SBA Communications Corporation SBAC
184.15 USD -0.71 (-0.38%)
Nov 3, 2026, 3:58 PM EST
178.45 Day range 184.66
158.02 52-week range 223.75
- YTD
- -4.80%
- 1 year
- -4.84%
Analyst view
Consensus: buy
Buy
Price target (mean) 225.25 +22.3% upside
Now 184.15
- Target (low)
- 164.00
- Target (mean)
- 225.25
- 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
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 – 2.21 | 2.20 | -4.7% | 725.33M | -0.9% | 9 |
| Next quarter | 2.00 | 1.81 – 2.16 | 3.47 | -42.4% | 720.13M | +0.1% | 9 |
| Current year | 7.73 | 7.44 – 7.94 | 9.80 | -21.2% | 2.87B | +1.8% | 10 |
| Next year | 8.07 | 6.94 – 9.32 | 7.73 | +4.4% | 2.94B | +2.5% | 10 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 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 |
| Dec 1, 2025 | Barclays | Maintained | Overweight | Overweight |
| Nov 17, 2025 | Barclays | Maintained | Overweight | Overweight |
| Nov 10, 2025 | RBC Capital | Maintained | Outperform | Outperform |