American Tower Corp (AMT)

Nov 12, 2026

Latin America's tower market is experiencing a divergence between companies focused on selling existing assets and those on building new infrastructure. American Tower and SBA Communications are reducing their South American footprints, while América Móvil's Sites Latam is expanding rapidly and considering a merger with Telesites to create the region's largest tower company. This split is driven by carrier consolidation, fluctuating demand, and new opportunities, with some players like Phoenix Tower International expanding and others facing financial pressures like Highline.

Nov 10, 2026

M&G PLC reduced its stake in American Tower Corporation by 24.2% in the third quarter, selling over 256,000 shares but still retaining a significant holding valued at about $132 million. Despite this, American Tower reported solid third-quarter earnings and revenue, in line with or exceeding analyst estimates, and authorized a $2 billion share repurchase program. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $216.11, and offers an annualized dividend of $7.16 per share, yielding 3.8%.

Nov 10, 2026

The University of Texas Texas AM Investment Management Co. significantly reduced its stake in American Tower Corporation (NYSE:AMT) by 95.8% in the third quarter, selling 9,994 shares and retaining 435 shares. Despite this reduction, American Tower reported strong quarterly earnings, matching EPS consensus and beating revenue expectations, while also authorizing a $2 billion share-repurchase program and maintaining a 3.8% dividend yield. Institutional investors collectively own 92.69% of the stock, which analysts rate as a "Moderate Buy" with an average price target of $216.11.

Nov 9, 2026

Sites Latam is proposing a merger with Mexican company Telesites, a move that would create the largest telecommunications tower company in Latin America. Both companies originated from América Móvil spin-offs and combined would operate over 63,500 sites, surpassing American Tower's regional presence. This potential merger comes amid a significant reorganization in the Latin American tower market, characterized by numerous sale-and-leaseback transactions and exits by major players.

Nov 8, 2026

PLDT Inc. is experiencing increased costs for technology and infrastructure due to the weakening Philippine peso, which makes imported equipment more expensive. Despite this, the company sees strong demand for data center services but has deferred the IPO of Vitro REIT Corp. until market conditions improve. PLDT's senior vice president, Blums Pineda, noted that dollar-denominated revenues offer some protection, but connectivity projects remain reliant on imported equipment.

Nov 7, 2026

General American Investors Co. Inc. recently acquired 46,381 shares of American Tower Corporation (NYSE:AMT) in the third quarter, valued at approximately $7.59 million. This move is part of a broader trend of institutional investment, with other major firms also increasing their holdings in the real estate investment trust. American Tower reported strong quarterly results, meeting EPS estimates and exceeding revenue expectations, and also announced a quarterly dividend and a $2 billion share repurchase program.

Nov 7, 2026

Equinix believes its smaller data centers (30-60 megawatts) will be less affected by potential US AI infrastructure restrictions, which typically target facilities over 100 megawatts. This distinction could allow Equinix to continue expanding where customer demand is strong, even as political scrutiny over large data centers intensifies in the US. The company is significantly increasing capital expenditure due to customer demand, with a noticeable shift of investment interest towards Asian markets, despite similar infrastructure and regulatory challenges in the region.

Nov 6, 2026

Schmidt P J Investment Management Inc. significantly reduced its stake in American Tower Corporation (NYSE:AMT) by 76.6% in the third quarter. Despite this, American Tower reported strong quarterly results, with revenue exceeding estimates and EPS matching expectations, and announced a $2 billion share buyback program. The company also declared an annualized dividend of $7.16 per share, offering a 3.7% yield, while analysts maintain a "Moderate Buy" consensus rating with an average target price of $216.11.

Nov 6, 2026

AT&T and T-Mobile are reportedly prepared to remove Boost Mobile from their networks if SpaceX acquires the EchoStar unit. This move could hinder Elon Musk's ambition to become a major U.S. wireless carrier, as Boost Mobile relies on AT&T and T-Mobile's infrastructure through mobile virtual network operator agreements. SpaceX is also pursuing its own standalone wireless network and has been in discussions for cell sites across the U.S.

