What is SBAC's 12-month stock price target?

SBA Communications Corporation (SBAC) carries a 12-month consensus base price target of $196.51 (+6.3% from $184.86), with a bull-case target of $235.68 and a bear-case floor of $151.59.

Stock Ratings / Financials / SBAC / forecast

HST (74) ESS (63) KIM (70) LAMR (71) ⌘ Pro Terminal →

SBA Communications Corporation (SBAC) 12-Month Stock Forecast & Price Target Cone

Q: Is SBAC stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates SBAC B (Buy — BUY) with an RQD Confidence score of 72/100.

$184.86 -1.22% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $184.90

SBA Communications Corporation (SBAC) earns a Roarable Rating of B (Buy) with 72/100 RQD Confidence. High-quality cash engine (steady margins, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B • BUY Cap $19.85B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SBAC Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is SBAC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, SBA Communications Corporation (NASDAQ: SBAC) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $184.86 (-1.22% 1D, market cap $19.85B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 12/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 12/20, and Executive Insider Alignment 18/20. Across 1097 tracked Financials issuers, SBAC ranks #66 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does SBAC compare to HST and ESS in the Financials sector?

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Within the Financials sector (Real Estate Investment Trusts), SBAC carries a Roarable B (72/100 RQD), trailing P/E of 18.6x, gross margin of —, and ROIC of 18.1%. By comparison, HST (Host Hotels & Resorts Inc.) holds a B grade (74/100 RQD, P/E 23.0x, ROIC 8.0%, cap $17.33B) and ESS (Essex Property Trust Inc.) posts a C grade (63/100 RQD, P/E 24.3x, ROIC 8.3%, cap $17.00B). Among the 5-stock peer group, SBAC leads on earnings multiple (18.6x) while SBAC leads on capital efficiency (18.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SBAC?

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Per SBAC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001034054), SBA Communications Corporation generated $244.5M in revenue (+59.9% YoY), $1.05B in net income, and $1.07B in free cash flow against $11.58B in total assets and $10.96B in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $184.90 (+0.02%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 436.2% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY • 68.7% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C+

Each axis scored 0–20

12M PRICE TARGET CONE+6.3% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SBAC)Realized 20D OHLCV Swing Band: ±6.4%

Deterministic 5-Pillar Attribution (72/100 Composite)

🔍 WHY SBAC SCORES 72/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (21% of score)

SEC XBRL FY 2025 (10-K): 436.2% FCF Margin ($1.07B FCF) & 868.8% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (59) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$180.71-4% Next Q

Q2 (-2Q)

Grade B-$173.41+6.5% Next Q

Q3 (-1Q)

Grade B-$184.76+0.1% Next Q

Current

Grade B$184.86+7% Hist 90D α

Trajectory: C+ (64) → B (72)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SBAC Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 72/100 (B) score, SBAC faces multiple-compression risk if 18.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 866.3% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($179.45) or 200D SMA ($190.23) invalidates the momentum regime and cuts Target Base ($196.51) toward Bear Floor ($151.59).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SBAC• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “SBAC Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 72%NO 28%Trade / Inspect Odds →

INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your SBAC Position Size: $10,000

Shares at $184.86: 54.1 sh

$1,000$10,000$25,000$50,000$100,000

12M Bear Case FloorTarget $151.59

$8,200

$-1,800 (-18.0%)

12M Consensus BaseTarget $196.51

$10,630

+$630 (+6.3%)

12M Bull Case BreakoutTarget $235.68

$12,749

+$2,749 (+27.5%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (34 Desks)

Street Historical Accuracy: 64/100

● Strong Buy / Buy: 23● Hold: 9● Sell: 2

Wall Street Firm	Stance	12M Target	1Y Accuracy	Track Grade
Morgan StanleyInstitutional Equity Desk	OUTPERFORM	$204	74%	A
Goldman SachsSector Coverage Lead	BUY	$222	69%	B
JP MorganUS Large-Cap Research	HOLD	$174	58%	C

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (SBAC Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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SBAC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -15.17%📐 HORIZONTAL RANGE

