SBA Communications (SBAC) logo

SBA Communications (SBAC) stock

Wireless towers , market cap $20B

$191.43
+0.57%

As of Tuesday's close · Live for Pro members at the open

Quality Score
3
Below Average
In its industry
#66of 131
Checks firing
2of 14
Trending down
From 52-week high
-14.7%
under its best in a year

SBAC's Quality Score fell 2 points on Tue, Nov 10, to 3. Its price broke out of a narrow range (3 chart checks stopped).

See SBAC's 14 chart checksSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.

Why SBAC lags the market

Down 41% over five years while the S&P 500 rose 72%.

  • 10-year Treasury yield went from 1.51% on Nov 8, 2021 to 4.88% on Nov 9, 2026 (U.S. Treasury, daily yield curve).

Sources: Price history, Nov 9, 2026; U.S. Treasury, daily yield curve, Nov 9, 2026

−1Long-term trend above a flat or falling 200-day average, down over one year, down over two years

1 more reason, free with an account →1 more reason why SBAC lags the market, from its filings, with the other side and the timeline, for Pro members.

Key facts on SBAC

Key facts on SBAC
Since its Dec 2021 highDown 51% while sales grew 24%
Latest filing8-K, Nov 9 Took on new debt
1 more reason behind SBAC's 3, free with an account →1 more reason behind SBAC's 3, for Pro members.

What moves REITs

10-year Treasury yield4.98%+0.03 ptTue Nov 10in a week

What the US government pays to borrow for 10 years. Mortgage rates and the value of steady income streams move with it.

U.S. Treasury, daily yield curve, Tue Nov 10. Change over the week.

30-year mortgage rate and next Fed rate decision, for Pro members.

What's next

Thu Nov 12: Ex-dividend, $1.25 a shareAt the open. Pays Dec 10.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

SBAC catalysts

Coming up

After its last 4 reports it closed +2.9% on average, higher 3 of 4 times.

36 past catalysts since 2018, with sizes and sources, for Pro members.

How SBAC ranks in Reit

SBAC is #66 of 131 by Quality Score.

How SBAC ranks in Reit
RankStockQuality Score
66SBA Communications (SBAC) logoSBACSBA Communications3

Sales over four quarters against a year before: SBAC +2.3%, CCI -5.3%, AMT +5.3%.

More in Reit

When does SBAC report earnings, and what happens after?

Expected to report Mon Mar 1, after the close (in 111 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What SBAC reported on Nov 2, 2026

The quarter

Sales of $713.9M, 3% less than a year ago; a profit of $2.19 a share, from $2.20.

The quarter that ended Sep 30, from the company's press release

The press releaseThe filing on EDGAR

Where the sales came from

Where the quarter's sales came from
LineQ3
2026
Q2
2026
Q3
2025
By segment
Domestic Site Leasing Revenuedown 3.4%$454M64%$452M63%$470M64%

Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 5)

2 more lines, for Pro members.

The outlook

No outlook figures read from this release.

In the company's words

  • “The upper C-band auction, a growing pipeline of new spectrum and the industry’s move toward 6G is expected to drive new deployments on our sites, and we are seeing new opportunities from satellite and edge compute providers that value the reach and infrastructure of our portfolio.”

From its results filing (SEC filing · Nov 2)

The numbers

Market value
$20B
today
Sales
$2.9B
up 2.3% on the year

Sales grew 6.2% a year over 5 years, fiscal 2020 to 2025.

Pays $5.00 a share a year.

3 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on SBAC: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

+2.4%+4.7%-0.1%
Apr 29Aug 3Nov 2
ReportedGapReaction5
days
Nov 2, 2026After close-2.5%-0.1%+3.0%
Aug 3, 2026After close-1.7%+4.7%+0.8%
Apr 29, 2026After close-0.5%+2.4%+1.1%

SBAC closed higher after 3 of its last 4 reports.

All 4 reports, and SBAC's Quality Score going into each

SBAC sales and profit by year

Sales and profit by year

Sales grew in six of the last seven years, to $2.8B in 2025. It made a profit in each of the eight years.

SBAC has 2 of 14 chart checks firing

Volume1 of 3 shown
Tight range1 of 3 shown
Buying1 of 3 shown
The other 10 checks on SBAC, and all 14 on every stock.Get in free →

SBAC RSI today: 59.8, above its 50-day and 200-day averages

Not scored

RSI 59.8, MACD above signal, above both averages. Not scored.

The deep dive on SBAC

8 more findings on SBAC, each with its source, for Pro members.

Is SBAC's dividend covered? What its financials say

Its dividends come to 50% of its free cash flow.

