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American Tower Corporation: Key facts and statistics - LTM September 2...

A summary company profile, detailing AMT’s business operations and financial highlights.

Jonathan Chaplin
  • Jonathan Chaplin

The future of mobility and convergence – Day One

We just wrapped up the first day of the BCG and New Street Research Future Series conference, which this year is focused on the Future of Mobility and Convergence in the Era of AI . The first day featured discussions with American Tower, AWS, Cohere, Ericsson, IHS Towers, Microsoft, OpenAI, Qualcomm, Rakuten Symphony, T-Mobile, Verizon, and Veon.

American Tower Corporation: Update to credit analysis

Our credit view reflects the issuer's strong cash flows and global diversification, offset by higher financing costs and tenant concentration.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

American Tower Corporation: Update to credit analysis

Our credit view of this issuer reflects its global scale and strong demand drivers supporting growth of its tower business, offset by high leverage and historic appetite for M&A.

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/American Tower & Cellnex

TMT: Reports that American Tower may be interested in buying Cellnex

American Tower Corp: 1 director

A director at American Tower Corp sold 1,574 shares at 233.920USD and the significance rating of the trade was 52/100. 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 cle...

American Tower Corporation: Update to credit analysis

Our credit view of this issuer reflects strong operating fundamentals, offset by its acquisition-oriented growth strategy which increases event and execution risk.

Alyssa Gammoudy ... (+6)
  • Alyssa Gammoudy
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telenor, American Tower, Cellnex, Metro & ...

Telecom: Telenor sells stake in fibre network. American Tower and Cellnex mentioned as potential suitors for Vantage Towers stake

Jan Frederik Slijkerman
  • Jan Frederik Slijkerman

European towers on the move/Cellnex and American Tower offer cheap bon...

We think the current market turmoil provides an entry point for bonds of the tower operators Cellnex and American Tower. Both companies have notes that trade wide to peers, although both firms are likely candidates to buy the towers of Deutsche Telecom, which could raise leverage. We describe the competitive tower landscape in Europe, discuss the strong financial performance of both companies as well as the view of rating agencies.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

American Tower Corporation: Update to credit analysis

Our credit view of this issuer reflects its stable cash flows and good international diversity, against its increased leverage following M&A activity.

Moody's announces completion of a periodic review of ratings of Americ...

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of American Tower Corporation. Global Credit Research- 15 Feb 2022. New York, February 15, 2022-- 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.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Risk-Off Signals Abating In our last Compass (Dec. 22), we pointed out that despite conflicting signals (some neutral or healthy signals but some risk-off signals as well), our bottom line is that we could not be bearish as long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495. These support levels have held strong, and we are now seeing the aforementioned risk-off signals starting to abate. This is an encouragin...

AMERICAN TOWER reduced its risk exposure resulting in an upgrade to Sl...

AMERICAN TOWER (US), a company active in the Real Estate Holding & Development industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date December 31, 2021, t...

American Tower Corporation: Update to credit analysis

Our credit view reflects strong tower operating fundamentals, as well as AMT's size and global diversification. Risks include increasing leverage following recent large acquisitions.

Moody's affirms American Tower's Baa3 rating following CoreSite acquis...

Rating Action: Moody's affirms American Tower's Baa3 rating following CoreSite acquisition announcement. Global Credit Research- 16 Nov 2021. New York, November 16, 2021-- Moody's Investors Service has affirmed American Tower Corporation's senior unsecured rating at Baa3.

Jonathan Chaplin
  • Jonathan Chaplin

AMT 3Q21 Results

What's new: AMT reported results this morning. Revenue, EBITDA and AFFO were all ahead, particularly from strength in the international segment as well as services (domestic revenue missed, but domestic gross margins were still ahead).

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