SBA Communications (SBAC) Aktienübersicht
SBA Communications Corporation ist ein führender unabhängiger Eigentümer und Betreiber von drahtloser Kommunikationsinfrastruktur. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 1/6 |
| Dividenden | 1/6 |
Belohnungen
Risikoanalyse
SBAC Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
SBA Communications Corporation Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$218.17 |
| 52-Wochen-Hoch | US$243.16 |
| 52-Wochen-Tief | US$162.41 |
| Beta | 1.02 |
| 1 Monat Veränderung | -2.49% |
| 3 Monate Veränderung | 18.17% |
| 1 Jahr Veränderung | -8.98% |
| 3 Jahre Veränderung | -7.83% |
| 5 Jahre Veränderung | -24.41% |
| Veränderung seit IPO | 2,358.25% |
Aktuelle Nachrichten und Updates
Recent updates
Analyse-Update • Apr 19
SBAC: Takeover Interest And Churn Reset Will Shape Post 2026 Cash Flows
The analyst price target for SBA Communications has been revised from $222.80 to $228.70, as analysts factor in slightly lower discount rates and modestly higher projected profit margins reflected in recent target adjustments across several research firms. Analyst Commentary Recent research updates on SBA Communications reflect a mix of enthusiasm about the company’s assets and growth options, alongside concerns about customer churn, financing costs, and execution against guidance.Seeking Alpha • Apr 07
SBA Communications: Shares Jump On Potential Takeover, But Uncertainty Remains High (Rating Downgrade)
Summary SBA Communications Corp (SBAC) is downgraded from buy to hold due to persistent headwinds and takeover uncertainty. SBAC's recent performance lags peers, with AFFO and revenue missing estimates amid elevated churn and international challenges. Financial health remains solid: leverage at 6.4x, strong dividend coverage, and active share repurchases support liquidity. Near-term volatility is expected; takeover news is priced in, and significant upside appears unlikely until headwinds subside. Read the full article on Seeking AlphaAnalyse-Update • Apr 02
SBAC: Churn Reset And Steady Carrier Activity Will Support Post 2026 Cash Flows
Narrative Update The analyst price target for SBA Communications has edged down by about $1 to roughly $223, as analysts factor in slightly higher discount rates, modestly different revenue growth and margin expectations, and broadly mixed target revisions across recent research updates. Analyst Commentary Recent research on SBA Communications shows a mix of optimism about the tower portfolio and caution around customer churn, international exposure, and financing costs.Analyse-Update • Mar 18
SBAC: Churn Reset And Steady Carrier Activity Will Support Post 2026 Cash Flows
Analysts have trimmed the SBA Communications fair value estimate by about $1 to $224, with slightly higher discount rates and more cautious revenue growth and margin assumptions. This reflects recent price target cuts tied to DISH and EchoStar churn, higher financing costs, expense pressure, and mixed but steady carrier activity commentary.Analyse-Update • Mar 04
SBAC: Churn Pull Forward And EchoStar Reset Will Support Post 2026 Cash Flows
The updated analyst price target for SBA Communications edges down by about $2 to roughly $226, as analysts factor in slightly softer revenue growth, modestly lower profit margins, and a marginally reduced future P/E outlook that reflect recent revisions tied to carrier churn, the removal of DISH and EchoStar from forecasts, and higher expected financing costs. Analyst Commentary Recent research updates paint a mixed picture for SBA Communications, with most price targets edging lower and only one moving higher.Analyse-Update • Feb 18
SBAC: EchoStar Overhang Reset Will Support Future Cash Flow Visibility
Narrative Update: SBA Communications Analyst Price Target Change The Street has lowered its aggregated price target on SBA Communications by $15 to $240, as analysts factor in more cautious new leasing assumptions and the potential impact from EchoStar on tower company fundamentals. Analyst Commentary Recent research notes point to a more cautious stance on SBA Communications, with several firms trimming their price targets and aligning expectations with a slower new leasing backdrop and the uncertainty around EchoStar and Dish.Analyse-Update • Feb 04
SBAC: EchoStar Resolution Will Support Future Cash Flow Visibility
Narrative Update on SBA Communications Analysts have trimmed their price targets on SBA Communications by a mid teens dollar amount, reflecting slightly more conservative revenue growth and discount rate assumptions, and citing sector wide caution around leasing trends and the EchoStar related overhang. Analyst Commentary Recent research on SBA Communications clusters around a few key themes, with price targets adjusted lower and a tighter focus on leasing trends and the EchoStar and Dish situation.Analyse-Update • Jan 21
SBAC: Verizon Lease Agreement Will Support Future Cash Flow Visibility
Analysts have trimmed their price target on SBA Communications by about US$4 to reflect slightly higher discount rates and more conservative leasing and industry assumptions linked to the EchoStar and Dish overhang, even though profit margin expectations and a lower future P/E input support the updated valuation. Analyst Commentary Recent research updates give you a mixed but useful read on how the Street is thinking about SBA Communications, especially around leasing trends, legal risks tied to EchoStar and Dish, and how much to pay for the stock after a series of price target cuts.Analyse-Update • Jan 06
