SBAC Stock Analysis: Buy, Sell, or Hold?
SBAC - SBA Communications Corp
$184.11
-3.66 (-1.95%)
▼
BUY
MODERATE Confidence
Last Updated: January 30, 2026
Earnings: Feb 23, 2026
23d
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Interactive Price Chart (1 Month)
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Bottom Line:
💡 BUY OPPORTUNITY: SBAC shows positive signals but monitor for confirmation. Market pricing in 0.1% growth. Moderate conviction.
💡 BUY OPPORTUNITY: SBAC shows positive signals but monitor for confirmation. Market pricing in 0.1% growth. Moderate conviction.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$137.23
Based on -5.8% avg growth
INTRINSIC VALUE TODAY
$85.21
Trading above fair value
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 21.8x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: SBAC is currently trading at $184.11, which is considered oversold relative to its 30-day fair value range of $184.45 to $192.55. The stock's valuation (Forward PE: 21.8) is in line with its historical norms (21.8). At these levels, the market is pricing in 0.1% annual earnings growth.
Technical Outlook: Technically, SBAC is in a downtrend. The price is currently testing key support at $183.24. A bounce from this level would confirm strength, while a break below could signal further downside.
Market Sentiment: SBAC has a weak technical setup (25/100), with bearish trendlines and momentum suggesting caution for short-term entries. In the options market, Implied Volatility is low (0th percentile), suggesting options premiums are relatively cheap. This makes it an attractive time for long options strategies if you have a directional bias. Wall Street analysts see significant upside, with an average price target of $227.72 (+21.3%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, SBAC is in a downtrend. The price is currently testing key support at $183.24. A bounce from this level would confirm strength, while a break below could signal further downside.
Market Sentiment: SBAC has a weak technical setup (25/100), with bearish trendlines and momentum suggesting caution for short-term entries. In the options market, Implied Volatility is low (0th percentile), suggesting options premiums are relatively cheap. This makes it an attractive time for long options strategies if you have a directional bias. Wall Street analysts see significant upside, with an average price target of $227.72 (+21.3%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
OVERSOLD
Fair Price Range
$184.45 -
$192.55
Company Quality Score
55/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
68.1%
All Signals
- BULLISH: Price oversold vs 30-day range
- BULLISH: Options cheap (IV 0th percentile)
- BEARISH: Weak technical setup (25/100)
- BULLISH: High volume confirmation
- BULLISH: Trading 21.3% below Wall St target ($227.72)
- BULLISH: Expecting earnings turnaround to 0.1% growth with 9.7% revenue growth
Fair Price Analysis
30-Day Fair Range
$184.45 -
$192.55
Current vs Fair Value
OVERSOLD
Expected Move (7 Days)
±$7.14
(3.9%)
Support & Resistance Levels
Support Level
$183.24
Resistance Level
$194.46
Current Trend
Downtrend
Fundamental Context
Forward P/E (Next Year Est.)
21.83
Wall Street Target
$227.72
(+21.3%)
Revenue Growth (YoY)
9.7%
Earnings Growth (YoY)
-8.3%
Profit Margin
30.7%
Valuation Premium vs History
+0.1% premium
PE vs Historical
21.8 vs 21.8
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+0.1%
(market-implied from PE analysis)
1-Year Target
$187.96
(+0%)
2-Year Target
$188.15
(+0%)
3-Year Target
$188.33
(+0%)
3-Yr Target (if PE normalizes)
(PE: 22→22)
PE COMPRESSION
$188.10
(+0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 22.3, Growth: -15.6%)
$139.85
(+-26%)
Base:
(SPY PE: 21.8, Growth: -15.6%)
$136.88
(-27%)
Bear:
(PE: 18.6, Growth: -15.6%)
$116.35
(-38%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (23x PE), but valuation improves significantly next year (22x PE) as earnings recover.
Trailing PE: 23.47 | Current EPS (TTM): $7.96
Bull Case
$222.06
(+18%)
Analyst growth 8.1%, PE expands to 25.8
Base Case
$201.87
(+8%)
Market implied 8.1%, PE stable at 23.5
Bear Case
$127.02
(-32%)
Severe decline -20.0%, PE contracts to 20.0
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
Last updated: January 30, 2026 5:38 PM ET
Data refreshes hourly during market hours. Next update: 6:38 PM
Data refreshes hourly during market hours. Next update: 6:38 PM
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Technical Signals Check
Is SBAC showing a specific setup today?
Insider Activity (6 Months)
2
Buys
2
Sells
0
Net
NEUTRAL
Recent Transactions
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SELL
2025-09-25
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BUY
2025-09-11
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BUY
2025-09-05
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Advanced SBAC Option Strategies
Professional options setups generated by AI based on today's SBAC price and gamma walls.
