
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, with about 17,000 located in the US, generating around 75% of its leasing revenue. The estimated adjusted funds from operations (AFFO) multiples are expected to improve as dynamics shift in the second half of 2025 and into the first half of 2026, despite potential challenges in revenue growth. Additionally, the company has made minor adjustments that enhance its cash flow trajectory while maintaining a solid balance sheet, reinforcing a positive financial outlook for the stock.
Bears say
SBA Communications faces significant challenges due to its concentrated customer base, with the majority of its leasing revenue derived from a few major mobile carriers, which increases exposure to market volatility. Additionally, the company is confronting headwinds from elevated interest rates, the waning effects of prior aggressive 5G deployments, and the anticipated churn related to the T-Mobile-Sprint merger, which could undermine revenue stability. Furthermore, there is an emerging slowdown in global expansion signals, exacerbated by reduced demand for new frequencies, the increasing prevalence of satellite broadband, and a deceleration in mobile broadband growth, contributing to a negative outlook for the stock.
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
Start investing in SBA Communications (SBAC)
Order type
Buy in
Order amount
Est. shares
0 shares