TD Cowen Reaffirms Buy Rating on SBA Communications, Adjusts Price Target to $237
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 04 2025
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Source: Benzinga
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Analyst Views on SBAC
Wall Street analysts forecast SBAC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SBAC is 226.92 USD with a low forecast of 205.00 USD and a high forecast of 275.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 184.160
Low
205.00
Averages
226.92
High
275.00
Current: 184.160
Low
205.00
Averages
226.92
High
275.00
About SBAC
SBA Communications Corporation is an independent owner and operator of wireless communications infrastructure including towers, buildings, rooftops, distributed antenna systems (DAS) and small cells. Its primary focus is the leasing of antenna space on its multi-tenant towers to a variety of wireless service providers under long-term lease contracts in the United States, South America, Central America, Canada, and Africa. Its segments include Domestic Site Leasing, International Site Leasing and Site Development. The Domestic Site Leasing segment leases to T-Mobile, AT&T Wireless, and Verizon Wireless. It owns over 17,464 sites in the United States and its territories. The International Site Leasing segment owns and operates over 22,285 towers in 13 international markets throughout South America, Central America, Canada, and Africa. Site development services include network pre-design; site audits; tower and related site construction; support in leasing of the location, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Oversold Real Estate Stocks Present Investment Opportunities: HPP, MMI, SBAC
- HPP Stock Decline: Hudson Pacific Properties has an RSI of 25.2, with its stock falling approximately 20% over the past month; on January 9, BMO Capital downgraded its rating to Market Perform and cut the price target from $16 to $11, indicating significant market pressure on the company.
- MMI Steady Performance: Marcus & Millichap reported in-line earnings for Q3, despite a 6% drop in stock price over the past month and an RSI of 28.1; the CEO noted the company's strength in navigating complex market conditions, reflecting resilience in the industry.
- SBAC Rating Adjustment: SBA Communications has an RSI of 28.3, with a 5% decline in stock price over the past five days; Wells Fargo lowered its price target from $215 to $205, indicating cautious market sentiment regarding its future performance.
- Market Trend Analysis: Benzinga Pro's charting tool has identified trends in these oversold stocks, allowing investors to leverage this data to assess potential investment opportunities, particularly amid volatility in the real estate sector.
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SBA Communications CFO to Speak at UBS Global Media Conference on December 9, 2025
- Conference Schedule: Marc Montagner, CFO of SBA Communications, is set to speak at the UBS Global Media and Communications Conference on December 9, 2025, at 2:15 PM ET, highlighting the company's leadership in wireless communications infrastructure.
- Company Background: SBA Communications is an independent owner and operator of wireless communications infrastructure with over 46,000 communication sites across the Americas and Africa, underscoring its significant market presence and influence.
- Industry Position: As a component of the S&P 500, SBA Communications ranks among the top Real Estate Investment Trusts (REITs) by market capitalization, reflecting its recognition and trust among investors.
- Information Access: Attendees can access the audio presentation by visiting SBA's official website, further enhancing communication channels between the company and its investors.
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