SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
| Revenue (TTM) | $2.87B |
| Gross Profit (TTM) | $2.13B |
| EBITDA | $1.83B |
| Operating Margin | 52.20% |
| Return on Equity | 0.00% |
| Return on Assets | 8.41% |
| Revenue/Share (TTM) | $26.99 |
| Book Value | $-43.64 |
| Price-to-Book | 91.04 |
| Price-to-Sales (TTM) | 6.14 |
| EV/Revenue | 12.03 |
| EV/EBITDA | 17.16 |
| Quarterly Earnings Growth (YoY) | -10.50% |
| Quarterly Revenue Growth (YoY) | 2.30% |
| Shares Outstanding | $106.09M |
| Float | $105.30M |
| % Insiders | 0.77% |
| % Institutions | 101.33% |
Volatility is currently contracting
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.
SBA Communications Corporation (SBAC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
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.
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.
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer, is scheduled to speak at the Goldman Sachs 2026 Communacopia + Technology Conference on Wednesday, September 9, 2026 at 4:25 PM PT. The conference will be held at the Palace Hotel in San Francisco, California. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communicati.
SBA Communications' Q2 FFO beat estimates as international leasing surges, while domestic weakness and higher costs pressure margins.
SBA Communications Corporation (SBAC) Q2 2026 Earnings Call Transcript
The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Evaluate the expected performance of SBA Communications (SBAC) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
SBAC is expected to see Q2 revenue growth from network expansion and 5G demand, while higher costs and interest expenses may weigh on AFFO.
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