SBA Communications Corporation SBAC
194.42 USD +9.73 (+5.27%)
Nov 4, 2026, 3:24 PM EST
187.76 Day range 200.73
158.02 52-week range 223.75
- YTD
- +0.51%
- 1 year
- -0.91%
Analyst view
Consensus: buy
Buy
Price target (mean) 224.75 +15.6% upside
Now 194.42
- Target (low)
- 164.00
- Target (mean)
- 224.75
- Target (high)
- 280.00
Ratings (0m) 21 11 buy · 10 hold · 0 sell
- Strong buy4
- Buy7
- Hold10
- Sell0
- Strong sell0
Recommendation trend
- This month 21
- 1 month ago 21
- 2 months ago 21
- 3 months ago 21
Earnings and revenue estimates
Consensus for the coming quarters and fiscal years
| Period | EPS estimate | Low – high | Year ago | EPS growth | Revenue estimate | Revenue growth | Analysts |
|---|---|---|---|---|---|---|---|
| Current quarter | 2.10 | 1.97 – 2.24 | 3.47 | -39.6% | 712.54M | -1.0% | 9 |
| Next quarter | 2.03 | 1.83 – 2.24 | 3.47 | -41.6% | 713.42M | +1.4% | 4 |
| Current year | 8.02 | 7.70 – 8.88 | 9.80 | -18.1% | 2.85B | +1.2% | 5 |
| Next year | 8.20 | 7.39 – 9.11 | 8.02 | +2.2% | 2.91B | +2.3% | 7 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 3, 2026 | Citigroup | Maintained | Buy | Buy |
| Nov 3, 2026 | JP Morgan | Maintained | Neutral | Neutral |
| Nov 3, 2026 | TD Cowen | Maintained | Buy | Buy |
| Oct 20, 2026 | Bernstein | Maintained | Market Perform | Market Perform |
| Sep 30, 2026 | Barclays | Maintained | Overweight | Overweight |
| Sep 21, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Aug 20, 2026 | Barclays | Maintained | Overweight | Overweight |
| Aug 5, 2026 | Truist Securities | Maintained | Buy | Buy |
| Aug 4, 2026 | JP Morgan | Maintained | Neutral | Neutral |
| Aug 4, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Jul 17, 2026 | Wells Fargo | Upgrade | Equal-Weight | Overweight |
| Jul 10, 2026 | RBC Capital | Maintained | Outperform | Outperform |
| May 5, 2026 | Barclays | Maintained | Overweight | Overweight |
| May 5, 2026 | Truist Securities | Reiterated | Buy | Buy |
| May 1, 2026 | Scotiabank | Maintained | Sector Perform | Sector Perform |
| Apr 30, 2026 | Keybanc | Maintained | Overweight | Overweight |
| Apr 22, 2026 | Truist Securities | Upgrade | Hold | Buy |
| Apr 16, 2026 | Barclays | Maintained | Overweight | Overweight |
| Apr 9, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Apr 7, 2026 | Wells Fargo | Maintained | Equal-Weight | Equal-Weight |
| Mar 31, 2026 | Truist Securities | Initiated | Buy | Hold |
| Mar 5, 2026 | Bernstein | Initiated | — | Market Perform |
| Mar 2, 2026 | Scotiabank | Maintained | Sector Perform | Sector Perform |
| Mar 2, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Mar 2, 2026 | RBC Capital | Maintained | Outperform | Outperform |
| Feb 27, 2026 | Wells Fargo | Maintained | Equal-Weight | Equal-Weight |
| Jan 20, 2026 | UBS | Maintained | Buy | Buy |
| Jan 14, 2026 | Scotiabank | Maintained | Sector Perform | Sector Perform |
| Jan 12, 2026 | JP Morgan | Maintained | Neutral | Neutral |
| Dec 16, 2025 | Wells Fargo | Maintained | Equal-Weight | Equal-Weight |