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

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.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

As the largest operator of wireless towers, charging big American cell companies to put their equipment on their towers, AMT will benefit from the oncoming 5G revolution. Problem is, a lot of investors already know this, and you're not buying American Tower for its 1.56% dividend yield. (Kim Bolton does not expect the dividend to rise this year as in the past.) AMT has already hit its $262.50 price target, dating back to early May shortly, before it jumped from $228. In the past month, AMT has been rangebound between $250 and the current $264. However, in that month AMT has fallen sharply four times and rebounded fairly swiftly to establish a consistent pattern. Traders could jump on another pullback and, as mentioned above, we are expecting volatility this month. Also in AMT's favour is that consumers continue to use more data, whether there are future lockdowns (in areas) or not. The street considers AMT stable and defensive. Perhaps there won't be much upside, but you can sleep at night and tuck this away for a long while.

COMMENT

CCI vs AMT? He owns both. They are both tower businesses operating in the US. CCI also has a small cell business -- mini towers in urban centres. 5G will require these small cell towers and this gives more leverage to 5G. However, AMT has more diversification as they have a larger global footprint. Sometimes CCI overstates reporting results, which although not a concern at this time, it does make AMT a little easier to follow. At current valuations, CCI is better value and better positioned for the 5G roll out.

COMMENT

He does not own AMT today. In 5G, he prefers CSCO and NOK.

TOP PICK

There is so much more data usage working from home. 5G is coming and will be revolutionary. They will charge more rent on towers for the equipment. He loves it. (Analysts’ price target is $262.50)

PARTIAL BUY

As a 5G play? Entry point? Buy some now, if you don't own it, then follow it and buy another tranche. He buys in systems of three tranches. AMT is a leader in towers for 5G. They are aggressive in Africa. They pay a decent yield below 2% that they likely won't increase this year as in past years.

DON'T BUY

A huge player in cell phone towers. They are in an amazing position. Unfortunately their shares are too expensive for him. There is other stuff on sale.

BUY

It has benefited from a secular change. With 5G you are making a bet on that with this stock as it will give them continued growth. They are stable and global and you always have to weigh global risk.

BUY

Likes it. Largest operator of wireless towers. A lease on data. Consumption of data is increasing. Low beta vs. the S&P. Won't jump as much when the market bounces, but a nice long-term name to own.

BUY

For a 5G play, he would bet on Apple because everyone will need to buy a new phone. American Tower is a 5G play, and they charge rent from telecomms for their towers and equipment. They can't lose in that opportunity. The company is also figuring out new ways to increase the rent base.

BUY

This REIT has growth, and growth is more important than a high yield. This plays directly into 5G beautifully. He owns few REITs but likes this one.

BUY

They are dominant in the US. They don’t have the small tower business but they have a global footprint. There are many markets globally that are not mature. This is a business he really likes.

BUY

A top REIT. They charge the top US cell phone companies rents to put their equipment on their towers. An excellent long-term buy.

TOP PICK

Develops and owns wireless communication and broadcast towers globally. Need for a lot of data is as unavoidable as death and taxes. Data consumption in US is doubling every two years. Good defensive name. Yield is 1.78%. (Analysts’ price target is $222.53)

HOLD

AMT vs CCI? AMT has been a gift that keeps on giving. In the REIT space, it has great dividend growth. 5G is coming down the pipe and they are well positioned. Tactically, there may be some re-allocation going on that may cause some pull back. CCI is similar and both offer dividend growth.

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American Tower (AMT)