logo
SBA Communications Corporation to Speak at The JP Morgan 53 rd Annual Global Technology, Media and Communications Conference

SBA Communications Corporation to Speak at The JP Morgan 53 rd Annual Global Technology, Media and Communications Conference

Business Wire29-04-2025
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) ('SBA') announces that Marc Montagner, Chief Financial Officer is scheduled to speak at the JP Morgan 53 rd Annual Global Technology, Media and Communications Conference, Tuesday, May 13, 2025 at 5:10pm ET. The conference will be at The Westin Boston Seaport District in Boston, Massachusetts. The audio presentation for SBA can be accessed by visiting www.sbasite.com.
About SBA Communications Corporation
SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure including towers, buildings, rooftops, distributed antenna systems (DAS) and small cells. With a portfolio of more than 39,000 communications sites throughout the Americas and in Africa, SBA is listed on NASDAQ under the symbol SBAC. Our organization is part of the S&P 500 and one of the top Real Estate Investment Trusts (REITs) by market capitalization. For more information, please visit www.sbasite.com.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Evercore adds Affirm to its Tactical Underperform list
Evercore adds Affirm to its Tactical Underperform list

Yahoo

time14 minutes ago

  • Yahoo

Evercore adds Affirm to its Tactical Underperform list

-- Evercore ISI added Affirm Holdings (NASDAQ:AFRM) to its Tactical Underperform (TAP) list, citing stretched valuations and the stock's sharp rally heading into next week's earnings. Affirm shares have surged 115% since April and 18% since the start of August, making it the best performer year-to-date under Evercore's coverage. Analysts said the run-up leaves 'the risk/reward less favorable heading into next week's print than it was a few weeks ago.' The broker highlighted that Affirm is trading near its recent peak valuation of high-20s next twelve months (NTM) EV/EBITDA, while management's traditionally cautious stance limits the likelihood of guidance exceeding consensus estimates. Still, Evercore maintained its Outperform rating on the stock, describing the TAP call as tactical rather than a change in its longer-term view. 'We still believe AFRM has the best risk platform in the space and will benefit over the longer-term from penetration in new verticals and geographies as well as product expansion,' the analysts led by Adam Frisch wrote. Investors are awaiting Affirm's fiscal fourth-quarter earnings on Aug. 28, when management will outline fiscal 2026 guidance. Evercore expects guidance to be broadly in line with consensus, with gross merchandise volume (GMV) seen growing 27% ex-Walmart and revenue less transaction costs (RLTC) margin at 3.9%. The firm noted risks tied to potential GMV declines at Walmart (NYSE:WMT), which accounts for about 5% of Affirm's volume, after competitor Klarna expanded its OnePay offering. Analysts also pointed to a margin dynamic. Notably, lower Walmart volumes could prove accretive given the partnership's lower economics, though this might be offset by the continued growth in 0% annual percentage rate (APR) loans. Over the past four quarters, Affirm has averaged a Revenue Less Transaction (JO:NTUJ) Costs (RLTC) margin of 4.1%, above management's 3-4% target. 'We expect a 3.9% RLTC margin for FY26 (down 14bps YoY and in line with consensus) but note that could prove a little conservative with continued execution,' analysts said. Related articles Evercore adds Affirm to its Tactical Underperform list After soaring 149%, this stock is back in our AI's favor - & already +25% in July 7 Undervalued Stocks on the Rise With 50%+ Upside Potential Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

What Makes Mama's Creations (MAMA) a Compelling Investment?
What Makes Mama's Creations (MAMA) a Compelling Investment?

Yahoo

time14 minutes ago

  • Yahoo

What Makes Mama's Creations (MAMA) a Compelling Investment?

