Nama Insights

SBA Communications (SBAC)

Real Estate · Reit Specialty · NASDAQ

S&P 500
SBA Communications (SBAC) is a Real Estate company in the Reit Specialty industry. It has a market capitalization of $19.78B, a trailing price-to-earnings ratio of 20.4 and a free-cash-flow yield of 5.2%. Over the most recent reported fiscal year, revenue grew 5.1% and free cash flow per share fell 3.1%. Nama's AI scorecard rates it Hold, 5.6 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.6/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -12.5% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-51.6%
How far the last close sits under the highest price of the past five years.
Market cap$19.78B
Trailing P/E20.4
Price / book—
Price / sales7.0
FCF yield5.2%
Dividend yield2.6%
Gross margin75.2%
Operating margin54.0%
Net margin34.5%
Revenue growth (YoY)+5.1%
Revenue growth (3-yr annual)+2.2%
EPS growth (YoY)+13.4%
FCF/share growth (YoY)-3.1%
Beta1.0
ExchangeNASDAQ
SectorReal Estate
IndustryReit Specialty

SBAC earnings

Next report: Mar 1, 2027 (Q4 2026, EPS estimate $2.10). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $2.19 $2.10 +4.3% —
Q2 2026 Aug 3, 2026 $1.87 $1.89 -1.1% $715.27M
Q1 2026 Apr 29, 2026 $1.74 $1.74 +0.0% $703.44M
Q4 2025 Feb 26, 2026 $3.47 $4.05 -14.3% $719.58M

SBAC analyst price target

Median target $220.00 from 20 analysts, ranging $164.00 – $280.00.

Reit Specialty peers

TickerCompanyMarket capP/E
EQIX Equinix $100.25B 56.7
AMT American Tower $87.55B 26.6
DLR Digital Realty Trust $67.07B 83.3
CCI Crown Castle $37.70B 35.6
IRM Iron Mountain $31.71B 43.5
LAMR Lamar Advertising $15.84B 29.2
WY Weyerhaeuser $15.11B 91.2
GLPI Gaming and Leisure Properties $11.64B 12.2
Explore live SBAC data on Nama Insights →

Recent Congressional trades

SBA Communications trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $1,001 - $15,000 Feb 13, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Lisa McClain House Sell $1,001 - $15,000 Oct 22, 2025
Lisa McClain House Buy $1,001 - $15,000 Oct 22, 2025
Jefferson Shreve House Sell $50,001 - $100,000 Jun 22, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Apr 9, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Julie Johnson House Buy $1,001 - $15,000 Feb 12, 2025
Daniel Goldman House Sell $15,001 - $50,000 Aug 13, 2023

SBAC FAQ

Is SBAC a buy?
Nama's AI scorecard currently rates SBA Communications Hold (5.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SBAC's P/E ratio?
SBA Communications trades at a trailing price-to-earnings ratio of 20.4.
When does SBAC report earnings?
SBA Communications's next scheduled report is on Mar 1, 2027. Analysts expect EPS of $2.10.
What is the SBAC price target?
The median analyst price target from 20 analysts is $220.00, with a range of $164.00 – $280.00.
Is SBAC Shariah compliant?
Nama's AAOIFI-style screen reads SBA Communications as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does SBAC pay a dividend?
Yes — SBA Communications's dividend yield is 2.6%.