SBAC's dividend against its free cash flow
Dividend$5.00 a share a year Paid 4 times a year
Paid outAbout $522M a year $5.00 a share on 104M shares, the count on its cover page as of Oct 27, 2026
Free cash flow$1.1B The last four quarters, to Sep 30, 2026
RecordRaised each of the last 5 years Against the payout a year before, each year

SBAC insider trades

One insider sold $55K across 1 filing in the last 6 months. No open-⁠market buys on record. The newest:

SellGeorge R. Krouse Jr.$55KDirectorat $182.67 on Aug 17, filed Aug 19

SBAC trades by Congress and the executive branch

6 trades disclosed in the last six months. The newest:

SellRo Khanna$1K to $15KHousetraded Sep 25, disclosed Oct 7(12 days later)
All 6 trades on SBAC disclosed by Congress and the executive branch, for Pro members.Get in free →

See what Congress is buying across the market

SBAC's officers and directors

Officers and directors with a Form 4 in the last 12 months.

8 more officers and directors file at SBAC.

See insider trades by person

Which ETFs hold SBAC?

In ETFs: SBAC is 1.1% of VNQ, 0.1% of JEPI, and under 0.1% of SCHG, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.

About SBA Communications

SBA Communications owns a portfolio of about 45,000 wireless towers throughout North America, Latin America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top three or four mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.

1,844 employeesBoca Raton, FLsbasite.com

What SBA Communications says it competes with

“Domestic Site Leasing – In the U.S., our primary competitors for our site leasing activities are (1) large independent tower companies including American Tower Corporation and Crown Castle International; (2) a number of regional independent tower owners; (3) wireless service providers that own and operate their own towers and lease, or may in the future decide to lease, antenna space to other providers; (4) owners and operators of alternative facilities such as rooftops, outdoor and indoor distributed antenna system (“DAS”) networks, billboards, utility poles, and electric transmission towers; and (5) owners and operators of alternative wireless technology systems and architectures.”

From its annual report, SEC filing · Feb 27, 2026

Here is what Pro members see.

  • The same page for Pro members, on Microsoft

    Its Quality Score and rank, the line that drives it, and the live price.

  • The full chart

    A year of candles to start, out to the whole history, with insider trades marked and the Quality Score under the price.

  • Every line of the score

    Price action, the company, and signals, each with its points, on SBAC and every other stock.

  • CEOs buying their own stock

    Every CEO buy, biggest names first. Sort, filter, save the list, and set optional alerts.

  • Congress trades

    A member's trades, newest first, each with its amount. Sort and filter the whole list.

  • 14 chart checks, read for you

    The ones firing on the stock, each in plain words, its rule a tap away.

  • Earnings, week by week

    Who reports each day, and how each stock took its last four reports.

  • FDA dates, counted down

    Each date in the company's words, its cash against the date, and an optional alert before it.

  • The market map

    Every stock a box, colored by its Quality Score.

  • Themes, ranked live

    Each theme's stocks ranked by Quality Score, live. Here, AI chips.

  • The top 10, every day

    The ten highest Quality Scores at each close, kept day by day, week by week.

  • Optional alerts, your way

    Pick a stock, a score, a price, a filing, or a whole scan. It tells you by push or email.

  • Your watchlist, scored

    Your stocks by Quality Score, today's move, or name.

  • On your phone and your laptop

    The same account and watchlist on both, each laid out for its screen.

  • Prices refresh every 2.5 seconds during market hours.
  • Optional alerts by push, email, or the bell.
  • Add it to your Home Screen and it opens like an app.

Pro members see every line of every stock's score.

  • What would turn SBAC's score around: 6 things
  • 4 more filings explained, a plain line each
  • Real-⁠time prices, no delay
BreakawayAug 7Ro Khanna bought SBAC$1K to $15K, disclosed Aug 7

Alerts are optional.

See SBAC's 14 chart checks

See it live, free until Thursday morning. No account. No card. Then keep going with a free account.

Straight AnswersStraight Answers

As of Nov 10, 2026: SBAC's Quality Score is 3 (Below Average), #66 of 131 in Reit. Insiders sold $55K in the last 6 months (Form 4).

What does SBAC's Quality Score say?

SBAC scores 3 today, which Breakaway calls Below Average. It is #66 of 131 in Reit by Quality Score, with 2 of 14 chart checks firing. Down 41% over five years while the S&P 500 rose 72%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is SBAC's Quality Score?

SBAC scores 3 today, which Breakaway calls Below Average (0 to 5). That is #66 of 131 in Reit by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind SBAC's 3.

Are insiders buying SBAC?

One insider sold $55K across 1 filing in the last 6 months. No open-⁠market buys on record. The newest is George R. Krouse Jr., Director, who sold $55K on Aug 17.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.

Every US stock, ranked live.

Insider and Congress trades, the chart, and the financials, in one score.

See all 3,168 stocks ranked

See it live, free until Thursday morning. No account. No card. Then keep going with a free account.

The moves after past earnings reports are past behavior, not a forecast.

The dividend's cover: free cash flow and shares from its SEC filings; the dividend from its regular payouts over six years.

The price, the score, the chart checks and readings, and the industry rank on this page are delayed at least 15 minutes.

Our top-scored stocks' record: Oct 2021 to Sep 2026, before costs. Recorded live since Sep 9, 2026.

Breakaway publishes impersonal securities research and analytical tools: one formula, the same score for everyone. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security.

Market data from a licensed vendor. The age of every quote is shown on the page.

This browser is too old to show this page right. Update it, or open this page in Safari or Chrome.