SBA Communications Corporation
184.75USD
+6.3600 (+3.57%)
Not enough data yet
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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 | $2.1▲ | $2.01 | 0 | 1 |
| Next quarter | $2▲ | $1.86 | 0 | 1 |
| Current year | $7.73▲ | $7.54 | 0 | 1 |
| Next year | $8.07▼ | $8.09 | 0 | 1 |
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%) |
345 ratings from 36 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Bernstein | Maintained | Market Perform | $219 $208 | Oct 20, 2026 |
| Barclays | Maintained | Overweight | $208 $207 | Sep 30, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $215 $205 | Sep 21, 2026 |
| 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 |
84 filings from 17 insiders · 15 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 |
|---|---|---|---|---|---|
| Montagner MarcOfficer, EVP - CHIEF FINANCIAL OFFICER | ExerciseRestricted Stock Units | 1.6k | — | — | Oct 17, 2026 |
| Montagner MarcOfficer, EVP - CHIEF FINANCIAL OFFICER | Tax | 624.878 | $187.06 | $117k | Oct 17, 2026 |
| Montagner MarcOfficer, EVP - CHIEF FINANCIAL OFFICER | Exercise | 1.6k | — | — | Oct 17, 2026 |
| MONTAGNER MARCChief Financial Officer | Other | 1.6k | — | — | Oct 16, 2026 |
| 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 |
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 | 3 | 8 | 10 | 0 | 0 | Buy2.33 |
| 2 mo ago | 4 | 7 | 10 | 0 | 0 | Buy2.29 |
| 3 mo ago | 4 | 7 | 10 | 0 | 0 | Buy2.29 |
Members whose judged calls on SBAC have played out most reliably.
No settled calls on SBAC yet. 2 calls are open, the first due Sep 13, 2027.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice