SBAC SBA Communications Corporation

track record → $213.10 -7.31 (-3.3%)
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Mkt Cap $23B P/E 22.5 fwd 27.6 52wk $162.41 - $245.16 Earnings 2026-04-29
Factor Model (net -1.2)

Factor Model

net -1.2
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Analysis pending — waiting for first signal cycle.

Evidence

5d ago Barclays main SBAC: Overweight → Overweight
8d ago Insider sell by STOOPS JEFFREY A (SBAC): $11,048,103
Fundamentals & Data ▾
SBA Communications Corporation Real Estate · REIT - Specialty
Mkt Cap
$23B
P/E
22.5 fwd 27.6
Beta
0.88
Div Yield
224.00%
52w Range
$162.41 - $245.16
Short Interest
2.8M 3.64%
Days to Cover
3.0 +10%
Technicals downtrend
from 52w Hi
-4.8%
1w return
-2.3%
Insiders
mixed 0B / 0S
Analysts
mixed
EPS Estimate
$1.74 +0.5% 30d 0up / 4dn
Est. Dispersion
25% 8 analysts
Analyst Target
$229 $193 - $280
Options P/C
2.01
Insider Cluster
strong sell 0B / 7S
Fund Convergence
moderate Citadel, Two Sigma
Financials
Revenue
$720M +4% YoY
FCF
$241M
Gross Margin
76%
Op Margin
54%
Momentum: decelerating
Top Holders
Citadel $80M
Two Sigma $14M
Recent Filings & Data
insider trade 77
net selling · $14,756,985 sold
16 insiders · 77 transactions (30d)
Recent transactions
CHAN MARY S · exercise · $318,677
CIARFELLA MARK R. · other
STOOPS JEFFREY A · other
CAVANAGH BRENDAN THOMAS · other
MONTAGNER MARC · other
CANE RICHARD M · other
KOENIG JOSHUA · other
DAY DONALD E. · other
KREDI SAUL · other
DAY DONALD E. · exercise · $1,046,220
STOOPS JEFFREY A · exercise · $27,244,006
CAVANAGH BRENDAN THOMAS · exercise · $10,161,584
KOENIG JOSHUA · exercise · $1,662,758
KREDI SAUL · exercise · $1,108,384
KOENIG JOSHUA · other
KROUSE GEORGE R JR · other
STOOPS JEFFREY A · other
CIARFELLA MARK R. · other
MONTAGNER MARC · other
LANGER JACK · other
DAY DONALD E. · other
BEEBE KEVIN L · exercise · $222,247
BERNSTEIN STEVEN E · exercise · $222,247
BEEBE KEVIN L · other
BERNSTEIN STEVEN E · other
STOOPS JEFFREY A · other
LANGER JACK · sell · $1,202,932
LANGER JACK · other
KROUSE GEORGE R JR · other
CHAN MARY S · other
JOHNSON JAY LECORYELLE · other
WILSON AMY E. · other
BOWEN LAURIE · other
LANGER JACK · exercise · $222,247
KOENIG JOSHUA · sell · $495,214
CIARFELLA MARK R. · other
STOOPS JEFFREY A · other
CAVANAGH BRENDAN THOMAS · other
MONTAGNER MARC · other
CANE RICHARD M · other
KOENIG JOSHUA · other
DAY DONALD E. · other
KREDI SAUL · other
CIARFELLA MARK R. · other
STOOPS JEFFREY A · other
CAVANAGH BRENDAN THOMAS · other
CANE RICHARD M · other
KOENIG JOSHUA · other
DAY DONALD E. · other
KREDI SAUL · other
CHAN MARY S · sell · $307,697
CHAN MARY S · exercise · $222,247
STOOPS JEFFREY A · exercise · $21,534,556
CAVANAGH BRENDAN THOMAS · exercise · $7,858,178
KOENIG JOSHUA · exercise · $426,306
KOENIG JOSHUA · other
DAY DONALD E. · sell · $472,150
DAY DONALD E. · exercise · $363,236
CIARFELLA MARK R. · other
CIARFELLA MARK R. · sell · $795,235
CIARFELLA MARK R. · exercise · $646,254
STOOPS JEFFREY A · other
DAY DONALD E. · sell · $364,290
DAY DONALD E. · exercise · $234,750
KROUSE GEORGE R JR · sell · $71,364
STOOPS JEFFREY A · sell · $11,048,103
BEEBE KEVIN L · exercise · $260,964
BEEBE KEVIN L · other
BERNSTEIN STEVEN E · other
LANGER JACK · other
KROUSE GEORGE R JR · other
CHAN MARY S · other
JOHNSON JAY LECORYELLE · other
WILSON AMY E. · other
BOWEN LAURIE · other
BERNSTEIN STEVEN E · exercise · $260,964
LANGER JACK · exercise · $260,964
7 signals · latest 4d ago

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