SBA Communications Corporation (SBAC)
Insights Into SBA Communications (SBAC) Q4: Wall Street Projections for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for SBA Communications (SBAC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
SBA Communications: Discounted Tower REIT With Upside Potential
SBA Communications (SBAC) is rated Buy, with current valuation reflecting macro risks and offering a solid margin of safety. SBAC's Millicom acquisition and Canadian asset sale expand its global tower footprint while sustaining their AFFO. Leverage remains high, with refinancing risk due to low average maturity, but management is revising financial policy to mitigate this.
SBA Communications (SBAC) Upgraded to Buy: What Does It Mean for the Stock?
SBA Communications (SBAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
4 Reasons Why You Should Add SBAC Stock to Your Portfolio Now
SBAC is positioned to benefit from carrier capex, long-term tower leases and portfolio expansion, even as shares dipped 4% over three months.
SBA Communications: A Reasonably Priced Bet On Wireless
SBA Communications is trading near five-year lows, offering fair value for a high-quality telecom infrastructure REIT. SBAC's business model features long-term, escalator-driven leases with major U.S. telecoms and 25% revenue exposure to international emerging markets. Despite high leverage, SBAC's strong cash flow margins and prudent deleveraging support steady AFFO per share growth and future M&A flexibility.
Why Is SBA Communications (SBAC) Down 4.7% Since Last Earnings Report?
SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?
SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript
SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript
SBA Communications' Q3 AFFO Beats Estimates, Revenues Grow Y/Y
SBAC posts solid Q3 revenue growth and beats AFFO estimates, driven by strong site-leasing and development activity.
SBA Communications (SBAC) Tops Q3 FFO and Revenue Estimates
SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.3 per share, beating the Zacks Consensus Estimate of $3.19 per share. This compares to FFO of $3.32 per share a year ago.
SBA Communications Corporation (SBAC) Q3 2025 Earnings Call Transcript
SBA Communications Corporation ( SBAC ) Q3 2025 Earnings Call November 3, 2025 5:00 PM EST Company Participants Mark DeRussy - Vice President of Finance Brendan Cavanagh - CEO, President & Director Marc Montagner - Executive VP & CFO Conference Call Participants Batya Levi - UBS Investment Bank, Research Division Ric Prentiss - Raymond James & Associates, Inc., Research Division Nicholas Del Deo - MoffettNathanson LLC Eric Luebchow - Wells Fargo Securities, LLC, Research Division Benjamin Swinburne - Morgan Stanley, Research Division Michael Rollins - Citigroup Inc., Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Aryeh Klein - BMO Capital Markets Equity Research Michael Funk - BofA Securities, Research Division Brandon Nispel - KeyBanc Capital Markets Inc., Research Division David Barden - New Street Research LLP Jonathan Atkin - RBC Capital Markets, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Presentation Operator Welcome, and thank you all for joining today's call, SBA Third Quarter 2025 Results. Please note that today's call is being recorded.
SBA Communications Corporation (SBAC) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
SBA Communications Corporation (NASDAQ:SBAC ) Bank of America 2025 Media, Communications & Entertainment Conference September 4, 2025 2:00 PM EDT Company Participants Marc Montagner - Executive VP & CFO Presentation Unknown Analyst [Audio Gap] to the BofA Media Telecom Conference. We're going to wrap it up here on day-2 with SBA.
SBAC Q2 AFFO Beats Estimates, Revenues Improve Y/Y, '25 View Raised
SBAC tops Q2 AFFO estimates, and lifts the 2025 outlook, but higher costs and interest weigh on profitability.
