SBA Communications Corporation SBAC
189.42 USD -3.66 (-1.90%)
At closeNov 6, 2026, 4:14 PM EST
189.42 0.00 0.00%
After hours · Nov 6, 4:14 PM ET
188.61 Day range 193.19
158.02 52-week range 223.75
- YTD
- -2.07%
- 1 year
- -2.74%
- Market cap
- 19.78B
- Revenue (ttm)
- 2.85B
- Profit margin
- 34.54%
- EPS (ttm)
- 9.26
- Shares out
- 104.43M
- P/E ratio
- 20.46
- Forward P/E
- 23.40
- Dividend
- 5.00 (2.59%)
- Ex-dividend date
- Nov 11, 2026
- YTD return
- -2.07%
- 1-year return
- -2.74%
- Volume
- 1.13M
- Avg volume
- 1.01M
- Open
- 189.71
- Previous close
- 193.08
- Day's range
- 188.61 – 193.19
- 52-week range
- 158.02 – 223.75
- Beta
- 0.97
- Analysts
- Buy
- Price target
- 224.25 (+18.4%)
- Earnings date
- Feb 25, 2027
5D +4.54 (+2.46%)
Key statistics
- Enterprise value
- 35.08B
- PEG ratio
- 11.66
- Price / sales
- 6.94
- Price / book
- 0.00
- Dividend yield
- 2.59%
- Payout ratio
- 52.48%
- Revenue growth
- -2.50%
- Free cash flow
- 661.75M
- Total cash
- 417.53M
- Total debt
- 15.24B
- Return on equity
- 0.00%
- Short % of float
- 4.54%
- 50-day average
- 179.75
- 200-day average
- 190.30
Analyst view
Consensus: buy
Buy
Price target (mean) 224.25 +18.4% upside
Now 189.42
- Target (low)
- 164.00
- Target (mean)
- 224.25
- Target (high)
- 280.00
Ratings (0m) 21 11 buy · 10 hold · 0 sell
- Strong buy4
- Buy7
- Hold10
- Sell0
- Strong sell0
Next earnings
Feb 25, 2027
Expected Feb 25, 2027. Consensus EPS estimate 2.10.
Financials — quick view
SBAC Revenue — quarterly 713.92M
SBAC Net income — quarterly 231.31M
SBAC EPS — quarterly 2.19
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 25, 2027 | Dec 30, 2026 | 1.99 | — | — | — |
| Nov 2, 2026 | Sep 30, 2026 | 2.09 | 2.19 | +0.10 | +4.78% |
| Aug 3, 2026 | Jun 30, 2026 | 1.85 | 1.87 | +0.02 | +1.08% |
| Apr 29, 2026 | Mar 31, 2026 | 1.78 | 1.74 | -0.04 | -2.25% |
| Feb 26, 2026 | Dec 31, 2025 | 3.89 | 3.47 | -0.42 | -10.80% |
| Nov 3, 2025 | Sep 30, 2025 | 3.04 | 3.32 | +0.28 | +9.21% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 4, 2026 | Truist Securities | main | Buy | Buy |
| Nov 3, 2026 | Citigroup | main | Buy | Buy |
| Nov 3, 2026 | JP Morgan | main | Neutral | Neutral |
| Nov 3, 2026 | TD Cowen | main | Buy | Buy |
| Oct 20, 2026 | Bernstein | main | Market Perform | Market Perform |
| Sep 30, 2026 | Barclays | main | Overweight | Overweight |
About SBA Communications Corporation
SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure, including tower structures, rooftops and other structures that support antennas used for wireless communications. In our site leasing business, we lease space to wireless service providers and other customers on assets we own or operate, and manage rooftop and tower sites for property owners under various contractual arrangements. As of December 31, 2025, we owned 46,328 towers, a substantial portion of which were built by us or by other tower owners or operators who, like us, build towers to lease space to multiple wireless service providers. As of December 31, 2025, each of our towers had an average of 1.8 tenants. SBA Communications Corporation was established in 1989 and was incorporated in Florida.
- Sector
- Real Estate
- Industry
- REIT - Specialty
- Country
- United States
- Website
- sbasite.com
News
Truist Securities Maintains Buy on SBA Communications, Lowers Price Target to $235 
SBAC Q3 FFO Top Estimates on International Leasing Gains 
Citigroup Maintains Buy on SBA Communications, Lowers Price Target to $225 
JP Morgan Maintains Neutral on SBA Communications, Lowers Price Target to $200 - TD Cowen Maintains Buy on SBA Communications, Raises Price Target to $239
Critical Survey: SBA Communications (NASDAQ:SBAC) & Gladstone Land (NASDAQ:LAND) 
SBA Communications Corporation (SBAC) Q3 2026 Earnings Call Transcript 
SBA Communications (SBAC) Reports Q3 Earnings: What Key Metrics Have to Say 
SBA Communications Q3 Earnings Call Highlights 
SBA Communications (SBAC) Tops Q3 FFO Estimates
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BEEBE KEVIN L | Director | Conversion of Exercise of derivative security | May 12, 2026 | 16,644 |
| BERNSTEIN STEVEN E | Director | Conversion of Exercise of derivative security | May 12, 2026 | 63,453 |
| CANE RICHARD M | Officer | Conversion of Exercise of derivative security | Mar 5, 2026 | 12,404 |
| CAVANAGH BRENDAN THOMAS | Chief Executive Officer | Conversion of Exercise of derivative security | Mar 5, 2026 | 97,091 |
| CIARFELLA MARK R. | Officer | Conversion of Exercise of derivative security | Mar 5, 2026 | 42,821 |
| DAY DONALD E. | Officer | Conversion of Exercise of derivative security | Jul 30, 2026 | 9,992 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Dodge & Cox Inc. | 11.62% | 12,323,254 | 2.33B | Jun 29, 2026 |
| Blackrock Inc. | 9.56% | 10,138,749 | 1.92B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 9.25% | 9,817,059 | 1.86B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.54% | 6,936,972 | 1.31B | Jun 29, 2026 |
| State Street Corporation | 4.83% | 5,119,264 | 969.69M | Jun 29, 2026 |
| Cohen & Steers Inc. | 3.06% | 3,247,729 | 615.18M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 7.31% | 7,757,000 | 1.47B | Jun 29, 2026 |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 3.79% | 4,024,259 | 762.28M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.17% | 3,367,881 | 637.94M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.59% | 2,748,506 | 520.62M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 2.17% | 2,298,027 | 435.29M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 1.37% | 1,450,687 | 274.79M | Jun 29, 2026 |