202610月
SBAC Oct 2026 · Reduce
We assign a Reduce rating to SBA Communications Corporation with a fair value of $148.18, representing a 19.2% implied return downside from the October 13, 2026 share price of $183.47, as substantial leverage of $15.21B and US carrier capital expenditure moderation outweigh the annuity-like cash flow stability of its macro tower portfolio.Latest published research · analyzed 2026-10-13 · current · sources aging