SBA Communications Beheer
Beheer criteriumcontroles 3/4
De CEO SBA Communications is Brendan Cavanagh, benoemd in Jan2024, heeft een ambtstermijn van 2.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 11.36M, bestaande uit 8.4% salaris en 91.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.078% van de aandelen van het bedrijf, ter waarde $ 17.89M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.8 jaar en 13.7 jaar.
Belangrijke informatie
Brendan Cavanagh
Algemeen directeur
US$11.4m
Totale compensatie
| Percentage CEO-salaris | 8.41% |
| Dienstverband CEO | 2.3yrs |
| Eigendom CEO | 0.08% |
| Management gemiddelde ambtstermijn | 6.8yrs |
| Gemiddelde ambtstermijn bestuur | 13.7yrs |
Recente managementupdates
Recent updates
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.SBA Communications: Shares Jump On Potential Takeover, But Uncertainty Remains High (Rating Downgrade)
Apr 07SBAC: 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.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.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.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.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.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.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.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.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.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.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.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.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.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.SBA Communications: Headwinds Persist, But Growth Potential Remains (Rating Downgrade)
Mar 20SBA Communications: Mission-Critical Assets At A Hefty Discount
Jan 13SBA Communications Corporation: A Capital Structure Supporting Dividend Growth (Earnings Preview)
Oct 22SBA Communications: Headwinds Persist, Macro Improves
Aug 06SBA Communications: Too Expensive For What It Delivers
Jul 08SBA Communications: A Solid Prospect In The Telecommunications Space
Apr 28SBA Communications Q4: A Dividend Growth Machine For Your Income Portfolio
Apr 15Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | US$11m | US$955k | US$1b |
| Sep 30 2025 | n/a | n/a | US$857m |
| Jun 30 2025 | n/a | n/a | US$879m |
| Mar 31 2025 | n/a | n/a | US$816m |
| Dec 31 2024 | US$9m | US$920k | US$750m |
| Sep 30 2024 | n/a | n/a | US$685m |
| Jun 30 2024 | n/a | n/a | US$514m |
| Mar 31 2024 | n/a | n/a | US$555m |
| Dec 31 2023 | US$5m | US$725k | US$502m |
| Sep 30 2023 | n/a | n/a | US$496m |
| Jun 30 2023 | n/a | n/a | US$508m |
| Mar 31 2023 | n/a | n/a | US$374m |
| Dec 31 2022 | US$6m | US$680k | US$461m |
| Sep 30 2022 | n/a | n/a | US$407m |
| Jun 30 2022 | n/a | n/a | US$355m |
| Mar 31 2022 | n/a | n/a | US$438m |
| Dec 31 2021 | US$4m | US$654k | US$238m |
| Sep 30 2021 | n/a | n/a | US$295m |
| Jun 30 2021 | n/a | n/a | US$269m |
| Mar 31 2021 | n/a | n/a | US$139m |
| Dec 31 2020 | US$5m | US$615k | US$24m |
| Sep 30 2020 | n/a | n/a | -US$14m |
| Jun 30 2020 | n/a | n/a | -US$15m |
| Mar 31 2020 | n/a | n/a | -US$6m |
| Dec 31 2019 | US$4m | US$600k | US$147m |
Compensatie versus markt: De totale vergoeding ($USD 11.36M ) Brendan } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.50M ).
Compensatie versus inkomsten: De vergoeding van Brendan is het afgelopen jaar met meer dan 20% gestegen.
CEO
Brendan Cavanagh (53 yo)
2.3yrs
Tenure
US$11,358,715
Compensatie
Mr. Brendan Thomas Cavanagh, CPA, has been Independent Director of Consolidated Edison, Inc. since October 1, 2025. He is Trustee of Consolidated Edison Company of New York, Inc. He serves as CEO, Presiden...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$11.36m | 0.078% $ 17.9m | |
| Founder & Independent Director | 37.3yrs | US$328.14k | 0.059% $ 13.5m | |
| Executive VP & CFO | 2.3yrs | US$4.73m | 0.0057% $ 1.3m | |
| Executive Vice President of Operations | 12.3yrs | US$3.78m | 0.040% $ 9.2m | |
| Executive Vice President | 3.3yrs | US$3.81m | 0.010% $ 2.3m | |
| Executive VP & President – International | 6.4yrs | US$3.79m | 0.012% $ 2.7m | |
| VP & Chief Accounting Officer | 1.3yrs | geen gegevens | 0.0071% $ 1.6m | |
| Senior VP & Chief Information Officer | 4.1yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | 7.5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Mergers and Acquisitions | 17.3yrs | geen gegevens | geen gegevens | |
| Senior Vice President of U.S. Business Development | 7.2yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Site Leasing | 7.9yrs | geen gegevens | 0.0092% $ 2.1m |
6.8yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SBAC is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$11.36m | 0.078% $ 17.9m | |
| Founder & Independent Director | 37.3yrs | US$328.14k | 0.059% $ 13.5m | |
| Non-Executive Chairman | 26.7yrs | US$478.14k | 0.38% $ 86.5m | |
| Independent Director | 16.5yrs | US$346.36k | 0.015% $ 3.4m | |
| Lead Independent Director | 21.9yrs | US$379.21k | 0.018% $ 4.0m | |
| Independent Director | 10.9yrs | US$328.14k | 0.0055% $ 1.3m | |
| Independent Director | 2.9yrs | US$328.14k | 0.00048% $ 109.9k | |
| Independent Director | 16.5yrs | US$358.14k | 0.0078% $ 1.8m | |
| Independent Director | 2.9yrs | US$328.14k | 0.00076% $ 174.1k | |
| Independent Director | 4.1yrs | US$358.14k | 0.0010% $ 240.5k |
13.7yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SBAC zijn ervaren en ervaren (gemiddelde ambtstermijn van 13.7 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/30 08:09 |
| Aandelenkoers aan het einde van de dag | 2026/04/29 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
SBA Communications Corporation wordt gevolgd door 39 analisten. 18 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Amir Rozwadowski | Barclays |
| Brendan Lynch | Barclays |
| Clayton Moran | Benchmark Company |