SBA Communications

SBAC

Market cap $19.6B

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA” and “Company”) announced it will release its second quarter results on Monday, August 3, 2026 after market close. SBA will host a conference call on Monday, August 3, 2026 to discuss these results. The call may be accessed as follows: When: Monday, August 3, 2026 at 5:00 PM (EDT)     Dial-in Number: 1-202-735-3323     Access Code: 5982682     Conference Name: SBA Second Quarter 2026 Results     Replay Availa.

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SBA Communications climbs 14.8% in three months as tower leasing, colocation demand, expansion and dividend growth support its long-term outlook.

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SBA Communications remains a buy, with the current valuation reflecting industry headwinds and offering upside on potential recovery. Q1 results beat expectations, guidance was raised, and AFFO per share is projected at $11.93–$12.38 for 2026, despite ongoing churn and refinancing pressures. Leverage remains elevated at 6.6x net debt/adj. EBITDA, but management targets investment-grade bond issuance in 2026 and maintains a sustainable dividend payout.

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

SBA Communications Corporation (SBAC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript