Fintel reports that on December 1, 2025, Barclays maintained coverage of SBA Communications (NasdaqGS:SBAC) with a Overweight recommendation.
Analyst Price Forecast Suggests 26.47% Upside
As of November 17, 2025, the average one-year price target for SBA Communications is $238.55/share. The forecasts range from a low of $193.92 to a high of $294.00. The average price target represents an increase of 26.47% from its latest reported closing price of $188.62 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for SBA Communications is 2,903MM, an increase of 4.08%. The projected annual non-GAAP EPS is 6.20.
What is the Fund Sentiment?
There are 1,444 funds or institutions reporting positions in SBA Communications. This is an decrease of 59 owner(s) or 3.93% in the last quarter. Average portfolio weight of all funds dedicated to SBAC is 0.39%, an increase of 8.14%. Total shares owned by institutions decreased in the last three months by 3.76% to 131,333K shares. 
The put/call ratio of SBAC is 0.75, indicating a bullish outlook.
What are Other Shareholders Doing?
Dodge & Cox holds 9,667K shares representing 9.07% ownership of the company. In its prior filing, the firm reported owning 8,608K shares , representing an increase of 10.95%. The firm decreased its portfolio allocation in SBAC by 11.21% over the last quarter.
DODGX - Dodge & Cox Stock Fund holds 5,398K shares representing 5.07% ownership of the company. In its prior filing, the firm reported owning 5,316K shares , representing an increase of 1.53%. The firm increased its portfolio allocation in SBAC by 5.17% over the last quarter.
Jpmorgan Chase holds 4,958K shares representing 4.65% ownership of the company. In its prior filing, the firm reported owning 5,521K shares , representing a decrease of 11.36%. The firm decreased its portfolio allocation in SBAC by 92.84% over the last quarter.
VGSIX - Vanguard Real Estate Index Fund Investor Shares holds 4,015K shares representing 3.77% ownership of the company. In its prior filing, the firm reported owning 4,035K shares , representing a decrease of 0.48%. The firm decreased its portfolio allocation in SBAC by 8.96% over the last quarter.
Cohen & Steers holds 3,781K shares representing 3.55% ownership of the company. In its prior filing, the firm reported owning 5,041K shares , representing a decrease of 33.32%. The firm decreased its portfolio allocation in SBAC by 39.23% over the last quarter.
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