SBA Communications (SBAC) Stock Forecast & Price Target

$185.47 +4.05 (+2.23%)

Closing price 09/11/2026 04:00 PM Eastern

Extended Trading

$185.47 +0.00 (+0.00%)

As of 09/11/2026 07:30 PM Eastern

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

Consensus Rating

Hold

Based on 16 Analyst Ratings

Sell
0

Hold
9

Buy
7

Based on 16 Wall Street analysts who have issued ratings for SBA Communications in the last 12 months, the stock has a consensus rating of "Hold." Out of the 16 analysts, 9 have given a hold rating, and 7 have given a buy rating for SBAC.

Consensus Price Target

$225.53
21.60% Upside

According to the 16 analysts' twelve-month price targets for SBA Communications, the average price target is $225.53. The highest price target for SBAC is $260.00, while the lowest price target for SBAC is $205.00. The average price target represents a forecasted upside of 21.60% from the current price of $185.47.

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

Type	Current Forecast 9/12/25 to 9/12/26	1 Month Ago 8/13/25 to 8/13/26	3 Months Ago 6/14/25 to 6/14/26	1 Year Ago 9/12/24 to 9/12/25
Strong Buy	0 Strong Buy rating(s)	0 Strong Buy rating(s)	1 Strong Buy rating(s)	1 Strong Buy rating(s)
Buy	7 Buy rating(s)	8 Buy rating(s)	8 Buy rating(s)	7 Buy rating(s)
Hold	9 Hold rating(s)	9 Hold rating(s)	9 Hold rating(s)	8 Hold rating(s)
Sell	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)
Consensus Price Target	$225.53	$228.13	$237.22	$256.38
Forecasted Upside	21.60% Upside	22.52% Upside	15.84% Upside	28.21% Upside
Consensus Rating	Hold	Hold	Moderate Buy	Moderate 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.

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.

SBA Communications Stock vs. The Competition

Type	SBA Communications	Real Estate Companies	Broader Market
Consensus Rating Score	2.44	2.31	2.53
Consensus Rating	Hold	Hold	Moderate Buy
Predicted Upside	21.60% Upside	42.02% Upside	16.40% Upside
News Sentiment Rating	Positive News See Recent SBAC News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

Export

Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
8/24/2026	UBS Group 4 of 5 stars		Downgrade	Market Perform ➝ Hold
8/24/2026	BMO Capital Markets 3 of 5 stars		Reiterated Rating	Market Perform
8/20/2026	Barclays 3 of 5 stars	Brendan Lynch 2 of 5 stars	Lower Target	Overweight	$245.00 ➝ $208.00	+14.02%
8/5/2026	Truist Financial Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Matthew Niknam Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Buy	$248.00 ➝ $238.00	+36.16%
8/4/2026	TD Cowen Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Buy
8/4/2026	Citigroup Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Market Perform
8/4/2026	Wolfe Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold ➝ Outperform
8/4/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Richard Choe Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Neutral	$230.00 ➝ $220.00	+18.72%
8/4/2026	Morgan Stanley Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Simon Flannery Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Equal Weight	$225.00 ➝ $215.00	+19.75%
7/20/2026	Weiss Ratings Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Hold (C)
Get the Latest News and Ratings for SBAC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for SBA Communications and its competitors with MarketBeat's FREE daily newsletter.
7/17/2026	Wells Fargo & Company Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Eric Luebchow Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Upgrade	Equal Weight ➝ Overweight	$220.00 ➝ $210.00	+13.49%
7/10/2026	Royal Bank Of Canada Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Jonathan Atkin Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Outperform	$245.00 ➝ $210.00	+12.62%
6/26/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Ng Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Initiated Coverage	Neutral	$205.00	+13.29%
5/1/2026	Scotiabank Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Maher Yaghi Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Sector Perform	$223.00 ➝ $230.00	+4.81%
4/30/2026	KeyCorp Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Brandon Nispel Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$235.00 ➝ $250.00	+15.21%
3/5/2026	Sanford C. Bernstein Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Madison Rezaei Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Initiated Coverage	Market Perform	$218.00	+10.98%
11/4/2025	Williams Trading Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Gregory Williams Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target		$237.00	+19.87%
8/27/2025	Bank of America Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Funk Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Buy ➝ Neutral	$260.00 ➝ $230.00	+5.10%
8/5/2025	Raymond James Financial Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ric Prentiss Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target	Strong-Buy	$265.00	+20.92%
8/5/2025	Citizens Jmp Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Greg P. Miller Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target	Market Outperform	$270.00 ➝ $280.00	+21.53%
5/20/2025	Deutsche Bank Aktiengesellschaft Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Downgrade	Buy ➝ Hold	$247.00	+4.88%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Saturday at 07:37 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 Tuesday, September 8, 2026. Please send any questions or comments about these SBA Communications pros and cons to contact@marketbeat.com.

