SBA Communications Corporation
SBAC
NASDAQ·Real Estate·REIT - Specialty·Mkt cap $20.1B
$189.44
▼ -1.09%
P/E
20.39
Mkt Cap
$20.1B
52-Wk Range
$162.41–$224.46
52-Week Range
$162.41 - $224.46
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 1.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive Geographic Coverage
- Diversified Multi-Tenant Communication Sites
- Long-Term Lease Contracts
- Strategic Infrastructure Portfolio
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
5G Network Expansion
Value
Fairly valued vs Tower Infrastructure peers
Momentum
Weak
-5.3% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Solid
2.57% yield
Smart-money signal
Who's buying SBAC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 3, 2026
Reported EPS of $1.87 vs $1.85 consensus (+1.1% surprise). Revenue of $715.3M vs $706.0M expected (+1.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.1%
Revenue trend · last 8Q
—
+3%
+1%
+6%
+10%
+4%
+6%
+2%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$667.6M
$693.7M
$664.2M
$699.0M
$732.3M
$719.6M
$703.4M
$715.3M
Margins · last 8Q
Gross
-74.4%
Operating
49.2%
Profit
27.5%
Wall Street consensus
10 analysts · 60% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
60%
Hold
40%
Sell
0%
Median Price Target
—
Latest: BMO Capital · Aug 24, 2026
vs Industry
How SBAC stacks vs REIT - Specialty
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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