US · Real Estate · REIT - Specialty
EPS came in at 2.71 against a street estimate of 2.65 — a beat of 2.3%.
Analysts rate American Tower Corp a buy (19 buy, 6 hold, 0 sell out of 25) with an average price target of $215.70.
CONFIDENT AMT raised FY26 guidance twice amid strong tower leasing and record CoreSite data center demand. U.S. tower organic growth 4% ex-DISH; data center 15% YoY. Management sees four secular catalysts: 5G densification, new spectrum, 6G cycle, AI workloads. Q2 2026 U.S. and Europe drive stable mid-single-digit growth; APAC exit completed. Africa strong but APAC churn. Latin America Brazil weakness temporary. CoreSite accelerating fastest. Analysts pressed on carrier densification timing, CoreSite pre-leasing discipline, spectrum deployment details, DISH bankruptcy equipment status, and buyback pace. Management emphasized steady demand in U.S., disciplined CoreSite pricing to avoid underpricing, and roadmap confidence tied to structural AI/5G trends rather than near-term acceleration. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.65% |
| Vanguard Capital Management, LLC | 6.52% |
| Vanguard Portfolio Management, LLC | 5.92% |
| State Street Corp | 4.60% |
| JPMorgan Chase & Co | 3.25% |
| Geode Capital Management, LLC | 2.99% |
| Cohen & Steers Inc | 2.96% |
| FMR Inc | 2.43% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 AMERICAN TOWER CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Total debt issuance: $1.6 billion aggregate principal amount ($1,579.9 million net proce | 2026-09-14 |
| Company announcement · Q3 2026 AMERICAN TOWER CORPORATION (AMT) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company priced a registered public offering of $1.6 billion in senior unsecur | 2026-09-09 |
| Quarterly report · Q2 2026 AMERICAN TOWER CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6 months): $5,486.6 million vs $5,189.7 million in 2025 (+5.7%) | 2026-07-28 |
| Results announced · Q3 2026 AMERICAN TOWER CORPORATION Q2 2026 FINANCIAL RESULTS HEADLINE NUMBERS • Total revenue: $2,749 million, up 4.7% year-over-year • Total property reven | 2026-07-28 |
| Company announcement · Q2 2026 AMERICAN TOWER CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • DISH Revenue Impact: 100% of DISH Wireless revenue has been reflected in churn begi | 2026-06-04 |
| Company announcement · Q2 2026 AMERICAN TOWER CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced partial redemption of €250,000,000 of its 4.125% Senior Notes due | 2026-06-02 |
| Material agreement · Q2 2026 AMERICAN TOWER CORPORATION – 8-K SUMMARY (May 27, 2026) HEADLINE NUMBERS • Completed public offering of 750.0 million EUR in senior unsecured notes | 2026-05-27 |
| Quarterly report · Q1 2026 AMERICAN TOWER CORPORATION - Q1 2026 SUMMARY HEADLINE NUMBERS • Total operating revenues Q1 2026: $2,737.5 million vs. Q1 2025: $2,562.8 million (+6 | 2026-04-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.79 / share ex-date Jun 12, 2026 · pay Jul 13, 2026 | 2026-06-12 |
| Dividend | $1.79 / share ex-date Apr 14, 2026 · pay Apr 28, 2026 | 2026-04-14 |
| Dividend | $1.70 / share ex-date Dec 29, 2025 · pay Feb 2, 2026 | 2025-12-29 |
| Dividend | $1.70 / share ex-date Sep 30, 2025 · pay Oct 20, 2025 | 2025-09-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for American Tower Corp — free to start.
Google PlayApp StoreData updated 2026-09-18.