SBA Communications

SBAC

Market cap $20.5B

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.

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).

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

The Top 15 High-Growth Dividend Stocks for December 2025 offer a 1.58% yield and 20.97% five-year dividend growth, appearing 33% undervalued. The watchlist's goal is a 12% long-term CAGR, with November gains moving closer to this target despite trailing SPY and VIG year-to-date. Quality and Value tilts are tested for superior returns, with the Value portfolio showing higher yields and the Quality portfolio offering stronger growth trends.

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at the UBS Global Media and Communications Conference, Tuesday, December 9, 2025, at 2:15 PM (ET). The conference will be at the UBS Office on 11 Madison Avenue in New York. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is a leading i.