American Tower (AMT) Buy, Sell or Hold

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American Tower (AMT)

169.26

+0.34 (0.20%)

as of Jul 17, 2026, 5:10:13 pm Market Open.

198 watching

Investor Insights

Jul 17, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

American Tower Corporation (AMT) is recognized as a leading player in the global communication tower industry. It is often seen as a value stock, bolstered by a solid dividend yield of 4.4%, which provides a level of stability alongside potential for growth. However, recent observations indicate that demand for towers may be slowing, suggesting that AMT is becoming less attractive to investors compared to previous periods. Despite its robust business model and competitive advantages that create a wide moat, AMT's sensitivity to interest rates remains a critical factor; a decline in rates could lead to a significant uptick in share prices. Investors should weigh these aspects carefully, considering both the growth potential and the external economic factors at play.

Consensus

Mixed

Valuation

Fair Value

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SELL

(Market Call Minute) Good long term story but high valuation.

BUY

Anyone with kids can see how much data is being consumed through handheld devices. This one has a portfolio of telecom towers all over the world and is in the process of converting to a REIT. Dividend will grow at 15-20% per year. Not insignificant dividend today. A great area to focus on and is one of the few secular themes in this economy.

DON'T BUY

Cell phone towers and they have been going like gangbusters. Put up about 11,000 towers over the last year or so and about 5000 of them in the last quarter. A bit pricey at about 21X adjusted cash flows. Small yield of only about 1%.

PAST TOP PICK

(Top Pick Sep 28/10, Up 1.22%) He would buy today and will likely buy back. Is going to convert in January to a REIT. There had been concerns about cell company mergers for a while.

PAST TOP PICK

(A Top Pick Aug 9/10. Up 8.77%.) Will convert to a real estate investment trust over the next year.

DON'T BUY

Cellular towers. You would think business would be great, but stock doesn’t screen that well. Missed earnings last quarter. Doesn’t like the stock. Short term it doesn’t have enough momentum but long term it is ok.

TOP PICK

Wireless data is unstoppable. Data traffic will double this year, next year and the following year. Company owns 33,000 cell towers across US, South America and India. Average 3-4 tenants per tower and all they have to do is maintain the tower. As companies move from 3G to 4G, they will add additional gear to the towers. Expect it will be a REIT with a distribution in 18 months.

TOP PICK

Long life assets of about 27,000 cell towers and each one has from 2 to 8 tenants that put their gear up to transmit wireless signals. As proliferation of wireless devices expand, demand for added capacity goes up but hasn't cost anything. Going into 4G more equipment will go up. Expect they will eventually convert to a REIT, which will bump the valuation.

COMMENT

One of the 2 leading companies in towers. Own the towers and rent space on them to operators and cell sites. Trends favour this and he can’t see any technology trends that would reduce the demand.

PAST TOP PICK

(A Top Pick Feb 6/06. Up 30.7%.) Owns wireless towers all over North America. He has scaled out of this stock.

DON'T BUY

Have about 40,000 cell sites. Lease access to wireless companies. Very attractive business. Came under scrutiny regarding timing and pricing of options offered to their executives. This along with a market correction was enough for him to get out.

BUY

Performing very well. They have thousands of towers across North America and supply services to wireless phone companies.

TOP PICK

Wireless telecom has been doing exceedingly well and the demand for data is very strong. This company owns about 22,000 cell towers and supplies services into the telecom companies that sell those services. So this is a spin off in the strength in wireless. The margins have been very good and they are international.

DON'T BUY

Too much competition. Assets is land in remote areas.

Showing 136 to 149 of 149 entries

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American Tower (AMT)