SBA Communications (SBAC) Resumen de Acciones
SBA Communications Corporation es uno de los principales propietarios y operadores independientes de infraestructuras de comunicaciones inalámbricas. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 1/6 |
| Dividendos | 1/6 |
Recompensas
Análisis de riesgos
SBAC Community Fair Values
Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de SBA Communications Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$186.87 |
| Máximo en las últimas 52 semanas | US$243.16 |
| Mínimo de 52 semanas | US$162.41 |
| Beta | 0.98 |
| Cambio en 1 mes | -10.05% |
| Variación en 3 meses | 7.30% |
| Cambio de 1 año | -18.51% |
| Variación en 3 años | -16.23% |
| Variación en 5 años | -41.44% |
| Variación desde la OPV | 2,005.58% |
Noticias y actualizaciones recientes
Seeking Alpha • 20h
SBA Communications: Churn And Refinancing Pressures Are Already Priced In
Summary SBA Communications remains a buy, with the current valuation reflecting industry headwinds and offering upside on potential recovery. Q1 results beat expectations, guidance was raised, and AFFO per share is projected at $11.93–$12.38 for 2026, despite ongoing churn and refinancing pressures. Leverage remains elevated at 6.6x net debt/adj. EBITDA, but management targets investment-grade bond issuance in 2026 and maintains a sustainable dividend payout. Strategic asset value is underscored by recent buyout interest and Truist's forecast for AFFO growth to re-accelerate to high single digits by 2028. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 11
SBAC: Takeover Optionality Will Shape Post 2026 Upside Potential
Analysts have nudged their average price target on SBA Communications higher by a modest amount into the mid $230s, citing updated discount rate and profitability assumptions, along with a slightly lower future P/E expectation that together support a refined valuation view. Analyst Commentary Recent Street research around SBA Communications has been active, with several firms updating ratings and price targets.Actualización de narrativa • May 27
SBAC: Takeover Optionality And Churn Reset Will Shape Post 2026 Upside
Analysts nudged the SBA Communications fair value estimate higher to $235.10 from $228.70, pointing to updated assumptions on revenue growth, margins, and future P/E expectations that align with recent upward adjustments in Street price targets. Analyst Commentary Recent Street research on SBA Communications shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess growth drivers, margin pressures, and customer trends.Recent updates
Seeking Alpha • 20h
SBA Communications: Churn And Refinancing Pressures Are Already Priced In
Summary SBA Communications remains a buy, with the current valuation reflecting industry headwinds and offering upside on potential recovery. Q1 results beat expectations, guidance was raised, and AFFO per share is projected at $11.93–$12.38 for 2026, despite ongoing churn and refinancing pressures. Leverage remains elevated at 6.6x net debt/adj. EBITDA, but management targets investment-grade bond issuance in 2026 and maintains a sustainable dividend payout. Strategic asset value is underscored by recent buyout interest and Truist's forecast for AFFO growth to re-accelerate to high single digits by 2028. Read the full article on Seeking AlphaActualización de narrativa • Jun 11
SBAC: Takeover Optionality Will Shape Post 2026 Upside Potential
Analysts have nudged their average price target on SBA Communications higher by a modest amount into the mid $230s, citing updated discount rate and profitability assumptions, along with a slightly lower future P/E expectation that together support a refined valuation view. Analyst Commentary Recent Street research around SBA Communications has been active, with several firms updating ratings and price targets.Actualización de narrativa • May 27
SBAC: Takeover Optionality And Churn Reset Will Shape Post 2026 Upside
Analysts nudged the SBA Communications fair value estimate higher to $235.10 from $228.70, pointing to updated assumptions on revenue growth, margins, and future P/E expectations that align with recent upward adjustments in Street price targets. Analyst Commentary Recent Street research on SBA Communications shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess growth drivers, margin pressures, and customer trends.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaRentabilidad de los accionistas
| SBAC | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | -8.8% | -0.9% | 1.7% |
| 1Y | -18.5% | 1.5% | 25.1% |
Rentabilidad vs. Industria: Los resultados de SBAC fueron inferiores a los de la industria US Specialized REITs, que obtuvo un rendimiento del 1.5% el año pasado.
Rentabilidad vs. Mercado: SBAC obtuvo unos resultados inferiores a los del mercado US, que fueron del 25.1% el año pasado.
Volatilidad de los precios
| SBAC volatility | |
|---|---|
| SBAC Average Weekly Movement | 7.3% |
| Specialized REITs Industry Average Movement | 3.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: SBAC no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SBAC (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1989 | 1,844 | Brendan Cavanagh | www.sbasite.com |
SBA Communications Corporation es uno de los principales propietarios y operadores independientes de infraestructuras de comunicaciones inalámbricas. Incluye torres, edificios, tejados, sistemas de antenas distribuidas (DAS) y células pequeñas. Con una cartera de más de 46.000 emplazamientos de comunicaciones en todo el continente americano y en África, SBA cotiza en NASDAQ con el símbolo SBAC.
Resumen de fundamentos de SBA Communications Corporation
| Estadísticas fundamentales de SBAC | |
|---|---|
| Capitalización bursátil | US$19.82b |
| Beneficios(TTM) | US$1.02b |
| Ingresos (TTM) | US$2.85b |
19.5x
Ratio precio-beneficio (PE)6.9x
Ratio precio-ventas (PS)¿Está SBAC sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SBAC | |
|---|---|
| Ingresos | US$2.85b |
| Coste de los ingresos | US$736.67m |
| Beneficio bruto | US$2.12b |
| Otros gastos | US$1.10b |
| Beneficios | US$1.02b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 9.60 |
| Margen bruto | 74.19% |
| Margen de beneficio neto | 35.66% |
| Ratio deuda/patrimonio | -277.9% |
¿Cómo se ha desempeñado SBAC a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.7%
Rentabilidad actual por dividendo-1,964%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/19 07:46 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
SBA Communications Corporation está cubierta por 38 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Amir Rozwadowski | Barclays |
| Brendan Lynch | Barclays |
| Clayton Moran | Benchmark Company |