American Tower Corporation (AMT)
American Tower Corporation (AMT) Presents at Global Communications Infrastructure Conference Transcript
American Tower Corporation (NYSE:AMT ) Global Communications Infrastructure Conference September 16, 2025 9:30 AM EDT Company Participants Rodney Smith - Executive VP, CFO & Treasurer Conference Call Participants Jonathan Atkin - RBC Capital Markets, Research Division Presentation Jonathan Atkin RBC Capital Markets, Research Division Welcome, everybody, to the first session of the first day of the 2025 edition of our Global Communications Infrastructure Conference. My name is Jon Atkin.
American Tower Corporation (AMT) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
American Tower Corporation (NYSE:AMT ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:10 AM EDT Company Participants Steven Vondran - President, CEO & Director Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins MD & U.S. Telecoms Analyst [Audio Gap] and infrastructure for Citi. Just a quick housekeeping item.
American Tower Stock Rises 11.2% YTD: Will it Continue to Rise?
AMT stock rallies 11.2% YTD, driven by 5G expansion, long-term leases and steady dividend hikes.
American Tower: We Expect Underperformance To Continue
American Tower's slow growth and lofty valuation make it unattractive compared to broader market returns, despite its stability and strong dividend yield. AFFO per share growth is minimal, barely outpacing inflation, and revenue growth is largely driven by FX variations rather than core business expansion. High leverage and capital obligations limit flexibility, and rising interest rates could pressure future cash flows and shareholder returns.
6 Stocks I'm Buying As Tariffs Weigh Down The Economy (Chart Storm!)
Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both K-shaped, with affluent consumers and AI-related stocks thriving while others struggle or stagnate. Despite these divergences, I remain committed to value-oriented dividend growth investing, focusing on stocks with strong yields and growth potential.
American Tower: I'm Buying The Dip
American Tower offers essential infrastructure with global reach, benefiting from secular trends in 5G, mobile data, and AI-driven data center demand. Recent share price weakness presents a compelling entry point, as AMT maintains strong leasing momentum and robust data center growth. Strong business fundamentals include robust leasing momentum, double-digit data center growth, and solid international performance, especially in Africa and APAC.
American Tower Corporation (AMT) TD Cowen's 11th Annual Communications Infrastructure Summit Conference
American Tower Corporation (NYSE:AMT ) TD Cowen's 11th Annual Communications Infrastructure Summit Conference Call August 12, 2025 1:15 PM ET Company Participants Richard Rossi - Executive VP & President of U.S. Tower Conference Call Participants Michael Elias - TD Cowen, Research Division Michael Elias All right. Perfect. Good morning, everyone, and welcome to TD Cowen's 11th Annual Communications Infrastructure Summit.
American Tower Corporation (AMT) Presents at KeyBanc Capital Markets Technology Leadership Forum
American Tower Corporation (NYSE:AMT ) KeyBanc Capital Markets Technology Leadership Forum August 11, 2025 1:00 PM ET Company Participants Edward M. Knapp - Senior VP & CTO Conference Call Participants Brandon Lee Nispel - KeyBanc Capital Markets Inc., Research Division Brandon Lee Nispel Good morning, everybody.
3 Stocks Riding the AI Data Center Buildout Wave
Earnings season follows a predictable rhythm. Investors have now heard from many companies fueling the artificial intelligence (AI) revolution.
American Tower's Meltdown Unwarranted - Buy The Raised Guidance
The market has over-reacted to AMT's FQ2'25 AFFO per share miss by $0.01, with the -6.5% correction post-earnings overly done. This is especially since the management has raised their FY2025 guidance, with it signaling improved international telecom and data center related growth prospects. With numerous market leaders already signaling the multi-year capex spending trends and data demand/ subscriber growth, AMT is likely to continue outperforming ahead.
American Tower Stock Declines Despite Revenue & AFFO Beat
AMT lifts 2025 guidance after Q2 revenues and AFFO top estimates, but shares slip 4% as foreign currency losses weigh on investor sentiment.
American Tower Corporation (AMT) Q2 2025 Earnings Call Transcript
American Tower Corporation (NYSE:AMT ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Kate Reeb - Corporate Participant Rodney M. Smith - Executive VP, CFO & Treasurer Steven O.
