AMT American Tower Corp.

$AMT will continue to add this for a while. SpaceX news will drive this constantly once this bring more to the space

$AMT gets pushed down because of a misguided view of physics and satellites, only to rise when $SPCX says the only way to compete in mobile is to build a terrestrial mobile network. Hilarious.

American Tower lifted CoreSite data center revenue growth guidance to ~15% on record leasing. A tower REIT is now getting its growth from data centers, not handsets. Connectivity real estate is converging into one AI trade. $AMT $CCI

$AMT AMT is having a big day, near 181.70, up about 9.04 percent, and I can't find a company specific headline for it. What I can point to is the timing. Today SpaceX agreed to buy low band spectrum to push Starlink Mobile, and Reuters noted its plan includes ground radios and antennas on towers and rooftops. While AT&T, Verizon, and T-Mobile sold off, my read is that investors are betting a new network builder needs tower space. That's my interpretation, not something American Tower has said, and I haven't seen a statement from the company or SpaceX about leasing. It cuts both ways. The long running worry was satellites replacing towers, so a hybrid plan that uses them is a different message. I'd want to see actual leasing commentary before getting carried away. Follow me if you want more on the tower names.

$AMT Just look back at my history. 1 of em was a buy on 10/26/22 at 196.90. Now that was over a year into thd last hike cycle. Amzn + Googl were like $90. ( I still probly Swing this if I get any pop. But this trading at like Half the PE it used to get)

$AMT | American Tower Q3 2026 Earnings - Rev: $2.79B (est $2.76B) - Adj EBITDA: $1.83B (est $1.82B) - Sees FY Property Rev: $10.79B To $10.87B (est $10.69B) - Sees FY AFFO: $5.15B To $5.20B (saw $5.14B To $5.22B) - Sees FY Adj EBITDA: $7.25B To $7.30B (saw $7.24B To $7.31B)

$AMT Did not expect to start watching again so soon. Lol will start to buy back between 180-170.

$AMT Reported today: EPS of $1.64 vs. $1.64 expected (0.0%, in line). Revenue of $2.79B vs. $2.76B expected (+0.9%, beat). I used Stock Meadow’s earnings dashboard to review the results.

$AMT Reported today: EPS of $1.64 vs. $1.64 expected (0.0%, in line). Revenue of $2.79B vs. $2.76B expected (+0.9%, beat). I used Stock Meadow’s earnings dashboard to review the results.

$AMT Q3 '26 Earnings Results & Recap American Tower raised full-year 2026 property revenue midpoint by $55M; Adjusted EBITDA midpoint unchanged; net income midpoints lowered $30M each; AFFO per-share midpoint raised $0.02, to a range of $11.04 to $11.16.

$AMT | AMERICAN TOWER CORPORATION Q3 2026 EARNINGS HIGHLIGHTS ◆ FFO: $2.87 vs. $2.84 est. ✅ ◆ Revenue: $2.79B vs. $2.76B est. ✅ ◆ Net Income: $780.8M (-14.4% YoY) ◆ Core FFO: $1,335.0M (+2.4% YoY) ◆ Adjusted EBITDA: $1,831.8M (+0.9% YoY) ◆ Free Cash Flow: $986M (+0.2% YoY) Segment Performance: ◆ U.S. & Canada: $1,275M (-3.3% YoY) ◆ Latin America: $460M (+10.4% YoY) ◆ Africa & APAC: $428M (+15.4% YoY) ◆ Data Centers: $313M (+17.4% YoY) Key Metrics: ◆ Q3 2026 share repurchases totaled $315M; Board authorized an additional $2.0B buyback program post-quarter. ◆ Q3 distributions declared at $1.79 per share, aggregate $831M, up 5.3% YoY per share. ◆ Unrealized losses on equity investments of ~$71.5M in Q3 2026 vs. gains of ~$10.9M in Q3 2025, pressuring net income. Forward Guidance: ◆ FY 2026 total property revenue raised to $10,785M-$10,865M, midpoint growth ~5.0% YoY. ◆ FY 2026 Adjusted EBITDA outlook $7,248M-$7,303M, midpoint growth ~2.0% YoY. ◆ FY 2026 AFFO attributable to AMT common stockholders $5,148M-$5,203M, midpoint growth ~2.6% YoY. ◆ FY 2026 AFFO per share raised to $11.04-$11.16, midpoint growth ~3.2% YoY.

$AMT Is American Tower's $0.02 AFFO-per-share raise more than buybacks, with the AFFO dollar midpoint unchanged? 🏢 American Tower, a global REIT with over 147,000 communications sites and U.S. data centers, posted Q3 2026 revenue up 2.5% to $2,785M and net income down 14.4% to $781M 🚀 Its 2026 outlook raises the property revenue midpoint by $55M on Data Centers strength, but holds the Adjusted EBITDA and AFFO dollar midpoints where they were 📈 The $30M net income midpoint cut is mainly non-cash unrealized equity losses, and Q3 AFFO per share grew 3.2% to $2.87 with Data Centers cash revenue up 16.3%, though net leverage stands at 4.9x 📅 Next: Earnings call today at 8:30 a.m. ET; the Canada sale is expected to complete during the fourth quarter of 2026 Source: SEC 8-K, Q3 2026 release, Oct 27

$AMT American Tower reports Tuesday before the open. The SpaceX headlines can't be in these numbers though, Q3 ended September 30 and the spectrum deal and the 80,000-site talks both landed in October. Q2 showed the split pretty clearly. U.S. and Canada revenue fell 2.5% to 1.274 billion dollars, with 63 million dollars of cancellations in the quarter. Data center revenue rose 13.4% and Africa and APAC rose 23.5%. Consensus is looking for AFFO of 2.84 dollars a share on 2.77 billion dollars in revenue (Zacks). Full-year AFFO guidance sits at 11.00 to 11.17 dollars after the July raise, and roughly two-thirds of that raise was currency.

$AMT every time i do some DD, it checks out. Been holding and will continue. Not a growth story, steady Eddy, until it's not.

$AMT LMFAO. Tower stocks should be down 5-10% considering 90% of their U.S. revenues come from $VZ $TMUS $T Expect to see that materialize when the professionals start trading tomorrow.