SBAC: Verizon Agreement And Leasing Strength Will Support Future Cash Flows
Analysts have trimmed their price targets and our fair value estimate for SBA Communications to about $232.50, reflecting slightly higher discount rates and updated sector views after recent legal and carrier spending reviews across the tower group. Analyst Commentary Recent Street research on SBA Communications points to a more cautious stance on valuation, even as some operational data and contract wins support the underlying tower business.Analyse-Update • Dec 14
SBAC: New Verizon Lease Agreement Will Support Future Revenue Amid Legal Uncertainty
Analysts have trimmed their price target for SBA Communications slightly lower, with a modest fair value reduction of about $0.40 to roughly $234.90. This reflects sector wide target cuts as they factor in legal and leasing uncertainties across the tower group, while still recognizing SBA's resilient fundamentals and improved visibility from recent agreements.Analyse-Update • Nov 30
SBAC: New Verizon Agreement Will Support Recurring Revenue Amid Carrier Uncertainty
The analyst price target for SBA Communications was lowered modestly in recent updates. Analysts cited factors such as ongoing legal uncertainties, changes in carrier leasing expectations, and mixed trends in domestic and international growth as reasons for the decrease of several dollars per share across a range of firms.Analyse-Update • Nov 16
SBAC: Future Leasing Visibility Will Likely Drive Share Recovery Amid Industry Churn
The analyst price target for SBA Communications has been lowered, with the fair value decreasing by approximately $5 to $235.71. Analysts cite pressure from reduced leasing expectations, ongoing churn, and industry spectrum transactions as key reasons for the adjustment.Analyse-Update • Nov 02
SBAC: Raised Guidance And Buyback Will Offset Near-Term Leasing Churn
SBA Communications' analyst price target has been revised downward, reflecting a reduction of several dollars per share as analysts cite factors such as increased churn, lower leasing expectations, and sector-wide headwinds from recent spectrum transactions. Analyst Commentary Recent Street research reveals a mix of optimism and caution among analysts evaluating SBA Communications, as price targets and ratings are adjusted in response to changing sector dynamics and company-specific factors.Analyse-Update • Oct 18
5G And AI Demand Will Drive Global Tower Expansion
SBA Communications' analyst price target was revised downward by $9 to $239, as analysts cite factors including lower leasing expectations, ongoing churn from spectrum sales, and updated carrier forecasts that are impacting future growth assumptions. Analyst Commentary Recent research updates have led to a series of adjustments in price targets and outlooks for SBA Communications.Analyse-Update • Oct 04
5G And AI Demand Will Drive Global Tower Expansion
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.Analyse-Update • Sep 16
5G And AI Demand Will Drive Global Tower Expansion
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.Seeking Alpha • Mar 20
SBA Communications: Headwinds Persist, But Growth Potential Remains (Rating Downgrade)
Summary SBA Communications faces headwinds, particularly in Brazil, but remains a compelling buy due to strong fundamentals, dividend coverage, and upside potential. The recent acquisition of 7,000 towers from Millicom is expected to drive growth and establish a leading position in Central America. Despite foreign exchange challenges, SBAC's AFFO and revenue have shown solid growth, and the REIT continues to deleverage its balance sheet effectively. Long-term dividend growth investors benefit from SBAC's low payout ratio, strong dividend growth, and potential significant upside if economic conditions stabilize. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
SBA Communications: Mission-Critical Assets At A Hefty Discount
Summary SBA Communications' stock has dropped to far below historical valuation, creating an attractive entry point for long-term investors in mission-critical wireless infrastructure. SBAC benefits from durable revenue streams, low tenant turnover, and strong profitability, supported by a high EBITDA margin and growing international presence. Recent Central American acquisition enhances growth prospects, while disciplined capital allocation supports dividend growth and financial flexibility. SBAC's strong cash flow margins, improving AFFO per share, and undervaluation relative to historical averages position it for potential market-beating returns. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
SBA Communications Corporation: A Capital Structure Supporting Dividend Growth (Earnings Preview)
Summary The Fed easing monetary conditions impacts cell tower REITs considerably given the capital intensity of investments and the dividends they pay. Utilizing a higher level of debt, lower rates should have a better impact on SBAC Communications, namely on profitability and FFO, meaning it deserves better. Also, a comparison with peers indicates its capital structure may be more suitable for the current environment without forgetting the growth drivers likely to offset weakness. However, this remains a highly rate-sensitive stock implying volatility. Still, in periods of uncertainty, being invested in a REIT that has been growing dividends at a rapid pace and can continue doing so, provides a feeling of comfort. Read the full article on Seeking AlphaSeeking Alpha • Aug 06
