SBA Communications Market Sentiment

SBA Communications Corp

SBACNASDAQ

$175.84

Last update: Sep 22, 4:34 PM

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

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▼ 4.9% short float

Options Flow— N/A

Insider Activity— N/A

Analyst Consensus

Buy

23 analysts

Options Flow (P/C)

—

0 calls · 106 puts

Avg Consensus PT

$234

+32.9%

Highest Price Target

$280

+59.2%

JMP Securities

Lowest Price Target

$205

+16.6%

Morgan Stanley

Short Interest

4.9%

Rising — Bearish

Insider Activity (30d)

—

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 21, 2026	Morgan Stanley	Simon Flannery—	+16.6%	$215 → $205	Maintained	Equal-Weight
Aug 20, 2026	Barclays	Brendan Lynch—	+18.3%	$245 → $208	Maintained	Overweight
Aug 5, 2026	Truist Securities	Matthew Niknam—	+35.4%	$248 → $238	Maintained	Buy
Aug 4, 2026	JP Morgan	Richard Choe—	+25.1%	$230 → $220	Maintained	Neutral
Aug 4, 2026	Morgan Stanley	Simon Flannery—	+22.3%	$225 → $215	Maintained	Equal-Weight
Jul 17, 2026	Wells Fargo	Eric Luebchow—	+19.4%	$220 → $210	Upgrade	Equal-Weight→Overweight
Jul 10, 2026	RBC Capital	Jonathan Atkin—	+19.4%	$245 → $210	Maintained	Outperform
Jun 26, 2026	Goldman Sachs	Michael Ng—	+16.6%	$205	Assumes	Neutral
May 5, 2026	Barclays	Brendan Lynch—	+39.3%	$244 → $245	Maintained	Overweight
May 5, 2026	Truist Securities	Matthew Niknam—	+41.0%	$247 → $248	Maintained	Buy
May 1, 2026	Scotiabank	Maher Yaghi—	+30.8%	$223 → $230	Maintained	Sector Perform
Apr 30, 2026	Keybanc	Brandon Nispel—	+42.2%	$235 → $250	Maintained	Overweight
Apr 22, 2026	Truist Securities	Matthew Niknam—	+40.5%	$193 → $247	Upgrade	Hold→Buy
Apr 16, 2026	Barclays	Brendan Lynch—	+38.8%	$212 → $244	Maintained	Overweight
Apr 9, 2026	Morgan Stanley	Simon Flannery—	+28.0%	$215 → $225	Maintained	Equal-Weight
Apr 7, 2026	Wells Fargo	Eric Luebchow—	+25.1%	$195 → $220	Maintained	Equal-Weight
Mar 31, 2026	Truist Securities	Matthew Niknam—	+9.8%	$193	Initiate	Buy→Hold
Mar 5, 2026	Bernstein	Madison Rezaei—	+24.0%	$218	Initiate	Market Perform
Mar 2, 2026	Scotiabank	Maher Yaghi—	+26.8%	$233 → $223	Maintained	Sector Perform
Mar 2, 2026	Morgan Stanley	Simon Flannery—	+22.3%	$225 → $215	Maintained	Equal-Weight
Mar 2, 2026	RBC Capital	Jonathan Atkin—	+25.1%	$215 → $220	Maintained	Outperform
Feb 27, 2026	Wells Fargo	Eric Luebchow—	+10.9%	$205 → $195	Maintained	Equal-Weight
Jan 20, 2026	UBS	Batya Levi—	+47.9%	$275 → $260	Maintained	Buy
Jan 14, 2026	Scotiabank	Maher Yaghi—	+32.5%	$252 → $233	Maintained	Sector Perform
Jan 12, 2026	JP Morgan	Richard Choe—	+36.5%	$245 → $240	Maintained	Neutral