SBA Communications (SBAC) Panoramica del titolo
SBA Communications Corporation è uno dei principali proprietari e operatori indipendenti di infrastrutture di comunicazione wireless. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 1/6 |
Premi
Analisi del rischio
SBAC Community Fair Values
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Analyst Price Targets
Concorrenti di SBA Communications Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$181.99 |
| Massimo di 52 settimane | US$243.16 |
| Minimo di 52 settimane | US$162.41 |
| Beta | 1.0 |
| Variazione di 1 mese | -9.05% |
| Variazione a 3 mesi | -16.69% |
| Variazione di 1 anno | -22.32% |
| Variazione a 3 anni | -25.19% |
| Variazione a 5 anni | -45.15% |
| Variazione dall'IPO | 1,950.59% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 18
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
Aggiornamento della narrazione • 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.Recent updates
Seeking Alpha • Jun 18
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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaRendimenti per gli azionisti
| SBAC | US Specialized REITs | US Mercato | |
|---|---|---|---|
| 7D | 0.7% | -0.3% | -0.7% |
| 1Y | -22.3% | 0.9% | 20.3% |
Ritorno vs Industria: SBAC ha avuto una performance inferiore rispetto al US Specialized REITs che ha registrato un rendimento 0.9 % nell'ultimo anno.
Rendimento vs Mercato: SBAC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.3 % nell'ultimo anno.
Volatilità dei prezzi
| SBAC volatility | |
|---|---|
| SBAC Average Weekly Movement | 4.5% |
| Specialized REITs Industry Average Movement | 3.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: SBAC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di SBAC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1989 | 1,844 | Brendan Cavanagh | www.sbasite.com |
SBA Communications Corporation è uno dei principali proprietari e operatori indipendenti di infrastrutture di comunicazione wireless. Comprende torri, edifici, tetti, sistemi di antenne distribuite (DAS) e piccole celle. Con un portafoglio di oltre 46.000 siti di comunicazione in tutte le Americhe e in Africa, SBA è quotata al NASDAQ con il simbolo SBAC.
SBA Communications Corporation Riepilogo dei fondamenti
| SBAC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$19.43b |
| Utili (TTM) | US$1.02b |
| Ricavi(TTM) | US$2.85b |
19.0x
Rapporto P/E6.8x
Rapporto P/SSBAC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SBAC Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.85b |
| Costo del fatturato | US$736.67m |
| Profitto lordo | US$2.12b |
| Altre spese | US$1.10b |
| Utili | US$1.02b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 9.60 |
| Margine lordo | 74.19% |
| Margine di profitto netto | 35.66% |
| Rapporto debito/patrimonio netto | -277.9% |
Come si è comportato SBAC nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.7%
Rendimento attuale del dividendo-1,964%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/08 03:19 |
| Prezzo dell'azione a fine giornata | 2026/07/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
SBA Communications Corporation è coperta da 39 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Amir Rozwadowski | Barclays |
| Brendan Lynch | Barclays |
| Clayton Moran | Benchmark Company |