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SBAC Overview

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$
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
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Intellectia

Loading chart...

High
192.850
Open
192.760
VWAP
189.80
Vol
913.24K
Mkt Cap
20.09B
Low
188.000
Amount
173.34M
EV/EBITDA(TTM)
17.68
Total Shares
106.56M
EV
32.66B
EV/OCF(TTM)
25.29
P/S(TTM)
7.20
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.
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Events Timeline

(ET)
2026-02-26
16:10:00
Company Reports Q4 Revenue of $719.58M, Below Expectations
select
2026-02-26
16:10:00
Sees FY26 Total Revenues of $2.815B-$2.86B
select

News

seekingalpha
9.5
03-05seekingalpha
Updated Quant Ratings for Real Estate Firms Post Earnings
  • Top Rated Stocks: Following the latest earnings season, Sun Hung Kai Properties (SUHJY) achieved a quant rating of 4.87, classified as a Strong Buy, indicating a significant strengthening of its fundamentals that attracts investor interest.
  • Strong Performers: Jones Lang LaSalle (JLL) and W. P. Carey (WPC) received quant ratings of 4.78 and 4.75, respectively, both rated as Strong Buy, showcasing their exceptional performance in profitability and growth potential.
  • Low Rated Stocks: In contrast, Crown Castle (CCI) was rated at 1.05, categorized as a Strong Sell, reflecting weak fundamentals that may lead to declining investor confidence.
  • Market Focus: As the earnings season concludes, investors are also keenly interested in the quant ratings of small-cap and mid-cap real estate stocks, highlighting the market's varying focus on companies of different sizes.
moomoo
6.0
02-27moomoo
SBA COMMUNICATIONS CORP: UBS LOWERS TARGET PRICE FROM $260 TO $256
  • Company Update: Communications Corp has adjusted its target price for UBS shares.
  • New Target Price: The revised target price is set at $256, down from the previous $260.
seekingalpha
8.0
02-27seekingalpha
SBA Communications Announces 12.6% Increase in Quarterly Dividend
  • Dividend Increase: SBA Communications has declared a quarterly dividend of $1.25 per share, marking a 12.6% increase from the previous $1.11, reflecting the company's strong cash flow and profitability, which enhances investor confidence.
  • Yield Performance: The forward yield of 2.61% not only attracts income-seeking investors but also has the potential to increase the stock's market appeal, driving upward momentum in share price.
  • Payment Schedule: The dividend will be payable on March 27, with a record date of March 13 and an ex-dividend date also on March 13, ensuring shareholders receive timely returns and further solidifying shareholder loyalty.
  • Future Outlook: SBA Communications anticipates $35 million in new U.S. leasing revenue for 2026 while expanding its footprint in Central America, indicating significant growth potential and strategic positioning in the wireless communication sector.
seekingalpha
9.5
02-27seekingalpha
SBA Communications Q4 2025 Earnings Call Insights
  • Strong Financial Performance: SBA Communications reported an FFO per share of $3.19 and a cash dividend of $1.11, reflecting a 13% year-over-year increase, which underscores the company's profitability and ongoing commitment to shareholder returns in a stabilized market.
  • Leasing Revenue Outlook: The company anticipates an incremental $35 million in new leases and amendments in the U.S. for 2026, indicating robust market demand amidst network densification and technology upgrades, with steady activity levels expected throughout the year.
  • International Market Opportunities: CEO highlighted the integration of Millicom sites in Central America and growth potential in Brazil, noting that Brazil requires only 4 sites per 10,000 people compared to 16 in the U.S., presenting a significant market opportunity that is expected to drive future revenue growth.
  • Shareholder Return Strategy: The company repurchased 1.1 million shares for $213 million in the quarter, demonstrating management's confidence in the company's value while laying the groundwork for future shareholder returns.
seekingalpha
9.5
02-26seekingalpha
SBA Communications Q4 Earnings Analysis
  • Financial Overview: SBA Communications reported a Q4 FFO of $3.19, indicating year-over-year growth; however, it fell short of market expectations, highlighting challenges in revenue growth.
  • Revenue Analysis: The company generated $719.58 million in revenue for Q4, reflecting a 3.7% year-over-year increase, yet it missed expectations by $6.22 million, suggesting increased market competition may be impacting revenue growth.
  • Market Positioning: Despite the revenue miss, SBA Communications is viewed as a discounted tower REIT with upside potential, attracting investor interest and indicating confidence in its long-term value.
  • Investor Engagement: SBA Communications presented at the 2025 UBS Global Media and Communications Conference, enhancing its visibility among investors and potentially paving the way for future capital inflows.
Yahoo Finance
9.5
02-26Yahoo Finance
SBA Communications Reports Strong Q4 2025 Results with Increased Dividends
  • Net Income Surge: In Q4 2025, SBA Communications reported a net income of $370.4 million, translating to $3.47 per share, reflecting a 107.2% increase year-over-year, which underscores the company's robust performance in the wireless infrastructure sector and boosts investor confidence.
  • Dividend Increase: The company declared a quarterly cash dividend of $1.25 per share, marking a 13% increase from the previous quarter, which not only reflects enhanced profitability but also signals confidence in sustained future growth, likely attracting more investor interest.
  • Stock Buyback Program: During Q4, SBA repurchased 1.1 million shares at a cost of $213 million, averaging $191.07 per share, a move that not only reduces the share count but also enhances earnings per share, demonstrating the company's recognition of its stock value.
  • 2026 Outlook: The company anticipates total revenues for 2026 to range between $2.815 billion and $2.86 billion, excluding contracted revenue from EchoStar, yet still showcasing strong market demand and ongoing business growth potential, further solidifying its leadership position in the industry.
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
Bernstein
Market Perform
initiated
$218
AI Analysis
2026-03-05
Reason
Bernstein
Price Target
$218
AI Analysis
2026-03-05
initiated
Market Perform
Reason
Bernstein initiated coverage of SBA Communications with a Market Perform rating and $218 price target. The firm notes SBA used to be a bit of a renegade in the tower world, prioritizing early market entry, site control, and optionality. While that strategy has been adjusted to meet current market conditions, it still tolerates more risk than its peers, particularly with its emerging markets focus. This exposure drives faster revenue growth but comes with margin pressure as the geographic mix shifts, Bernstein argues.
RBC Capital
Outperform
maintain
$215 -> $220
2026-03-02
Reason
RBC Capital
Price Target
$215 -> $220
2026-03-02
maintain
Outperform
Reason
RBC Capital raised the firm's price target on SBA Communications to $220 from $215 and keeps an Outperform rating on the shares. The company's Q4 results were in line on all items, while the management guided to steady domestic carrier activity in 2026 vs. 2025, with elevated Sprint churn, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for SBAC
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Valuation Metrics

