Price
No data yet.
Social Signal Score
Analyst Ratings
42 analystsRevenue
$715.27M+73.90%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Brendan Thomas Cavanagh
- Sector
- Real Estate
- Industry
- REIT - Specialty
- Employees
- 1,844
- Beta
- 0.99
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 0.21
Financials
Revenue
$715.27M+73.9%Net Income
$198.78MEBITDA
$441.59M+63.8%Free Cash Flow
$344.76M+174.9%EPS (diluted)
$1.87Shares Outstanding (diluted)
106.19M-14.8%Operating Expenses
$77.55MCash & Debt
$327.05MReturn of Capital
$134.90MRevenue by Segment (annual)
$2.82BDividend per Share
$1.25Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.82B | $1.05B | $9.83 |
| 2024 | $2.68B | $749.54M | $6.96 |
| 2023 | $2.71B | $501.81M | $4.64 |
| 2022 | $2.63B | $461.43M | $4.27 |
| 2021 | $2.31B | $237.62M | $2.17 |
| 2020 | $2.08B | $24.10M | $0.21 |
| 2019 | $2.01B | $146.99M | $1.28 |
| 2018 | $1.87B | $47.45M | $0.41 |
| 2017 | $1.73B | $103.65M | $0.86 |
| 2016 | $1.63B | $76.24M | $0.61 |
| 2015 | $1.64B | $-175.66M | $-1.37 |
| 2014 | $1.53B | $-24.30M | $-0.19 |
| 2013 | $1.30B | $-55.91M | $-0.44 |
| 2012 | $954.08M | $-183.33M | $-1.51 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $14.44
- Implied price
- $288.81
- Return from $183.75
- 9.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $143.59 — -21.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 14 | 17 | 20 | 23 | 26 |
|---|---|---|---|---|---|
| -2.0% | -7.5% | -3.8% | -0.7% | 2.1% | 4.7% |
| 3.0% | -2.8% | 1.1% | 4.4% | 7.4% | 10.0% |
| 8.0% | 1.9% | 6.0% | 9.5% | 12.6% | 15.4% |
| 13.0% | 6.6% | 10.9% | 14.5% | 17.8% | 20.7% |
| 18.0% | 11.4% | 15.8% | 19.6% | 23.0% | 26.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (14)
- Newszacks.com·2d ago·Neutral
Strength Seen in SBA Communications (SBAC): Can Its 7.3% Jump Turn into More Strength? SBA Communications (SBAC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO estimate revisions may not translate into further price increase in the near term.
View source ↗ - News (RSS)investing·5d ago·Neutral
Why is SBA Communications stock surging today?
View source ↗ - Newsmarketbeat.com·12d ago·Positive
SBA Communications Eyes 6G Leasing Rebound, Edge Data Centers and Buybacks SBA Communications NASDAQ: SBAC sees a cyclical recovery in U.S. tower leasing tied to future spectrum deployment, while also identifying edge computing, Latin American growth and share repurchases as areas of focus, Executive Vice President and Chief Financial Officer Marc Montagner said during an RBC communications infrastructure session.
View source ↗ - News (RSS)seekingalpha·14d ago·Positive
SBA Communications Corporation (SBAC) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript
View source ↗ - Newsseekingalpha.com·14d ago·Positive
SBA Communications Corporation (SBAC) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript SBA Communications Corporation (SBAC) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript
View source ↗ - News (RSS)seekingalpha·27d ago·Neutral
SBA Communications: The Turnaround Setup Is Getting More Interesting
View source ↗ - Newsseekingalpha.com·27d ago·Neutral
SBA Communications: The Turnaround Setup Is Getting More Interesting SBA Communications remains a Buy after a major refinancing, trading at a discount that offers a solid margin of safety. SBAC's refinancing secured $3.5 billion in investment-grade bonds at a 5.113% blended rate, improving its debt profile and flexibility. Guidance for 2026 AFFO per share was raised to $11.95–$12.40, with churn expected to decline sharply post-2027, supporting long-term recovery.
View source ↗ - Newsseekingalpha.com·34d ago·Positive
SBA Communications Corporation (SBAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript SBA Communications Corporation (SBAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsseekingalpha.com·35d ago·Positive
SBA Communications Corporation (SBAC) Presents at Citi's 2026 Global TMT Conference Transcript SBA Communications Corporation (SBAC) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - News (RSS)yahoo·37d ago·Neutral
SBA Communications (SBAC) Wins Investment Grade While Profits Slide
View source ↗ - Newszacks.com·42d ago·Neutral
SBA Communications (SBAC) Up 0.5% Since Last Earnings Report: Can It Continue? SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?
View source ↗ - News (RSS)seekingalpha·45d ago·Positive
SBA Communications Corporation: Fast-Growing Dividend, Undervalued
View source ↗ - Newsseekingalpha.com·45d ago·Positive
…rong capital allocation. Q2 2026 results showed 2.3% revenue growth, driven by international site leasing, offsetting domestic weakness from Sprint & T-Mobile churn. SBAC's dividend is well-covered at a 41% payout ratio, with ongoing share buybacks and ample liquidity following its inaugural investment-grade bond issuance.
View source ↗ - Newsbusinesswire.com·50d ago·Neutral
…ations Corporation to Speak at the Goldman Sachs 2026 Communacopia + Technology Conference BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer, is scheduled to speak at the Goldman Sachs 2026 Communacopia + Technology Conference on Wednesday, September 9, 2026 at 4:25 PM PT. The conference will be held at the Palace Hotel in San Francisco, California. The audio presentation for SBA can be …
View source ↗
Earnings
Mon, Nov 2(in 3 weeks)
Consensus estimate $2.09 per share
Typical surprise -10.8% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$1.87 vs $1.85beat
- Wed, Apr 29$1.74 vs $1.78miss
- Thu, Feb 26$3.47 vs $3.89miss
- Mon, Nov 3$3.32 vs $3.04beat
- Mon, Aug 4$2.09 vs $3.12miss
- Mon, Apr 28$1.77 vs $3.12miss
Estimates and results for SBAC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SBAC officers and directors.
- Bought
- —
- Sold
- $55k
0 trades
1 trade
- Krouse George R Jrsold
99 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Oct 9, 2026 (14d later)Sell$1,001 - $15,000
- Gilbert Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Gilbert Cisneroshouse · CA31 · disclosed Jan 12, 2026 (24d later)Sell$1,001 - $15,000
- Gilbert Cisneroshouse · CA31 · disclosed Dec 15, 2025 (33d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (18d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (18d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (41d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (27d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Sep 12, 2025 (17d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$50,001 - $100,000
- Julie Johnsonhouse · TX32 · disclosed May 15, 2025 (44d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Apr 10, 2025 (30d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Feb 14, 2025 (32d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Feb 12, 2025 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 5, 2024 (14d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 5, 2024 (14d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 6, 2024 (22d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.