SBA Communications Corp

SBA Communications Corp(SBAC)の株式分析

$190.950

+4.067 (+2.13%)終値時点

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High
191.500
Open
187.890
VWAP
189.36
Vol
684.31K
Mkt Cap
21.16B
Low
185.630
Amount
129.58M
EV/EBITDA, TTM
18.74

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 analysis of SBA Communications Corp (SBAC)

buy

SBA Communications Corp is a good buy right now due to its current price of $190.95 being significantly lower than the average analyst price target of $229, indicating a potential upside of approximately 20%. Additionally, the stock has shown a strong recent performance with a 5-day change of +4.58% and a positive earnings surprise of 9.78% in its last report, which suggests strong operational performance. However, the main risk is its high RSI of 73.511, indicating that the stock may be overbought in the short term.

Analyst Ratings (20)

+18.84% upside
Buy
14 Buy
6 Hold
0 Sell
Current: 190.95
安値
205.00
平均
226.92
高値
275.00

Barclays

2026-08-20

目標株価

$208

Overweight

Truist

2026-08-05

目標株価

$238

Buy

JPMorgan

2026-08-04

目標株価

$220

Neutral

Morgan Stanley

2026-08-04

目標株価

$215

Equal Weight

TD Cowen

2026-08-04

目標株価

$229

Buy

バリュエーション指標

The current forward P/E ratio for SBA Communications Corp (SBAC) is 21.10, compared to its 5-year average forward P/E of 44.35.

Forward P/E

Fair
5Y Average P/E
44.35
Current P/E
21.10
割高
70.49
割安
18.22

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
22.04
Current EV/EBITDA
18.74
割高
26.29
割安
17.80

Forward P/S

Undervalued
5Y Average P/S
9.89
Current P/S
6.75
割高
12.64
割安
7.15

Alphio AI Price Scenarios for SBAC

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%SBAC

$208.88

シナリオ価格

B

Base

Base · 50%SBAC

$208.19

シナリオ価格

B

Bear

Bear · 25%SBAC

$170.58

シナリオ価格

Whales holding SBAC

J

John W. Bristol & Co., Inc.

+ HoldingSBAC

+5.60%

3M Return

D

Diamond Hill Capital Management, Inc.

+ HoldingSBAC

+5.48%

3M Return

D

Dodge & Cox

+ HoldingSBAC

+3.77%

3M Return

C

Cohen & Steers Capital Management, Inc.

+ HoldingSBAC

+2.94%

3M Return

A

ATLAS Infrastructure Partners (UK) Ltd

+ HoldingSBACUNP

+2.69%

3M Return

J

Jain Global LLC

+ HoldingSBAC

+1.40%

3M Return

イベントタイムライン

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

2026-06-15 (ET)

16:30:00

Major U.S. Indices Surge on U.S.-Iran Peace Agreement

13:00:00

Major Averages Surge on U.S.-Iran Peace Agreement

ニュース

SBAC FAQ — answered by 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 current price of $190.95 being significantly lower than the average analyst price target of $229, indicating a potential upside of approximately 20%. Additionally, the stock has shown a strong recent performance with a 5-day change of +4.58% and a positive earnings surprise of 9.78% in its last report, which suggests strong operational performance. However, the main risk is its high RSI of 73.511, indicating that the stock may be overbought in the short term.

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

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