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AMAMT

American Tower Corporation

$AMT·$79B·REIT - Specialty·Real Estate
$169.19+0.3%YTD-3.8%1Y-23.0%
Mentions · last 7 days
2026-07-09: 108 posts2026-07-10: 149 posts2026-07-11: 44 posts2026-07-12: 103 posts2026-07-13: 127 posts2026-07-14: 28 posts2026-07-15: 22 posts589+29%
Price updated 4m ago·X counts updated 19h ago
AMAMT
$AMTAmerican Tower Corporation
$169.19+0.33%589 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AMT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Global tower REIT with Goldman Buy initiation at $215 — the coil is loaded at 12% of 52-week range.

American Tower is the global cell-tower REIT leader whose 2026 tape has been -4% YTD despite Goldman's fresh Buy initiation. The setup is coiled at 12% of the 52-week range with earnings on July 28.

  • The core business is executing cleanly: Q1 2026 revenue grew 6.8% YoY to $2.7B, gross margin held at 74%, and operating margin was 42% — this is exactly the high-margin tower-REIT profile, and 4.2% FCF yield gives real cushion for the dividend.
  • Goldman initiated Buy at $215 (27% upside) plus a fresh separate Buy upgrade at $205: real institutional endorsement into the July 28 print — this is genuinely rare fresh sell-side conviction into a beaten-down defensive name.
  • The Ergen/EchoStar bankruptcy is a specific overhang the market prices in: posts flag AMT as a global-tower leader with stable cash flows even as Ergen's EchoStar bankruptcy filing pressures the towerco cohort — SpaceX-circling speculation adds strategic optionality.

The July 28 Q2 earnings are the near-term arbiter — Q2 organic-tenant-billings-growth trajectory, US + International segment mix commentary, and any specific FY26 AFFO-per-share guide movement extend the setup toward Goldman's $215. An organic-billings miss or EchoStar-fallout commentary stalls the tape near current levels.

Agrees with X sentimentX is bullish, cites Goldman Sachs Buy initiation with $215 PT (~27% upside) and a fresh BUY upgrade at $205. Posts flag AMT as a global-tower leader with stable cash flows even as Ergen's EchoStar bankruptcy pressures the towerco cohort. SpaceX-circling speculation adds strategic optionality but base thesis is defensive-quality accumulation. Mechanics validate: Q1 revenue +6.8% YoY at 42% operating margin, 4.2% FCF yield — the July 28 print has to affirm.

What to watch: The July 28 Q2 earnings. Watch Q2 organic-tenant-billings-growth trajectory, US + International segment mix commentary, and FY26 AFFO-per-share guide movement. Organic-billings miss or EchoStar-fallout commentary stalls the tape; steady growth + guide affirmation extends toward Goldman's $215.

On the calendar: 2026-07-28 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-05

American Tower gets a Goldman Sachs Buy initiation with a $215 PT (~27% upside) and a fresh BUY upgrade at $205. Posts flag AMT as a global-tower leader with stable cash flows even as Ergen's EchoStar bankruptcy filing pressures the towerco cohort. SpaceX-circling speculation adds strategic optionality but base thesis is defensive-quality accumulation.

Read the AI verdict + X sentiment for $AMT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Owns ~220,000 wireless tower sites globally, leasing antenna space to carriers under long-term contracts; pure-play 5G infrastructure REIT.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Specialty sits in its cycle right now — and what that implies for $AMT.

REIT - Specialty · Real Estate

No material change from last week — carriers globally are adding antenna equipment to meet data traffic growth.

What this means for $AMT

Direct beneficiary — Owns ~220,000 wireless tower sites globally, leasing antenna space to carriers under long-term contracts; pure-play 5G infrastructure REIT; primary revenue lines track directly to the carrier antenna equipment additions to meet data traffic growth.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+10.5%YTD
+7.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
44.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
76.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
12.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$1.84$1.60+15.0%
Q4 2025Feb 24, 2026$1.75$1.48+18.2%
Q3 2025Oct 28, 2025$2.78$2.62+6.1%
Q2 2025Jul 29, 2025$2.60$2.600.0%
Next earningsTue, Jul 28·consensus EPS $1.56

