SBAC
SBA Communications Corporation NASDAQ Listed Jun 16, 1999$186.87
-2.45%
vs $191.57
Mkt Cap $20.1B
52w Low $165.15
29.3% of range
52w High $239.35
50d MA $209.75
200d MA $196.15
P/E (TTM)
19.1x
EV/EBITDA
14.0x
P/B
—
Debt/Equity
-3.2x
ROE
-7.6%
P/FCF
18.8x
RSI (14)
36.10
ATR (14)
$7.02
Beta
0.88
50d MA
$209.75
200d MA
$196.15
Avg Volume
917.6K
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.
8051 Congress Avenue · Boca Raton, FL 33487 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | AMC | 1.94 | 1.74 | -10.3% | 215.97 | -0.4% | +2.4% | -1.2% | -0.3% | -0.2% | +0.5% | — |
| Feb 26, 2026 | AMC | 3.89 | 3.47 | -10.8% | 192.17 | +0.6% | +4.7% | -1.1% | -0.8% | -0.5% | -0.4% | — |
| Nov 3, 2025 | AMC | 3.04 | 3.32 | +9.2% | 193.52 | +1.2% | +1.4% | -0.2% | -0.5% | +1.4% | +1.0% | — |
| Aug 4, 2025 | AMC | 3.12 | 2.09 | -33.0% | 230.40 | -3.1% | -4.9% | +0.3% | +1.5% | -1.0% | -0.8% | — |
| Apr 28, 2025 | AMC | 3.12 | 1.77 | -43.3% | 223.28 | +4.8% | +6.8% | +2.1% | -1.1% | +0.5% | -0.0% | — |
| Feb 24, 2025 | AMC | 2.08 | 1.61 | -22.6% | 212.84 | +3.6% | +3.0% | -1.7% | +1.3% | -0.1% | +1.7% | — |
| Oct 28, 2024 | AMC | 2.27 | 2.40 | +5.7% | 239.94 | +0.4% | -3.4% | +0.1% | -1.0% | -1.7% | +1.4% | — |
| Jul 29, 2024 | AMC | 2.07 | 1.51 | -27.1% | 217.82 | -2.8% | +0.1% | +0.7% | +3.5% | +1.1% | -3.8% | — |
| Apr 29, 2024 | AMC | 1.21 | 1.42 | +17.4% | 201.89 | -4.8% | -7.8% | +1.6% | +2.5% | -0.4% | -0.3% | — |
| Feb 26, 2024 | AMC | 1.37 | 1.01 | -26.3% | 207.78 | -2.1% | -3.8% | +2.6% | +2.0% | -0.4% | +1.8% | — |
| Nov 2, 2023 | AMC | 1.19 | 0.80 | -32.8% | 217.40 | +2.7% | +4.5% | -2.8% | -0.5% | +0.2% | -0.7% | — |
| Jul 31, 2023 | AMC | 1.22 | 1.87 | +53.3% | 218.95 | +3.2% | +4.2% | +0.2% | -2.6% | +0.1% | -1.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1 | Scotiabank | Maintains | Sector Perform → Sector Perform | — | $221.20 | $222.00 | +0.4% | -1.2% | -0.3% | -0.2% | +0.5% | +0.1% |
| Apr 30 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $215.97 | $215.00 | -0.4% | +2.4% | -1.2% | -0.3% | -0.2% | +0.5% |
| Apr 22 | Truist | Upgrade | Hold → Buy | $247 | $213.10 | $217.01 | +1.8% | -0.6% | +3.7% | -0.1% | -2.0% | +1.2% |
| Apr 16 | Barclays | Maintains | Overweight → Overweight | — | $214.20 | $215.00 | +0.4% | +3.5% | +0.6% | -1.2% | -3.3% | -0.6% |
| Apr 9 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $218.71 | $218.60 | -0.1% | -0.1% | +2.4% | -1.6% | -1.0% | -1.8% |
| Apr 7 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $212.42 | $211.15 | -0.6% | -3.1% | +6.2% | -0.1% | +2.4% | -1.6% |
| Mar 31 | Truist | Downgrade | Buy → Hold | — | $169.83 | $169.83 | +0.0% | +1.3% | -0.3% | +18.9% | +4.1% | -3.1% |
| Mar 2 | RBC Capital | Maintains | Outperform → Outperform | — | $201.16 | $199.30 | -0.9% | -1.1% | -0.8% | -0.5% | -0.4% | +0.5% |
