SBA CommunicationsSBAC
SBAC
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
76% more call options, than puts
Call options by funds: $41M | Put options by funds: $23.3M
6% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 240
0.28% more ownership
Funds ownership: 99.1% [Q3] → 99.39% (+0.28%) [Q4]
7% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 92
3% less funds holding
Funds holding: 668 [Q3] → 649 (-19) [Q4]
16% less capital invested
Capital invested by funds: $25.6B [Q3] → $21.6B (-$3.98B) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 6 (-3) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$225
4%
upside
Avg. target
$245
13%
upside
High target
$255
18%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Barclays Tim Long 57% 1-year accuracy 32 / 56 met price target | 13%upside $244 | Overweight Maintained | 21 Mar 2025 |
Wells Fargo Eric Luebchow 33% 1-year accuracy 15 / 45 met price target | 4%upside $225 | Equal-Weight Maintained | 26 Feb 2025 |
Citizens Capital Markets Greg Miller 41% 1-year accuracy 11 / 27 met price target | 16%upside $250 | Market Outperform Reiterated | 25 Feb 2025 |
RBC Capital Jonathan Atkin 70% 1-year accuracy 14 / 20 met price target | 18%upside $255 | Outperform Reiterated | 24 Feb 2025 |
JMP Securities Greg Miller 41% 1-year accuracy 11 / 27 met price target | 16%upside $250 | Market Outperform Initiated | 27 Jan 2025 |
Financial journalist opinion
Based on 6 articles about SBAC published over the past 30 days
Neutral
Seeking Alpha
1 week ago
SBA Communications: Headwinds Persist, But Growth Potential Remains (Rating Downgrade)
SBA Communications faces headwinds, particularly in Brazil, but remains a compelling buy due to strong fundamentals, dividend coverage, and upside potential. The recent acquisition of 7,000 towers from Millicom is expected to drive growth and establish a leading position in Central America. Despite foreign exchange challenges, SBAC's AFFO and revenue have shown solid growth, and the REIT continues to deleverage its balance sheet effectively.
Positive
Zacks Investment Research
1 week ago
Here's Why You Should Add SBA Communications Stock to Your Portfolio
SBAC is set for healthy growth with extensive infrastructure assets amid rising consumer demand and the adoption of data-driven mobile devices and applications.
Positive
Zacks Investment Research
1 week ago
Bet on These 3 Equity REIT Stocks Despite Industry Challenges
The Zacks REIT and Equity Trust - Other industry players such as WELL, SBAC and SLG are likely to benefit from healthy fundamentals and improving demand.
Positive
Zacks Investment Research
2 weeks ago
SBAC Stock Has Risen 10.4% Year to Date: Will the Trend Continue?
SBAC is set for healthy growth with extensive infrastructure assets amid rising consumer demand and adoption of data-driven mobile devices and applications.
Positive
Seeking Alpha
2 weeks ago
3 REITs To Buy Before They Hike Their Dividend
REIT dividend payments continue to grow. Some REITs are growing at a double-digit rate. I highlight three undervalued REITs to buy before they hike their dividend again.
Positive
Seeking Alpha
3 weeks ago
My Top 15 High-Growth Dividend Stocks For March 2025
The SPDR S&P 500 ETF Trust stumbled in February but managed to maintain a positive return in 2025. The Top 15 dividend growth stocks for March 2025 offer an average dividend yield of 1.13% and appear to be about 25% undervalued based on dividend yield theory. Since its inception in September 2020, the watch list has achieved a 10.63% compound annual growth rate.
Positive
Zacks Investment Research
1 month ago
SBA Communications Q4 AFFO & Revenues Beat Estimates, Dividend Hiked
SBAC's Q4 results reflect growth in site-leasing and site-development revenues.
Neutral
Business Wire
1 month ago
SBA Communications Corporation to Speak at The 33rd Annual Deutsche Bank Media, Internet and Telecom Conference
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 33rd Annual Deutsche Bank Media, Internet and Telecom Conference, Monday, March 10, 2025 at 3:30pm ET. The conference will be at The Breakers Hotel in Palm Beach, Florida. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corpor.
Neutral
Seeking Alpha
1 month ago
From Real Property To Intellectual Property: My 15 Years On Seeking Alpha
Over nearly 15 years, I've written 4,300-plus Seeking Alpha articles, focusing on REITs and income stocks, emphasizing principal preservation and "SWAN investing." My journey included covering the evolution of the U.S. equity REIT sector, highlighting companies like STAG Industrial, Digital Realty, and Realty Income. Inspired by mentors and collaborations, I expanded my research to various asset classes, building a larger audience and scaling research businesses like iREIT and Dividend Kings.
Neutral
Seeking Alpha
1 month ago
SBA Communications Corporation (SBAC) Q4 2024 Earnings Call Transcript
SBA Communications Corporation (SBAC) Q4 2024 Earnings Call Transcript
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