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.7B+6.8%73.9%42.4%$1.84$951.1M
Q4 FY25$2.7B+7.5%70.7%42.4%$1.75$848.3M
Q3 FY25$2.7B+7.7%75.1%46.7%$1.82$994.5M
Q2 FY25$2.6B-9.4%73.8%45.6%$0.78$976.9M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.9B$10.9B – $11.0B$6.58$6.52 – $6.6416
FY27$11.3B$11.1B – $11.4B$6.76$6.69 – $6.8614
FY28$11.9B$11.9B – $11.9B$7.53$6.24 – $8.5112
FY29$12.5B$12.3B – $12.7B$8.45$8.27 – $8.5911
FY30$13.2B$13.0B – $13.4B$9.06$8.87 – $9.226

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.12%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 464.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 29Ruth T DowlingEVP, Chief Admin Ofr, GC & Sec416 sh$74KSellApr 28Ruth T DowlingEVP, Chief Admin Ofr, GC & Sec556 sh$99KBuyMar 10Rajesh KalathurDirector2.7K sh$495KSellMar 4Steven O VondranCEO33.5K sh$6.3MSellMar 4Ruth T DowlingEVP, Chief Admin Ofr, GC & Sec682 sh$129KSellMar 2Eugene M NoelCOO41.2K sh$7.9MSellFeb 27Meyer Robert JosephSVP & Chief Accounting Officer4.5K sh$832K
+ 35 other (18 awards · 14 inkinds · 2 exempts · 1 gift) in window

See when $AMT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 278-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

AMT (AMT) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $866.7 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KOfficer or director changeMay 218-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

American Tower Corporation (AMT) filed an 8-K on May 20, 2026 reporting a personnel change (Item 5.02), annual shareholder meeting vote results (Item 5.07), and an other-event disclosure (Item 8.01). American Tower is a Boston-based REIT and global wireless infrastructure company listed on the NYSE. The excerpt does not reveal the executive change or other event details; an executive change at a major infrastructure REIT is notable, particularly given ongoing strategic shifts in AMT's global tower portfolio.

424B5Prospectus supplement (offering)May 19424B5
AI summary

American Tower Corporation (AMT) filed a preliminary 424B5 on May 19, 2026 for a senior notes offering maturing in 2033, with interest and principal amounts blank pending final pricing. American Tower is a Boston-based global wireless infrastructure REIT. The notes will be general, unsecured obligations ranking equally with other senior unsecured debt; AMT may redeem the notes at any time at applicable prices. This is a routine investment-grade debt capital markets transaction for the large-cap REIT.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

American Tower Corporation (AMT) filed an 8-K disclosing a material definitive agreement (Item 1.01) and creation of a direct financial obligation (Item 2.03) in connection with new debt issuance. The cell tower REIT entered into a credit agreement, bond indenture, or loan facility to fund capital expenditures, acquisitions, or refinancing of existing obligations. Key terms including principal amount, interest rate, maturity, and covenants are disclosed. The full debt agreement is filed as an exhibit.

3New insider — initial holdingsApr 303
AI summary

American Tower Corporation (AMT) filed a Form 3 initial statement of beneficial ownership for newly appointed Senior Vice President Blanchett, who holds no shares of common stock. This routine SEC filing is required within 10 days of an individual becoming a reporting insider. The zero-share position is typical for newly appointed officers who have not yet received equity grants under the company's compensation program. No derivative securities were reported.

8-KOfficer or director changeMar 108-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 278-K — Item 5.02: Officer or director change
8-KOfficer or director changeJan 298-K — Item 5.02: Officer or director change
+ 20 other (5 routine 8-Ks · 3 13Gs · 3 proxys · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Real Risk in Retirement Isn’t Running Out of Money. It’s Losing Your Purchasing Power.247wallst.com·2d agoAmerican Tower (AMT) Surpasses Market Returns: Some Facts Worth Knowingzacks.com·6d agoThis High-Dividend Real Estate ETF Holds Some Bargainsetftrends.com·7d agoHere Are Thursday's Best Wall Street Analyst Research Calls: Align Technology, American Tower, Caesars Entertainment, Cohu, Five Below, Intuitive Surgical, Salesforce, Toast, and More247wallst.com·7d agoNew State of the Data Center Report: Hybrid IT Now Dominates Enterprise Architecture, with Colocation Anchoring Critical Workloadsbusinesswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $AMT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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