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.

Seeking Alpha • Sep 17, 2026

SBA Communications Corporation to Speak at RBC Capital Markets 2026 Global Communications and Infrastructure Conference

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at RBC Capital Markets 2026 Global Communications and Infrastructure Conference, Tuesday, September 29, 2026, at 3:20 PM ET. The conference will be held at The Fairmont in Chicago, IL. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is.

Business Wire • Sep 14, 2026

Everyone Is Avoiding These REITs: That's The Opportunity

Some of the most hated REIT sectors may offer the biggest upside. European REITs trade at unusually steep NAV discounts. Life science and tower REITs could recover as sentiment turns.

Seeking Alpha • Sep 13, 2026

SBA Communications Corporation (SBAC) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript

SBA Communications Corporation (SBAC) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcript

Seeking Alpha • Sep 10, 2026

SBA Communications Corporation (SBAC) Presents at Citi's 2026 Global TMT Conference Transcript

SBA Communications Corporation (SBAC) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha • Sep 9, 2026

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

Seeking Alpha • Sep 10, 2026

Cell Tower REITs: No Threat From Above

Cell tower REITs (SBAC, AMT, CCI) now trade at 12-year low multiples, reflecting trough earnings and fully baked-in Dish and satellite risks. Starlink's entry is unlikely to threaten macro towers; instead, it could drive incremental leasing and revenue upside for tower REITs. I've increased cell tower REIT allocation to 10.7%, citing 6-7% projected AFFO/share growth in 2027–2028 and attractive risk-reward.

Seeking Alpha • Sep 7, 2026

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?

Zacks Investment Research • Sep 2, 2026

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.

Seeking Alpha • Aug 30, 2026

SBA Communications Corporation to Speak at Citi's 2026 Global TMT Conference and the BofA Securities 2026 Media, Communications and Entertainment Conference

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at Citi's 2026 Global TMT Conference, Wednesday, September 9, 2026, at 10:10 AM ET. The conference will be held at The New York Hilton Midtown in New York. Marc Montagner is also scheduled to speak at the BofA Securities 2026 Media, Communications and Entertainment Conference, Thursday, September 10, 2026, at 8:50 AM ET. This conf.

Business Wire • Aug 26, 2026