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SBA Communications (SBAC) Stock Forecast & Price Target

SBA Communications logo
$217.98 -0.65 (-0.30%)
As of 01:03 PM Eastern
This is a fair market value price provided by Massive. Learn more.

SBA Communications - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Sell
0
Hold
10
Buy
9

Based on 19 Wall Street analysts who have issued ratings for SBA Communications in the last 12 months, the stock has a consensus rating of "Moderate Buy." Out of the 19 analysts, 10 have given a hold rating, 8 have given a buy rating, and 1 has given a strong buy rating for SBAC.

Consensus Price Target

$237.74
9.07% Upside
According to the 19 analysts' twelve-month price targets for SBA Communications, the average price target is $237.74. The highest price target for SBAC is $280.00, while the lowest price target for SBAC is $210.00. The average price target represents a forecasted upside of 9.07% from the current price of $217.98.
MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
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SBAC Analyst Ratings Over Time

TypeCurrent Forecast
5/8/25 to 5/8/26
1 Month Ago
4/8/25 to 4/8/26
3 Months Ago
2/7/25 to 2/7/26
1 Year Ago
5/8/24 to 5/8/25
Strong Buy
1 Strong Buy rating(s)
1 Strong Buy rating(s)
1 Strong Buy rating(s)
1 Strong Buy rating(s)
Buy
8 Buy rating(s)
7 Buy rating(s)
7 Buy rating(s)
7 Buy rating(s)
Hold
10 Hold rating(s)
11 Hold rating(s)
9 Hold rating(s)
5 Hold rating(s)
Sell
0 Sell rating(s)
0 Sell rating(s)
0 Sell rating(s)
0 Sell rating(s)
Consensus Price Target$237.74$231.42$235.18$252.38
Forecasted Upside9.07% Upside5.81% Upside30.12% Upside6.66% Upside
Consensus RatingModerate BuyHoldModerate BuyModerate Buy

SBAC Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.
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SBAC Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.
Skip Chart and View Analyst Price Target HistorySkip Chart & View Price History Table

SBA Communications Stock vs. The Competition

TypeSBA CommunicationsFinance CompaniesS&P 500
Consensus Rating Score
2.53
2.31
2.52
Consensus RatingModerate BuyHoldModerate Buy
Predicted Upside9.00% Upside26.51% Upside15.60% Upside
News Sentiment Rating
Positive News

See Recent SBAC News
Positive News
Positive News
DateBrokerageAnalystActionRatingPrice TargetReport Date
Upside/Downside
Details
5/5/2026
Barclays PLC logo
Barclays
3 of 5 stars
Brendan Lynch
Brendan Lynch
2 of 5 stars
Boost TargetOverweight$244.00 ➝ $245.00+12.43%
5/5/2026
Truist Financial Corporation logo
Truist Financial
3 of 5 stars
Reiterated RatingBuy$247.00 ➝ $248.00+13.79%
5/1/2026
Scotiabank logo
Scotiabank
4 of 5 stars
Maher Yaghi
Maher Yaghi
3 of 5 stars
Boost TargetSector Perform$223.00 ➝ $230.00+4.81%
4/30/2026Boost TargetOverweight$235.00 ➝ $250.00+15.21%
4/22/2026 UpgradeHold (C-)Hold (C)
4/9/2026Boost TargetEqual Weight$215.00 ➝ $225.00+3.64%
4/7/2026Boost TargetEqual Weight$195.00 ➝ $220.00+7.93%
3/5/2026Initiated CoverageMarket Perform$218.00+10.98%
3/2/2026Boost TargetOutperform$215.00 ➝ $220.00+8.96%
1/20/2026Lower TargetBuy$275.00 ➝ $260.00+36.94%
1/12/2026Lower TargetNeutral$245.00 ➝ $240.00+29.79%
11/4/2025 Reiterated RatingBuy
11/4/2025Set Target$237.00+19.87%
11/4/2025Lower TargetMarket Perform$215.00 ➝ $210.00+8.52%
10/16/2025Lower TargetBuy$265.00 ➝ $235.00+20.85%
10/1/2025Lower TargetNeutral$250.00 ➝ $220.00+14.74%
8/27/2025DowngradeBuyNeutral$260.00 ➝ $230.00+5.10%
8/5/2025Set TargetStrong-Buy$265.00+20.92%
8/5/2025Set TargetMarket Outperform$270.00 ➝ $280.00+21.53%
5/20/2025 DowngradeBuyHold$247.00+4.88%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Friday at 01:04 PM ET.


Should I Buy SBA Communications Stock? SBAC Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Wednesday, May 6, 2026. Please send any questions or comments about these SBA Communications pros and cons to contact@marketbeat.com.

SBA Communications
Bull Case

green Wall Street bull icon

Here are some ways that investors could benefit from investing in SBA Communications Co.:

  • The company recently reported strong quarterly results, with funds from operations (FFO) exceeding expectations, indicating robust demand for tower leasing and solid cash generation.
  • SBA Communications Co. declared a quarterly cash dividend of $1.25 per share, which reflects management's confidence in the company's recurring cash flows and provides a steady income stream for investors.
  • The current stock price is around $720, which may present an attractive entry point for investors looking to capitalize on the company's growth potential in the wireless infrastructure sector.
  • Management has updated revenue guidance for FY-2026 to approximately $2.8B–$2.9B, aligning with market expectations and suggesting continued growth in the business.
  • Recent commentary from management highlighted ongoing organic growth and operational strength, which could signal a positive outlook for future performance.

SBA Communications
Bear Case

red Wall Street bear icon

Investors should be bearish about investing in SBA Communications Co. for these reasons:

  • Despite the positive earnings report, some analysts noted that revenue was slightly below certain estimates, which could raise concerns about the company's ability to meet future expectations.
  • The company has a reported negative return on equity of approximately -20.8%, indicating potential issues with leverage and profitability that may deter value-focused investors.
  • There is some uncertainty regarding the full-year earnings per share (EPS) guidance, as details were not fully disclosed, which could lead to volatility in investor sentiment.
  • Concerns about the company's capital structure and its impact on financial performance may lead some investors to view SBA Communications Co. as a riskier investment.
  • Market reactions to mixed headline comparisons could indicate that investor confidence is fragile, which may affect stock performance in the near term.

SBAC Forecast - Frequently Asked Questions

According to the research reports of 19 Wall Street equities research analysts, the average twelve-month stock price forecast for SBA Communications is $237.74, with a high forecast of $280.00 and a low forecast of $210.00.

19 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for SBA Communications in the last twelve months. There are currently 10 hold ratings, 8 buy ratings and 1 strong buy rating for the stock. The consensus among Wall Street equities research analysts is that investors should "moderate buy" SBAC shares.

According to analysts, SBA Communications's stock has a predicted upside of 9.07% based on their 12-month stock forecasts.

Over the previous 90 days, SBA Communications's stock had 2 upgrades by analysts.

SBA Communications has been rated by research analysts at Barclays, KeyCorp, Morgan Stanley, Royal Bank Of Canada, Sanford C. Bernstein, Scotiabank, Truist Financial, Weiss Ratings, and Wells Fargo & Company in the past 90 days.

Analysts like SBA Communications more than other "finance" companies. The consensus rating for SBA Communications is Moderate Buy while the average consensus rating for "finance" companies is Hold. Learn more on how SBAC compares to other companies.


This page (NASDAQ:SBAC) was last updated on 5/8/2026 by MarketBeat.com Staff.
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