Immersion Investment Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here. The fund gained 28.13% in the second quarter, compared to an 8.50% increase for the Russell 2000 Index and a 15.51% increase for the Russell Microcap Index. The firm focuses on the company fundamentals, not on quarterly stock price performance. The firm invested over 80% of net asset value in the top five names. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second-quarter 2025 investor letter, Immersion Investment Partners highlighted stocks such as Mama's Creations, Inc. (NASDAQ:MAMA). Mama's Creations, Inc. (NASDAQ:MAMA) manufactures and markets fresh deli-prepared foods. The one-month return of Mama's Creations, Inc. (NASDAQ:MAMA) was -11.30%, and its shares lost 0.97% of their value over the last 52 weeks. On August 18, 2025, Mama's Creations, Inc. (NASDAQ:MAMA) stock closed at $8.16 per share, with a market capitalization of $306.903 million. Immersion Investment Partners stated the following regarding Mama's Creations, Inc. (NASDAQ:MAMA) in its second quarter 2025 investor letter: "Mama's Creations, Inc. (NASDAQ:MAMA): Occasionally you run across an executive who is so outlandishly passionate about their job and the brand they represent, you can't help but take notice. We first met Adam Michaels (CEO of MAMA) more than a year ago at an investor conference. Clad in mulberry shoes and sport coat, the exact brand colors of MAMA, he told us how he would take what was historically a subscale meatball manufacturer in suburban New Jersey and make it into one of the largest prepared foods and deli brands in the world. Frankly, we thought he had too many screws loose. Nonetheless, we were intrigued by the business and the category. Fresh and prepared foods in grocery stores has been a growing category, catalyzed by consumer demand for healthier, fast, and affordable food options. Grocery stores have been increasingly dedicating more food space to the category. Today, it is one of only a couple of categories that are seeing volume growth. Mama's Creations, Inc. (NASDAQ:MAMA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 7 hedge fund portfolios held Mama's Creations, Inc. (NASDAQ:MAMA) at the end of the first quarter, which was 8 in the previous quarter. Mama's Creations, Inc.'s (NASDAQ:MAMA) fiscal Q1 2026 revenue grew approximately 18% year over year, to a record $35.3 million. While we acknowledge the potential of Mama's Creations, Inc. (NASDAQ:MAMA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio

How to Tackle Freight Budgeting in 2025
How to Tackle Freight Budgeting in 2025

Yahoo

time14 minutes ago

  • Yahoo

How to Tackle Freight Budgeting in 2025

Prepare for a cutting-edge discussion on freight budgeting in 2025 and beyond with an exclusive webinar hosted by FreightWaves and J.B. Hunt. Scheduled for Tuesday, August 26, at 2 PM ET, this event is designed to shed some light on the complexities and challenges in today's freight industry, most notably the volatile rates, shifting demand, and labor challenges. Among the panelists is Thom Albrecht, the Chief Revenue Officer of Reliance Partners, a key voice in the transportation insurance realm. With a career deeply entrenched in transportation since 1988, Albrecht brings unparalleled expertise to the table. At Reliance Partners, he leads initiatives that marry the fast-paced world of logistics with innovative insurance solutions, a testament to the company's commitment to revolutionizing an industry steeped in tradition. Their robust portfolio of customized insurance services ensure that businesses are fortified against unforeseen challenges across the United States, Canada, and Mexico. Under Albrecht's leadership, Reliance Partners has positioned itself as a forerunner in offering API-driven, on-demand coverage, tailored to meet specific business needs. This adaptable approach is crucial in today's rapidly changing economic landscape, as businesses must navigate risks while staying agile. Albrecht will spend his sessions highlighting the intricate dynamics of capacity and labor within the freight sector. His insights will focus on availability, utilization, and the impacts of shifting policies. Understanding these dynamics will be pivotal as businesses develop strategies to effectively allocate resources and forecast future budgetary needs. In addition to discussing capacity and labor, the webinar will cover current market insights, demand trends, and forecasts. Thom Albrecht will provide participants with the tools and actionable strategies needed to tackle the multifaceted challenges of freight budgeting. This market has been defined by uncertainty and rapid change. Grappling with evolving customer demands and strategic contingency planning is necessary for predicting trends beyond 2025. Join Albrecht, alongside other industry leaders such as Spencer Frazier, Executive Vice President of Sales and Marketing at J.B. Hunt, and Zach Strickland, Director of Freight Market Intelligence at FreightWaves, as they discuss SONAR-powered insights and strategic guidance from J.B. Hunt, focusing on the late 2025 landscape and beyond. These insights are crucial if you want to remain agile in an ever-evolving freight market. Don't miss this opportunity to hear from notable experts as they explore ways to navigate the unprecedented challenges facing the freight industry in 2025 and beyond. Mark your calendar and register now to join this collection of industry experts and gain insights on successful freight budgeting in the years to come. Register here. Click here to learn more about Reliance Partners. The post How to Tackle Freight Budgeting in 2025 appeared first on FreightWaves.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store