| Mar 2 | Scotiabank | Maintains | Sector Perform → Sector Perform | — | $201.16 | $199.30 | -0.9% | -1.1% | -0.8% | -0.5% | -0.4% | +0.5% |
| Mar 2 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $201.16 | $199.30 | -0.9% | -1.1% | -0.8% | -0.5% | -0.4% | +0.5% |
| Feb 27 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $192.17 | $193.37 | +0.6% | +4.7% | -1.1% | -0.8% | -0.5% | -0.4% |
| Jan 20 | UBS | Maintains | Buy → Buy | — | $194.11 | $194.11 | +0.0% | -4.2% | +0.1% | -0.5% | +1.0% | +0.3% |
| Jan 14 | Scotiabank | Maintains | Sector Perform → Sector Perform | — | $188.04 | $188.30 | +0.1% | +2.1% | -0.0% | +1.1% | -4.2% | +0.1% |
| Jan 12 | JP Morgan | Maintains | Neutral → Neutral | — | $181.20 | $181.87 | +0.4% | +2.1% | +1.6% | +2.1% | -0.0% | +1.1% |
| Dec 16 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $193.13 | $193.55 | +0.2% | -1.6% | +0.5% | -0.3% | -0.2% | +0.3% |
| Dec 1 | Barclays | Maintains | Overweight → Overweight | — | $194.27 | $193.14 | -0.6% | -2.9% | -0.8% | +0.2% | +1.4% | -0.2% |
| Nov 17 | Barclays | Maintains | Overweight → Overweight | — | $197.21 | $198.35 | +0.6% | -0.7% | +1.0% | -0.8% | -0.4% | -0.1% |
| Nov 10 | RBC Capital | Maintains | Outperform → Outperform | — | $197.40 | $195.50 | -1.0% | +1.0% | +1.7% | -0.6% | -3.8% | +1.7% |
| Nov 4 | BMO Capital | Maintains | Market Perform → Market Perform | — | $193.52 | $195.83 | +1.2% | +1.4% | -0.2% | -0.5% | +1.4% | +1.0% |
| Nov 4 | TD Cowen | Maintains | Buy → Buy | — | $193.52 | $195.83 | +1.2% | +1.4% | -0.2% | -0.5% | +1.4% | +1.0% |
| Oct 20 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $196.26 | $196.48 | +0.1% | +0.8% | -0.0% | -0.1% | -0.6% | +1.3% |
| Oct 16 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $194.45 | $194.41 | -0.0% | +1.5% | -0.6% | +0.8% | -0.0% | -0.1% |
| Oct 16 | Citigroup | Maintains | Buy → Buy | — | $194.45 | $194.41 | -0.0% | +1.5% | -0.6% | +0.8% | -0.0% | -0.1% |
| Oct 14 | UBS | Maintains | Buy → Buy | — | $188.12 | $188.30 | +0.1% | +1.6% | +1.8% | +1.5% | -0.6% | +0.8% |
| Oct 2 | RBC Capital | Maintains | Outperform → Outperform | — | $191.79 | $190.54 | -0.7% | -0.0% | +0.2% | -1.8% | -0.1% | -0.5% |
| Oct 1 | Goldman Sachs | Maintains | Neutral → Neutral | — | $193.35 | $194.12 | +0.4% | -0.8% | -0.0% | +0.2% | -1.8% | -0.1% |
| Sep 17 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $199.18 | $198.10 | -0.5% | +0.1% | -0.3% | +0.1% | -0.6% | +0.4% |
| Sep 15 | Barclays | Maintains | Overweight → Overweight | — | $199.97 | $200.04 | +0.0% | -1.0% | +0.6% | +0.1% | -0.3% | +0.1% |
| Aug 27 | BofA Securities | Downgrade | Buy → Neutral | — | $218.84 | $217.02 | -0.8% | -4.9% | -1.0% | -0.6% | -1.4% | -1.3% |
| Aug 5 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $230.40 | $223.25 | -3.1% | -4.9% | +0.3% | +1.5% | -1.0% | -0.8% |
