Lumida
/SBAC
⌘K
SBA Communications Corp

SBA Communications Corp

SBAC
$185.47USD+2.23%+4.05 today

MARKET CAP

19.7B

P/E (TTM)

19.5x

FWD P/E

DAY RANGE

$181 – $186

52W RANGE

$162
$224

AI Summary

Stalk
Sell NowMedium

SBAC remains in a Stage 3 deterioration phase after failing to reclaim key moving averages and breaking below the $185 support zone on elevated volume. The medium- and long-term directional bias is bearish, reinforced by a Support Failure pattern and price below the 20 and 50-day EMAs. Short-term conditions also favor further downside, with momentum indicators trending lower and no signs of exhaustion. Execution is recommended now on bearish continuation, targeting rallies into broken support around the $185–$187 area.

  • Q2 revenue $663.9m (+5.1% YoY), net income $198.8m; FFO/share $3.05.
  • Projected ~$35m incremental domestic leasing revenue from 5G expansions.
  • International churn elevated amid carrier consolidations, weighing on foreign revenues.
Full analysis →

Buying

7

institutions

Selling

8

institutions

New Positions

0

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY10.14 M1.79 B+21.72 K+2.8%0.03%
JC

Jpmorgan Chase & Co

Q2 2026

SELL2.71 M485.91 M+-1.21 M-26.9%0.03%
CA

Citadel Advisors LLC

Q2 2026

BUY1.38 M244.05 M+943.98 K+223.0%0.03%
MM

Millennium Management LLC

Q2 2026

BUY756.40 K133.47 M+611.39 K+434.8%0.05%
AC

Aqr Capital Management LLC

Q2 2026

BUY413.30 K72.35 M+259.38 K+177.1%0.03%
WP

Woodline Partners LP

Q2 2026

SELL372.03 K65.65 M+-1.16 M-75.1%0.20%
CP

California Public Employees Retirement System

Q2 2026

SELL138.81 K24.50 M+-105.97 K-41.9%0.01%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY55.89 K9.86 M+54.30 K+3504.1%0.01%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL49.10 K8.67 M+-52.89 K-50.6%0.01%
JH

Janus Henderson Group Plc

Q1 2026

BUY24.76 K4.26 M+11.74 K+69.3%0.00%
BA

Bridgewater Associates, LP

Q2 2026

SELL6.38 K1.13 M+-8.27 K-55.3%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

SELL5.92 K1.05 M+-9.17 K-59.8%0.01%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY3.80 K671.11 K+122.00+5.9%0.00%
MG

Man Group Plc

Q2 2026

SELL1.27 K224.99 K+-8.61 K-86.8%0.00%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

SELL0.000.00+-23.88 K-100.0%0.00%