SBA Communications Corporation
186.74USD
-1.9500 (-1.03%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $2.09▲ | $2.02 | 7 | 2 |
| Next quarter | $1.99▲ | $1.87 | 6 | 3 |
| Current year | $7.71▲ | $7.54 | 9 | 1 |
| Next year | $8.18▲ | $8.17 | 2 | 8 |
Beat in 1 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.89 | $1.87 | -0.02 (-1.2%) |
| 2026-03-31 | $1.74 | $1.74 | -0.00 (-0.3%) |
| 2025-12-31 | $4.05 | $3.47 | -0.58 (-14.3%) |
| 2025-09-30 | $2.16 | $2.2 | +0.04 (+1.8%) |
342 ratings from 36 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Barclays | Maintained | Overweight | $245 $208 | Aug 20, 2026 |
| Truist Securities | Maintained | Buy | $248 $238 | Aug 5, 2026 |
| JP Morgan | Maintained | Neutral | $230 $220 | Aug 4, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $225 $215 | Aug 4, 2026 |
| Wells Fargo | Upgraded from Equal-Weight | Overweight | $220 $210 | Jul 17, 2026 |
| RBC Capital | Maintained | Outperform | $245 $210 | Jul 10, 2026 |
| Barclays | Maintained | Overweight | $244 $245 | May 5, 2026 |
| Truist Securities | Reiterated | Buy | $247 $248 | May 5, 2026 |
| Scotiabank | Maintained | Sector Perform | $223 $230 | May 1, 2026 |
| Keybanc | Maintained | Overweight | $235 $250 | Apr 30, 2026 |
| Truist Securities | Upgraded from Hold | Buy | $193 $247 | Apr 22, 2026 |
| Barclays | Maintained | Overweight | $212 $244 | Apr 16, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $215 $225 | Apr 9, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $195 $220 | Apr 7, 2026 |
| Truist Securities | Initiated from Buy | Hold | $193 | Mar 31, 2026 |
| Bernstein | Initiated | Market Perform | $218 | Mar 5, 2026 |
| Scotiabank | Maintained | Sector Perform | $233 $223 | Mar 2, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $225 $215 | Mar 2, 2026 |
| RBC Capital | Maintained | Outperform | $215 $220 | Mar 2, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $205 $195 | Feb 27, 2026 |
| UBS | Maintained | Buy | $275 $260 | Jan 20, 2026 |
| Scotiabank | Maintained | Sector Perform | $252 $233 | Jan 14, 2026 |
| JP Morgan | Maintained | Neutral | $245 $240 | Jan 12, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $215 $205 | Dec 16, 2025 |
| Barclays | Maintained | Overweight | $219 $212 | Dec 1, 2025 |
80 filings from 16 insiders · 23 buy / 1 sell over 6m
Officers and directors of SBAC, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| KROUSE GEORGE R JRDirector | Sell | 300 | $182.67 | $55k | Aug 17, 2026 |
| DAY DONALD E.Officer | Other | 457 | — | — | Jul 31, 2026 |
| KROUSE GEORGE R JRDirector | Exercise | 501 | $212.31 | $106k | May 13, 2026 |
| LANGER JACKDirector | Exercise | 1.5k | $212.31 | $319k | May 13, 2026 |
| BERNSTEIN STEVEN EDirector | Exercise | 1.5k | $212.31 | $319k | May 13, 2026 |
| BEEBE KEVIN LDirector | Exercise | 1.5k | $212.31 | $319k | May 13, 2026 |
| BOWEN LAURIEDirector | Other | 881 | — | — | May 1, 2026 |
| KROUSE GEORGE R JRDirector | Other | 881 | — | — | May 1, 2026 |
| CHAN MARY SDirector | Other | 881 | — | — | May 1, 2026 |
| JOHNSON JAY LECORYELLEDirector | Other | 881 | — | — | May 1, 2026 |
| WILSON AMY E.Director | Other | 881 | — | — | May 1, 2026 |
| LANGER JACKDirector | Other | 881 | — | — | May 1, 2026 |
| BERNSTEIN STEVEN EDirector | Other | 881 | — | — | May 1, 2026 |
| STOOPS JEFFREY AChairman of the Board | Other | 633 | — | — | May 1, 2026 |
| BEEBE KEVIN LDirector | Other | 881 | — | — | May 1, 2026 |
| CHAN MARY SDirector | Exercise | 1.5k | $212.31 | $319k | Apr 13, 2026 |
| KOENIG JOSHUAGeneral Counsel | Other | 8.0k | — | — | Mar 6, 2026 |
| DAY DONALD E.Officer | Other | 3.8k | — | — | Mar 6, 2026 |
| KREDI SAULOfficer | Other | 2.5k | — | — | Mar 6, 2026 |
| CANE RICHARD MOfficer | Other | 8.3k | — | — | Mar 6, 2026 |
No analyst notes on SBAC yet.
Analyst Ratings
20 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 4 | 7 | 10 | 0 | 0 | Buy2.29 |
| 1 mo ago | 4 | 7 | 10 | 0 | 0 | Buy2.29 |
| 2 mo ago | 4 | 7 | 10 | 0 | 0 | Buy2.29 |
| 3 mo ago | 4 | 6 | 11 | 0 | 0 | Buy2.33 |