| Aug 5 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $230.40 | $223.25 | -3.1% | -4.9% | +0.3% | +1.5% | -1.0% | -0.8% |
| Jul 23 | Barclays | Maintains | Overweight → Overweight | — | $239.35 | $243.16 | +1.6% | -1.0% | -0.8% | -0.5% | -3.1% | +1.0% |
| Jul 22 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $234.37 | $236.64 | +1.0% | +2.1% | -1.0% | -0.8% | -0.5% | -3.1% |
| Jul 8 | UBS | Maintains | Buy → Buy | — | $233.59 | $231.67 | -0.8% | +0.3% | +0.0% | -0.6% | -1.7% | +1.5% |
| Apr 29 | Citigroup | Maintains | Buy → Buy | — | $223.28 | $234.08 | +4.8% | +6.8% | +2.1% | -1.1% | +0.5% | -0.0% |
| Apr 29 | BMO Capital | Maintains | Market Perform → Market Perform | — | $223.28 | $234.08 | +4.8% | +6.8% | +2.1% | -1.1% | +0.5% | -0.0% |
| Apr 29 | Barclays | Maintains | Overweight → Overweight | — | $223.28 | $234.08 | +4.8% | +6.8% | +2.1% | -1.1% | +0.5% | -0.0% |
| Apr 29 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $223.28 | $234.08 | +4.8% | +6.8% | +2.1% | -1.1% | +0.5% | -0.0% |
| Apr 29 | Raymond James | Maintains | Strong Buy → Strong Buy | — | $223.28 | $234.08 | +4.8% | +6.8% | +2.1% | -1.1% | +0.5% | -0.0% |
| Apr 1 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $220.01 | $219.86 | -0.1% | +0.2% | -0.5% | +5.3% | -4.7% | -2.5% |
| Mar 21 | Barclays | Maintains | Overweight → Overweight | — | $220.97 | $221.41 | +0.2% | +0.3% | -1.3% | -2.0% | +0.2% | +0.8% |
| Feb 26 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $219.17 | $217.91 | -0.6% | -1.7% | +1.3% | -0.1% | +1.7% | -1.0% |
| Feb 25 | Citizens Capital Markets | Maintains | Market Outperform → Market Outperform | — | $212.84 | $220.50 | +3.6% | +3.0% | -1.7% | +1.3% | -0.1% | +1.7% |
| Feb 24 | Citizens Capital Markets | Maintains | Market Outperform → Market Outperform | — | $213.00 | $213.10 | +0.0% | -0.1% | +3.0% | -1.7% | +1.3% | -0.1% |
| Feb 24 | RBC Capital | Maintains | Outperform → Outperform | — | $213.00 | $213.10 | +0.0% | -0.1% | +3.0% | -1.7% | +1.3% | -0.1% |
| Feb 20 | Barclays | Maintains | Overweight → Overweight | — | $207.77 | $207.48 | -0.1% | +1.1% | +1.4% | -0.1% | +3.0% | -1.7% |
| Jan 23 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $198.40 | $198.36 | -0.0% | +0.1% | -0.9% | +5.6% | -3.0% | -1.8% |
| Jan 13 | Barclays | Maintains | Overweight → Overweight | — | $192.76 | $193.08 | +0.2% | +1.1% | +0.0% | +1.1% | +3.5% | -0.3% |
| Dec 18 | BMO Capital | Downgrade | Outperform → Market Perform | — | $208.99 | $206.90 | -1.0% | -3.8% | -1.4% | +2.7% | -0.1% | -0.4% |
| Oct 29 | TD Cowen | Maintains | Buy → Buy | — | $239.94 | $241.00 | +0.4% | -3.4% | +0.1% | -1.0% | -1.7% | +1.4% |
No insider trades available.
8-K
Unknown — 8-K Filing
SBA Communications (SBAC) filed an 8-K with standard SEC disclosures, likely indicating routine corporate updates that shouldn't materially impact the stock unless accompanied by significant business developments.
