Sign in

    Omri Efroni

    Research Analyst at Oppenheimer & Co. Inc.

    Omri Efroni is the Head of Investment Research at Oppenheimer Israel, a subsidiary of Oppenheimer & Co. Inc., specializing in equity research and analysis for Israeli and global public companies with a focus on the technology and defense sectors. He covers prominent companies such as Elbit Systems and Gilat Satellite Networks, providing detailed earnings analyses and forecasts that inform institutional investment decisions. Starting his finance career in Israel, Efroni has held senior research roles and currently leads the research team at Oppenheimer Israel; he has been with the firm since at least early 2024. He holds professional credentials compliant with investment advisory regulations and is recognized for his trusted analyses within the Israeli institutional market.

    Omri Efroni's questions to GILAT SATELLITE NETWORKS (GILT) leadership

    Omri Efroni's questions to GILAT SATELLITE NETWORKS (GILT) leadership • Q2 2025

    Question

    Omri Efroni of Oppenheimer & Co. Inc. sought confirmation that the full-year guidance for Stellar Blue remains intact and requested more details on demand trends within the defense division, particularly from the Israeli Ministry of Defense and Europe.

    Answer

    CEO Adi Sfadia confirmed the Stellar Blue guidance of $120M-$150M in revenue is unchanged, with an expectation for positive EBITDA in the second half of the year as cost-reduction initiatives progress. For the defense segment, he described strong global interest, ongoing proof-of-concept demos, and investments in sales and new products. He also noted continued business from Israel and the US, with more awards anticipated.

    Ask Fintool Equity Research AI

    Omri Efroni's questions to GILAT SATELLITE NETWORKS (GILT) leadership • Q1 2025

    Question

    Omri Efroni sought clarification on the Stellar Blu acquisition, asking if the Boeing line-fit certification was part of the earn-out agreement and how Stellar Blu's current profitability impacts the earn-out payment schedule.

    Answer

    CEO Adi Sfadia clarified that the specific Boeing technical service agreement is not part of the earn-out, as it was signed prior to the acquisition. He explained that while they are satisfied with production progress, the first earn-out is not currently on track for payment due to lower-than-required delivery volumes and higher initial costs, though the team is working to meet the targets. The second earn-out, based on new orders, remains on track.

    Ask Fintool Equity Research AI