2026-11-03O $184.9H $187.2L $184.9C $184.9VOL 934.5K

RES: $197.3SUP: $150.8SMA50: $179.5SMA200: $190.2

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SBAC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SBAC Butterfly Map → + Track SBAC →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

11.9%/yr Implied 5Y Growth

vs. +59.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on SBAC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SBAC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for SBAC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SBAC)

Financials Rank #66 of 1097 ⚔️ HST vs SBAC Full Matrix →

1. Head-to-Head Financials Peer Comparison (SBAC vs. HST, ESS, KIM, LAMR)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, SBA Communications Corporation (SBAC) ranks #66 by composite RQD confidence (72/100, grade B) and #119 by equity capitalization ($19.85B). Within this direct 5-issuer industry benchmark cohort, SBAC leads on earnings valuation at 18.6x trailing P/E, while SBAC leads on capital efficiency and profitability with 18.1% ROIC and — gross margin. HST currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with SBAC at 72/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
SBAC ACTIVE SBA Communications Corporation	B	72/100	18.6x	—	18.1%	-1.22%	$19.85B	Benchmark Subject
HST Host Hotels & Resorts Inc.	B	74/100	23.0x	—	8.0%	+1.07%	$17.33B	/hst-vs-sbac →
ESS Essex Property Trust Inc.	C	63/100	24.3x	—	8.3%	+0.52%	$17.00B	/ess-vs-sbac →
KIM Kimco Realty Corporation (HC)	B-	70/100	29.5x	—	4.3%	+2.24%	$16.29B	/kim-vs-sbac →
LAMR Lamar Advertising Company	B-	71/100	27.5x	—	14.8%	+0.08%	$16.00B	/lamr-vs-sbac →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001034054 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), SBA Communications Corporation (SBAC) reported GAAP revenue of $244.5M (+59.9% vs. FY2024 revenue of $152.9M , and +25.6% cumulative change since FY2023) , GAAP net income of $1.05B, operating cash flow of $1.29B, and free cash flow of $1.07B (-3.6% YoY). On the balance sheet, SBAC closed FY2025 with $11.58B in total assets against $10.96B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$244.5M	$1.05B	$1.29B	$1.07B	$11.58B	$10.96B
FY2024 (FY)	2024-12-31	$152.9M	$749.5M	$1.33B	$1.11B	$11.42B	$12.40B
FY2023 (FY)	2023-12-31	$194.6M	$501.8M	$1.54B	$1.54B	$10.79B	$2.52B

3. SBAC Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SBAC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does SBAC compare to HST and ESS in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for SBAC?

Where is SBAC trading relative to its 50-day, 200-day, and 52-week technical levels?

SBAC last traded at $184.86 (-1.22% on volume of 1,781,467 shares), positioning the stock +3.01% above its 50-day simple moving average ($179.45) and -2.82% below its 200-day simple moving average ($190.23). Across its 52-week range of $156.60 to $224.46, SBAC sits at the 41.6% percentile with a 14-day RSI of 59.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.4% ($173.03 to $196.69).

Direct Sub-Reports: SBAC RQD Cockpit SBAC 12M Forecast SBAC Earnings & Move SBAC Dividends & DRIP SBAC Insiders & 13F SBAC Whale Options SBAC Profit Sankey SBAC News & Why

ROARABLE RATING BRIEF • RQD 72/100 (B) ✓ SEC XBRL & RQD VERIFIED

SBAC — SBA Communications Corporation: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

SBA Communications Corporation (SBAC) earns a live Roarable RQD composite score of 72/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $184.86 (-1.22% 1D, market capitalization $19.85B).

Fundamental Cash Engine (15/20): Anchored by return on invested capital (ROIC) of 18.1%, gross margin of —, operating margin of 75.0%, and free cash flow yield of 5.44%.
Whale 13F & Options Flow (12/20) + Insider Conviction (18/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (12/20) + Forensic Balance Sheet (15/20): Incorporates a 0.95x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