Nov 5, 2026

Argus has reaffirmed its Buy rating for American Tower (NYSE:AMT), setting a price target of $210, which suggests a potential upside of 6.93%. The REIT's latest quarterly earnings met expectations, and revenue surpassed estimates, growing 2.5% year-over-year. Additionally, American Tower's board authorized a $2 billion share buyback program.

Nov 5, 2026

Northeast Investment Management has reduced its stake in American Tower Corporation (NYSE:AMT) by 15.6% in the third quarter, selling 21,281 shares. Despite this reduction, other institutional investors like BlackRock Inc. and State Street Corp have acquired or increased their positions. The article also details insider trading activity, analyst ratings, and the company's recent financial performance and dividend announcement.

Nov 4, 2026

Despite surging wireless data demand, Crown Castle (NYSE:CCI) recently cut its dividend by 32%, raising concerns among income investors about the stability of tower REIT payouts. This article analyzes Crown Castle, American Tower (NYSE:AMT), and SBA Communications (NASDAQ:SBAC) based on their Adjusted Funds From Operations (AFFO) coverage, leverage, and growth prospects to determine which tower landlords offer the most secure and growing dividends. The analysis reveals varying levels of dividend safety, with SBA Communications demonstrating the widest safety margin, American Tower providing solid coverage with steady raises, and Crown Castle presenting the highest yield but with the thinnest buffer.

Nov 4, 2026

Third View Private Wealth LLC significantly increased its stake in American Tower Corporation by 46.9% in the third quarter, bringing its total holdings to 31,533 shares valued at approximately $5.16 million. Institutional investors and hedge funds collectively own 92.69% of American Tower's stock. The company recently reported strong quarterly earnings, matched EPS expectations, and announced a $2 billion share buyback program along with an annualized dividend yield of 3.8%.

Nov 3, 2026

Bluebird Fiber has unveiled its Tera-Core optical and IP network architecture, charting a course towards 800G wavelengths across its 36,000-mile US fiber network. Concurrently, KT Corporation has ceased new 3G connections in South Korea, pushing the transition to LTE and 5G. Meanwhile, Airtel Africa significantly increased its network capital expenditure to $657 million, expanding its 5G footprint to seven markets and adding 4,200 new sites.

Nov 2, 2026

American Tower Corporation (NYSE:AMT) has published its slide deck in conjunction with its 2026 Q3 earnings call. The company reported an EPS of $1.64, beating estimates by $0.01, and revenue of $2.79 billion, a 2.50% year-over-year increase, beating estimates by $26.43 million. This presentation provides details from their latest financial performance.

Nov 2, 2026

Acorn Energy, Inc. (Nasdaq: ACFN) will report its third quarter 2026 results premarket on Thursday, November 5th, and host a conference call at 11:00 a.m. ET. Jan Loeb, President & CEO, and Tracy Clifford, CFO & COO of OmniMetrix, will address investor questions after their prepared remarks. The company specializes in remote monitoring and control solutions for critical infrastructure assets like generators and cell towers through its OmniMetrix subsidiary.

Nov 2, 2026

Douglas Emmett (DEI) leads the list of most-shorted U.S. mid-, large-, and mega-cap REITs with 19.10% short interest. Office and hotel property owners generally saw the highest short interest, while telecom tower, data center, and industrial REITs had the lowest. American Tower ranks as the least-shorted REIT above $2 billion market capitalization.

Nov 2, 2026

This article examines American Tower's (AMT) international revenue performance for the quarter ended September 2026, highlighting contributions from Africa & APAC, Europe, and Latin America. It analyzes past trends, current quarter performance against analyst estimates, and future revenue projections for these regions. The analysis underscores the importance of international markets for AMT's financial resilience and growth prospects, while also noting associated risks and the role of analyst vigilance.

Oct 30, 2026

Wireless pioneer Ray Dolan suggests that mobile internet could eventually become free as Verizon, AT&T, and T-Mobile find new revenue streams from their cell towers. Dolan, CEO of Cohere Technologies, believes these towers could generate income by detecting drones, tracking vehicles, and monitoring surroundings for governments and businesses. This "intelligence services" revenue could potentially surpass current connectivity ARPU, allowing operators to subsidize or eliminate internet access charges.