Ticker: SBAC

SBA Communications

Real estate Real Estate REIT - Specialty

Price 184.24

Reco Sell Potential 46 Risk 75 Updated 2026-10-27

Official website

Forecast impact

negative

Target +12.9% target fill 88.6%

Reaction D5 -2.09% · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-19

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company 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.

Category: Real estate Sector: Real Estate Industry: REIT - Specialty Investment style: Growth Horizon: Medium-term Company type: Blue Chip Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-10-28

EPS (TTM) — earnings per share for the last 12 months, $: 9.54
Revenue QoQ — quarter-over-quarter revenue growth: -2.2%
EPS surprise: -10.8%
20d volatility: 2.5%
Dividend yield: 2.9%
last ex-date: 2026-03-13

AI recommendation changes

Date	Before	After	Reason
2026-10-22	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-10-07	Sell	Hold	Weak fundamentals and negative momentum raise concerns.
2026-09-10	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-08-29	Sell	Hold	Weak revenue growth offsets positive price momentum.
2026-07-19	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-07-12	Sell	Hold	Weak fundamentals and mixed momentum signal caution.
2026-06-09	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-06-01	Sell	Hold	Weak fundamentals and negative momentum raise concerns.
2026-05-20	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-05-08	—	Hold	Weak fundamentals and mixed momentum signal caution.
2026-05-05	Hold	Buy	Компания показывает стабильный рост в долгосрочной перспективе, однако недавние финансовые результаты и снижение выручки могут указывать на краткосрочные риски.
2026-04-28	Buy	Hold	Компания показывает сильный рост за последние 20 дней, однако недавние падения и отрицательные квартальные результаты вызывают опасения. Рекомендуется удерживать акции до прояснения ситуации.
2026-04-15	Hold	Buy	Компания показывает стабильный рост за последние месяцы, однако недавнее снижение выручки и негативный сюрприз по прибыли указывают на возможные риски в краткосрочной перспективе.
2026-02-26	Buy	Hold	Компания показывает умеренный рост выручки и дивидендную доходность, однако недавние колебания цен и низкая волатильность могут указывать на неопределенность на рынке.
2026-02-16	Sell	Buy	Компания показывает положительную динамику роста выручки и стабильный дивидендный доход, что делает её привлекательной для инвестиций. Несмотря на недавнее снижение цены, долгосрочные перспективы остаются позитивными.
2026-02-08	Hold	Sell	Компания демонстрирует негативную динамику на протяжении последних месяцев, что вызывает опасения относительно ее краткосрочных перспектив. Однако, учитывая стабильный рынок недвижимости, стоит удерживать акции в портфел
2026-01-30	Sell	Hold	Компания демонстрирует нестабильные результаты на протяжении последних месяцев, что указывает на высокие риски. Однако текущая цена может быть привлекательной для долгосрочных инвесторов.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-20	Bernstein	Target Lowered	219 → 208	183.09
2026-10-05	Raymond James	Target Raised	264 → 271	160.74
2026-09-30	Barclays	Target Lowered	208 → 207	162.81
2026-09-21	Morgan Stanley	Target Lowered	215 → 205	177.7632
2026-08-20	Barclays	Target Lowered	245 → 208	182.43
2026-08-05	Truist Financial	Target Lowered	248 → 238	175.01
2026-08-04	Morgan Stanley	Target Lowered	225 → 215	179.54
2026-07-17	Wells Fargo	Rating Upgraded	— → 210	185.04
2026-06-26	Goldman Sachs	Update	— → 205	180.95
2026-05-05	Barclays	Target Raised	244 → 245	217.91
2026-05-01	Scotiabank	Target Raised	223 → 230	219.3718
2026-04-15	Barclays	Target Raised	212 → 244	214.2
2026-04-09	Morgan Stanley	Target Raised	215 → 225	218.46
2026-01-20	UBS	Target Lowered	275 → 260	189.25
2026-01-14	UBS	Target Lowered	252 → 233	193.525
2025-12-16	Wells Fargo	Target Lowered	215 → 205	193.11
2025-12-01	Barclays	Target Lowered	219 → 212	194.27
2025-11-04	Williams Trading	Target Lowered	249 → 237	197.6555
2025-11-04	BMO Capital	Target Lowered	215 → 210	193.52

News Page 1 of 1

Analysts JPMorgan expect upside for tower stocks following SpaceX’s acquisition of spectrum for Starlink Mobile service

10/09/2026, 09:37 AM investing forecast Analysts: analysts, JPMorgan telecom internet T-Mobile US Verizon American Tower Crown Castle SBA Communications AT&T

SpaceX's acquisition of spectrum for its Starlink Mobile service has significantly boosted tower stocks while negatively impacting traditional wireless carriers like AT&T, Verizon, and T-Mobile. This move signals SpaceX's intent to enhance its terrestrial coverage, potentially reshaping the competitive landscape in mobile broadband.

Goldman Sachs Highlights Potential Acquisition Targets Amid Ongoing M&A Boom

07/22/2026, 09:37 AM investing research finance Nutanix Goldman Sachs Freeport McMoRan Occidental Petroleum IMAX SBA Communications ConocoPhillips Diamondback Energy

Goldman Sachs advises investors to focus on potential acquisition targets as the current merger and acquisition cycle is expected to continue growing, with significant opportunities still available in the market.