SB
SBA Communications Corporation Class A
SBAC · SBA Communications Corporation Class A · Real Estate
Up next day
8/12
67%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±3.9%
typical swing on earnings
Price when beating
-1.2%
avg over 3 beats
Biggest single move
-7.8%
'24.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Good results usually push the stock up
Up the next day 2 of 3 beats (67%)
Reaction is erratic and hard to predict
Avg -1.2% on a beat, +1.2% on a miss
vs Real Estate sector avg (70 peers)
This
+0.6%
Sector
+0.1%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
1xBeat but fell
Even a beat sells off if guidance disappoints
6xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 2After close
'26.9 expectedEst. EPS $2.09
Quarter ended 6/2026
Reported 2026-08-03
Next-day move
+4.7%
After 5 days +0.8%
vs Consensus$1.89→$1.87-1.2% miss
Missed by -1.2% but stock +4.7%
EPS
$1.87
YoY -11%
Revenue
$0.1B
YoY -24%
Next-Q guidance
—
N/A
Price around earnings
Rose despite missvs market +2.9%p2.3x normal — unusual surge-17% dip before
Earnings trend · last 12 quarters
EPS$1.87YoY -11%
'23.9'26.6
Revenue$0.1BYoY -24%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
4x33%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
2x17%
← ← Weak earningsStrong earnings → →
Price rose even on weak earnings — bad news priced in / buy-the-dip · 4 of 12q (33%)
Community · SBAC
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