Israeli Stocks With Space, Cyber and AI Links Move on a Strong Wall Street Week

U.S. markets ended the week on a positive note, with the main indexes rising more than 2% on Thursday and Friday combined. The Nasdaq led the advance with a 2.9% gain. Among the Israeli and Israel-linked names that stood out were space, cyber and AI companies, alongside a few sharp movers tied to sector-specific news.

Gilat Satellite Networks rose and then slipped alongside space stocks around SpaceX’s IPO. Shares of Rocket Lab, EchoStar and AST fell 12% to 15% on Friday, while Virgin Galactic plunged 31.8%, apparently as investors rotated money into SpaceX. Gilat moved in the same direction, though less dramatically. The satellite communications equipment maker, traded in both Nasdaq and Tel Aviv and run by CEO Adi Sfadia, jumped 13.3% on Thursday before falling 2.4% on Friday to $15, giving it a market value of more than $1.1 billion. Morgan Stanley recently included Gilat among 60 stocks in its space economy coverage, and Wall Street Journal data show three analysts rate the stock positively, with an average target 28% above the current price. Gilat expects 2026 revenue of $500 million to $520 million and adjusted EBITDA of $61 million to $66 million.

Check Point rose 0.8% on Friday, ending a five-day losing streak, and closed just above $124, for a market cap of $12.9 billion. Once the most valuable Israeli company on Wall Street, it now ranks sixth behind Teva, Elbit Systems, Tower, Nova and Enlight. Under CEO Nadav Zafrir, the cybersecurity company said last week it found a VPN remote-access weakness in some products that could allow unauthorized access, issued a software fix, and said it is investigating with affected customers. It has already identified cases of unauthorized access, but said based on current information the issue is unlikely to materially affect results or operations. Check Point also said it joined OpenAI’s cybersecurity program and is using GPT-5.5 for cyber defense.

CiAvera, a social-media monitoring and fake-news detection company led by co-founder Dan Bar-Mi, received a Nasdaq warning less than three months after listing. The company, which went public through a SPAC merger at the end of March, has fallen 91.9% from $6.20 to 50 cents and now has a market value of about $7 million, compared with an estimated $70 million when private. Nasdaq said it has not met the minimum $15 million market-cap requirement for 30 straight trading days or the $1 minimum share-price requirement. CiAvera has 180 days, until December 7, to regain compliance or risk delisting, though it can appeal. The company said it is working intensively to meet the standards again, and last week it also disclosed a contract worth more than $500,000 with an international research company.