SBA Communications (SBAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Alpine Woods Capital Investors LLC bought a new position in SBA Communications Corporation (NASDAQ: SBAC) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 25,602 shares of the technology company's stock, valued at approximately $4,950,000. SBA Communications comprises approximately

Squarepoint Ops LLC trimmed its position in SBA Communications Corporation (NASDAQ: SBAC) by 87.6% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,905 shares of the technology company's stock after selling 20,447 shares during the quarter. Squarepoint

SBAC is positioned to benefit from carrier capex, long-term tower leases and portfolio expansion, even as shares dipped 4% over three months.

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.

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

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.

SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?

SBA Communications Corporation (SBAC) Presents at Bank of America Leveraged Finance Conference Transcript

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