American Tower (AMT) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

American Tower (AMT)

189.10

-5.02 (2.59%)

as of Jun 8, 2026, 8:00:00 pm Market Open.

199 watching

Investor Insights

Jun 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

Mixed

Valuation

Fair Value

Similar

SBAC

BUY

A great name long-term. Data usage is doubling in the US every 2 years. They'll constantly need to upgrade. EMs will also need massive investment to upgrade from 4G to 5G. Visibility of revenues is strong. At a bit of a premium.

PAST TOP PICK

(A Top Pick May 04/20, Up 2%) A fantastic business. Predictable revenues, high barriers to entry, rising dividends, terrific demand for mobile data, 5G just getting started. A growth play with income potential. Attractive long-term economics. Pullback may be due to interest rate fears and rotation to the reopening trade.

COMMENT

They've expanded globally. It just adds tenants to existing towers, which increases revenue. Expectations for mobile growth are still at 8%. 5G is really driving revenue growth, but what happens after 5G? Improved decreases in latency may continue to be important for business, if not so much for consumers.

BUY

He likes it. Telcos like Verizon and T-Mobile needs more towers, and AMT is a great company (to supply them).

DON'T BUY

Tremendous balance sheet. Benefit from 5G. Caution that the rollout may not be as smooth as expected. Longer term, well situated. Too expensive for him today.

DON'T BUY

Operates like a REIT, buying and leasing back to AT&T and Verizon cell and broadcast towers, though more outside the U.S. They just bought 30,000 towers from a Spanish company, so the number of towers is growing. The problem is that it's always been pricey, trading above 50x earnings. They grow through acquisition and they need to keep doing that. Likes AMT, but not their PE.

DON'T BUY

It's going down, because it depends on interest rates, which are very low. He prefers Crown Castle.

BUY ON WEAKNESS

It is a well run business and they will benefit from the growing use of data and the 5G trend. It is not overly cheap. Now might not be a bad time to look at it, though.

HOLD

Risk of interest rate hikes, if they happen. He continues to like the business as a long-term hold. Big moat. Long-term contracts, built-in escalators, capacity for multiple tenants. Great business model.

PAST TOP PICK

(A Top Pick Oct 04/19, Up 0%) He's still actively buying it. Hasn't done much, as everyone is buying growth right now, not value. 5G will be big for it. Good one to own and at this price.

PAST TOP PICK

(A Top Pick Nov 21/19, Up 13%) Long term aspects of AMT looks good. US data usage doubles every two years. Carriers will continue to invest in domestic markets for 5G. In developing markets, the move to 4G will continue to increase. A REIT type name. The stock shows some sign of fatigue but it still pays a good dividend. Neutral on this stock.

WATCH

Has done phenomenally well. Looks as though it's rolling over. FMV is 54% lower than current price. Price to book is 21x. If growth/momentum continues to swing to value, he'd be nervous. Technical support at $229-230 and you can hold it there with your heart in your hand. If that lets go, it will join others on the downswing.

BUY

Are there Canadian cell tower stocks to play 5G? They don't exist here, because the telecoms here own their own towers. He prefers to play pure cell towers which is more scalable and offers more leverage (i.e. several telecoms can use the same tower). Look to American Tower and Crown Castle in the U.S. American has never been cheap, because it has a strong string of towers in the U.S. as well as India and Europe, boasting double-digit growth over many years. He has owned this for a decade.

PAST TOP PICK

(A Top Pick Oct 04/19, Up 14%) Growth play and yield play. With 5G and smart cars, more equipment has to be mounted on towers. Not sexy, but steady. Sees a growing dividend over time.

PAST TOP PICK

(A Top Pick Sep 11/19, Up 8%) Still likes it. Data usage in the US is doubling every 2 years, and he expects that to continue. Lots of runway in developing markets. Nice combination of a nice dividend and decent growth long term.

Showing 46 to 60 of 148 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Mike Vinokur, CFA, CMT, and CFP

Propellus Wealth Partners/iA Private Wealth

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

American Tower (AMT)