Mar 27
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Board expansion to nine members signals management's confidence in growth strategy; investors should monitor the new director's background to assess whether they bring valuable expertise or represent potential governance concerns.
Mar 20
8-K
SBA Communications Corp -- 8-K Filing
SBA Communications reported strong Q4 2025 results with $3.47 EPS and $3.19 AFFO per share, while executing $1.1 million in share repurchases and announcing industry-leading dividend growth.
Feb 26
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Dodge & Cox | 12,080,284 | $2.1B | Added | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 9,706,096 | $1.7B | New | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 6,924,961 | $1.2B | New | Mar 2026 |
| 4 | Cohen & Steers, Inc. | 3,448,807 | $667M | Reduced | Dec 2025 |
| 5 | Jpmorgan Chase & Co | 3,913,048 | $665M | Reduced | Mar 2026 |
| 6 | Morgan Stanley | 2,755,596 | $533M | Added | Dec 2025 |
| 7 | Diamond Hill Capital Management Inc | 2,034,920 | $394M | Added | Dec 2025 |
| 8 | Invesco Ltd. | 1,963,968 | $338M | Added | Mar 2026 |
| 9 | Arrowstreet Capital, Limited Partnership | 1,615,054 | $278M | Added | Mar 2026 |
| 10 | Nordea Investment Management Ab | 1,265,463 | $214M | Added | Mar 2026 |
| 11 | Mitsubishi Ufj Trust & Banking Corp | 1,074,795 | $185M | Added | Mar 2026 |
| 12 | Bank Of America Corp /de/ | 1,005,366 | $173M | Added | Mar 2026 |
| 13 | Northern Trust Corp | 983,416 | $169M | Reduced | Mar 2026 |
| 14 | Ubs Group Ag | 887,195 | $153M | Added | Mar 2026 |
| 15 | Woodline Partners Lp | 765,486 | $132M | Added | Mar 2026 |
| 16 | Fmr Llc | 706,461 | $122M | Reduced | Mar 2026 |
| 17 | Amundi | 696,473 | $120M | New | Mar 2026 |
| 18 | Sei Investments Co | 672,105 | $116M | Added | Mar 2026 |
| 19 | Qube Research & Technologies Ltd | 556,438 | $96M | New | Mar 2026 |
| 20 | Bank Of New York Mellon Corp | 544,834 | $94M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$20.09B
Enterprise Value
$30.62B
P/E (TTM)
19.07x
Forward P/E
25.08x
PEG Ratio
0.48x
P/B
—
P/S
7.14x
P/FCF
18.84x
EV/EBITDA
14.00x
Shares Out
107.5M
Financials (TTM)
Revenue
$2.82B
Net Income
$1.05B
EBITDA
$2.19B
Free Cash Flow
$1.07B
Op Cash Flow
$1.29B
EPS Basic
$9.83
EPS Diluted
$9.80
EPS Forward
$7.45
Gross Margin
41.6%
Op Margin
48.7%
Net Margin
37.4%
Balance Sheet
Total Assets
$11.58B
Total Liab.
$16.35B
Total Equity
-$4.78B
Cash
$439.0M
LT Debt
$10.96B
Book Value/Sh
$-44.54
Debt/Equity
-3.16x
Current Ratio
0.49
Quick Ratio
0.49
Returns & Growth
ROE
-7.6%
ROA
3.2%
ROIC
10.1%
Rev Growth YoY
+5.1%
EPS Growth YoY
+41.2%
Price Returns
2W
+1.0%
1M
-8.2%
3M
+1.0%
6M
+4.6%
12M
-12.4%
Technicals
52W High
$239.35
52W Low
$165.15
50d MA
$209.75
200d MA
$196.15
RSI (14)
36.10
ATR (14)
$7.02
Beta
0.88
Avg Volume
918K
Dividends
Div Rate
$4.47
Div Yield
2.0%
Frequency
4
Ex-Div Date
Mar 13, 2026
Analyst Price Targets
Consensus
$230.17
High
$260.00
Low
$205.00
Median
$231.00
Data updated apr 27, 2026 12:12am
· Source: financialmodelingprep.com