SBA Communications Corporation· SBAC

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.

SBA Communications (NASDAQ:SBAC) versus Power REIT (NYSE:PW) Financial Comparison

SBA Communications (NASDAQ: SBAC - Get Free Report) and Power REIT (NYSE: PW - Get Free Report) are both real estate companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership. Analyst Recommendations This is a breakdown of

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?

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.

Adelante Capital Management LLC Buys Shares of 15,505 SBA Communications Corporation $SBAC

Adelante Capital Management LLC bought a new position in shares of SBA Communications Corporation (NASDAQ: SBAC) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 15,505 shares of the technology company's stock, valued at approximately $2,736,000. Several other institutional investors and hedge

SBA Communications price target lowered to $208 from $245 at Barclays

SBA Communications price target lowered to $215 from $225 at Morgan Stanley

SBA Communications upgraded to Overweight from Equal Weight at Wells Fargo

SBA Communications price target raised to $230 from $223 at Scotiabank

SBA Communications price target lowered to $237 from $249 at TD Cowen