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5G And AI Demand Will Drive Global Tower Expansion

Published
08 Aug 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
US$248.88
21.9% undervalued intrinsic discount
04 Oct
US$194.45
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1Y
-21.8%
7D
3.6%

Author's Valuation

US$248.8821.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Decreased 2.20%

Analysts have lowered their price target for SBA Communications to approximately $248.88 from $254.47. They cite ongoing leasing headwinds and industry-specific challenges, which have prompted a reassessment of growth expectations.

Shared on16 Sep 25
Fair value Decreased 0.71%

Analysts modestly lowered SBA Communications’ price target reflecting sector headwinds from EchoStar’s spectrum sale and anticipated slower global expansion, but remain positive on the stock’s limited near-term risk exposure and improved 2025 guidance, resulting in a revised fair value of $254.47. Analyst Commentary Bullish analysts view the recent contraction in tower stocks as an overreaction, seeing current SBA share levels as an opportunity to buy at a discount to historical valuations.

Shared on07 May 25
Fair value Decreased 0.20%

Shared on30 Apr 25
Fair value Increased 3.88%

AnalystConsensusTarget has increased revenue growth from 3.7% to 4.2%.

Shared on23 Apr 25
Fair value Decreased 1.14%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on16 Apr 25
Fair value Increased 0.024%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.096%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 2.88%

AnalystConsensusTarget has decreased revenue growth from 5.3% to 3.8%.