NYSE:AMT

American Tower (AMT)

189.10
-5.02 (2.59%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
199 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

American Tower (AMT) is facing a complex outlook as current reviews suggest a dual perspective on its investment viability. On one hand, there is increasing concern regarding a slowdown in tower demand, which has led to perceptions that AMT might not be as compelling an investment as it once was. Conversely, experts acknowledge that the company is fundamentally strong, benefiting from a wide economic moat that provides it with a competitive advantage. This resilience makes the stock sensitive to external factors such as interest rates; should interest rates decline, it could lead to a significant uptick in share prices. This suggests that American Tower remains a robust player in its field, but potential investors should be mindful of market fluctuations and demand trends.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
SBAC
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 148 of 148 entries