Want to see SBAC full AI Analyst Report?
SBAC Stock Chart & Stats
$223.14
$0.47(0.24%)
At close: 4:00 PM EST
$223.14
$0.47(0.24%)
Day’s Range― - ―
52-Week Range$162.41 - $243.16
Previous CloseN/A
Volume272.58K
Average Volume (3M)1.00M
Market Cap
$19.30B
Enterprise Value$35.41B
Total Cash (Recent Filing)$327.84M
Total Debt (Recent Filing)$15.42B
Price to Earnings (P/E)19.1
Beta0.25
Next Earnings
Aug 03, 2026EPS Estimate
1.84Next Dividend Ex-DateN/A
Dividend Yield2.31%
Share Statistics
EPS (TTM)9.54
Shares Outstanding106,063,020
10 Day Avg. Volume1,008,030
30 Day Avg. Volume1,004,682
Financial Highlights & Ratios
PEG Ratio0.48
Price to Book (P/B)-4.27
Price to Sales (P/S)7.37
P/FCF Ratio19.44
Enterprise Value/Market Cap1.83
Enterprise Value/Revenue12.40
Enterprise Value/Gross Profit19.50
Enterprise Value/Ebitda16.82
Forecast
1Y Price Target
$227.56Price Target Upside1.98% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering11
EPS Forecast (FY)7.43
Revenue Forecast (FY)$2.86B
Bulls Say, Bears Say
Bulls Say
Site Leasing & Co-location ModelSBA’s long‑term site‑leasing contracts and multi‑tenant co‑location produce sticky, recurring rental income with contractual escalators. Incremental tenants add sizable revenue with little incremental opex or capex, supporting durable margins, predictable cash flow and scalable returns as carriers densify.
Robust Cash GenerationSBA’s sizable operating and free cash flow provides a durable funding source for dividends, revolver paydown and selective tower builds. That recurring cash generation underpins capital allocation flexibility, enabling deleveraging and shareholder distributions while supporting near‑term investment and liquidity needs.
High Tower Cash‑flow Margins & Organic GrowthQ1 tower cash‑flow margins near 80% reflect strong operating efficiency and pricing power per site. Coupled with successful Millicom integration and Central America new‑builds and accretive land purchases, SBA has durable organic growth channels that can expand site cashflows without proportionate rises in fixed costs.
Bears Say
High Leverage And Negative EquitySizable nominal debt and persistent negative shareholders’ equity materially constrain financial flexibility. Negative equity exacerbates refinancing sensitivity, limits conventional equity cushions and heightens solvency perception, making the company more vulnerable to rate shocks and limiting scope for aggressive capital returns.
Refinancing And Market‑dependent Funding RiskKey deleveraging plans rely on market execution—refinancing a $1.2B ABS and achieving an inaugural IG bond. Adverse market moves or higher rates would raise financing costs, delay planned paydowns and reduce expected headroom, directly impacting leverage trajectory and near‑term capital allocation choices.
Elevated International Churn RiskSustained international churn driven by consolidation and restructurings weakens renewal visibility and revenue stability abroad. Persistent churn can compress international leasing growth and lengthen lease‑up timelines, complicating forecasting and reducing the predictability of returns from recent acquisitions and new builds in those markets.
SBA Communications News
SBAC FAQ
What was Sba Communications’s price range in the past 12 months?
Sba Communications lowest stock price was $162.41 and its highest was $243.16 in the past 12 months.
What is Sba Communications’s market cap?
Sba Communications’s market cap is $19.30B.
When is Sba Communications’s upcoming earnings report date?
Sba Communications’s upcoming earnings report date is Aug 03, 2026 which is in 24 days.
How were Sba Communications’s earnings last quarter?
Sba Communications released its earnings results on Apr 29, 2026. The company reported $1.74 earnings per share for the quarter, missing the consensus estimate of $1.778 by -$0.038.
Is Sba Communications overvalued?
According to Wall Street analysts Sba Communications’s price is currently Undervalued.
Does Sba Communications pay dividends?
Sba Communications pays a Quarterly dividend of $1.25 which represents an annual dividend yield of 2.31%. See more information on Sba Communications dividends here
What is Sba Communications’s EPS estimate?
Sba Communications’s EPS estimate is 1.84.
How many shares outstanding does Sba Communications have?
Sba Communications has 106,063,020 shares outstanding.
What happened to Sba Communications’s price movement after its last earnings report?
Sba Communications reported an EPS of $1.74 in its last earnings report, missing expectations of $1.778. Following the earnings report the stock price went up 2.422%.
Which hedge fund is a major shareholder of Sba Communications?
Currently, no hedge funds are holding shares in SBAC
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
SBA Communications Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$227.56 (1.98% Upside)
$227.56 (1.98% Upside)
Blogger Sentiment
Bullish
SBAC Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 897.8K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 8.8%
Last 30 Days ▲ 38.2%
Last 30 Days ▲ 38.2%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-20.47%
12-Months-Change
Fundamentals
Return on Equity
-20.90%
Trailing 12-Months
Asset Growth
12.24%
Trailing 12-Months
Company Description
Sba Communications
SBA Communications Corporation stands as a premier owner, operator, and provider of crucial wireless communication infrastructure across North, Central, and South America, in addition to South Africa. Guided by its mission to 'Build Better Wireless,' the company primarily earns revenue from two core business areas: the leasing of antenna space and providing comprehensive site development services. Its central activity revolves around renting out capacity on its shared communication towers to various wireless service providers through long-term contractual agreements. For further details, please visit www.sbasite.com.
SBAC Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized multiple operational and financial positives — upgraded guidance, strong ~80% tower cash flow margins, dividend growth (~13% YoY), healthy U.S. and international leasing additions, successful Millicom integration and prudent leverage management (6.6x within a 6–7x target). Key risks include elevated international churn (peaking in 2026), an ongoing EchoStar dispute with removed revenue, dependence on refinancing assumptions (including a $1.2B ABS refinance and a market-dependent inaugural investment-grade bond), and a temporary pause in buybacks while paying down revolver. On balance, the company presented more significant and actionable positives than negatives, with manageable near-term risks.View all SBAC earnings summariesSBAC Revenue Breakdown
66.27% Domestic Site Leasing
25.04% International site leasing
8.69% Site Development
SBAC Stock 12 Month Forecast
Average Price Target
$227.56
▲(1.98% Upside)
Technical Analysis
Ownership Overview
0.67% Insiders
35.91% Mutual Funds
0.06% Other Institutional Investors
29.87% Public Companies and
Individual Investors