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SBA Communications price target lowered to $230 from $260 at Wells Fargo

Wells Fargo analyst Eric Luebchow lowered the firm’s price target on SBA Communications to $230 from $260 and keeps an Overweight rating on the shares. A bit of a choppy quarter for SBA, even if guidance stripping out FX is largely unchanged, the firm says. Wells is “cautiously optimistic” leasing can improve, but guidance upside/accretive buybacks remain more challenging near term given current cost of capital.

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