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SBA Communications

SBAC

Market cap $19.4B

182.49 USD

+12.48

7.34%

At close Updated Oct 9, 4:00 PM EDT

Pre-market

After hours

182.65

+0.16

0.09%

1 day

7.34%

5 days

15.6%

1 month

-2.28%

3 months

0.01%

6 months

-16.47%

Year to date

-5.19%

1 year

-2.67%

5 years

-44.67%

10 years

66.16%

About: SBA Communications owns a portfolio of about 46,000 wireless towers throughout North America, South America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top three or four mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.

Employees: 1,844

Real Estate Specialty REIT

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 48.5%

Neutral 51.5%

Negative 0%

24/7 Wall Street

Americans Cannot Stop Using Their Phones. These 3 REITs Collect the Rent

Every time someone opens a map app or joins a video call, rent flows to the owners of the antenna carrying that signal.

Americans Cannot Stop Using Their Phones. These 3 REITs Collect the Rent

Forum Markets Announces Joint Venture with Edge Node AI to Deploy Inference AI Compute Across the U.S. at Existing Powered Data Sites and Mobile Communications Towers

Initial planned deployment comprises approximately 11 MW of energized capacity Compute capacity from initial deployment being fully allocated to long-term off-take partners Forum Markets introduces 2027 revenue guidance of $125 Million to $175 Million No equity issued to stand up initial deployment nor required to achieve 2027 revenue guidance Real estate and site equipment have already been purchased; compute capital expenditures are being funded through a combination of customer deposits and equipment financing PALM BEACH, Fla., Oct. 5, 2026 /PRNewswire/ -- Forum Markets, Incorporated (Nasdaq: FRMM) ("Forum" or "the Company"), an innovator in sourcing and operating cash-generating assets in aerospace, AI, and AI-powered consumer finance, today announced its first major investment in artificial intelligence ("AI") infrastructure with the formation of Forum Edge AI LLC, a Delaware limited liability company (the "Joint Venture") on October 2, 2026, a joint venture with Edge Node Inc., a Texas corporation ("Edge Node AI"), to own and operate high-performance inference compute capacity at sites that already have power and permits in place.

Forum Markets Announces Joint Venture with Edge Node AI to Deploy Inference AI Compute Across the U.S. at Existing Powered Data Sites and Mobile Communications Towers

Zacks Investment Research

Is It Wise to Retain SBA Communications Stock in Your Portfolio Now?

SBAC benefits from steady wireless demand and recurring leases, but tenant concentration, churn and high debt weigh on its outlook.

Is It Wise to Retain SBA Communications Stock in Your Portfolio Now?

SBA Communications Eyes 6G Leasing Rebound, Edge Data Centers and Buybacks

SBA Communications NASDAQ: SBAC sees a cyclical recovery in U.S. tower leasing tied to future spectrum deployment, while also identifying edge computing, Latin American growth and share repurchases as areas of focus, Executive Vice President and Chief Financial Officer Marc Montagner said during an RBC communications infrastructure session.

SBA Communications Eyes 6G Leasing Rebound, Edge Data Centers and Buybacks

Top 25 Attractive Dividend Stocks For October 2026

I present a rigorously screened Top 25 U.S. dividend growth stock list for October 2026, emphasizing fundamental growth, economic moats, and yields above 2.5%. The Top 25 stocks average a 3.38% dividend yield and appear ~31% undervalued by dividend yield theory, with an estimated 18.56% future CAGR. Subsets highlight high-yield, fast dividend growth, highest expected return, most undervalued, and fastest fundamental growth opportunities for targeted portfolio construction.

Top 25 Attractive Dividend Stocks For October 2026

SBA Communications Corporation (SBAC) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

SBA Communications Corporation (SBAC) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

SBA Communications Corporation (SBAC) Presents at RBC Capital Markets 2026 Global Communications and Infrastructure Conference Transcript

The Rate Shock That Didn't Break REITs

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

The Rate Shock That Didn't Break REITs

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.

SBA Communications: The Turnaround Setup Is Getting More Interesting

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.

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

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.

Everyone Is Avoiding These REITs: That's The Opportunity

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