American Tower (AMT) Buy, Sell or Hold

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American Tower (AMT)

171.20

+3.13 (1.86%)

as of Aug 6, 2026, 8:00:00 pm Market Open.

198 watching

Investor Insights

Aug 6, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

American Tower (AMT) is viewed as a promising investment primarily due to its notable growth potential and solid free cash flow, which supports a reliable dividend. Despite a significant share price decline since its peak in 2021, the company remains a contender in the telecommunications sector. While some analysts express concerns about slowing tower demand and potential competition from emerging technologies like Starlink, they emphasize AMT's position as a stable value stock with a 4.4% dividend yield. However, the company is also sensitive to interest rate fluctuations; declining rates may lead to positive stock performance. Overall, AMT is recognized for its strong business model and competitive advantages, but caution is advised regarding current market dynamics.

Consensus

Mixed

Valuation

Undervalued

Similar

Crown, CCI

COMMENT

Will do a public offering of $9 million He prefers Crown Castle, which he owns.

SELL ON STRENGTH

It has very high valuation. It does grow but there are two new tower companies that offer more upside. The Vodafone spin out and China Tower are probably better. On a dividend rotation, it could be vulnerable.

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.

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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.

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American Tower (AMT)