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SBA Communications Corporation Stock Price

NasdaqGS:SBAC Community·US$22.1b 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$200.10
-24.89 (-11.06%)
US$235.10
Fair Value
US$200.10
-24.89 (-11.06%)
14.9% undervalued intrinsic discount
US$235.10
Fair Value
Price US$200.10
AnalystConsensusTarget US$235.10

SBAC Community Narratives

·
Fair Value US$235.1 14.9% undervalued intrinsic discount

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

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US$235.1
14.9% undervalued intrinsic discount
Revenue
2.73% p.a.
Profit Margin
30.05%
Future PE
33.05x
Price in 2029
US$300.72

Trending Discussion

Updated Narratives

SBAC logo

SBAC: Takeover Optionality And Churn Reset Will Shape Post 2026 Upside

Fair Value: US$235.1 14.9% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Undervalued with proven track record.

4 Risks
3 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

Narrative Update 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

No updates