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SBA Communications Corporation Stock Price

NasdaqGS:SBAC Community·US$18.4b 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$173.57
-53.18 (-23.45%)
US$229.85
Fair Value
US$173.57
-53.18 (-23.45%)
24.5% undervalued intrinsic discount
US$229.85
Fair Value
Price US$173.57
AnalystConsensusTarget US$229.85

SBAC Community Narratives

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Fair Value US$229.85 24.5% undervalued intrinsic discount

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

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Trending Discussion

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Updated Narratives

SBAC logo

SBAC: Post 2026 Upside Will Depend On Tower Leasing Recovery

Fair Value: US$229.85 24.5% undervalued intrinsic discount
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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
Aug 03, 2026
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 Jul 23

SBAC: Post 2026 Upside Will Depend On Tower Leasing Recovery

Analysts have trimmed their fair value estimate for SBA Communications to $229.85 from $235.10 as a higher discount rate and a slightly lower projected profit margin offset expectations for steady tower earnings and long term benefits from mobile data growth and carrier densification. Analyst Commentary Recent Street research on SBA Communications shows a mix of optimism about long term growth drivers and caution around nearer term execution and capital structure risks.

Recent updates

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