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Israel’s Election Delivers a Structural Blow to Netanyahu

Herzog’s acceptance of certified results exposes the limits of efforts to delegitimize a vote that stripped the governing coalition of its majority

President Isaac Herzog’s formal acceptance of the certified results of Israel’s October 27 parliamentary election has crystallized a significant political setback for Prime Minister Benjamin Netanyahu. By stating that “the elections are over” and that the moment has arrived “to face reality,” Herzog closed off a strategy in which Netanyahu and his allies sought to cast the outcome as tainted. The Central Elections Committee had already concluded that there was “no evidence of irregularities that compromised the integrity of the election or affected its results,” and committee chairman Justice Noam Sohlberg warned that attempts to undermine those results posed a “real danger” to democracy. Herzog’s action therefore converted an institutional finding into a political fact: the numbers stand.

Those numbers are unambiguous. Netanyahu’s religious-nationalist bloc fell from 68 seats in the outgoing Knesset to 53. The opposition camp led by Gadi Eisenkot’s Yashar party and its allies finished with 48. Arab-led lists—the Joint List and Ra’am—secured a record 19 seats after Arab turnout roughly doubled in many communities. In a 120-seat chamber that requires 61 for a majority, neither Jewish-led bloc can govern alone. Likud itself remained the largest party with 27 seats and Netanyahu outperformed many forecasts, yet the broader coalition arithmetic turned decisively against him. The ultra-Orthodox parties and far-right partners could not offset the overall contraction of the right-wing camp.

The effort to discredit the result centered on allegations that Arab-led parties had “stolen” seats, possibly with foreign assistance. Those claims never produced evidence capable of altering seat totals. The elections commission’s review, conducted across more than 9,000 polling stations, rejected them. Herzog’s acceptance of the certified results and the start of formal consultations therefore did more than follow procedure; it denied Netanyahu the narrative of illegitimacy that has sometimes prolonged his political life in past deadlocks. When consultations concluded, Eisenkot held recommendations from 67 lawmakers (including both Arab lists), while Netanyahu held 46. United Torah Judaism, a long-standing coalition partner, declined to recommend either candidate, citing unresolved disputes over military service exemptions. Herzog noted the mutual vetoes that complicate any simple reading of the numbers, but the distribution of endorsements itself illustrated the incumbent’s weakened leverage.

The historic performance of the Arab-led parties is the most consequential structural change. For the first time, lists representing Israel’s roughly 20 percent Palestinian-Arab minority hold enough seats to tip the balance if either major camp were willing to engage them. Most Jewish parties, including Eisenkot’s, have long ruled out formal coalitions with them. Eisenkot has set conditions that include recognition of Israel as a Jewish state, national service requirements, and a clear denunciation of Hamas. Whether any workable arrangement—outside support for a minority government, selective abstention, or a limited confidence-and-supply arrangement—can be assembled remains uncertain. Ra’am’s endorsement of Eisenkot already improves his numbers; the Joint List’s 11 seats could theoretically push him past 61 if they endorse or simply abstain strategically. The same numbers that strengthen the anti-Netanyahu camp also deepen the polarization that makes stable government harder to achieve.

Possible paths forward are limited. A unity government pairing elements of Likud with Eisenkot’s camp would require both men to abandon core campaign commitments. A pure anti-Netanyahu government reliant on Arab parties faces ideological and political vetoes that have held for years. If neither candidate can assemble a coalition within the statutory 28 days (extendable by 14), Israel faces another election early in 2027. Until then Netanyahu remains caretaker prime minister, retaining authority over security decisions even without a Knesset majority to advance legislation. This is the first election since the October 7, 2023 Hamas attacks and the subsequent wars. High turnout of nearly 78 percent reflected intense polarization over Netanyahu’s leadership, the conduct of those wars, judicial reforms, and the role of religion in public life. The result does not deliver a decisive personal rejection—Likud’s strong showing demonstrates residual strength—but it strips the coalition of the parliamentary cushion that sustained Israel’s most right-wing government.

For a politician who has repeatedly survived predictions of political death, the combination of a lost majority and an institutional rebuff of his fraud claims marks a meaningful contraction of room to maneuver. Herzog’s insistence on treating the certified results as binding narrows the space outside the formal coalition process. The coming days will test whether Israel’s fragmented system can still produce a stable government or whether the country is headed for yet another inconclusive contest. In either case, the October 27 results have redrawn the arithmetic of power and placed the long-serving prime minister on the defensive in a way that few recent elections have managed.

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