Sba Communications Stock Research and Market Updates

SBA Communications is a leading independent owner and operator of public wireless communications infrastructure in North America.

The company has a strong presence in the US and Canada, with over 30,000 towers across the two countries.

SBA Communications has a long history of growth and expansion, with a compound annual growth rate of 14% over the past five years.

The company's focus on providing high-quality infrastructure has helped it build strong relationships with major wireless carriers.

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SBA Communications stock has shown impressive financial performance over the years. Revenue for FY 2022 was -.

The company's revenue growth has been steady, with a 14.06% increase in FY 2022. This growth rate is significantly higher than the 2.97% increase in FY 2023.

EPS (Earnings Per Share) has also seen a substantial increase, from 1.28 in FY 2019 to 4.22 in FY 2022. This represents a 919.05% increase.

The forward PE ratio has been declining, from 28.83 in FY 2023 to 23.11 in FY 2025. This indicates that the stock may be becoming more attractive to investors.

Here is a summary of the company's revenue growth over the past few years:

The company's operating income has also seen significant growth, with a 33.27% increase in FY 2024. This is a positive sign for investors, indicating that the company is generating more revenue and increasing its profitability.

EPS growth has been volatile, with a 212.20% increase in FY 2020 followed by a -83.59% decrease in FY 2021. However, the EPS growth rate has been steadily increasing since then, with a 9.24% increase in FY 2023.

SBA Communications stock has a market capitalization of $21.68 billion and an enterprise value of $36.00 billion. Its trailing P/E ratio is 31.81, while its forward P/E ratio is 20.79.

The PEG ratio, which compares the stock's price-to-earnings ratio to its expected growth rate, is 0.98. This suggests that the stock is fairly valued compared to its growth prospects.

SBA Communications has a price-to-sales ratio of 8.20 and an enterprise value-to-revenue ratio of 13.53. Its enterprise value-to-EBITDA ratio is 23.26.

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The company's valuation history shows that it is trading at its lowest valuation over the past 5 years.

Here's a breakdown of SBA Communications' estimated revenue growth:

The average estimate for 2025 is $2,716, while the average estimate for 2026 is $2,842.

Analysts have made various estimates for SBA Communications' revenue and earnings. For 2025, the average estimate is $2,716, while for 2026, it's $2,842. The number of analysts making these estimates has been steadily increasing, with 12 analysts making estimates for the current quarter and 14 for the current year.

SBA Communications' stock price forecast suggests an average target of $253.2, with a low estimate of $225 and a high estimate of $300. This implies an increase of 16.04% from the current stock price of $218.20.

Analysts believe SBA Communications stock is likely to outperform the market over the next twelve months, with an average rating of "Buy" from 15 stock analysts.

Analysts are optimistic about the stock's future performance, which is reflected in their buy rating.

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SBA Communications Corp's earnings report for the fourth quarter showed some promising signs of improvement in US carrier activity, which accounts for over two-thirds of total revenue.

The company's revenue came in at $2.7B USD, with a significant portion of that coming from the US market.

SBA's cost of revenue was a substantial $581.7m USD, leaving a gross profit of $2.1B USD.

Operating expenses weighed in at $528.3m USD, resulting in an operating income of $1.6B USD.

Here's a breakdown of SBA's earnings waterfall:

Despite these positive signs, SBA's earnings were also impacted by increased churn in both the US and internationally, with elevated churn in Brazil exceeding expectations.

SBA Communications Corp's profitability score is a key indicator of the company's financial health, standing at 56/100, which means they have room for improvement.

The higher the profitability score, the more profitable the company is, so a score of 56 is a starting point for the company to work on.

Shareholder yield is a crucial metric that represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield.

SBA Communications Corp is currently priced at 218.2 USD, which is a significant market value.

The company is considered undervalued by 16% compared to its current market price.

SBA Communications Corp has received consistent investment ratings from Argus, with a HOLD rating across all reports.

The target price for SBA Communications Corp has fluctuated slightly over the past month, ranging from $205.000000 to $215.000000.

A key observation is that the target price has been increasing over time, with the highest target price being $215.000000.

The Industry Subrating for SBA Communications Corp has remained Low across all reports.

Here is a summary of the key ratings:

I've been keeping an eye on the market, and I noticed that SBA Communications Corp is currently undervalued by 16% compared to the current market price of 218.2 USD.

The current market price of 218.2 USD is a significant factor in determining the undervaluation of SBA Communications Corp.

SBA Communications Corp is indeed undervalued, and this could be a great opportunity for investors to get in on the ground floor.

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SBA Communications stock has seen some interesting insider activity recently. STOOPS JEFFREY, a notable insider, sold 116,279 shares on January 27, 2025, at a price of $207.94.

Several insiders have made significant transactions in the past few months. DAY DONALD, for instance, bought 2,321 shares on December 19, 2024, at a price of $156.50. This purchase was part of a larger transaction, where he bought 2,321 shares and sold 2,321 shares at different prices.

The calendar for SBA Communications REIT is also worth noting. The company is expected to release its Q1 2025 Earnings Report on April 28, 2025, with an estimated earnings per share of $2.081 USD.

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As we explore the world of SBA Communications REIT (A), it's essential to stay on top of their calendar events. One significant event is the Earnings Report, which provides valuable insights into the company's financial performance.

The estimated earnings per share for Q1 2025 is 2.081 USD, with a scheduled release date of 04/28/2025.

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To keep track of these events, let's take a look at the estimated earnings per share for the next few quarters:

By staying informed about these events, investors can make more informed decisions about their investments in SBA Communications REIT (A).

Insider activity is a crucial aspect of a company's performance, and it's essential to keep an eye on the moves made by insiders, such as executives and directors. Insider selling can be a sign of weakness in the company's stock.

In the case of SBA Communications REIT, we can see that several insiders have been selling shares in recent months. For instance, on January 27, 2025, Jeffrey Stoops sold 116,279 shares of the company's stock. This sale was worth approximately $24.1 million.

Insiders also buy shares, which can be a sign of confidence in the company's future. On the same day, Jeffrey Stoops bought 137,601 shares of SBA Communications REIT stock. This purchase was worth around $21.5 million.

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Here are some key insider transactions in SBA Communications REIT:

Insider activity can also be influenced by personal financial situations. For example, on December 26, 2024, Joshua Koenig sold 1,000 shares of SBA Communications REIT stock, which he had been holding since December 8, 2024.

Past events can be a great way to gauge a company's performance and predict future trends. The SBA Communications REIT (A) company has had its fair share of earnings reports and annual general meetings.

The highest actual EPS was $4.610 USD, which occurred during the Annual General Meeting on May 23, 2024. This is a significant increase from the previous year's meeting.

Here's a breakdown of the company's earnings reports:

The company's earnings reports have shown a mix of increases and decreases over the past few years.