SBA Communications (SBAC) Q2 2026 earnings — TrendMatrix coverage

Adjusted EPS

$1.87

Estimate

$1.89

Surprise

-1.2%

Score at report (before → after)

5.5 → 5.5/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

SBA Communications (SBAC) missed the $1.89 estimate with adjusted EPS of $1.87 — a modest 1.2% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.5/10) to Sell at 5.5/10 after the report.

TrendMatrix currently rates SBAC Sell at 4.9/10.

1 of the last 4 quarters beat the estimate; this quarter's -1.2% surprise compares with a -3.5% four-quarter average. Next scheduled report: 2026-11-02.

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current price

$165.05

Price target

$203.31

Stop

$160.00

Upside to target

+23.2%

Reward-to-risk

3.7:1

Model outputs from TrendMatrix’s engine as of 2026-09-24 — shown for context, not personalized investment advice.

REIT quarters hinge on occupancy, rate exposure, and FFO rather than headline EPS, which mechanically distorts under depreciation.

Industry

REIT - Specialty

Market cap

$18.09B

P/E (fwd)

20.8

P/E (ttm)

19.0

52-week range

$162.41–$224.46

Off 52-week high

26.5%

RSI (14)

14

Volume vs avg

0.22×

Score today

4.9/10