Equity Brief · Real Estate2026-05-20
AMT·Real Estate

American Tower Corp

I · Analyse IA

En bref

American Tower owns and operates cell towers and communications sites across the globe. Wireless carriers, broadcasters, and government agencies rent space on these towers under long-term contracts to install their antennas and equipment. The company also offers related services like zoning, permitting, and construction management to support tenant equipment installations.

American Tower is one of the world's largest real estate investment trusts (REITs) specializing in wireless infrastructure — it owns and leases space on over 149,000 cell towers globally to carriers like Verizon and AT&T [Yahoo Finance]. The company generates $10.6B in annual revenue with strong 73.7% gross margins, but trades at 29.5x earnings and carries 7.1x net debt to EBITDA, reflecting both its stable cash flow model and high leverage [Yahoo Finance]. Recent news highlights a Bernstein upgrade to Outperform with a $207 price target, citing durable 5G demand and declining interest rate sensitivity [Yahoo Finance].

American Tower generates strong cash flow from its tower leasing business, but carries elevated debt levels typical of infrastructure REITs.

En bref AI analysisConfiance 8/10

Score Sentinellis

6.3/10

Moderate concerns

Capitalisation boursière

$85.3B

Chiffre d'affaires (12 mois)

$10.6B

II · Actualités récentes

Ce qui a fait bouger le cours

6 stories · ranked by relevance

  • macro2026-05-20

    Is It Time To Reconsider American Tower (AMT) After Recent Share Price Weakness?

    Simply Wall St

  • macro2026-05-19

    American Tower Corporation Prices Senior Notes Offering

    Yahoo Finance

  • macro2026-05-19

    Bernstein Lifts American Tower to Outperform With $207 Price Target. Time to Buy the Tower REITs?

    Yahoo Finance

  • macro2026-05-19

    Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Tower, Citigroup, CrowdStrike, Fortinet, Hanover Insurance, Jazz Pharmaceuticals, Stubhub, X-Energy, and More

    Yahoo Finance

  • macro2026-05-15

    A Look At American Tower’s Valuation As Shares Face Recent Weakness

    Simply Wall St

  • macro2026-05-19

    Bernstein turns bullish on American Tower, sees 17% upside

    Yahoo Finance

Premium · gratuit avec tout compte

American Tower carries 7.1x net debt to EBITDA, well above the 5x level that raises refinancing and coverage concerns, especially if interest rates remain elevated or rise further [Yahoo Finance]

1 sur 4 risques dans ce rapport

Risques

4

Opportunités

5

Signaux d'alerte

2

Direction

10

20 autres constats dans le rapport complet — gratuit avec tout compte.

Débloquer l'analyse complète de American Tower Corp

Créez un compte gratuit pour accéder au rapport complet généré par IA, avec les sources citées dans le texte.

  • 4 risques, 5 opportunités et 2 signaux d'alerte — chacun avec sa source
  • Plus de 100 indicateurs financiers avec graphiques et comparaisons
  • Résumés d'actualités complets avec liens vers les sources
  • Équipe dirigeante et rémunération
  • Export PDF pour la lecture hors ligne
Débloquer les 11 constats3 rapports gratuits · sans carte

III · Entreprises similaires

À lire également

Same sector · Real Estate or comparable health

L'ajouter à votre liste ?

Read three companies free. Sans carte.

Obtenir 3 rapports gratuits