Analysts expect Gilat to report Q2 2026 revenue of $121.8 million and EPS of $0.10, while the current $11.05 share price trails the $19.20 analyst target. Investors are focused on whether Gilat can hit its Q2 2026 revenue consensus after a top-line miss last quarter, particularly within its high-growth defense and Peru infrastructure segments.

Recent momentum is supported by an $11 million U.S. defense order and the pending $160 million acquisition of Comtech’s satellite segment. Management's ability to reaffirm FY2026 company guidance of $500–$520 million in revenue will be a vital indicator for long-term scaling and the successful execution of its multi-orbit technology expansion.