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SBAC Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

Loading chart...

High
218.720
Open
217.010
VWAP
213.70
Vol
1.16M
Mkt Cap
22.47B
Low
210.530
Amount
247.29M
EV/EBITDA(TTM)
19.12
Total Shares
106.06M
EV
35.31B
EV/OCF(TTM)
27.34
P/S(TTM)
8.14
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.
Show More

Events Timeline

(ET)
2026-04-02
16:40:00
Major U.S. Averages Mixed as Oil Prices Rise to $111.54
select
2026-04-02
14:50:00
SBA Communications Stock Jumps 8% After Sale Exploration Report
select
2026-04-02
14:50:00
SBA Communications Exploring Sale Options
select
2026-04-02
14:50:00
SBA Communications Explores Sale Options, Shares Surge Nearly 16%
select
link

News

seekingalpha
6.0
04-22seekingalpha
SBA Communications Upgraded to Buy with Price Target Raised to $247
  • Upgrade Announcement: Truist Securities has upgraded SBA Communications from Hold to Buy, raising the price target from $193 to $247, reflecting optimism about multiple paths for share price appreciation.
  • Market Reaction: During Wednesday's pre-market trading, SBA shares rose by 0.75% to $214.70, indicating a positive market response to the upgrade, which may attract more investor interest.
  • Acquisition Interest: Analysts noted that SBA Communications has attracted acquisition interest from several funds, including KKR and Brookfield; while they do not comment on the merits of a sale, publicly discussed price points (~$250 per share) imply a potential upside of approximately 17% relative to current levels.
  • Future Growth Expectations: Analysts expect positive inflections in AFFO per share growth next year as churn decreases and debt refinancing headwinds moderate, forecasting a 3% growth in AFFO per share for 2027 and a re-acceleration to high single-digit growth (8%) by 2028.
CNBC
6.0
04-22CNBC
Latest Rating Changes on Wall Street
  • Airbnb Upgrade: Wells Fargo upgraded Airbnb from equal weight to overweight, projecting revenue growth of 6% to 11% and EPS growth of 7% to 12% by 2027, indicating strong innovation and market potential.
  • Positive Outlook for SharonAI: Compass Point initiated coverage on SharonAI with a buy rating, highlighting that its first major contract will drive scale and that its Australian capacity build provides a credible market base for deployment.
  • Biogen's Multiple Catalysts: UBS upgraded Biogen to buy with a price target of $225, citing increasing confidence in several pipeline catalysts expected to drive stock price higher over the next 12-15 months.
  • Twilio's Strategic Improvement: Bank of America upgraded Twilio from underperform to buy with a price target of $190, believing its strategic positioning in AI will lead to positive growth inflections for the company.
moomoo
6.0
04-16moomoo
SBA COMMUNICATIONS CORP.: BARCLAYS INCREASES TARGET PRICE FROM $212 TO $244
  • Barclays Raises Price Target: Barclays has increased its price target for a specific stock from $212 to $244.

  • Market Implications: This adjustment reflects Barclays' positive outlook on the stock's performance and potential growth in the market.

