DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Real Estate
Author Program NEWCreate Narrative
SBAC logo

SBA Communications Corporation Stock Price

NasdaqGS:SBAC Community·US$20.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SBAC Share Price Performance

US$186.74
-6.83 (-3.53%)
​
US$229.85
Fair Value
US$186.74
-6.83 (-3.53%)
18.8% undervalued intrinsic discount
US$229.85
Fair Value
Price US$186.74
AnalystConsensusTarget US$229.85
Thu, 23 Jul 26
Fair ValueUS$229.85
Share Pricen/a

SBAC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$229.85 18.8% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
SBAC logo
SBA Communications
18.8% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 23 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
SBAC logo

SBAC: Post 2026 Upside Will Depend On Tower Leasing Recovery

Fair Value: US$229.85 18.8% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Very undervalued with acceptable track record.

3 Risks
4 Rewards
View Full Analysis

SBA Communications Corporation Key Details

US$2.9b

Revenue

US$740.6m

Cost of Revenue

US$2.1b

Gross Profit

US$1.1b

Other Expenses

US$990.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
9.34
74.20%
34.51%
-280.1%
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, including tower structures, rooftops and other structures that support antennas used for wireless communications. In our site leasing business, we lease space to wireless service providers and other customers on assets we own or operate, and manage rooftop and tower sites for property owners under various contractual arrangements. As of December 31, 2025, we owned 46,328 towers, a substantial portion of which were built by us or by other tower owners or operators who, like us, build towers to lease space to multiple wireless service providers. As of December 31, 2025, each of our towers had an average of 1.8 tenants. SBA Communications Corporation was established in 1989 and was incorporated in Florida.

Recent SBAC News & Updates

Seeking Alpha • Aug 30

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

Summary SBA Communications Corporation is rated 'Buy' with a $230/share price target, reflecting undervaluation and strong capital allocation. Q2 2026 results showed 2.3% revenue growth, driven by international site leasing, offsetting domestic weakness from Sprint & T-Mobile churn. SBAC's dividend is well-covered at a 41% payout ratio, with ongoing share buybacks and ample liquidity following its inaugural investment-grade bond issuance. Key risks include domestic revenue headwinds, FX volatility in international growth, and pending litigation with EchoStar. Read the full article on Seeking Alpha

Recent updates

No updates

SBA Communications Corporation Competitors

PLD logo

Prologis

Symbol: NYSE:PLD
Market cap: US$134.3b
EQIX logo

Equinix

Symbol: NasdaqGS:EQIX
Market cap: US$102.7b
AMT logo

American Tower

Symbol: NYSE:AMT
Market cap: US$81.9b
SPG logo

Simon Property Group

Symbol: NYSE:SPG
Market cap: US$80.4b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide