SBA Communications Market Sentiment

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SBA Communications Corp

SBACNASDAQ

Trade with Public

$189.42

-3.66-1.9%

Last update: Nov 6, 4:00 PM

Overview News Earnings Forecast Events Price Targets FinancialsSentimentOwnership Dividends Compare Options Stock Report

Dividend: The dividend Ex-Date is in 3 days

Earnings: Q3 2026 Earnings were released on Mon Nov 2nd, after the market close

Conference Call: The most recent conference call started at 5:00 PM, 7 days ago

Click to view the webcast

SBA Communications Market Sentiment - Benzinga

SBA Communications Market Sentiment

Market sentiment signals for SBA Communications (SBAC): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus▲ Buy

Short Interest▼ 4.5% short float

Options Flow— N/A

Insider Activity— N/A

Analyst Consensus

Buy

23 analysts

Options Flow (P/C)

—

0 calls · 6 puts

Avg Consensus PT

$232

+22.4%

Highest Price Target

$280

+47.8%

JMP Securities

Lowest Price Target

$200

+5.6%

JP Morgan

Short Interest

4.5%

Rising — Bearish

Insider Activity (30d)

—

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Nov 4, 2026	Truist Securities	Matthew Niknam—	+24.1%	$238 → $235	Maintained	Buy
Nov 3, 2026	Citigroup	Michael Rollins—	+18.8%	$235 → $225	Maintained	Buy
Nov 3, 2026	JP Morgan	Richard Choe—	+5.6%	$220 → $200	Maintained	Neutral
Nov 3, 2026	TD Cowen	Michael Elias—	+26.2%	$229 → $239	Maintained	Buy
Oct 20, 2026	Bernstein	Madison Rezaei—	+9.8%	$219 → $208	Maintained	Market Perform
Sep 30, 2026	Barclays	Brendan Lynch—	+9.3%	$208 → $207	Maintained	Overweight
Sep 21, 2026	Morgan Stanley	Simon Flannery—	+8.2%	$215 → $205	Maintained	Equal-Weight
Aug 20, 2026	Barclays	Brendan Lynch—	+9.8%	$245 → $208	Maintained	Overweight
Aug 5, 2026	Truist Securities	Matthew Niknam—	+25.6%	$248 → $238	Maintained	Buy
Aug 4, 2026	JP Morgan	Richard Choe—	+16.1%	$230 → $220	Maintained	Neutral
Aug 4, 2026	Morgan Stanley	Simon Flannery—	+13.5%	$225 → $215	Maintained	Equal-Weight
Jul 17, 2026	Wells Fargo	Eric Luebchow—	+10.9%	$220 → $210	Upgrade	Equal-Weight→Overweight
Jul 10, 2026	RBC Capital	Jonathan Atkin—	+10.9%	$245 → $210	Maintained	Outperform
Jun 26, 2026	Goldman Sachs	Michael Ng—	+8.2%	$205	Assumes	Neutral
May 5, 2026	Barclays	Brendan Lynch—	+29.3%	$244 → $245	Maintained	Overweight
May 5, 2026	Truist Securities	Matthew Niknam—	+30.9%	$247 → $248	Maintained	Buy
May 1, 2026	Scotiabank	Maher Yaghi—	+21.4%	$223 → $230	Maintained	Sector Perform
Apr 30, 2026	Keybanc	Brandon Nispel—	+32.0%	$235 → $250	Maintained	Overweight
Apr 22, 2026	Truist Securities	Matthew Niknam—	+30.4%	$193 → $247	Upgrade	Hold→Buy
Apr 16, 2026	Barclays	Brendan Lynch—	+28.8%	$212 → $244	Maintained	Overweight
Apr 9, 2026	Morgan Stanley	Simon Flannery—	+18.8%	$215 → $225	Maintained	Equal-Weight
Apr 7, 2026	Wells Fargo	Eric Luebchow—	+16.1%	$195 → $220	Maintained	Equal-Weight
Mar 31, 2026	Truist Securities	Matthew Niknam—	+1.9%	$193	Initiate	Buy→Hold
Mar 5, 2026	Bernstein	Madison Rezaei—	+15.1%	$218	Initiate	Market Perform
Mar 2, 2026	Scotiabank	Maher Yaghi—	+17.7%	$233 → $223	Maintained	Sector Perform