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SBA Communications price target lowered to $235 from $280 at KeyBanc

KeyBanc analyst Brandon Nispel lowered the firm’s price target on SBA Communications (SBAC) to $235 from $280 and keeps an Overweight rating on the shares. The firm is lowering its leasing/AFFO estimates due to churn from USM, lower leasing expectations from EchoStar/Dish (SATS) and near-term churn from EchoStar/Dish and adjusting its individual Carrier leasing forecasts. Further complicating matters, SpaceX’s Starlink spectrum purchase is likely to increase debates of structural challenges, which KeyBanc doesn’t see.

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