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SBA Communications (4SB) Stock Price & Analysis

4SB Stock Chart & Stats

€166.00€0.00(0.00%)
At close: 1:00 AM GMT+1
€150€155€160€16522 Jun27 Jul4 Aug
Day’s Range
EUR 163.00 - EUR 166.00
52-Week Range
EUR 139.00 - EUR 190.00
Previous Close
EUR 166.00
Volume
N/A
Average Volume (3M)
0
Market Cap
EUR 17.78B
Enterprise Value
EUR 31.18B
Total Cash (Recent Filing)
EUR 327.05M
Total Debt (Recent Filing)
EUR 15.21B
Price to Earnings (P/E)
20.1
Beta
0.29
Next Earnings
Mar 01, 2027 (Est.)
EPS Estimate
1.8
Next Dividend Ex-Date
N/A
Dividend Yield
2.50%

Bulls Say, Bears Say

Bulls Say

Recurring Leasing Model

Long-term carrier leases provide recurring revenue visibility, while colocations can increase site income without comparable operating-cost growth. This combination supports durable cash generation and gives SBAC an efficient model for benefiting from continuing wireless network densification.

Strong Margins And Cash Generation

High tower cash-flow margins and consistently strong free cash flow indicate that SBAC converts its infrastructure platform into meaningful recurring cash. This supports dividends, investment in new sites, and debt management while reinforcing the operating strength of the core leasing business.

Structural Network Demand

Spectrum deployment, edge computing, and satellite-to-device development could create additional equipment needs at tower sites over multiple years. These structural use cases broaden the potential demand base beyond current carrier programs and may support future colocations and site utilization.

Bears Say

High Leverage And Negative Equity

Very high debt and persistently negative equity materially reduce financial flexibility. Even with substantial cash generation, elevated leverage increases exposure to refinancing costs and fixed obligations, potentially limiting investment, acquisitions, or shareholder returns if operating conditions weaken.

Elevated International Churn

Customer consolidation, bankruptcies, and network rationalization can remove tenants or reduce leased equipment on international sites. Management expects churn to remain elevated for a while, creating a durable headwind to occupancy, leasing growth, and the predictability of international cash flows.

Competitive Pressure On New Builds

Lower bids and weaker returns reduce the attractiveness of new U.S. tower construction, limiting opportunities to deploy capital at highly accretive economics. Persistent competition could constrain organic growth, reduce incremental profitability, and make future expansion more selective.

SBA Communications News

4SB FAQ

What was SBA Communications’s price range in the past 12 months?
SBA Communications lowest stock price was €139.00 and its highest was €190.00 in the past 12 months.
What is SBA Communications’s market cap?
SBA Communications’s market cap is €17.78B.
When is SBA Communications’s upcoming earnings report date?
SBA Communications’s next earnings report is estimated for Mar 01, 2027 (not yet confirmed), which is in 118 days.
How were SBA Communications’s earnings last quarter?
SBA Communications released its earnings results on Nov 02, 2026. The company reported €1.961 earnings per share for the quarter, beating the consensus estimate of €1.873 by €0.088.
Is SBA Communications overvalued?
According to Wall Street analysts SBA Communications’s price is currently Undervalued.
Does SBA Communications pay dividends?
SBA Communications does not currently pay dividends.
What is SBA Communications’s EPS estimate?
SBA Communications’s EPS estimate is 1.80.
How many shares outstanding does SBA Communications have?
SBA Communications has 106,088,110 shares outstanding.
What happened to SBA Communications’s price movement after its last earnings report?
SBA Communications reported an EPS of €1.961 in its last earnings report, beating expectations of €1.873. Following the earnings report the stock price went up 5.845%.
Which hedge fund is a major shareholder of SBA Communications?
Hedge funds hold SBA Communications shares: the largest hedge-fund position in SBA Communications is 1,328,808,781 shares, and hedge funds decreased their holdings by 882.2K shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology