SBA Communications Corp

SBA Communications Corp(SBAC)の株式分析

$183.720

+3.068 (+1.67%)終値時点

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高値
186.090
始値
184.270
出来高加重平均価格
183.73
出来高
791.52K
時価総額
21.16B
安値
181.385
売買代金
145.43M
EV/EBITDA(TTM)
18.40

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

AI分析 of SBA Communications Corp (SBAC)

買い

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.

アナリスト評価(20)

上値余地 +23.51%
買い
14 買い
6 中立
0 売り
現在: 183.72
安値
205.00
平均
226.92
高値
275.00

Raymond James

2026-10-05

目標株価

$271

強い買い

Barclays

2026-09-30

目標株価

$207

オーバーウェイト

Morgan Stanley

2026-09-21

目標株価

$205

Equal Weight

Barclays

2026-08-20

目標株価

$208

オーバーウェイト

Truist

2026-08-05

目標株価

$238

買い

バリュエーション指標

SBA Communications Corp(SBAC)の現在の予想PERは19.38で、5年平均は42.33です。

予想PER

適正
5年平均 P/E
42.33
現在のP/E
19.38
割高
67.32
割安
17.34

予想EV/EBITDA

適正
5年平均 EV/EBITDA
21.70
現在のEV/EBITDA
18.40
割高
25.70
割安
17.69

予想PSR

割安
5年平均 P/S
9.64
現在のP/S
6.53
割高
12.24
割安
7.04

Alphio AI による SBAC の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%SBAC

$208.88

シナリオ価格

基

基本

基本 · 50%SBAC

$208.19

シナリオ価格

弱

弱気

弱気 · 25%SBAC

$170.58

シナリオ価格

SBAC を保有するクジラ

J

John W. Bristol & Co., Inc.

+ を保有SBAC

+8.30%

3か月リターン

A

Alyeska Investment Group, L.P.

+ を保有SBAC

+5.05%

3か月リターン

D

Dodge & Cox

+ を保有SBAC

+3.87%

3か月リターン

I

Ilex Capital Partners (Uk) LLP

+ を保有SBAC

-0.58%

3か月リターン

C

Cohen & Steers Capital Management, Inc.

+ を保有SBAC

-5.61%

3か月リターン

W

W. H. Reaves & Co., Inc.

+ を保有SBAC

-5.98%

3か月リターン

イベントタイムライン

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

ニュース

SBAC のよくある質問 — Alphio AI が回答

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.

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