SBA Comms Earnings Preview: Analysts Expect EPS of $2.53, Shares Up 3.09% in Past 52 Weeks

SBA Communications is set to announce its quarterly earnings on August 4, 2025. Analysts estimate an earnings per share (EPS) of $2.53. The market awaits the company's announcement, hoping for news of surpassing estimates and providing upbeat guidance for the next quarter. In the previous earnings release, the company missed EPS by $0.46, leading to a 6.82% increase in the share price. Shares of SBA Communications were trading at $224.72 as of July 31 and are up 3.09% over the last 52-week period.

SBA Communications Corporation (SBAC) is set to release its second-quarter 2025 earnings report on August 4, 2025, after the market closes. Analysts estimate an earnings per share (EPS) of $2.53 for the quarter. The market is eagerly anticipating the company's announcement, hoping for news of surpassing estimates and providing upbeat guidance for the next quarter.

In the previous earnings release, SBA Communications missed EPS by $0.46, leading to a 6.82% increase in the share price. Shares of SBA Communications were trading at $224.72 as of July 31 and are up 3.09% over the last 52-week period.

The company operates over 39,000 communications sites worldwide and has a market capitalization of approximately $24.15 billion. TD Asset Management Inc decreased its position in SBA Communications Corporation (NASDAQ:SBAC) by 11.2% during the first quarter, according to its most recent disclosure with the SEC [3].

Analysts project revenue estimates to be influenced by increased capital spending from wireless carriers, driven by the ongoing expansion of mobile network infrastructure amid growing mobile data usage. The company's full-year revenue guidance is expected to be between $2,716 million and $2,736 million. Specific EPS estimates for Q2 remain undisclosed, but prior performance shows a solid foundation for potential growth [2].

SBA Communications' Q1 2025 earnings report revealed robust financial performance, with revenue of $664.25 million, net income of $188.96 million, and an EPS of $1.78. The company's gross profit stood at $510.58 million, indicating a 27.1% increase in earnings compared to the previous quarter [2].

The company's resilient and stable site-leasing business model generates most of its revenues from long-term tower leases with built-in rent escalators. However, the ongoing consolidation in the wireless industry and high debt burden are potential challenges to the company's performance [1].

Wall Street analysts have issued varying ratings and price targets for SBA Communications. BMO Capital Markets upped their target price on shares of SBA Communications from $230.00 to $240.00 and gave the company a "market perform" rating. Bank of America began coverage on shares of SBA Communications with a "buy" rating and a $260.00 target price. Citigroup lifted their price objective on SBA Communications from $250.00 to $265.00 and gave the company a "buy" rating. Eight investment analysts have rated the stock with a hold rating, eight have issued a buy rating, and two have assigned a strong buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $257.19 [3].

SBA Communications demonstrates strong financial health, underscored by robust revenue and net income figures. The company's growth is fueled by increased network expansion and mobile data usage, presenting significant upside potential. Analysts have adjusted forecasts positively, reflecting confidence in SBA's ability to capitalize on these trends. Overall, SBA Communications is well-positioned for continued growth, with a bullish outlook, driven by favorable market conditions and strategic investments in network infrastructure [2].

References:

[1] https://finance.yahoo.com/news/sba-communications-report-q2-earnings-115700513.html
[2] https://www.ainvest.com/news/sba-communications-sbac-q2-2025-earnings-preview-upside-potential-network-expansion-drives-2508/
[3] https://www.marketbeat.com/instant-alerts/filing-sba-communications-corporation-nasdaqsbac-shares-sold-by-td-asset-management-inc-2025-08-01/