SBA Communications (SBAC) Expected to Announce Quarterly Earnings on Thursday

SBA Communications (NASDAQ:SBAC) is anticipated to issue its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect the company to announce earnings of $3.25 per share and revenue of $725.7980 million for the quarter. Investors can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 26, 2026 at 5:00 PM ET.

SBA Communications Stock Down 2.8%

SBAC opened at $197.46 on Thursday. The business’s fifty day simple moving average is $189.65 and its 200 day simple moving average is $196.24. SBA Communications has a 52 week low of $177.49 and a 52 week high of $245.16. The stock has a market cap of $21.04 billion, a PE ratio of 25.74, a P/E/G ratio of 1.93 and a beta of 0.87.

Hedge Funds Weigh In On SBA Communications

Several hedge funds and other institutional investors have recently modified their holdings of SBAC. Jones Financial Companies Lllp boosted its stake in shares of SBA Communications by 272.8% during the 1st quarter. Jones Financial Companies Lllp now owns 753 shares of the technology company’s stock valued at $166,000 after purchasing an additional 551 shares in the last quarter. Empowered Funds LLC lifted its holdings in SBA Communications by 12.6% in the first quarter. Empowered Funds LLC now owns 2,041 shares of the technology company’s stock worth $449,000 after buying an additional 229 shares during the period. Focus Partners Wealth boosted its position in SBA Communications by 9.0% during the 1st quarter. Focus Partners Wealth now owns 3,236 shares of the technology company’s stock valued at $712,000 after acquiring an additional 266 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of SBA Communications by 105.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 164 shares of the technology company’s stock worth $36,000 after acquiring an additional 84 shares during the period. Finally, First Trust Advisors LP raised its position in shares of SBA Communications by 11.3% in the 2nd quarter. First Trust Advisors LP now owns 94,692 shares of the technology company’s stock worth $22,238,000 after acquiring an additional 9,617 shares in the last quarter. 97.35% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently weighed in on SBAC shares. Wells Fargo & Company decreased their price objective on SBA Communications from $215.00 to $205.00 and set an “equal weight” rating on the stock in a report on Tuesday, December 16th. Royal Bank Of Canada decreased their price target on shares of SBA Communications from $235.00 to $232.00 and set an “outperform” rating on the stock in a research note on Monday, November 10th. TD Cowen restated a “buy” rating on shares of SBA Communications in a report on Tuesday, November 4th. JPMorgan Chase & Co. reduced their target price on shares of SBA Communications from $245.00 to $240.00 and set a “neutral” rating on the stock in a report on Monday, January 12th. Finally, Scotiabank lowered their price target on shares of SBA Communications from $252.00 to $233.00 and set a “sector perform” rating for the company in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $235.18.

SBA Communications Company Profile

SBA Communications Corporation (NASDAQ: SBAC) is a real estate investment trust that owns, operates and develops wireless communications infrastructure. Its core business is the leasing of space on communications towers, rooftop sites and other wireless structures to mobile network operators, broadband providers and other wireless service customers. The company also provides site development, construction and ongoing site management services to support the deployment and operation of wireless networks.

In addition to traditional macro towers, SBA offers a range of infrastructure solutions designed for dense urban and suburban markets, including small cells, distributed antenna systems (DAS) and fiber backhaul and transport services.