DailyIQ
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Sector:Real EstateAll sectors
Last updated 1 hour ago

SBAC·SBA Communications Corporation

$.
+. (+.%)
High
$206.51
Open
$205.69
Market Cap
21.80B
52W High
$243.16
Low
$205.44
P. Close
$205.57
P/E
21.42
52W Low
$162.41
Fwd P/E
25.36
Mean Target
-
Technical Score (1D)
45
NEUTRAL
News Sentiment
65
BULLISH
No summary available yet.
Earnings Summary
SBA Communications Corporation is a prominent independent owner and operator of wireless communications infrastructure, including towers, rooftops, and distributed antenna systems, with a significant portfolio across the Americas and Africa. As a Real Estate Investment Trust (REIT) listed on the NASDAQ and a component of the S&P 500, SBAC operates within the specialty REIT sector, focusing on essential infrastructure for the telecommunications industry. In its most recent reported quarters, SBAC demonstrated mixed performance against analyst expectations. For Q1 2026, the company reported an actual EPS of $3.01 against an estimate of $1.8031, a significant beat, and revenue of $703.44 million against an estimate of $709.19 million, a slight miss. This follows Q4 2025 where actual EPS was $3.19 compared to an estimate of $3.8682, a miss, with revenue of $719.58 million missing the estimate of $740.67 million. The preceding quarters of Q3 2025 and Q2 2025 saw actual EPS of $2.20 and $2.09 respectively, beating estimates of $2.16143 and $2.26, while revenue for Q3 2025 was $732.33 million and Q2 2025 was $698.98 million, with revenue estimates not provided for these periods. Historically, SBAC has shown a pattern of revenue growth, though EPS performance against estimates has been inconsistent, with notable beats in Q1 2026 and Q3 2025, contrasted by misses in Q4 2025 and Q2 2025. Recent news indicates a potentially more favorable outlook from Wall Street, with Morgan Stanley increasing its price target to $225 and SBAC being included in analyst upgrades, suggesting increased confidence in its prospects. The company is also highlighted for its attractive yields and potential undervaluation, with institutional investors like VCI Wealth Management LLC initiating new positions and others increasing holdings, signaling sustained interest in the communications infrastructure sector. Investors will be watching for continued positive analyst sentiment and the company's ability to meet revenue expectations in upcoming quarters, particularly given the recent revenue miss in Q4 2025 and Q1 2026, alongside the strong EPS beat in Q1 2026.

EPS

EstBeatMiss
$1.46$2.14$2.82$3.50$4.18Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.80$3.01+66.9%
Q4'25$3.87$3.19-17.5%
Q3'25$2.16$2.20+1.8%
Q2'25$2.26$2.09-7.5%
Q1'25$2.32$1.77-23.6%

Revenue

EstBeatMiss
$653M$678M$702M$727M$752MQ1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$709M$703M-0.8%
Q4'25$741M$720M-2.8%
Q3'25 - $732M -
Q2'25 - $699M -
Q1'25 - $664M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SBAC Stock Snapshot

SBAC is currently trading at $206.51, giving SBA Communications Corporation a market cap of 21.80B and a P/E ratio of 21.4. Today's range spans $205.44–$206.51, with shares opening at $205.69 and moving up $0.94 (0.5%) from the prior close. DailyIQ's technical score sits at 45/100 (HOLD) with a news sentiment reading of 65/100.

Over the past year SBAC has traded between $162.41 and $243.16 - the current price is +27.2% off the 52-week low and -15.1% from the high.

Neutral technical setups in large-cap Real Estate names are inherently unstable - they resolve. Right now, SBAC (45/100, HOLD, price $206.51, in the middle of its 52-week range) is waiting for that resolution. Sentiment: bullish at 65/100. The current P/E ratio stands at 21.4. With 21.80B in market cap, the 52-week range of $162.41–$243.16 is where structural support and resistance live - and which one holds when the next catalyst hits will define the next trade.

The 52-week range of $162.41–$243.16 for SBAC provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $206.51 (in the middle of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 45/100 and bullish news backdrop (65/100) don't break the tie yet, but they narrow the probability distribution toward the upside.

Recent News Coverage

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