SBA Communications Corporation (SBAC)

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.

SBA Communications Corporation (SBAC) Presents at UBS Global Media and Communications Conference 2025 Transcript

SBAC leans on long-term tower leases and global portfolio expansion to tap rising mobile data demand. However, customer concentration and high debt levels pose risk.

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

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BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at the UBS Global Media and Communications Conference, Tuesday, December 9, 2025, at 2:15 PM (ET). The conference will be at the UBS Office on 11 Madison Avenue in New York. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is a leading i.

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at the BofA Securities 2025 Leveraged Finance Conference, Tuesday, December 2, 2025 at 10:50 AM (ET). The conference will be at The Boca Raton in Boca Raton, Florida. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is a leading independ.

Banco Bilbao Vizcaya Argentaria S.A. cut its holdings in SBA Communications Corporation (NASDAQ: SBAC) by 37.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,540 shares of the technology company's stock after selling 3,388 shares during the quarter. Banco Bilbao

Insightful Portfolio Adjustments in Q3 2025 Barrow, Hanley, Mewhinney and Strauss (Trades, Portfolio) recently submitted their 13F filing for the third quarter o

SBAC posts solid Q3 revenue growth and beats AFFO estimates, driven by strong site-leasing and development activity.

AFFO per Share: Industry-leading performance.Services Revenue Growth: Increased by 81% in Q3 compared to the prior year period.Site Development Revenue Outlook

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 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 beat third-quarter estimates and raised its annual revenue forecast on Monday, helped by steady demand for its site leasing services from mobile network operators.

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (Nasdaq: SBAC) ("SBA" or the "Company") today reported results for the quarter ended September 30, 2025. Highlights of the third quarter include: Net income of $240.4 million or $2.20 per share Industry-leading AFFO per share of $3.30 Closed on the remaining sites from our previously announced deal with Millicom Completed the sale of our towers held in Canada subsequent to quarter end Repurchased 958 thousand shares throughout th.