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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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Gilat's sidewinder antennas are seeing great reception from big IFC providers like Intelsat and Panasonic. The company is working with Boeing to enable line-fit installation of these units. The commercial segment remains the dominant and a high revenue driver for Gilat, while management targets adjacent markets to expand the client base. I believe that the market hasn't fully priced in these growth drivers, and I expect the stock to trade close to fair value once these drivers fully get recognized.