SBA Communications: Headwinds Persist, Macro Improves
Summary SBAC reported 2Q24 revenues slightly below consensus, with net sales of $660.5 mm, primarily impacted by international sales and site development. Management expects challenges to continue due to the devaluation of the Brazilian Real, with FFO remaining under pressure. The recent weakening of the BRL is expected to negatively impact 3Q24 results, with lower construction volume forecasted for the full year. Despite positive short-term macro tailwinds, I find SBA Communications' valuation to remain expensive. Read the full article on Seeking AlphaSeeking Alpha • Jul 08
SBA Communications: Too Expensive For What It Delivers
Summary SBA Communications is a leading owner and operator of wireless communications infrastructure, with operations in the U.S. and internationally. Headwinds from exposure to weakening currencies, high interest rates and leverage have been impacting the company. Despite that, SBA Communications still trades at a premium relative to peers. I question whether that valuation makes sense. Read the full article on Seeking AlphaSeeking Alpha • Apr 28
SBA Communications: A Solid Prospect In The Telecommunications Space
Summary SBA Communications is a major player in the telecommunications tower industry, focusing on owning and leasing towers globally. The company has achieved solid growth, with revenue increasing at an annualized rate of 7.7% and the number of telecommunication sites growing by 38.3% in international markets. SBA Communications has seen significant growth in Brazil, which has accounted for 48.3% of its international location growth and is a promising market for telecommunications towers. The picture could change with earnings, but so long as profits grow, the overall situation remains positive. Read the full article on Seeking AlphaSeeking Alpha • Apr 15
SBA Communications Q4: A Dividend Growth Machine For Your Income Portfolio
Summary SBA Communications is a REIT focused on owning and operating cell towers, offering income stability and strong dividend growth over the past 5 years. The company's financial performance during fiscal year '23 showed a beat on FFO but a decline in revenue in Q4. Despite the challenges faced by REITs, SBAC managed to post growth in revenue and double-digit growth in FFO and net income. If interest rates remain higher for longer, SBAC's share price will continue to see volatility. SBA Communications has grown their dividend nearly 165% in the past 5 years, and with a current low payout ratio of less than 30%, this will likely continue for the foreseeable future. Read the full article on Seeking AlphaAktionärsrenditen
| SBAC | US Specialized REITs | US Markt | |
|---|---|---|---|
| 7D | -0.2% | -0.4% | 2.1% |
| 1Y | -9.0% | 2.7% | 30.6% |
Rendite im Vergleich zur Industrie: SBAC unter dem Niveau der Branche US Specialized REITs , die im vergangenen Jahr eine Rendite von 2.7% erzielte.
Rendite vs. Markt: SBAC hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 30.6 erzielte.
Preisvolatilität
| SBAC volatility | |
|---|---|
| SBAC Average Weekly Movement | 7.1% |
| Specialized REITs Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: SBAC hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: SBACDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1989 | 1,844 | Brendan Cavanagh | www.sbasite.com |
SBA Communications Corporation ist ein führender unabhängiger Eigentümer und Betreiber von drahtloser Kommunikationsinfrastruktur. Dazu gehören Türme, Gebäude, Dächer, verteilte Antennensysteme (DAS) und kleine Zellen. Mit einem Portfolio von mehr als 46.000 Kommunikationsstandorten in ganz Amerika und in Afrika ist SBA an der NASDAQ unter dem Symbol SBAC notiert.
SBA Communications Corporation's Grundlagenzusammenfassung
| SBAC grundlegende Statistiken | |
|---|---|
| Marktanteil | US$23.14b |
| Gewinn(TTM) | US$1.02b |
| Umsatz(TTM) | US$2.85b |
22.7x
Kurs-Gewinn-Verhältnis 8.1x
Kurs-Umsatz-VerhältnisIst SBAC zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| SBAC Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$2.85b |
| Kosten der Einnahmen | US$736.67m |
| Bruttogewinn | US$2.12b |
| Sonstige Ausgaben | US$1.10b |
| Gewinn | US$1.02b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 9.60 |
| Bruttomarge | 74.19% |
| Nettogewinnspanne | 35.66% |
| Schulden/Eigenkapital-Verhältnis | -277.9% |
Wie hat sich SBAC auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
2.3%
Aktuelle Dividendenrendite-1,964%
AusschüttungsquoteZahlt SBAC eine zuverlässige Dividende?
Siehe SBAC Dividendenhistorie und Benchmarks| SBA Communications Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | May 22 2026 |
| Datum der Dividendenzahlung | Jun 17 2026 |
| Tage bis Ex-Dividende | 11 days |
| Tage bis zum Datum der Dividendenzahlung | 37 days |
Zahlt SBAC eine zuverlässige Dividende?
Siehe SBAC Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/10 23:44 |
| Aktienkurs zum Tagesende | 2026/05/08 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
SBA Communications Corporation wird von 39 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Amir Rozwadowski | Barclays |
| Brendan Lynch | Barclays |
| Clayton Moran | Benchmark Company |