SBA Communications Corporation is a NASDAQ-listed issuer classified under the Financials sector and the Real Estate Investment Trusts industry. The company's specific products, customer base, and revenue model are — The profile identifies only the sector, industry, exchange, and market capitalization of $19.6B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), SBA Communications Corporation (SBAC) reported $244.5M in annual revenue (up from $152.9M in FY2024, +59.9% YoY) and $1.05B in GAAP net income. Over the multi-year SEC filing window from FY2023 ($194.6M revenue, $501.8M net income) through FY2025, SBAC scaled operating cash flow to $1.29B and free cash flow to $1.07B, backed by $11.58B in total assets against $10.96B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (B • RQD 72/100): Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 15/20 and Institutional Whale Flow at 12/20, sustained execution supports upside toward the upper end of the $156.60 – $224.46 52-week range.
🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 18.6x trailing P/E and 19.8x EV/EBITDA against 75.0% operating margins and a 0.95x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies are therefore — The sector is Financials and the industry is Real Estate Investment Trusts. Sector correlations, 2nd-order bottlenecks, and ripple effects are — The one sector-level signal in the news section is the Benzinga headline grouping SBAC with American Tower and Crown Castle, which suggests peer co-movement, though the source provides no data on the magnitude of that correlation.

Key Question #1: Can SBAC sustain or expand its 75.0% operating margin and 18.1% ROIC against Real Estate Investment Trusts peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $244.5M and free cash flow of $1.07B, how will capital allocation balance growth reinvestment against $10.96B in total debt?
Key Question #3: How sensitive is SBAC's 15.6x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.95x)?

SBAC Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for SBA Communications Corporation (SBAC) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to SBAC Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance Singapore • 22h ago

SBA Communications Corporation (SBAC) stock price, news, quote and history

Yahoo Finance Singapore report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

SBA Communications to Report Q3 Earnings: What to Expect From SBAC?

TradingView report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 1d ago

Why Are American Tower, Crown Castle And SBA Communications Stocks Surging Friday? - American Tower (NYSE

Benzinga report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

SBA Communications Corporation (NASDAQ:SBAC) Stock Rated "Hold" by Sell-Side Brokerages

MarketBeat report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

SBA Communications Corporation Estimates – NASDAQ:SBAC

TradingView report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Strength Seen in SBA Communications (SBAC): Can Its 7.3% Jump Turn into More Strength?

Yahoo Finance report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

SBA Communications (NASDAQ:SBAC) Shares Gap Up - Still a Buy?

MarketBeat report covering SBA Communications Corporation (SBAC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 1d ago

'SpaceX is in talks to buy Boost Mobile or use its network, giving Musk a potential backdoor into the $235 billion cellphone market' - Washington Post Exclusive

https://www.washingtonpost.com/technology/2026/11/02/inside-elon-musks-plan-upend-wireless-phone-industry/

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SBAC Bull vs. Bear Conversation Board — What's Your Call at $184.86?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SBAC 🐻 33% BEARISH CONVICTION

AL AlphaFlow_Cap RQD DEBATE OPENER • Verified $100K Arena Trader 🐂 BULLISH 🎯 Target: $233.94 (+25.0%)

📌 Pinned Debate

Insider conviction scores 18 of 20 on the RQD rating, the strongest pillar, alongside a 5.44% FCF yield and an 18.1% ROIC.

Don't sleep on SBAC's setup in Financials. Insider conviction scores 18 of 20 on the RQD rating, the strongest pillar, alongside a 5.44% FCF yield and an 18.1% ROIC.. Beta of 0.95 means it moves fast when momentum turns, and the 5-pillar RQD gauge (72/100) backs up the fundamental quality.

VolSurface_Trader 🐂 BULL

@ShortSeller_Dan Shorting a 12/20 institutional whale-flow stock at $187.15 is dangerous when funds are rotating into Financials.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $147.85 (-21.0%)

Spot @ $187.15

Trailing P/E of 18.6 and EV/EBITDA of 19.8 sit at a premium to the forward P/E of 15.6, with no analyst coverage to validate the valuat

Here is the bear case nobody on the bull side wants to address on SBAC: Trailing P/E of 18.6 and EV/EBITDA of 19.8 sit at a premium to the forward P/E of 15.6, with no analyst coverage to validate the valuation.. At 18.6x trailing P/E, even a small guidance miss in Real Estate Investment Trusts triggers a 12-15% air pocket.