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SBA Communications Corporation Stock Price

NasdaqGS:SBAC Community·US$20.3b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

SBAC Share Price Performance

US$186.87
-42.44 (-18.51%)
US$235.10
Fair Value
US$186.87
-42.44 (-18.51%)
20.5% undervalued intrinsic discount
US$235.10
Fair Value
Price US$186.87
AnalystConsensusTarget US$235.10

SBAC Community Narratives

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Fair Value US$235.1 20.5% undervalued intrinsic discount

SBAC: Raised Guidance And Buyback Will Offset Near-Term Leasing Churn

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US$235.1
20.5% undervalued intrinsic discount
Revenue
2.72% p.a.
Profit Margin
30.06%
Future PE
32.99x
Price in 2029
US$300.19

Trending Discussion

Updated Narratives

SBAC logo

SBAC: Takeover Optionality Will Shape Post 2026 Upside Potential

Fair Value: US$235.1 20.5% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Very undervalued with proven track record.

4 Risks
4 Rewards

SBA Communications Corporation Key Details

US$2.9b

Revenue

US$736.7m

Cost of Revenue

US$2.1b

Gross Profit

US$1.1b

Other Expenses

US$1.0b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
9.60
74.19%
35.66%
-277.9%
View Full Analysis

About SBAC

Founded
1989
Employees
1844
CEO
Brendan Cavanagh
WebsiteView website
www.sbasite.com

SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure. It includes towers, buildings, rooftops, distributed antenna systems (DAS) and small cells. With a portfolio of more than 46,000 communications sites throughout the Americas and in Africa, SBA is listed on NASDAQ under the symbol SBAC. Our organization is part of the S&P 500 and one of the top Real Estate Investment Trusts (REITs) by market capitalization. SBA Communications Corporation was incorporated in 1989 and is based in Boca Raton, Florida.

Recent SBAC News & Updates

Seeking Alpha 15h

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
Narrative Update 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

No updates