SBA Communications Corporation

SBA Communications Corporation

SBACยทNASDAQ

$207.85

+5.9%
Real EstateREIT - Specialty

SBA Communications Corporation is a first choice provider and leading owner and operator of wireless communications infrastructure in North, Central, and South America and South Africa. By Building Better Wireless, SBA generates revenue from two primary businesses site leasing and site development services. The primary focus of the Company is the leasing of antenna space on its multi-tenant communication sites to a variety of wireless service providers under long-term lease contracts. For more information please visit: www.sbasite.com.

At a Glance

Live Snapshot
Market Cap$22.05B
EPS9.8300
P/E Ratio21.14
Earnings Date08/03/2026
sbac

SBA Communications Corporation Street Expectations Map

SBAC ยท NASDAQ

Wall Street analysts project that SBAC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 233.00, with estimates ranging from a low of 205.00 to a high of 260.00.

Lowest Target
205.00
-1.37%
Consensus Target
233.00
12.10%
Highest Target
260.00
25.09%

The consensus 1-year price target stands at 233.00, with estimates ranging from a low of 205.00 to a high of 260.00.

Analyst Consensus Analysis

Upside Potential

+12.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

23.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

18.30x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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SBA Communications Corporation Forward Estimates of Revenue

SBAC ยท NASDAQ
Latest Revenue
2.82B
FY 2025
Avg Estimate
2.87B
FY 2026
Estimate Range
2.84B - 2.91B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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SBA Communications Corporation Forward Estimates of Net Income

SBAC ยท NASDAQ
Latest Net Income
1.05B
FY 2025
Avg Estimate
926.03M
FY 2026
Estimate Range
912.44M - 978.14M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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SBA Communications Corporation Forward Estimates of EPS

SBAC ยท NASDAQ
Latest EPS
9.83
FY 2025
Avg Estimate
$8.78
FY 2026
Estimate Range
$8.44 - $9.05
Analyst Spread

Forward Growth Analysis

Projected Growth-10.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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SBA Communications Corporation Forward Estimates of EBIT

SBAC ยท NASDAQ
Latest EBIT
1.71B
FY 2025
Avg Estimate
1.15B
FY 2026
Estimate Range
1.14B - 1.17B
Analyst Spread

Forward Growth Analysis

Projected Growth-32.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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SBA Communications Corporation Forward Estimates of EBITDA

SBAC ยท NASDAQ
Latest EBITDA
2.19B
FY 2025
Avg Estimate
1.89B
FY 2026
Estimate Range
1.87B - 1.92B
Analyst Spread

Forward Growth Analysis

Projected Growth-13.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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SBA Communications Corporation Forward Estimates of SG&A Expense

SBAC ยท NASDAQ
Latest SG&A Expense
277.61M
FY 2025
Avg Estimate
277.40M
FY 2026
Estimate Range
274.48M - 281.29M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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SBA Communications Corporation Insider Positioning

SBAC ยท NASDAQ

During the last 12 months, there has been no insider trading activity reported for SBAC.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.