SBA COMMUNICATIONS CORP (SBAC) Forecast, Price Target & Analyst Ratings

NASDAQ:SBAC • US78410G1040

Current stock price

215.345 USD
-5.06 (-2.3%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SBA COMMUNICATIONS CORP (SBAC).

Forecast Snapshot

Consensus Price Target

Price Target
$231.54
+ 7.52% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 29, 2026
Period
Q1 / 2026
EPS Estimate
$1.80
Revenue Estimate
706.96M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
75.20%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$231.54
Upside
+ 7.52%
From current price of $215.35 to mean target of $231.54, Based on 25 analyst forecasts
Low
$183.82
Median
$227.46
High
$294.00

Price Target Revisions

1 Month
0.08%
3 Months
-2.05%

Price Target Summary

25 Wall Street analysts provided a forecast for the next 12 months for SBAC. The average price target is 231.54 USD. This implies a price increase of 7.52% is expected in the next year compared to the current price of 215.345.
The average price target has been revised downward by 2.05% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

SBAC Current Analyst RatingSBAC Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

SBAC Historical Analyst RatingsSBAC Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
75.20%
SBAC was analyzed by 25 analysts. The buy percentage consensus is at 75. So analysts seem to be have mildly positive about SBAC.
In the previous month the buy percentage consensus was at a similar level.
SBAC was analyzed by 25 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-16BarclaysMaintains Overweight -> Overweight
2026-04-09Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-04-07Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-03-31Truist SecuritiesInitiate Buy -> Hold
2026-03-05BernsteinInitiate Market Perform
2026-03-02ScotiaBankMaintains Sector Perform -> Sector Perform
2026-03-02RBC CapitalMaintains Outperform -> Outperform
2026-03-02Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-02-27Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-01-20UBSMaintains Buy -> Buy
2026-01-14ScotiaBankMaintains Sector Perform -> Sector Perform
2026-01-12JP MorganMaintains Neutral -> Neutral
2025-12-16Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-12-01BarclaysMaintains Overweight -> Overweight
2025-11-17BarclaysMaintains Overweight -> Overweight
2025-11-10RBC CapitalMaintains Outperform -> Outperform
2025-11-04TD CowenMaintains Buy -> Buy
2025-11-04BMO CapitalMaintains Market Perform -> Market Perform
2025-10-20Wells FargoMaintains Equal-Weight -> Equal-Weight
2025-10-16Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-10-16CitigroupMaintains Buy -> Buy
2025-10-14UBSMaintains Buy -> Buy
2025-10-02RBC CapitalMaintains Outperform -> Outperform
2025-10-01Goldman SachsMaintains Neutral -> Neutral
2025-09-17KeybancMaintains Overweight -> Overweight

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 29, 2026
Period
Q1 / 2026
EPS Estimate
$1.80
Revenue Estimate
706.96M
Revenue Q2Q
6.43%
EPS Q2Q
1.48%
Number of Analysts
14

Next Earnings Revisions

Revenue (1 Month)
-0.88%
Revenue (3 Months)
-1.42%
EPS (1 Month)
-3.65%
EPS (3 Months)
-14.55%

Next Earnings Summary

SBAC is expected to report earnings on 4/29/2026. The consensus EPS estimate for the next earnings is 1.8 USD and the consensus revenue estimate is 706.96M USD.
The next earnings revenue estimate has been revised downward by 1.42% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2032

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032
Revenue
YoY % growth
SBAC revenue by date.SBAC revenue by date.
2.712B
2.97%		2.68B
-1.18%		2.815B
5.06%		2.894B
2.80%		2.974B
2.76%		3.083B
3.67%		3.307B
7.27%		3.28B
-0.82%		3.418B
4.21%		N/A
EBITDA
YoY % growth
SBAC ebitda by date.SBAC ebitda by date.
1.831B
7.52%		1.839B
0.44%		1.847B
0.40%		1.967B
6.52%		2.037B
3.56%		2.113B
3.73%		2.304B
9.04%		2.334B
1.30%		2.459B
5.36%		N/A
EBIT
YoY % growth
SBAC ebit by date.SBAC ebit by date.
1.115B
11.99%		1.57B
40.81%		1.554B
-0.98%		1.532B
-1.43%		1.636B
6.79%		1.725B
5.44%		1.565B
-9.28%		1.674B
6.96%		1.783B
6.51%		N/A
Operating Margin
SBAC operating margin by date.SBAC operating margin by date.
41.11%58.58%55.21%52.94%55.01%55.95%47.32%51.04%52.17%N/A
EPS
YoY % growth
SBAC eps by date.SBAC eps by date.
4.61
9.50%		6.94
50.54%		9.53
37.32%		7.84
-17.69%		8.61
9.76%		9.65
12.07%		7.63
-20.93%		8.51
11.50%		9.36
10.07%		13.68
46.08%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		1.80
1.48%		1.85
-11.53%		2.01
-8.62%		1.95
-43.69%		1.76
-1.76%		1.52
-17.80%		1.90
-5.63%		1.65
-15.43%
Revenue
Q2Q % growth		706.96M
6.43%		714.57M
2.23%		737.86M
0.76%		733.93M
1.99%		742.23M
4.99%		727.82M
1.85%		751.68M
1.87%		745.54M
1.58%
EBITDA
Q2Q % growth		480.27M
8.08%		484.86M
-6.92%		503.58M
-17.65%		498.71M
-26.84%		501.16M
4.35%		493.57M
1.80%		516.84M
2.63%		514.32M
3.13%
EBIT
Q2Q % growth		353.51M
-6.80%		359.53M
-6.83%		376.65M
-5.75%		373.5M
-4.09%		N/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

SBAC Yearly Revenue VS EstimatesSBAC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 1B 2B 3B
SBAC Yearly EPS VS EstimatesSBAC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0 5 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
0.41%
EPS Next 5 Year
-2.25%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
2.32%
Revenue Next 5 Year
2.65%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
10.69%
EBIT Next 5 Year
8.42%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

SBA COMMUNICATIONS CORP / SBAC Forecast FAQ

What is the average price target for SBA COMMUNICATIONS CORP (SBAC) stock?

25 analysts have analysed SBAC and the average price target is 231.54 USD. This implies a price increase of 7.52% is expected in the next year compared to the current price of 215.345.

Can you provide the upcoming earnings date for SBA COMMUNICATIONS CORP?

SBA COMMUNICATIONS CORP (SBAC) will report earnings on 2026-04-29.

What are the consensus estimates for SBAC stock next earnings?

The consensus EPS estimate for the next earnings of SBA COMMUNICATIONS CORP (SBAC) is 1.8 USD and the consensus revenue estimate is 706.96M USD.

What is the expected long term growth rate for SBAC stock?

The expected long term growth rate for SBA COMMUNICATIONS CORP (SBAC) is 2.32%.