SBA Communications Corporation
$180.99-0.5%1Y-19.5%
Mentions · last 7 days
12
Price updated 5h ago·X counts updated 1d ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where REIT - Specialty sits in its cycle right now — and what that implies for $SBAC.
REIT - Specialty
No material change from last week — carriers globally are adding antenna equipment to meet data traffic growth.
Industry benchmark
4-name peer basket
+4.8%YTD
-6.3%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
19.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
10.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
47.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
6.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-20.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
63.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
-3.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.74$1.78-2.2%
Q4 2025Feb 26, 2026$3.47$3.89-10.8%
Q3 2025Nov 3, 2025$3.32$3.04+9.2%
Q2 2025Aug 4, 2025$2.09$3.12-33.0%
Next earningsMon, Aug 3·consensus EPS $1.85
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$703.4M+5.9%75.6%48.7%$1.75$206.7M
Q4 FY25$719.6M+3.7%30.6%42.8%$3.48$241.3M
Q3 FY25$732.3M+9.7%74.1%51.1%$2.21$258.0M
Q2 FY25$699.0M+5.8%74.5%47.9%$2.10$312.2M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.8B – $2.9B$7.43$7.28 – $7.5414
FY27$2.9B$2.9B – $3.0B$8.35$7.43 – $8.9412
FY28$3.1B$3.0B – $3.1B$9.19$7.26 – $9.9612
FY29$3.2B$3.2B – $3.2B$9.40$9.25 – $9.5811
FY30$3.2B$3.2B – $3.3B$9.56$9.42 – $9.756
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 105.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KAgreement terminatedJul 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KMaterial agreementJul 158-K — Item 1.01: Material agreement
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
+ 12 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Unlocking Q2 Potential of SBA Communications (SBAC): Exploring Wall Street Estimates for Key MetricsSBA Communications to Report Q2 Earnings: What to Expect?Bank of New York Mellon Corp Decreases Stock Holdings in SBA Communications Corporation $SBACSBA Communications Corporation Sets Date for Second Quarter 2026 Earnings ReleaseBuy The Dip: 2 REITs Getting Way Too Cheap
More in REIT - Specialty
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $SBAC on X in the last 7 days.