SBA Communications (SBAC) Hisse Özeti
SBA Communications Corporation, kablosuz iletişim için kullanılan antenleri destekleyen kule yapıları, çatı alanları ve diğer yapılar dahil olmak üzere, kablosuz iletişim altyapısının önde gelen bağımsız sahiplerinden ve işletmecilerinden biridir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 6/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 2/6 |
Ödüller
Risk Analizi
SBAC Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
SBA Communications Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$182.59 |
| 52 Haftanın En Yüksek Seviyesi | US$224.46 |
| 52 Haftanın En Düşük Seviyesi | US$162.41 |
| Beta | 0.98 |
| 1 Aylık Değişim | 5.20% |
| 3 Aylık Değişim | -9.49% |
| 1 Yıllık Değişim | -17.59% |
| 3 Yıllık Değişim | -17.98% |
| 5 Yıllık Değişim | -49.09% |
| Halka arzdan bu yana değişim | 1,957.35% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 18
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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • Apr 19
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.Anlatı Güncellemesi • Apr 02
SBAC: 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.Anlatı Güncellemesi • Mar 18
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.Anlatı Güncellemesi • Mar 04
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.Anlatı Güncellemesi • Feb 18
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.Anlatı Güncellemesi • Feb 04
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.Anlatı Güncellemesi • Jan 21
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.Anlatı Güncellemesi • Jan 06
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.Anlatı Güncellemesi • Dec 14
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.Anlatı Güncellemesi • Nov 30
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.Anlatı Güncellemesi • Nov 16
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.Anlatı Güncellemesi • Nov 02
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.Anlatı Güncellemesi • Oct 18
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.Anlatı Güncellemesi • Oct 04
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.Anlatı Güncellemesi • Sep 16
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.Seeking Alpha • Mar 20
SBA Communications: Headwinds Persist, But Growth Potential Remains (Rating Downgrade)
Summary SBA Communications faces headwinds, particularly in Brazil, but remains a compelling buy due to strong fundamentals, dividend coverage, and upside potential. The recent acquisition of 7,000 towers from Millicom is expected to drive growth and establish a leading position in Central America. Despite foreign exchange challenges, SBAC's AFFO and revenue have shown solid growth, and the REIT continues to deleverage its balance sheet effectively. Long-term dividend growth investors benefit from SBAC's low payout ratio, strong dividend growth, and potential significant upside if economic conditions stabilize. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
SBA Communications: Mission-Critical Assets At A Hefty Discount
Summary SBA Communications' stock has dropped to far below historical valuation, creating an attractive entry point for long-term investors in mission-critical wireless infrastructure. SBAC benefits from durable revenue streams, low tenant turnover, and strong profitability, supported by a high EBITDA margin and growing international presence. Recent Central American acquisition enhances growth prospects, while disciplined capital allocation supports dividend growth and financial flexibility. SBAC's strong cash flow margins, improving AFFO per share, and undervaluation relative to historical averages position it for potential market-beating returns. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
SBA Communications Corporation: A Capital Structure Supporting Dividend Growth (Earnings Preview)
Summary The Fed easing monetary conditions impacts cell tower REITs considerably given the capital intensity of investments and the dividends they pay. Utilizing a higher level of debt, lower rates should have a better impact on SBAC Communications, namely on profitability and FFO, meaning it deserves better. Also, a comparison with peers indicates its capital structure may be more suitable for the current environment without forgetting the growth drivers likely to offset weakness. However, this remains a highly rate-sensitive stock implying volatility. Still, in periods of uncertainty, being invested in a REIT that has been growing dividends at a rapid pace and can continue doing so, provides a feeling of comfort. Read the full article on Seeking AlphaSeeking Alpha • Aug 06
SBA Communications: Headwinds Persist, Macro Improves
Summary SBAC reported 2Q24 revenues slightly below consensus, with net sales of $660.5 mm, primarily impacted by international sales and site development. Management expects challenges to continue due to the devaluation of the Brazilian Real, with FFO remaining under pressure. The recent weakening of the BRL is expected to negatively impact 3Q24 results, with lower construction volume forecasted for the full year. Despite positive short-term macro tailwinds, I find SBA Communications' valuation to remain expensive. Read the full article on Seeking AlphaHissedar Getirileri
| SBAC | US Specialized REITs | US Pazar | |
|---|---|---|---|
| 7D | 0.3% | -0.8% | -1.2% |
| 1Y | -17.6% | 4.6% | 18.3% |
Getiri vs. Endüstri: SBAC geçen yıl % 4.6 oranında getiri sağlayan US Specialized REITs sektörünün gerisinde kaldı.
Getiri vs Piyasa: SBAC geçen yıl % 18.3 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| SBAC volatility | |
|---|---|
| SBAC Average Weekly Movement | 5.0% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: SBAC son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: SBAC 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1989 | 1,844 | Brendan Cavanagh | www.sbasite.com |
SBA Communications Corporation, kablosuz iletişim için kullanılan antenleri destekleyen kule yapıları, çatı alanları ve diğer yapılar dahil olmak üzere, kablosuz iletişim altyapısının önde gelen bağımsız sahibi ve işletmecisidir. Tesis kiralama faaliyetlerimiz kapsamında, sahip olduğumuz veya işlettiğimiz varlıklar üzerinde kablosuz hizmet sağlayıcılarına ve diğer müşterilere alan kiralıyor ve çeşitli sözleşme düzenlemeleri çerçevesinde mülk sahipleri adına çatı ve kule tesislerini yönetiyoruz. 31 Aralık 2025 tarihi itibarıyla, 46.328 kuleye sahiptik; bunların önemli bir kısmı tarafımızdan veya bizim gibi birden fazla kablosuz hizmet sağlayıcısına alan kiralamak amacıyla kule inşa eden diğer kule sahipleri veya işletmecileri tarafından inşa edilmiştir.
SBA Communications Corporation Temel Bilgiler Özeti
| SBAC temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$19.37b |
| Kazançlar(TTM) | US$990.72m |
| Gelir(TTM) | US$2.87b |
19.6x
F/K Oranı6.7x
P/S OranıSBAC aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| SBAC gelir tablosu (TTM) | |
|---|---|
| Gelir | US$2.87b |
| Gelir Maliyeti | US$740.62m |
| Brüt Kâr | US$2.13b |
| Diğer Giderler | US$1.14b |
| Kazançlar | US$990.72m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 9.34 |
| Brüt Marj | 74.20% |
| Net Kâr Marjı | 34.51% |
| Borç/Özkaynak Oranı | -280.1% |
SBAC uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
2.7%
Mevcut Temettü Verimi-1,964%
Ödeme OranıSBAC güvenilir bir temettü ödüyor mu?
SBAC temettü geçmişine ve kıyaslamalara bakın| SBA Communications temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Aug 20 2026 |
| Temettü Ödeme Tarihi | Sep 17 2026 |
| Eski temettüye kadar geçen günler | 5 days |
| Temettü ödeme tarihine kadar geçen günler | 23 days |
SBAC güvenilir bir temettü ödüyor mu?
SBAC temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/24 13:15 |
| Gün Sonu Hisse Fiyatı | 2026/08/21 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
SBA Communications Corporation 39 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Amir Rozwadowski | Barclays |
| Brendan Lynch | Barclays |
| Clayton Moran | Benchmark Company |