American Tower (AMT) Buy, Sell or Hold

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American Tower (AMT)

169.91

+0.99 (0.58%)

as of Jul 17, 2026, 6:23:56 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

Similar

CrownCastle, CCI

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.

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.

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American Tower (AMT)