SBA Communications Corporation (SBAC)
Strength Seen in SBA Communications (SBAC): Can Its 7.3% Jump Turn into More Strength?
SBA Communications (SBAC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO estimate revisions may not translate into further price increase in the near term.
SBA Communications Eyes 6G Leasing Rebound, Edge Data Centers and Buybacks
SBA Communications NASDAQ: SBAC sees a cyclical recovery in U.S. tower leasing tied to future spectrum deployment, while also identifying edge computing, Latin American growth and share repurchases as areas of focus, Executive Vice President and Chief Financial Officer Marc Montagner said during an RBC communications infrastructure session.
SBA Communications: The Turnaround Setup Is Getting More Interesting
SBA Communications remains a Buy after a major refinancing, trading at a discount that offers a solid margin of safety. SBAC's refinancing secured $3.5 billion in investment-grade bonds at a 5.113% blended rate, improving its debt profile and flexibility. Guidance for 2026 AFFO per share was raised to $11.95–$12.40, with churn expected to decline sharply post-2027, supporting long-term recovery.
SBA Communications Corporation (SBAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
SBA Communications Corporation (SBAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
SBA Communications (SBAC) Up 0.5% Since Last Earnings Report: Can It Continue?
SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?
SBA Communications Corporation: Fast-Growing Dividend, Undervalued
SBA Communications Corporation is rated 'Buy' with a $230/share price target, reflecting undervaluation and strong capital allocation. Q2 2026 results showed 2.3% revenue growth, driven by international site leasing, offsetting domestic weakness from Sprint & T-Mobile churn. SBAC's dividend is well-covered at a 41% payout ratio, with ongoing share buybacks and ample liquidity following its inaugural investment-grade bond issuance.
SBAC Q2 FFO Beat Estimates on International Leasing Strength
SBA Communications' Q2 FFO beat estimates as international leasing surges, while domestic weakness and higher costs pressure margins.
SBA Communications Corporation (SBAC) Q2 2026 Earnings Call Transcript
SBA Communications Corporation (SBAC) Q2 2026 Earnings Call Transcript
Here's What Key Metrics Tell Us About SBA Communications (SBAC) Q2 Earnings
The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
SBA Communications Q2 Earnings Call Highlights
SBA Communications NASDAQ: SBAC reported second-quarter results in line with its expectations and modestly increased its full-year 2026 outlook for site leasing revenue, funds from operations (FFO) and FFO per share, citing higher straight-line revenue and improved net cash interest expense.
SBA Communications (SBAC) Surpasses Q2 FFO and Revenue Estimates
SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.03 per share, beating the Zacks Consensus Estimate of $2.96 per share. This compares to FFO of $3.17 per share a year ago.
Unlocking Q2 Potential of SBA Communications (SBAC): Exploring Wall Street Estimates for Key Metrics
Evaluate the expected performance of SBA Communications (SBAC) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
