Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$19.4B
106M shares
52-week range
$162.41 – $225.33
38% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NASDAQ
CS
SBA Communications owns a portfolio of about 46,000 wireless towers throughout North America, South America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top three or four mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.
www.sbasite.comNo one on the platform currently holds SBAC.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-09-30 | 89,849 | $21.6M |
| Bridgewater Associatesas of 2026-03-31 | 14,652 | $2.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-20 | $1.2500 | 2026-09-17 |
| 2026-05-22 | $1.2500 | 2026-06-17 |
| 2026-03-13 | $1.2500 | 2026-03-27 |
| 2025-11-13 | $1.1100 | 2025-12-11 |
| 2025-08-21 | $1.1100 | 2025-09-18 |
| 2025-05-22 | $1.1100 | 2025-06-17 |
| 2025-03-13 | $1.1100 | 2025-03-27 |
| 2024-11-14 | $0.9800 | 2024-12-12 |
| 2024-08-22 | $0.9800 | 2024-09-18 |
| 2024-05-22 | $0.9800 | 2024-06-19 |
No one on the platform has traded SBAC yet.
| 2024-03-13 | $0.9800 | 2024-03-28 |
| 2023-11-15 | $0.8500 | 2023-12-14 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.9B | +1.5% | $7.63 | $7.48–$7.74 | 24.4× | 9 |
| 2027 | $2.9B | +2.4% | $8.39 | $7.47–$8.99 | 22.2× | 9 |
| 2028 | $3.0B | +3.7% | $9.36 | $8.04–$9.87 | 19.9× | 10 |
| 2029 | $3.2B | +5.1% | $10.04 | $9.84–$10.20 | 18.5× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-03 | $1.85 | $1.87 | +1.1% |
| 2026-04-29 | $1.78 | $1.74 | -2.2% |
| 2026-02-26 | $3.89 | $3.47 | -10.8% |
| 2025-11-03 | $3.04 | $3.32 | +9.2% |
| 2025-08-04 | $3.12 | $2.09 | -33.0% |
| 2025-04-28 | $3.12 | $1.77 | -43.3% |
| 2025-02-24 | $2.08 | $1.61 | -22.6% |
| 2024-10-28 | $2.27 |
| $2.40 |
| +5.7% |
| $18.6B |
| — |
| GLPIGaming and Leisure Properties, Inc. | $43.45 | +0.81% | $12.3B | — |
| INVHInvitation Homes Inc. | $30.27 | +1.63% | $18.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
SBA Communications reported Q2 EPS of $1.87, beating analysts' expectations by $0.03, while revenue increased to $715.3 million, above the $705.7 million consensus estimate, reflecting resilient performance in its wireless communications infrastructure business. The results were supported by steady demand for the company's portfolio of wireless towers and long-term leasing agreements with mobile network operators, providing stable recurring revenue despite a challenging environment for telecom infrastructure stocks. Shares of SBA Communications have fallen 17.9% over the past three months and are down 22.1% over the last year, though analyst sentiment has improved recently, with six upward EPS revisions versus two downward revisions over the past 90 days. Investors will continue to watch leasing activity, international growth, and the pace of 5G network deployments, which remain key drivers of long-term demand for tower infrastructure. $SBAC
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-3-sba-communications-co-stock/ $SBAC SBA Communications Earnings Transcript
View on StockTwits ↗$SBAC Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.87 down -10.95% YoY • Reported revenue of $715.27M up 2.33% YoY • SBA Communications Corporation updated its full year 2026 outlook, projecting total revenues between $2,841.0 million and $2,886.0 million, with AFFO per share expected to range from $11.95 to $12.40.
View on StockTwits ↗Citi just released this list of its most and least preferred tech & communication stocks for the rest of 2026 Most Preferred tickers $EQIX $SBAC $AMT $DASH $LITE Next alert dropping soon! If you are not following us with notifications turned on, you might miss our next alerts.
View on StockTwits ↗$SBAC Goldman has altered their rating of "Neutral" and target of "$205" see consensus outlook
View on StockTwits ↗$SBAC Several weeks ago, this on rumors to be bought out by private credit. I think $SPCX can make an interesting play here. An acquisition here would give Starlink terrestrial spectrum and overcome the physical limits of its Starlink. Just a thought.
View on StockTwits ↗$SBAC Current Stock Price: $180.92 Contracts to trade: $195.0 SBAC Jul 17 2026 Call Entry: $0.70 Exit: $1.11 ROI: 58% Hold ~30 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Important note - framing this through a long-duration compounding lens rather than short-term speculation. If you fast-forward to 2040, the biggest wealth creation likely won’t come from trading cycles, but from simply holding exposure to dominant infrastructure and AI-driven asset bases. 6 CORE “GOLDEN ETF / THEMATIC” EXPOSURES: $AIPO - captures AI IPO pipeline exposure; essentially a basket bet on future AI public listings and early-stage platform monetization $AMT - wireless infrastructure backbone enabling global connectivity growth $VRT - critical cooling + power infrastructure for high-density AI data centers $SBAC -tower infrastructure tied to long-duration mobile + data demand growth $DLR - data center REIT exposure leveraged to global cloud + AI compute expansion The investors who win this cycle are not the ones reacting to headlines - but those aligned early with structural bottlenecks and staying positioned through volatility.
View on StockTwits ↗$SBAC Current Stock Price: $218.10 Contracts to trade: $220.0 SBAC May 15 2026 Call Entry: $0.45 Exit: $0.63 ROI: 41% Hold ~20 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$SBAC Price: $220.66 (+1.51%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±0.73% RSI: 48.7 | Momentum: Moderate Volume: -87.5% vs avg Volatility: 1.88% Support: $210.53 | Resistance: $224.46 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
View on StockTwits ↗$SBAC Current Stock Price: $218.13 Contracts to trade: $220.0 SBAC May 15 2026 Call Entry: $4.70 Exit: $8.11 ROI: 73% Hold ~29 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$SBAC Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $1.75 down -14.63% YoY • Reported revenue of $703.44M up 5.90% YoY • SBA Communications Corporation increased its full year 2026 outlook for total revenues to $2,839.0 million-$2,884.0 million, Tower Cash Flow to $2,092.0 million-$2,112.0 million, and AFFO per share to $11.93-$12.38.
View on StockTwits ↗$SBAC Risk Alert: Max Pain Price Is Dipping as Ticker Nears a Potential Inflection Point https://www.macroaxis.com/stock-options/SBAC/SBA-Communications-Corp?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits ↗$SBAC Infrastructure assets and specialized service platforms attracting institutional capital and private equity interest, driving M&A consolidation and valuation expansion across multiple sectors. Learn more: https://axlfi.com/themes/60
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.