GILT
Gilat Satellite Networks Ltd.
GILT's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over GILT overall, supported by stronger fundamentals and stronger modeled upside.
GILT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Strong |
GILT's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
GILT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 10x | $5.73 | — |
| Cheap | 11x | $5.05 | -12% |
| Current | 13x | $5.73 | — |
| Fair | 19x | $8.55 | +49% |
| Expensive | 37x | $16.22 | +183% |
Historical ranges are pointers, not guarantees.
GILT's PE is in its cheap range at 13x. If earnings grow as analysts expect, today's price would be 10x next year's earnings.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU has the edge over GILT in the historical PE scenario, which offers more potential upside but is not a forecast.
GILT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for GILT, with profitability improving. However, they disagree widely on these estimates.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
GILT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.56 | +26% |
| Q2 2026 | $0.44 | +13% |
| Q1 2026 | $0.51 | +113% |
| Q4 2025 | $0.33 | -25% |
| Q3 2025 | $0.41 | +41% |
| Q2 2025 | $0.39 | +11% |
| Q1 2025 | $0.24 | -40% |
| Q4 2024 | $0.44 | +4.8% |
| Q3 2024 | $0.29 | +21% |
GILT's earnings per share have fallen from their peak: $0.44 over the past year, against $1.03 in late 2021.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU has the edge over GILT on earnings, with more consistent year-over-year improvement.
GILT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $122.7M | +17% |
| Q1 2026 | $110.5M | +20% |
| Q4 2025 | $137M | +75% |
| Q3 2025 | $117.7M | +58% |
| Q2 2025 | $105M | +37% |
| Q1 2025 | $92M | +21% |
| Q4 2024 | $78.1M | +3.3% |
| Q3 2024 | $74.6M | +17% |
GILT's revenue has grown year over year for 21 quarters in a row: $123M last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 3.2% | -2.2 points |
| Q1 2026 | 4.9% | +7.9 points |
| Q4 2025 | 4.4% | -12 points |
| Q3 2025 | 6.4% | -2.6 points |
| Q2 2025 | 5.4% | +1.8 points |
| Q1 2025 | -3% | -10 points |
| Q4 2024 | 16% | +13 points |
| Q3 2024 | 9% | -11 points |
GILT's operating margin was 3.2% last quarter, down 2.2 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over GILT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over GILT on profitability, with a higher operating margin.
GILT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$4M | -270% |
| Q1 2026 | -$14.7M | -$6.6M |
| Q4 2025 | -$9.8M | -171% |
| Q3 2025 | $25.3M | +91% |
| Q2 2025 | $2.4M | +$7.8M |
| Q1 2025 | -$8.1M | -336% |
| Q4 2024 | $13.8M | +83% |
| Q3 2024 | $13.3M | +14% |
GILT's free cash flow was −$3M over the past year, against $21M the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over GILT on cash generation, producing positive trailing cash flow while its opponent burns cash.
GILT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.9% | +2.2M shares |
| 1 year | +39% | +22.1M shares |
| 3 years | +40% | +22.8M shares |
| 5 years | +41% | +22.9M shares |
| Available history | +42% | +23.4M shares |
GILT has 79M diluted shares, up 39% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
GILT hasn't bought back shares in the past year.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has the edge over GILT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
GILT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -2.5x | Net Cash |
| Q1 2026 | -2.3x | Net Cash |
| Q4 2025 | -3.2x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | 0.0x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | -2.5x | Net Cash |
| Q3 2024 | -3.0x | Net Cash |
GILT has the edge over MU on leverage, with a lower net debt burden relative to earnings.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has more cash than debt.
GILT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 26.1 | Oversold |
| Stochastic | 8.5 | Oversold |
GILT's weekly RSI is 26 (oversold) and its Stochastic is 8 (oversold).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
GILT PE vs Technology Sector
| Metric | GILT | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 28x | 53% below |
| PE % | 24 | 35 | 11 pts below |
GILT is trading at 13x earnings, a 53% discount to the Technology sector's median of 28x.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU has the edge over GILT on valuation relative to its sector.
GILT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $8.13 | 30% below |
| 20 week MA | $9.79 | 41% below |
| 50 week MA | $13.4 | 57% below |
| 100 week MA | $10.8 | 47% below |
| 200 week MA | $8.23 | 30% below |
GILT is in a downtrend: it's below all five of its weekly moving averages, and 30% below its 200-week average.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has the edge over GILT on trend strength, trading above more of its moving averages.
GILT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $7.89 | $6.04 | -23% |
| 2021 | $6.04 | $7.43 | +23% |
| 2022 | $7.43 | $5.47 | -26% |
| 2023 | $5.47 | $6.11 | +12% |
| 2024 | $6.11 | $5.96 | -2.5% |
| 2025 | $5.96 | $12.6 | +111% |
| 2026 YTD | $12.6 | $5.73 | -54% |
GILT has finished lower in three of the last six years. It's down 54% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over GILT on returns for 2026, with the stronger performance.