SBA Communications Corp

Análisis de la acción SBA Communications Corp (SBAC)

$183.720

+3.068 (+1.67%)Al cierre

Loading chart…
Máximo
186.090
Apertura
184.270
Precio medio ponderado por volumen
183.73
Volumen
791.52K
Capitalización
21.16B
Mínimo
181.385
Importe
145.43M
EV/EBITDA, TTM
18.46

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.

sbasite.com

Análisis de IA of SBA Communications Corp (SBAC)

Comprar

SBA Communications Corp is a good buy right now due to its recent price increase of 15.14% over the last 5 days, indicating strong momentum, and an RSI of 81.43, suggesting it is overbought but still trending positively. The forward P/E ratio is 19.38, which is reasonable given the growth potential driven by new customer opportunities from SpaceX's market entry, potentially increasing revenue by 10%-15%. However, the main risk is the current ratio of 0.17, indicating liquidity concerns, which could affect short-term financial stability.

Recomendaciones de analistas (20)

+23.51% de potencial alcista
Comprar
14 Comprar
6 Mantener
0 Vender
Actual: 183.72
Mínimo
205.00
Promedio
226.92
Máximo
275.00

Raymond James

2026-10-05

Precio objetivo

$271

Compra fuerte

Barclays

2026-09-30

Precio objetivo

$207

Sobreponderar

Morgan Stanley

2026-09-21

Precio objetivo

$205

Equal Weight

Barclays

2026-08-20

Precio objetivo

$208

Sobreponderar

Truist

2026-08-05

Precio objetivo

$238

Comprar

Métricas de valoración

El PER previsto actual de SBA Communications Corp (SBAC) es 19.38, frente a su media de 5 años de 42.39.

PER previsto

Valor razonable
Media 5A P/E
42.39
P/E actual
19.38
Sobrevalorada
67.41
Infravalorada
17.36

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
21.71
EV/EBITDA actual
18.46
Sobrevalorada
25.72
Infravalorada
17.70

Precio/ventas previsto

Infravalorado
Media 5A P/S
9.65
P/S actual
6.57
Sobrevalorada
12.25
Infravalorada
7.04

Escenarios de precio de Alphio AI para SBAC

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%SBAC

$208.88

Precio del escenario

B

Base

Base · 50%SBAC

$208.19

Precio del escenario

B

Bajista

Bajista · 25%SBAC

$170.58

Precio del escenario

Ballenas con SBAC en cartera

J

John W. Bristol & Co., Inc.

+ Con en carteraSBAC

+8.30%

Rentabilidad a 3 meses

A

Alyeska Investment Group, L.P.

+ Con en carteraSBAC

+5.05%

Rentabilidad a 3 meses

D

Dodge & Cox

+ Con en carteraSBAC

+3.87%

Rentabilidad a 3 meses

I

Ilex Capital Partners (Uk) LLP

+ Con en carteraSBAC

-0.58%

Rentabilidad a 3 meses

C

Cohen & Steers Capital Management, Inc.

+ Con en carteraSBAC

-5.61%

Rentabilidad a 3 meses

W

W. H. Reaves & Co., Inc.

+ Con en carteraSBAC

-5.98%

Rentabilidad a 3 meses

Cronología de eventos

2026-10-09 (ET)

10:00:00

Humana and Others See Notable Gains in Options Trading

08:00:00

KeyBanc Says SpaceX Spectrum Acquisition Positive for Tower Operators

2026-10-05 (ET)

08:30:00

Forum Markets Forms AI Infrastructure Company with Edge Node

2026-08-03 (ET)

16:31:00

Sees FY26 Revenue at $2.841B-$2.886B

2026-06-16 (ET)

05:30:00

Citi Says SBA Communications Take-Private Process is Dead

Noticias

Preguntas frecuentes sobre SBAC, respondidas por Alphio AI

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. It operates in the Real Estate sector (REAL ESTATE INVESTMENT TRUSTS industry).

SBA Communications Corp is a good buy right now due to its recent price increase of 15.14% over the last 5 days, indicating strong momentum, and an RSI of 81.43, suggesting it is overbought but still trending positively. The forward P/E ratio is 19.38, which is reasonable given the growth potential driven by new customer opportunities from SpaceX's market entry, potentially increasing revenue by 10%-15%. However, the main risk is the current ratio of 0.17, indicating liquidity concerns, which could affect short-term financial stability.

20 analysts cover SBAC: 14 rate it Buy, 6 Hold and 0 Sell. The average price target is 226.92.

Comunidad

Más ↗

Aún no hay publicaciones

Regístrate o inicia sesión para participar

Esta página es solo para investigación y no constituye asesoramiento de inversión. Los modelos pueden equivocarse. El rendimiento pasado no garantiza resultados futuros.

Empezar a operar