
SBA Communications (SBAC) Stock Forecast & Price Target
SBA Communications (SBAC) Analyst Ratings
Bulls say
SBA Communications operates a robust portfolio of approximately 45,000 wireless towers, primarily in North America, contributing significantly to its leasing revenue, with over 75% derived from its domestic towers. The company's cash flow trajectory is witnessing improvements alongside a healthy balance sheet, suggesting strong operational stability and financial health. With the anticipated reversal of current dynamics and an attractive valuation, trading at about 17 times projected AFFO for 2026, the outlook for SBA Communications remains positive as it is positioned to benefit from potential market recovery.
Bears say
SBA Communications faces significant challenges due to its concentrated customer base, with a substantial portion of its revenue derived from a few major mobile carriers, exposing the company to risk from sector consolidation and competitive pressures. Additionally, the company is experiencing headwinds from elevated interest rates, which could impact borrowing costs and investment in infrastructure, alongside potential slowdowns in global expansion indicated by reduced mobile broadband growth and the proliferation of alternative technologies like satellite broadband. These combined factors suggest an uncertain financial outlook for SBA Communications, particularly in relation to market demand and revenue stability.
This aggregate rating is based on analysts' research of SBA Communications and is not a guaranteed prediction by Public.com or investment advice.
SBA Communications (SBAC) Analyst Forecast & Price Prediction
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