Newsfilter
9.5
04-15Newsfilter
SBA Communications to Release Q1 2026 Results
  • Earnings Release Schedule: SBA Communications Corporation is set to announce its first quarter financial results for 2026 after market close on April 29, 2026, reflecting the company's operational performance in the wireless communications infrastructure sector.
  • Conference Call Details: The company will host a conference call at 5:00 PM (EDT) on the same day to discuss the financial results, with investors able to join by dialing 1-202-735-3323 and entering access code 7690149.
  • Replay Information: A replay of the earnings call will be available starting at 12:01 AM on April 30, 2026, and will last until 12:00 AM on May 29, ensuring that investors who cannot attend live can still access the information.
  • Company Background: SBA Communications is a leading independent owner and operator of wireless communications infrastructure, boasting over 46,000 communication sites and ranking among the top Real Estate Investment Trusts (REITs) by market capitalization as part of the S&P 500.
Barron's
8.5
04-09Barron's
SBA Communications Shares Surge Amid Buyout Interest: Implications for Tower Stocks.
  • Takeover Price Impact: New Street Research suggests that a $250-a-share takeover price for SBA Communications could negatively affect the tower industry.
  • Long-term Growth Potential: Despite the potential challenges, the tower sector is expected to experience long-term growth driven by advancements in 5G infrastructure and AI technology.
seekingalpha
8.5
04-08seekingalpha
SBA Communications Shares Rise on Acquisition Rumors
  • Surge in Acquisition Interest: The stock price of SBA Communications rose by 5.7% following reports that major funds like KKR and Brookfield are interested in acquiring the tower operator, indicating strong market optimism about the company's future prospects.
  • Ongoing Negotiations: According to TMT Finance, discussions have been underway since late last year, although it remains unclear whether KKR and Brookfield will collaborate on a bid or pursue separate offers, which could affect investor confidence due to the uncertainty.
  • Significant Stock Volatility: After Bloomberg reported that SBA is exploring sale options, its shares jumped 19% last Thursday, reflecting a strong market reaction to potential acquisition news and highlighting investor focus on the company's strategic direction.
  • Infrastructure Funds' Attention: The interest from large infrastructure funds in SBA Communications suggests a growing trend of acquisition activity among tower operators, potentially leading to more M&A transactions in the industry and further market consolidation.
Wall Street analysts forecast SBAC stock price to rise
12 Analyst Rating
Wall Street analysts forecast SBAC stock price to rise
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
205.00
Averages
226.92
High
275.00
Current: 0.000
sliders
Low
205.00
Averages
226.92
High
275.00
Truist
Hold
to
Buy
upgrade
$193 -> $247
AI Analysis
2026-04-22
New
Reason
Truist
Price Target
$193 -> $247
AI Analysis
2026-04-22
New
upgrade
Hold
to
Buy
Reason
Truist upgraded SBA Communications to Buy from Hold with a price target of $247, up from $193, which offers 16% upside. The firm sees "multiple paths to upside" in the shares. These include a potential sale of the company and "positive inflections" in funds from operations next year. SBA's churn abates in 2027 and its debt refinance headwinds will moderate, the analyst tells investors in a research note. With or without a takeover, Truist sees upside in the shares.
Barclays
NULL -> Overweight
maintain
$212 -> $244
2026-04-15
Reason
Barclays
Price Target
$212 -> $244
2026-04-15
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on SBA Communications to $244 from $212 and keeps an Overweight rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SBAC
Unlock Now

Valuation Metrics

The current forward P/E ratio for SBA Communications Corp (SBAC.O) is 24.75, compared to its 5-year average forward P/E of 49.63. For a more detailed relative valuation and DCF analysis to assess SBA Communications Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
49.63
Current PE
24.75
Overvalued PE
78.05
Undervalued PE
21.21

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
22.85
Current EV/EBITDA
20.58
Overvalued EV/EBITDA
27.49
Undervalued EV/EBITDA
18.21

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
10.48
Current PS
7.75
Overvalued PS
13.43
Undervalued PS
7.54

Financials

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Whales Holding SBAC

B
Boothbay Fund Management, LLC
Holding
SBAC
+18.21%
3M Return
H
Heitman Real Estate Securities LLC
Holding
SBAC
+9.89%
3M Return
R
RREEF America L.L.C.
Holding
SBAC
+8.15%
3M Return
S
Security Capital Research & Management Incorporated
Holding
SBAC
+7.06%
3M Return
C
Cohen & Steers Capital Management, Inc.
Holding
SBAC
+6.94%
3M Return
W
W. H. Reaves & Co., Inc.
Holding
SBAC
+5.98%
3M Return

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Frequently Asked Questions

What is SBA Communications Corp (SBAC) stock price today?

The current price of SBAC is 211.86 USD — it has decreased -0.58

What is SBA Communications Corp (SBAC)'s business?

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.

What is the price predicton of SBAC Stock?

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 is226.92 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.

What is SBA Communications Corp (SBAC)'s revenue for the last quarter?

SBA Communications Corp revenue for the last quarter amounts to 719.58M USD, increased 3.73

What is SBA Communications Corp (SBAC)'s earnings per share (EPS) for the last quarter?

SBA Communications Corp. EPS for the last quarter amounts to 3.47 USD, increased 115.53

How many employees does SBA Communications Corp (SBAC). have?

SBA Communications Corp (SBAC) has 1844 emplpoyees as of April 23 2026.

What is SBA Communications Corp (SBAC) market cap?

Today SBAC has the market capitalization of 22.47B USD.