SBA Communications
Bull Case

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

SBA Communications Co. recently secured its first-ever investment-grade credit rating from S&P, upgrading to BBB, which signals improved financial stability and lower borrowing costs for the company.
The company offers a strong dividend yield of 2.64% with a payout ratio of 53.88%, providing a reliable income stream for investors while maintaining a sustainable level of cash distribution.
Recent earnings results showed the company beating consensus estimates, with Q2 EPS of $1.87 exceeding the expected $1.85 and revenue of $715.27 million surpassing the $706.01 million forecast, indicating solid operational performance.
With a current stock price of $188.69, the shares are trading below the consensus price target of $225.53, suggesting potential upside for investors as analysts maintain a Hold rating with a moderate buy outlook.
Institutional interest remains high, with 97.35% of the stock owned by hedge funds and other institutional investors, reflecting confidence in the company's long-term growth in wireless communications infrastructure.

SBA Communications
Bear Case

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

Net income attributable to the company fell 12.9% year over year to $198.8 million in the most recent quarter, indicating a decline in profitability despite revenue growth.
The stock has experienced a decline in analyst price targets, with Wells Fargo lowering its objective from $220.00 to $210.00 and JPMorgan Chase reducing its target from $230.00 to $220.00, reflecting cautious sentiment.
Short interest has increased, with 3,165,263 shares shorted as of the latest record date, representing a 13.36% month-over-month increase, which may signal bearish expectations from traders.
The company's negative return on equity of 20.67% in the recent quarter suggests inefficiency in generating profits from shareholders' equity, which could be a concern for value-focused investors.
Recent insider activity includes a sale of 300 shares by Director George R. Krouse, Jr. at an average price of $182.67, which may be interpreted as a lack of confidence in the stock's near-term performance.

SBAC Forecast - Frequently Asked Questions

According to the research reports of 16 Wall Street equities research analysts, the average twelve-month stock price forecast for SBA Communications is $225.53, with a high forecast of $260.00 and a low forecast of $205.00.

16 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for SBA Communications in the last twelve months. There are currently 9 hold ratings and 7 buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "hold" SBAC shares. A hold rating indicates that analysts believe investors should maintain any existing positions they have in SBAC, but not buy additional shares or sell existing shares.

According to analysts, SBA Communications's stock has a predicted upside of 21.60% based on their 12-month stock forecasts.

Over the previous 90 days, SBA Communications's stock had 2 upgrades and 1 downgrade by analysts.

SBA Communications has been rated by research analysts at Barclays, BMO Capital Markets, Citigroup, JPMorgan Chase & Co., Morgan Stanley, Royal Bank Of Canada, TD Cowen, The Goldman Sachs Group, Truist Financial, UBS Group, Weiss Ratings, Wells Fargo & Company, and Wolfe Research in the past 90 days.

Analysts like SBA Communications more than other "real estate" companies. The consensus rating score for SBA Communications is 2.44 while the average consensus rating score for "real estate" companies is 2.31. Learn more on how SBAC compares to other companies.

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Brokerages With SBA Communications Recommendations

MarketBeat monitors more than a dozen sources for SBA Communications analyst ratings, with the most recent rating issued on 8/24/2026.

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SBA Communications (SBAC) Stock Forecast & Price Target