American Tower Corp

American Tower is a holding company. Through its subsidiaries, the company is a real estate investment trusts and an independent owner, operator and developer of multitenant communications real estate. The company's primary business is the leasing of space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. The company also provides tower-related services, including site acquisition, zoning and permitting and structural analysis, which primarily support its site leasing business, including the addition of new tenants and equipment on its sites.
  • TickerAMT
  • ISINUS03027X1000
  • ExchangeNew York Stock Exchange
  • SectorReal Estate Investment Trusts
  • CountryUnited States

Analysts

For AMERICAN TOWER CORP., the environment deterioration entails a downgrade to Neutral

AMERICAN TOWER CORP. (US), a company active in the Real Estate Holding & Development industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 2 stars out of 4, as well as the stock market behaviour of the title as defensive. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date March 31, 2020, the closing price was USD 217.75 and its expected value was estimated at USD 228.03.

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

American Tower Corporation: Update to credit analysis

Our credit view of AMT, reflecting its robust cash flows, strong industry fundamentals, global reach, counterbalanced by high tenant concentration in the US and technology obsolescence risk.

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Still Bullish, But With Reservations And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy has paid off. Primarily responsible for new highs in these indexes is Technology (esp. software and semis/semi suppliers) and FAANG stocks. While these areas all remain bullish, we still have some reservations due to the massive disparity in performance between them and the Materials (XLB, XME) and Energy (RYE) Sectors, and also small-caps (IWM) which continue to hit new RS lows. Still, the Materials and Energy Secto...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Despite weakness in a number of Consumer Discretionary stocks, there are a number of names that remain attractive (ex. KBH, PHM, SIX, RRGB, WEN, SHAK, DNKN, and WMT) • The Consumer Staples Sector continues to have a number of leadership names. (ex. HSY, K, SAFM, VGR, and CHD) • Gold remains a leadership area of the market. (ex. RGLD, and NEM) • REITs and Utilities are increasingly moving as market leadership. (ex. OHI, WELL, LTC, DEA, IRT, EQR, UDR, ADC, EXR, CONE, NSA, AMT, NEE, IDA, DUK, and ES)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: U.S. Equity Strategy

The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern. Sending the generals into battle often ends up with no more leaders. Our view of the markets is to deploy a barbell approach of growth and safety. While growth continues to outperform, it does so without the small-caps. Meanwhile utilities and staples continue to march just behind the growth areas of the market, and have been unable to reach new RS highs since the December decline. In this report we detail our investment thesis and outlook for U.S. equi...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of restaurants are bullishly inflecting, trending up and to the right (ex. JACK, DIN, SHAK, YUM, WING, and MCD) • Auto Parts Retailers and Auto Dealerships continue to be leadership (ex. AZO, ORLY, KMX, LAD) • A number of Technology Sector names have pulled back to support or are leadership in the Sector (ex. UCTT, BRKS, CY, RMBS, XLNX, SLAB, EGHT, SPSC, TTEC, TSS, and PYPL)

1 director sold

A director at American Tower Corp sold 31,669 shares at 226.542USD and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of...

For AMERICAN TOWER CORP., the environment deterioration entails a downgrade to Neutral

AMERICAN TOWER CORP. (US), a company active in the Real Estate Holding & Development industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 2 stars out of 4, as well as the stock market behaviour of the title as defensive. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date March 31, 2020, the closing price was USD 217.75 and its expected value was estimated at USD 228.03.

Valens Research

Valens Equity Insights and Inflections - 2020 02 04

POST is currently trading near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 21.8x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 20% in 2018 to 17% by 2023, accompanied by 8% Uniform Asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to improve to 21% in 2020, accompanied by 2% Uniform Asset contraction. Meanwhile, management is confident about their market share growth and recent M&A activity. Current valuations appear to be pricing in overly bearish expectations for POST...

Valens Research

AMT - Embedded Expectations Analysis - 2020 01 29

 American Tower Corporation (REIT) (AMT:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) Earnings, with a 32.3x Uniform P/E, implying bullish expectations for the firm. However, management may be concerned about 5G technology, new build revenue growth, and their ability to develop an innovation program  Specifically, management may be overstating the potential of macro-related uses for 5G technology, and they may be concerned about the timeline of mid-band spectrum deployment. Furthermore, they may be concerned that 4G is positioned as the primary network tech...

New Street Asian Tower Trends, Indonesia Strong, China & India disappoint: Q3 19 Review

We publish our review of Asian tower trends. We remain positive on towers in Asia with data demand likely to drive growth higher over time and continue to see valuations in Asian towers as more attractive than Europe/US.

New Street Asian Tower Trends, Indonesia Strong, China & India disappoint: Q3 19 Review

We publish our review of Asian tower trends. We remain positive on towers in Asia with data demand likely to drive growth higher over time and continue to see valuations in Asian towers as more attractive than Europe/US.

American Tower Corporation: Update to credit analysis

Our credit view of AMT, reflecting its robust cash flows, strong industry fundamentals, global reach, counterbalanced by high tenant concentration in the US and technology obsolescence risk.

American Tower Corporation: Update to credit analysis following rating affirmation

Our credit view of AMT, reflecting its robust cash flows, strong industry fundamentals, global reach, counterbalanced by high tenant concentration in the US and technology obsolescence risk.

Moody's affirms American Tower's Baa3 rating; outlook stable

Rating Action: Moody's affirms American Tower's Baa3 rating; outlook stable. Global Credit Research- 26 Sep 2019. Approximately US $15.3 billion in rated securities affected.

Moody's announces completion of a periodic review of ratings of American Tower Corporation

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of American Tower Corporation. Global Credit Research- 25 Jul 2019. New York, July 25, 2019-- Moody's Investors Service has completed a periodic review of the ratings of American Tower Corporation and other ratings that are associated with the same analytical unit.

American Tower Corporation: American Tower’s African acquisition is credit positive on growth prospects

The acquisition will strengthen American Tower's competitive position in Africa by increasing its exposure to a rapidly growing wireless market, while only modestly raising its leverage.

Soomit Datta

Global TMT: TMUS, AMT, TEF, TEFB, TNET, Brazil, DoCoMo, Protelindo

Global TMT: TMUS, AMT, TEF, TEFB, TNET, Brazil, DoCoMo, Protelindo.

James Ratzer

Global TMT: US Towers, VOD, Tencent

Global TMT: US Towers, VOD, Tencent.

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

ValuEngine Rating and Forecast Report for AMT

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