
SBA Communications (SBAC) Stock Forecast & Price Target
SBA Communications (SBAC) Analyst Ratings
Bulls say
SBA Communications is well positioned for long-term growth due to its strong presence in the wireless tower industry and its concentrated customer base of major wireless carriers. The company is also expanding internationally, with a growing presence in Brazil and Central America. In the short term, we see potential for an upside catalyst through a potential sale or take-private bid, while in the longer term, we expect AFFO/share growth to return to positive next year and accelerate to +8% in 2028E due to lower churn and debt refi headwinds. However, there are risks to consider such as lower than expected customer spend and interest rate fluctuations. Based on our analysis, we see potential for significant upside in SBAC shares, with a ~40% increase from current levels not being out of reach.
Bears say
SBA Communications is set to see meaningful inflections in AFFO/share growth as carrier churn abates and debt refinancing headwinds moderate. There is also potential for a sale of the company, as referenced by press reports, which could yield double-digit upside for shareholders. However, high leverage and potential headwinds from interest rates could remain a concern 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
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