

What did Gilat (GILT) announce on December 2, 2025 regarding Earth Observation?

Gilat announced a Gilat DataPath order for a customized Earth Observation Solution valued at approximately $10 million.

When will Gilat deliver the $10 million Earth Observation Solution for GILT?

The order is expected to be delivered within the next 12 months from the December 2, 2025 announcement.

How does the new Gilat (GILT) solution expand the company’s offerings?

It expands Gilat Defense beyond SATCOM into earth observation and geospatial insights with a transportable direct downlink terminal.

What capabilities does Gilat’s transportable direct downlink terminal provide for GILT customers?

It provides secure, timely delivery of real-time intelligence, surveillance, reconnaissance and situational awareness from satellite sensors.

Is the Gilat (GILT) Earth Observation Solution described as commercial or mission-tailored?

The company described the solution as mission-tailored and intended for resilient use in remote locations.

What is the significance of the GILT order for investors?

The order is a $10 million contract that broadens Gilat’s defense product portfolio and targets earth observation market opportunities.