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CCCCI

Crown Castle Inc.

$CCI·$33B·REIT - Specialty·Real Estate
$74.17-1.9%YTD-16.5%1Y-20.9%
Price updated 3m ago·X counts updated 2d ago
CCCCI
$CCICrown Castle Inc.
$74.17-1.92%53 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CCI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

53X posts · last 7 days
Aug 30Sep 12
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $CCI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CCI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-13

The move has stalled — likely just drifts unless something new shows up.

Crown Castle at 19% of 52-week range — cell-tower REIT with revenue declining, waiting on rate-cut cycle.

Crown Castle is the tower-and-small-cell REIT (post the fiber-divestiture strategic reset) whose stock has been beaten to 19% of the 52-week range on rate-sensitivity and revenue contraction.

  • Q latest fundamentals are declining: revenue -4.9% YoY to $1.01B at 48% operating margin — the top-line contraction is the concern, though 7.2% FCF yield backs the dividend at current levels.
  • The tape is stalled: 19% of the 52-week range, -0.7% vs 50-day MA, -10.5% vs 200-day MA on volume 89% of average — sideways consolidation with the 50-day MA as the key pivot.
  • The multi-conference September appearances (BofA, Citi, GS Communacopia) give management three back-to-back platforms to update the post-fiber-divest strategy — that's real institutional-audience exposure.

Runs on Oct 21 Q3 confirming or breaking the revenue-decline trajectory and any tower-leasing acceleration commentary.

What to watch: Oct 21 Q3 earnings — revenue-decline trajectory resolved or broken, and any tower-leasing acceleration commentary keeps the setup. A hawkish-Fed pivot or a fresh tenant lease renegotiation cracks the stall; a clean Q3 with returning revenue growth breaks it up.

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

no sentiment data

Read the AI verdict on $CCI

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

US-focused wireless tower REIT operating 40,000+ cell towers and 80,000 miles of fiber serving every major metropolitan market.

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

Data-centre REITs are the structural AI-compute landlords: Digital Realty's analyst called the pullback a buying opportunity while American Tower guides to a 2026 growth trough before 5G/AI/6G catalysts lift demand. Cell-tower REITs (CCI, AMT) are generating contrarian interest precisely because investors are avoiding them — a pattern that has historically preceded re-rating.

What this means for $CCI

Partial — 40,000+ US cell towers and 80,000 miles of fiber in every major metro; 5G densification demand is the growth engine; contrarian analysts flag the 'everyone is avoiding' setup as a re-rating catalyst when carrier spending cycles recover.

Industry benchmark

4-name peer basket
+3.8%YTD
-13.6%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$0.68$0.55+23.2%
Q3 2025Oct 22, 2025$0.74$0.52+41.2%
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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$4.0B – $4.1B$1.93$1.87 – $1.9614
FY27$4.1B$4.1B – $4.1B$2.80$2.57 – $3.0614
FY28$4.2B$4.0B – $4.4B$2.92$2.11 – $3.7513
FY29$4.4B$4.4B – $4.5B$3.41$3.35 – $3.5011
FY30$4.6B$4.5B – $4.7B$3.43$3.36 – $3.526

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.0.9×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.19%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.-0.7%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.-10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 425.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.975-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.

Insider activity

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

Recent transactions

SellAug 7Collins Robert SeanPresident1.5K sh$114KBuyMay 5Kevin A StephensDirector820 sh$74K
+ 9 other (4 awards · 4 inkinds · 1 exempt) 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
Free, forever. No credit card.

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 FDAug 58-K — Item 7.01: Press release / Reg FD
AI summary

CCI made a Regulation FD disclosure to provide material information simultaneously to all market participants. The full disclosure is attached as Exhibit 99.1. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all CCI investors.

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
+ 9 other (4 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

Everyone Is Avoiding These REITs: That's The Opportunityseekingalpha.com·2d agoCrown Castle Inc. (CCI) Presents at Bank of America 2026 Media,Communications & Entertainment Conference Transcriptseekingalpha.com·4d agoCrown Castle Inc. (CCI) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·5d agoCrown Castle Inc. (CCI) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·5d agoBuy 5 S&P500 IDEAL 'Safer' September Dividend Dogsseekingalpha.com·6d ago

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Voices on X · last 7 days

No standout posts about $CCI 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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