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

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.

COMMENT

Infrastructure. They own cell phone towers. They've had a good run over the last 3 years. They penetrate in areas around the world, and a play on cell phone usage. Not a bad stock, but long-term he prefers Brookfield Infrastructure for its geographic diversity.

BUY ON WEAKNESS

Almost a REIT for the wireless business in the US -- as they rent space on the towers to large cell providers. However, AMT is a bit expensive with 20 times multiples. 50% of their business is outside the US, so the name is a bit misleading. They are still deploying 4G LTE in the developing markets and now 5G is rolling out.

BUY

One of the few names where he is comfortable that they will continue their growth trajectory over 10 years. 5 G is the next area of growth. There is consensus that you have to put your 5 G equipment on the towers.

BUY

One of the best ways to play 5G. Low beta, which you want at this point in the cycle. Growth potential. US, Brazil, India. We're doubling our consumption of data every 3 years. Toll booth business. Nice dividend of 1.7%.

TOP PICK

The largest owners of cell phone towers in the world. Between 150,000-200,000 cell towers around the world. As we move to 5G technology, new equipment will be required on more towers -- all good for them. Yield 1.68% (Analysts’ price target is $222.67)

DON'T BUY

A 5G play? AMT-N did run into a technical break point at $235. Fundamentally, it is extremely highly valued -- 60% over valued by his models. There is an acceleration in current stock price move that he attributes to the 5G influence. You are paying for it now as it pays out most of its earnings in a dividend -- $3.68 per share -- that has a high payout ratio. You are speculating at this point. He would not buy here.

PARTIAL BUY

It dropped more than the S&P. The trend was up and to the right. This is a good purchase. If we break through $208 then we are headed to $196. Take half your position now.

HOLD

Down 30% last month! It should be a steady-Eddy story, but the change in interest rates has been negative on this. He likes XLRE-N as it holds 40% in data centres and towers. At the end of the day, apps files and photos all require more data-bytes which will be going through 5G towers. If strong economic rates resume, this will likely get beaten up. He will likely be stopped out of his position.

TOP PICK

Owns and operates wireless communications towers globally. Primarily in US, Brazil, and India. Good time to buy this week with the mini-selloff. Lots of runway for growth, as we need the cell phone data. Great long-term, secular growth rate. Yield is 1.73%. (Analysts’ price target is $220.80)

COMMENT

American Tower is participating in the 5G evolution in the US. Their problem is being a REIT, it creates all sorts of tax issues for Canadian investors. In the build out of 5G, a lot of smaller towers are required -- not exactly their forte. Crown Castle is probably better in this space.

BUY

Unsightly towers are put up all across the country and then carriers put equipment on these towers to transmit frequencies. Once the tower is built there is really no more expense to the company. They collect rent from the carriers. As you add them to your tower, your margins skyrocket. 5-G will be the dominant theme over the wireless space but it will be very lumpy. Carriers will have to deploy small cells between towers. He does not expect this to be the dominant theme in the near term.

DON'T BUY

He prefers another name, Crown Castle, CCI-N, which does the same thing as AMT-N, but trades at a 2-multiple point discount to American Tower. AMT is the bellweather, but CCI benefits from the towers they run but also in small-cell applications, which is like the next generation of 5G. CCI also pays a nice dividend and benefits from lower rates.

BUY ON WEAKNESS

5G? He bought into this back in Q1. It is a REIT of commercial towers around the world. He has a target of $223 -- very close to market. Yield 1.8%

BUY ON WEAKNESS

Has a growth rate of about 15% and low volatility. There is a lot of catalyst for this stock to continue to rise higher. Good name to own.

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American Tower (AMT)