The current forward P/E ratio for SBA Communications Corp (SBAC.O) is 19.11, compared to its 5-year average forward P/E of 52.58. 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
52.58
Current PE
19.11
Overvalued PE
81.65
Undervalued PE
23.51

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
23.28
Current EV/EBITDA
17.93
Overvalued EV/EBITDA
27.83
Undervalued EV/EBITDA
18.74

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
10.77
Current PS
7.17
Overvalued PS
13.66
Undervalued PS
7.88

Financials

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Whales Holding SBAC

R
RREEF America L.L.C.
Holding
SBAC
+11.70%
3M Return
B
Boothbay Fund Management, LLC
Holding
SBAC
+11.67%
3M Return
H
Heitman Real Estate Securities LLC
Holding
SBAC
+9.07%
3M Return
C
Cohen & Steers Capital Management, Inc.
Holding
SBAC
+6.17%
3M Return
S
Security Capital Research & Management Incorporated
Holding
SBAC
+5.35%
3M Return
W
W. H. Reaves & Co., Inc.
Holding
SBAC
+5.24%
3M Return

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Frequently Asked Questions

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

The current price of SBAC is 188.56 USD — it has decreased -2.65

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 March 12 2026.

What is SBA Communications Corp (SBAC) market cap?

Today SBAC has the market capitalization of 20.09B USD.