SBA Communications Corporation (SBAC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

SBA Communications Corporation (SBAC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Seeking Alpha • 13 minutes ago

The REIT Repricing Cycle Is Nearing A Turning Point

REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.

Seeking Alpha • May 16, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026

Winners Of REIT Earnings Season

REIT earnings results were considerably better than consensus expectations, with 58 REITs - or 59% - raising full-year FFO guidance, well above the typical Q1 raise rate of 40-45%. REITs have extended their year-to-date outperformance despite the recent jump in interest rates, as better earnings results and improving property-level trends helped offset renewed macro pressure. Upside standouts included Hotel, Senior Housing, Data Center, Billboard, Cold Storage, Net Lease, and Retail REITs. Residential REITs saw improving rent growth trends as supply growth finally eases.

Seeking Alpha • May 13, 2026

SBA Communications Corporation to Speak at the JP Morgan 2026 Global Technology, 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 JP Morgan 2026 Global Technology, Media and Communications Conference, Monday, May 18, 2026 at 2:50 PM ET. The conference will be at The Westin Boston Seaport District in Boston, Massachusetts. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications.

Business Wire • May 4, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

SBAC Q1 FFO & Revenues Beat Estimates on Higher Leasing Revenue

SBAC beat Q1 estimates as international leasing revenues surge 32.6%, helping lift full-year 2026 guidance despite rising costs.

Zacks Investment Research • Apr 30, 2026

SBA Communications Corporation (SBAC) Q1 2026 Earnings Call Transcript

SBA Communications Corporation (SBAC) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

SBA Communications Corporation Reports First Quarter 2026 Results; Updates Full Year 2026 Outlook; and Declares Quarterly Cash Dividend

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (Nasdaq: SBAC) ("SBA" or the "Company") today reported results for the quarter ended March 31, 2026. Highlights of the first quarter include: Net income attributable to SBA of $184.8 million or $1.74 per share Industry-leading AFFO per share of $3.03 Increased full year 2026 outlook across all key metrics Company-wide Tower Cash Flow margin of approximately 80% In addition, the Company announced today that its Board of Directors.

Business Wire • Apr 29, 2026

SBA Communications (SBAC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Apr 29, 2026