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SBAC

SBAC
Nasdaq / Equity Real Estate Investment Trusts (REITs)
Last Price
At close
2026-06-02
View Chart
Current thesis
The bull case is that SBAC enters earnings with a still-live strategic-option narrative and a company-issued 2026 outlook that already points to stable cash generation, ongoing site additions, and AFFO per share of $11.84-$12.29 [#PR-2026-02-26]. If management reiterates or tightens that outlook and does not undercut the strategic narrative, the stock can keep a premium multiple.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +11.7.
What can break
As of April 29, 2026, no primary Q1 2026 earnings release, 8-K exhibit, or transcript was confirmed in time for this review, so revenue/EPS surprise, guidance revision, and immediate post-print reaction remain unverified.
Momentum
39
Value
62
Sentiment
51
Setup hits (3d)
— · Net —
AI TargetsBase $222.00 · Bull $245.00 · Bear $190.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net —
Target $224.47
Why
Momentum39 · Δ7d -1.2
Value62 · Δ7d +11.7
Sentiment51 · Δ7d +4.3
So what
Balanced signals. Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
39
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.2
Δ21d
-28.2
Value
62
32% active weight
Current posture
7d trendImproving
Δ7d
+11.7
Δ21d
+11.7
Sentiment
51
33% active weight
Current posture
7d trendImproving
Δ7d
+4.3
Δ21d
+14.6
Why this grade

Composite grade C. Momentum 38.6 / Value 62.1 / Sentiment 51.0

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$21.64B
Beta
0.86
Shares Out
106.55M
P/E (TTM)
23.9
P/S (TTM)
7.26
P/FCF (TTM)
33.00
Rev YoY
+9.7%
EPS YoY
-8.1%
Gross Margin
+76.1%
Op Margin
+51.1%
Net Debt
$13.15B
Current Ratio
0.50
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology