American Tower: Market Is Complacent On Risk Of Disruption From Satellite Internet
AMT has stabilized after past volatility, with strong fundamentals and accelerating growth expected as it laps tough international comparables and benefits from 5G rollouts. Current valuation (23x FFO, 3% yield) reflects optimism, but I see it as fully valued, offering market-like returns rather than clear outperformance. The market is underestimating long-term risks from satellite internet (e.g., Starlink), which could threaten the relevance of tower assets over time.
Insiders Chase Income and Stability in American Tower—Here's Why
Times of stock market volatility often bring on a round of capital rotations that many investors overlook, even though these can be among the most aggressive signals the market provides to the world about what the “smart money” wants to buy ahead of major global economic developments. In today's uncertain environment, it appears that insiders have settled on the types of features they prefer for their portfolios moving forward.
American Tower: Opportunistically Priced As Growth Resumes
American Tower's stock is now attractively valued after years of underperformance, with AFFO multiples reflecting temporary growth headwinds from Sprint churn. The tower business remains fundamentally strong, benefiting from high margins, low capex, and sticky tenants, with growth expected to accelerate post-2025. Sprint churn and India divestiture will pressure near-term results, but growth should resume at 7-10% annually starting in 2026, making current prices appealing.
American Tower: Growing Dividend REIT, Profitable Business Model
American Tower Corporation is the #1 Ranked Telecom Tower, operating as a highly profitable real estate investment trust. AMT's business benefits from growing mobile device usage and data demand, driving high profitability and consistent dividend growth. Q1 2025 results were strong, with AFFO and revenue growth, but foreign currency losses impacted performance.
Become A Virtual Landlord: Own A Slice Of The 'Tech Trifecta'
I'm bullish on the tech-enhanced real estate sectors—cell towers, data centers, and industrial REITs—driven by e-commerce and AI growth. My top picks are American Tower, Prologis, and Equinix, forming the 'APE' tech-trifecta for strong returns. Each REIT offers attractive valuations, robust growth prospects, and solid balance sheets, with forecasted annualized returns of 16-20%.
American Tower: Continued Upside Is Justified
American Tower remains a soft 'buy' due to its industry stability, steady growth, and strong cash flows despite premium valuation. Recent results show modest revenue growth, with data centers and services offsetting flat property revenue and regional currency headwinds. Leverage is lower than peers, and management's guidance points to continued solid cash flow and EBITDA for 2025.
American Tower Stock Rises 18.7% YTD: Is it Too Late to Buy?
AMT rallies 18.7% YTD as its data center push and focus on developed markets fuel investor confidence.
American Tower Corporation (AMT) Presents at Mizuho Technology Conference Transcript
American Tower Corporation (NYSE:AMT ) Mizuho Technology Conference Call June 11, 2025 9:45 AM ET Company Participants Rodney M. Smith - Executive VP, CFO & Treasurer Conference Call Participants Jennifer Fritzsche - Unidentified Company Jennifer Fritzsche Terrific.
Should You Hold Onto American Tower Stock in Your Portfolio for Now?
AMT gains from 5G and data center demand, but Sprint churn and high debt weigh on near-term growth.
American Tower Corporation (AMT) CEO Steven O. Vondran Hosts Nareit REITweek: 2025 Investor Conference (Transcript)
Call End: American Tower Corporation (NYSE:AMT ) Nareit REITweek: 2025 Investor Conference June 04, 2025 11:00 AM ET Company Participants Steven O. Vondran - President, CEO & Director Conference Call Participants Richard Hamilton Prentiss - Raymond James & Associates, Inc., Research Division Richard Hamilton Prentiss All right.
uniQure Provides Regulatory Update on AMT-130 for Huntington's Disease
~ Alignment with FDA continues to support Accelerated Approval pathway ~ ~ BLA submission planned for first quarter of 2026 ~ ~ Conference call today at 8:30 a.m. ET ~ LEXINGTON, Mass.
uniQure's AMT-130 Gene Therapy Warrants An Upgrade
uniQure recently divested from its Lexington facility to Genezen and freed $25 million while significantly reducing its operating costs. At the same time, AMT-130 has received the FDA's Breakthrough Therapy, RMAT, Fast-Track, and Orphan Drug status with Accelerated Approval via cUHDRS. Similarly, QURE is building MRI-guided infusion centers, payer-access teams, and a US Center of Excellence network. All of these moves prove management's high confidence in AMT-130.
