Analysts at Mizuho just gave a thumbs-up to American Tower (NYSE:AMT) stock, upgrading the cell tower giant from Neutral to Outperform with a new price target of $205, up from $189.
Anthropic partnering with CrowdStrike and Palo Alto on cybersecurity bodes well for the companies. As artificial intelligence (AI) advances, so will the need for more powerful cybersecurity solutions.
CCI stands to benefit as rising wireless data use and 5G expansion fuel demand for its vast tower network.
Cybersecurity stocks will be the real AI winners, argues Dr. Chris Pierson. CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT) and related companies are ones Chris believes will be needed to fend off growing cybersecurity risks while using AI to do it.
For the past two years, income investors have increasingly been turning to the equities market in order to offset the Federal Reserve's interest rate cuts, which have resulted in diminished yields on fixed income products.
Amazon???s expanding AI integration and diversified businesses support growth, but heavy AI infrastructure spending and rising debt may pressure margins.
Crown (CCK) reported earnings 30 days ago. What's next for the stock?
Crown Castle remains attractive post-2026 disposition, with normalized revenue growth near 4–5% and improving dividend coverage. CCI trades at appealing AFFO multiples, with The REIT Forum's estimate for 2027 AFFO per share at $4.95–$5.19 and a dividend yield near 5%. EchoStar's $3.5B unpaid rent, if recovered, could provide significant upside for debt reduction or share buybacks, though no value is currently modeled.
American Tower stands out as the superior tower REIT, offering better value and fundamentals than Crown Castle post-carrier consolidation. AMT's AFFO/share growth resumes in 2026 as Sprint churn ends, with projections for 30% growth to $13.82 by 2030. With three major carriers remaining, AMT's organic billings growth is expected to exceed 5% annually, supporting high margins and steady returns.
It's been a fantastic 2026 for most dividend stocks so far this year, but most dividend-payers took a break last week.
CRWS reports weaker third-quarter fiscal 2026 sales and margin pressure, with insurance proceeds cushioning results amid tariff and retailer headwinds.
Crown Castle is upgraded to Buy as valuation and yield become more attractive amid restructuring and debt reduction efforts. CCI's cost-saving initiatives, including a 20% workforce reduction and $7 billion in debt repayment, while trying to offset the DISH-related headwinds. AFFO is expected to recover to a normalized $2.1 billion per year post-2026, supporting a 5.25% dividend yield despite near-term churn from contract terminations.