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CCCCI

Crown Castle Inc.

$CCI·$33B·REIT - Specialty·Real Estate
$76.30-0.3%YTD-13.9%1Y-27.4%
Mentions · last 7 days
2026-07-24: 13 posts2026-07-25: 2 posts2026-07-26: 1 posts2026-07-27: 4 posts2026-07-28: 7 posts2026-07-29: 5 posts2026-07-30: 12 posts44
Price updated 5h ago·X counts updated 1d ago
CCCCI
$CCICrown Castle Inc.
$76.30-0.27%44 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CCI, 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.

Broken storyCooling offAI verdict · as of 2026-07-31

Catching its breath after a run — could pick back up or fade from here.

Crown Castle at 1-year low after analyst downgrade — beaten-down tower REIT with 76% Q2 EPS beat but tape doesn't care.

Crown Castle is one of the two major US cell-tower REITs (with American Tower) — the equity has been consistently underperforming as investors have preferred AMT and questioned Crown Castle's fiber-strategy execution and dividend-security.

  • The Q2 beat was actually strong: EPS $0.69 vs $0.39 consensus (+77% surprise) with revenue $1.01B (-4.9% YoY, declining) — the surprise pattern (+77%, -10%, +93%) is extremely volatile, meaning REIT-specific accounting timing has been the driver rather than fundamentals. The recent 1-year-low print after an analyst downgrade signals the tape has moved past the EPS beat.
  • The valuation is reasonable-to-cheap: 31x trailing earnings (deceptive for REITs), 8x sales, 7.2% FCF yield — for consensus FY26 EPS of $1.98 growing to $2.86 in FY27, forward P/E is ~27x on FY27. Not obviously cheap given the ongoing fiber-strategy questions and continued revenue decline.
  • The tape is confirming: shares at only 8% of 52-week range, 9% below the 50-day, 12% below the 200-day — meaning distribution has been active and the equity is now in the 'value-trap or breaking-down' zone where the fundamentals need to actually deliver operating recovery, not just beat consensus.

The Oct 21 Q3 print is the next test — a beat plus explicit fiber-strategy execution commentary and any specific commentary on dividend security restarts the equity toward $85. Continued revenue decline or another analyst downgrade with specific dividend-cut concerns drops shares to $65. The setup is 'quality-broken-REIT-with-uncertain-strategy' — the print needs to confirm operational recovery to restart the story.

What to watch: Oct 21 Q3 earnings — a beat plus explicit fiber-strategy execution commentary and specific commentary on dividend security restarts the equity toward $85. Continued revenue decline or another analyst downgrade with dividend-cut concerns drops shares to $65.

On the calendar: 2026-10-21 — Q3 earnings

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What it does

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

Crown Castle Inc. specializes in critical digital infrastructure across the United States. The company actively manages, operates, and leases an expansive network, featuring over 40,000 cellular communication towers and approximately 80,000 miles of fiber optic cable. This comprehensive infrastructure underpins both small cell deployments and various advanced fiber solutions, spanning every significant U.S. metropolitan area. Through these vital connections, Crown Castle links communities and urban centers to essential data, cutting-edge technology, and indispensable wireless services, thereby delivering crucial information, innovative concepts, and communication capabilities to individuals and enterprises alike. More information can be found at www.crowncastle.com.

Industry overviewAI analysisGenerated by AI from underlying data

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

REIT - Specialty · Real Estate

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

Top industry ETF

$XLREReal Estate Select Sector SPDR
+13.9%YTD
+8.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
31.0How 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
9.5%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
47.7%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
7.2%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
8.0Same 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
-51.7%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
63.2%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
-7.2Total 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
Q2 2026Jul 22, 2026$0.69$0.39+76.7%
Q1 2026Apr 22, 2026$0.34$0.38-9.7%
Q4 2025Feb 4, 2026$1.12$0.58+93.4%
Q3 2025Oct 22, 2025$1.12$1.04+7.7%
Next earningsWed, Oct 21·consensus EPS $0.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.0B-4.9%63.8%46.6%$0.71$472.0M
Q1 FY26$1.0B-4.8%73.7%46.0%$0.34$452.0M
Q4 FY25$1.1B-35.0%42.1%49.2%$0.68$811.0M
Q3 FY25$1.1B-35.1%73.9%49.0%$0.74$671.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$4.0B – $4.1B$1.98$1.92 – $2.0115
FY27$4.1B$4.0B – $4.1B$2.86$2.62 – $3.1314
FY28$4.2B$4.0B – $4.4B$3.01$2.18 – $3.8713
FY29$4.4B$4.4B – $4.5B$3.58$3.51 – $3.6712
FY30$4.6B$4.5B – $4.7B$4.11$4.03 – $4.216

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.1.0×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.8%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.-8.6%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.-12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

BuyMay 5Kevin A StephensDirector820 sh$74KSellFeb 27Collins Robert SeanPresident3.0K sh$262KSellFeb 25Edward B AdamsEVP and General Counsel4.7K sh$401K
+ 32 other (19 awards · 8 inkinds · 5 exempts) in window

See when $CCI 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-KPress release / Reg FDJul 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CCI (CCI) reported financial results for second quarter ended June 30, 2026 via 8-K Item 2.02, filed 2026-07-22. Full financials are in the attached press release (Exhibit 99.1). Quarterly earnings contain headline P&L, balance sheet, and guidance. Investors should review the exhibit for revenue, margins, EPS, and any updates to full-year outlook.

3New insider — initial holdingsMay 213
8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 208-K — Item 7.01: Press release / Reg FD
8-KAgreement terminatedMay 18-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KAcquisition completedMay 18-K — Item 2.01: Acquisition completed · Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 273
+ 12 other (5 13Gs · 2 proxys · 2 8-Ks · 1 10-Q) in window

Recent news

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

VICI Properties' Q2 FFO Meets Estimates, Revenues Beat on Lease Growthzacks.com·1d agoAmerican Tower or Crown Castle? Wall Street's Clear Pick Between Beaten-Down Tower REITs247wallst.com·3d agoCrown Castle (NYSE:CCI) Sets New 1-Year Low After Analyst Downgradedefenseworld.net·4d agoABN Amro Investment Solutions Lowers Holdings in Crown Castle Inc. $CCIdefenseworld.net·7d agoCrown Castle: The Pivotal Unknownseekingalpha.com·8d ago

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