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.

Seeking Alpha • Dec 12, 2025

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

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

Seeking Alpha • Dec 10, 2025

Is it Wise to Retain SBA Communications Stock in Your Portfolio Now?

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.

Zacks Investment Research • Dec 4, 2025

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?

Zacks Investment Research • Dec 3, 2025

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

Seeking Alpha • Dec 2, 2025

Top 15 High-Growth Dividend Stocks For December 2025

The Top 15 High-Growth Dividend Stocks for December 2025 offer a 1.58% yield and 20.97% five-year dividend growth, appearing 33% undervalued. The watchlist's goal is a 12% long-term CAGR, with November gains moving closer to this target despite trailing SPY and VIG year-to-date. Quality and Value tilts are tested for superior returns, with the Value portfolio showing higher yields and the Quality portfolio offering stronger growth trends.

Seeking Alpha • Dec 2, 2025

SBA Communications Corporation to Speak at the UBS Global Media and Communications Conference

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.

Business Wire • Nov 24, 2025

SBA Communications Corporation to Speak at the BofA Securities 2025 Leveraged Finance Conference

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.

Business Wire • Nov 18, 2025

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.

Zacks Investment Research • Nov 4, 2025

SBA Communications tops third-quarter estimates, raises 2025 revenue forecast

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.

Reuters • Nov 3, 2025