SBA Communications
Price: 207.33Company and Business Model
SBA Communications is a real estate investment trust (REIT) that focuses on owning and operating wireless communications infrastructure. Its core products include tower leasing and related services, primarily catering to telecommunications companies. Major business segments encompass site leasing and management services, with revenue primarily derived from long-term leases with mobile network operators. The company benefits from the growing demand for wireless connectivity and infrastructure expansion.
Investment Profile
The investment profile of SBA Communications is more aligned with balanced investors, given its combination of growth potential through infrastructure expansion and a moderate dividend yield. The stock exhibits characteristics suitable for those seeking a mix of capital appreciation and income. Its performance reflects a stable yet cautious outlook, making it appropriate for investors with a medium to long-term horizon.
Fundamental metrics (experimental)
- EPS (TTM) — earnings per share for the last 12 months, $
- 9.54 OK
- Revenue QoQ — quarter-over-quarter revenue growth
- -2.2% ↓
- EPS surprise
- -10.8% worse than expected
- 20d volatility
- 2.3% stable
- Dividend yield
- 2.9% moderate last ex-date: 2026-03-13
Track in portfolio
Price chart
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-06-09 02:50 | Hold | Sell | Weak fundamentals and negative momentum raise concerns. |
| 2026-06-01 02:50 | Sell | Hold | Weak fundamentals and negative momentum raise concerns. |
| 2026-05-20 02:55 | Hold | Sell | Weak fundamentals and negative momentum raise concerns. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-05-05 08:52 | Barclays | Target Raised | 244 → 245 | 217.91 |
| 2026-05-01 14:29 | Scotiabank | Target Raised | 223 → 230 | 219.3718 |
| 2026-04-15 18:21 | Barclays | Target Raised | 212 → 244 | 214.2 |
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