SBA Communications Corporation Sets Date for Fourth Quarter 2025 Earnings ReleaseFeb 3, 2026 9:37 AM Eastern Standard Time# SBA Communications Corporation Sets Date for Fourth Quarter 2025 Earnings ReleaseShare---BOCA RATON, Fla.--([BUSINESS WIRE])--SBA Communications Corporation (NASDAQ: SBAC) ("SBA†and "Company†) announced it will release its fourth quarter results on Thursday, February 26, 2026 after market close.SBA will host a conference call on Thursday, February 26, 2026 to discuss these results.Th ...

Market Performance - The broad U.S. market started the year positively, with the SPDR® S&P 500® ETF (SPY) posting a gain despite some elevated volatility in the final week of January [1]

Core Viewpoint - SBA Communications (SBAC) has experienced significant volatility in recent years, primarily due to macroeconomic impacts from post-pandemic interest rate hikes, but the stock is now perceived as attractive for investment opportunities [1]. Company Analysis - The company operates in the telecommunications infrastructure sector, which has been affected by broader economic conditions, particularly interest rate changes [1]. - The stock's current valuation suggests potential for growth, indicating a favorable entry point for investors [1]. Industry Context - The telecommunications infrastructure industry is undergoing shifts due to economic factors, which may present both challenges and opportunities for companies like SBA Communications [1].

SBA Communications Corporation (NASDAQ:SBAC) is one of the most favored real estate investment trusts according to Hedge Funds. On December 10, UBS analyst Batya Levi reaffirmed his Buy rating on SBA Communications Corporation (NASDAQ:SBAC) and raised his price target to $275. This estimate yields an impressive upside potential of almost 42%. Bloom Energy (BE) Gets Beaten, Falls 12% Amid AI Selloff Pixabay/Public Domain Levi maintained his stance on SBA Communications Corporation (NASDAQ:SBAC) followin ...

With a market cap of around $20.7 billion, SBA Communications Corporation (SBAC) is a Florida-based wireless infrastructure company that owns and operates a portfolio of communication towers and related sites. The company provides tower space and services to wireless carriers, enabling reliable mobile connectivity across the United States, Latin America, and Canada. SBAC is scheduled to report its Q4 earnings soon. Ahead of the event, analysts expect the company to report an AFFO of $3.08 per share, down ...

Core Viewpoint - The company has announced a consistent cash distribution of $1.11 per share for the upcoming dividend payments scheduled throughout 2025, indicating a stable dividend policy aimed at returning value to shareholders [1]. Group 1: Dividend Schedule - The record and payment dates for the cash distributions are as follows: - March 13, 2025, with payment on March 27, 2025 [1] - May 22, 2025, with payment on June 17, 2025 [1] - August 21, 2025, with payment on September 18, 2025 [1] - November 13, 2025, with payment on December 11, 2025 [1] Group 2: Dividend Details - Each cash distribution is set at $1.11 per share, which is categorized as ordinary taxable dividends [1][2]. - The ordinary taxable dividends are consistent across all scheduled payments, reinforcing the company's commitment to maintaining shareholder returns [1].

Core Viewpoint - SBA Communications Corporation (NASDAQ:SBAC) is identified as a potentially undervalued stock, despite recent price target reductions by analysts [1][3]. Group 1: Analyst Ratings and Price Targets - JPMorgan analyst Richard Choe lowered the price target for SBA Communications from $245 to $240 while maintaining a "Neutral" rating, citing a conservative approach due to potential impacts from EchoStar [1][2]. - Wells Fargo also reduced its price target for SBA Communications from $215 to $205, keeping an "Equal Weight" rating, highlighting the company's favorable outlook for 2026 due to shorter DISH lease durations [3]. Group 2: Industry Context - The overall industry outlook is described as modest, with concerns regarding the EchoStar/DISH situation, although potential deals could serve as positive catalysts for tower stocks [2]. - SBA Communications is recognized as a leading independent owner and operator of wireless communications infrastructure, which includes various assets such as towers, buildings, rooftops, distributed antenna systems (DAS), and small cells [4].

Group 1 - JPMorgan analyst Richard Choe lowered the price target on SBA Communications (SBAC) to $240 from $245, maintaining a Neutral rating on the shares [1] - The firm reduced new leasing estimates for tower companies due to a more conservative approach influenced by potential impacts from EchoStar [1] - The industry outlook is described as "modest," with concerns over the EchoStar/Dish situation, although potential deals could serve as a positive catalyst for tower stocks [1]

Core Insights - The real estate sector is currently experiencing a trend of oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Hudson Pacific Properties Inc (NYSE:HPP) has an RSI value of 25.2, with shares closing at $9.72 after a 3.6% drop [7] - Marcus & Millichap Inc (NYSE:MMI) has an RSI value of 28.1, with shares closing at $26.14 after a 2.9% decline [7] - SBA Communications Corp (NASDAQ:SBAC) has an RSI value of 28.3, with shares closing at $181.20 after a slight drop of 0.1% [7] Group 2: Analyst Ratings and Price Targets - Hudson Pacific Properties was downgraded by BMO Capital from Outperform to Market Perform, with a price target cut from $16 to $11 [7] - Marcus & Millichap reported in-line earnings for Q3, indicating strength in navigating market complexities [7] - SBA Communications had its price target lowered from $215 to $205 by Wells Fargo, maintaining an Equal-Weight rating [7]

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major oversold players ...