SBA Communications

SBA Communications is a holding company. Through its subsidiaries, the company is an owner and operator of wireless communications infrastructure, including tower structures, rooftops, and other structures that support antennas used for wireless communications. The company's operations are in the U.S. and its territories. In its site leasing business, the company leases antenna space to wireless service providers on towers that the company owns or operates and manages rooftop and tower sites for property owners under various contractual arrangements. In its site development business, the company assists wireless service providers in developing and maintaining their own wireless service networks.
  • TickerSBAC
  • ISINUS78410G1040
  • ExchangeNASDAQ Stock Market
  • SectorReal Estate Investment Trusts
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for SBAC

ValuEngine Rating and Forecast Report for SBAC

ValuEngine Rating and Forecast Report for SBAC

ValuEngine Rating and Forecast Report for SBAC

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • No one knows just how the COVID-19 plays out, but the consumer is panicking and loading up on household items to weather out the storm as store shelves empty from the possible spread of the COVID-19 virus. • We have pointed out a number of times that the high-yield spreads (spread between the 10-yr treasury and high yield) is the canary in the coal mine. Historically when this spread contracts it is a signal to indicate that investors are returning to risk assets. (see page 3) • Gold long-term remains extremely attractive, however the miners continue to underperform and that is...

SBA Communications Corp: 3 directors sold after exercising options/sold

Three Directors at SBA Communications Corp sold after exercising options/sold 93,488 shares at between 290.850USD and 293.794USD. The significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading...

ValuEngine Rating and Forecast Report for SBAC

ValuEngine Rating and Forecast Report for SBAC

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • No one knows just how the COVID-19 plays out, but the consumer is panicking and loading up on household items to weather out the storm as store shelves empty from the possible spread of the COVID-19 virus. • We have pointed out a number of times that the high-yield spreads (spread between the 10-yr treasury and high yield) is the canary in the coal mine. Historically when this spread contracts it is a signal to indicate that investors are returning to risk assets. (see page 3) • Gold long-term remains extremely attractive, however the miners continue to underperform and that is...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, and CNSL) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TXRH, BLMN, WEN, CBRL, SCI, LL, and STMP) • Healthcare has a number of attractive names technically. (ex. SEM, CYH, THC, PRSC, TRHC, HQY, GILD, EBS, REGN, and ABBV) • REIT's remain a leadership Sector (ex. STAR, HR, SAFE, DLR, SBAC, and EQIX)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Still Bullish, But With Reservations And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors, and also small-caps (IWM) which continue to hit new RS lows. Still, the Materials and Energy Secto...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

SBA Communications Corp: 3 directors sold after exercising options/sold

Three Directors at SBA Communications Corp sold after exercising options/sold 93,488 shares at between 290.850USD and 293.794USD. The significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading...

Valens Research

Valens Equity Insights and Inflections - 2020 01 14

YUM currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 25.1x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 39% in 2018 to 64% by 2023, accompanied by immaterial Uniform Asset growth going forward. Meanwhile, analysts have somewhat less bullish expectations, projecting Uniform ROA to only improve to 48% in 2020, accompanied by 2% Uniform Asset compression. However, management may be concerned about Taco Bell International, franchisee transitions, and KFC growth. Current valuations appear to be pricing in ...

Valens Research

SBAC - Embedded Expectations Analysis - 2020 01 10

SBA Communications Corp. (SBAC:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 37.3x Uniform P/E, implying bullish expectations for the firm. However, management may have concerns about 4G and 5G demand, Brazilian macro risks, and their growth opportunities Specifically, management may be exaggerating the ongoing demand for 4G densification and the potential of 5G deployment. Moreover, they may be concerned about pension reform and other macro risks in Brazil, and they may lack confidence in their ability to sustain growth in Brazilian same-tower...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior