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American Tower Corporation (AMT)

NYSE - NYSE Delayed price. Currency in USD
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213.72-7.34 (-3.32%)
At close: 04:00PM EDT
215.92 +2.20 (+1.03%)
Pre-market: 04:00AM EDT

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  • M
    MARKB
    We’re investors expecting a bigger dividend increase?
  • J
    James
    $IHS conversation
    Cell Tower Leaders (US listed) Market Cap

    American Towers $AMT : $122B ..195K Towers

    Crown Castle $CCI : $75B ...40K Towers

    SBA Comm $SBAC : $36B. ...30K Towers

    IHS Towers $IHS : $2B. ...30K Towers
  • P
    Peter
    Why is AMT up 13% today?
  • D
    Daisy
    who are AMT's competitors?
  • J
    James
    $IHS conversation
    $IHS $AMT $JMIA $QQQ
    Article on IHS Towers in relation to AMT & CCI. Extremely low float (insiders own 95%). Closed at $6.25 ... with $18 Consensus PT (Cowen recently raised PT to $27). Likely a bottom- with a sharp reversal coming. analyst becoming more vocal on this Under the radar ticker (also 2 upcoming analyst conferences this month- JP Morgan & Goldman).
    Under any calculation Ihs is undervalued by at least a factor of 3. ...IHS Foward PE is 12 (compared to 45 at the other Tower Co's ... despite IHS being in a much higher growth phase and much higher foward growth metrics).
    Strong Tailwinds related to IHS business model and sector growth including IHS having a 50% margin.
    Also- the headwinds priced into ave $18 PT are not related to business model .. but rather temp, such as exchange rates related to rise in the Dollar & increased Diesel cost related largely to Ukraine (which IHS plans to extract future gains/savings via changes to Solar and Battery (vs Diesel) for backup generator power where feasible). Going forward- the lessening of these headwinds- will serve as catalyst to growth rates.

    https://www.barrons.com/articles/buy-ihs-stock-cellphones-51662767243
    In the countries where the cell-tower company is a player, population growth is fast, smartphone penetration is increasing, and 5G is only beginning to take off.
    In the countries where the cell-tower company is a player, population growth is fast, smartphone penetration is increasing, and 5G is only beginning to take off.
    www.barrons.com
  • A
    Archivist
    Aren't they a bit late in declaring this quarter's dividend? The ex date last quarter was 6/16/22.
  • D
    David
    IBD lists AMT in their "50 Stocks to Watch" and now says it is "one of the top stocks to buy"!!
  • D
    David
    Deutsche Bank raises target on AMT from 270 to 285 today.

    Also, good reading here - scroll down:
    https://www.datacenterdynamics.com/en/news/colo-results-q2-2022-equinix-digital-realty-american-tower
  • M
    MARKB
    This is a good company. They know how to deliver.
  • J
    James
    $IHS conversation
    $IHS $QQQ $SPY $AMT $SPX
    The reason IHS will move quickly to $18-$20 Ave analyst PT range (or whatever buyer determine as accurate valuation)... a move it started on Monday...

    -->IHS has 95% insider/institutional ownership according to Barrons- putting Free Float around 15M shares.
    With P/B & P/S <2 & a forward PE 3X lower than competitors (despite growing much faster)- its almost a fact that IHS is severely undervalued.

    But the 15M float is why its going to quickly run to the $18-$20 Ave analyst PT- rather than taking its time. B/c now that retail has discovered IHS & how its growing like a weed, while also astonishingly undervalued- The new daily volume will send it to a truer valuation, simply due to supply/demand of shares- Ave daily vol has been below 175K, but Monday volume was over 1.5M. (Price at Tuesday close was around $7 ... and most recent PT is Cowen's raise to $27).

    IHS operates entirely outside the US.. in one of fastest growing sectors (emerging market cell service).. in the fastest growing Countries for that service). Also exchange rate & fuel cost are already fully priced in to IHS guidance.
  • D
    David
    AMT just reported a super strong quarter and "once again" increased their full year projection.
  • B
    Bob
    when's the spilt 20 for 1
  • T
    Thomas
    Success depends on the action or step you take to achieve it. Show me a man who has no investment and I'll tell you how soon he'll be broke. Investment is to build a safe paradise for the future
  • R
    Rule the Market
  • J
    Johnny
    Regardless of economic condition people might let go of their phones as a very, very last resort so what do you need??? TOWERS!!! Buy and just hold onto AMT and CCI and you'll be rewarded in the long run. Ignore the daily noise unless you're adding (which I do) and continue to collect your dividends. These positions are going to my kids when my wife and I are long gone!!! It'll be the gift that keeps on giving with no slow down!!!
  • D
    David
    Up over $8 pre-market. What's that about?
  • J
    John
    Crown Castle International Corp. (REIT)
    ...at this point I'm in $AMT & $CCI to cover my 5G investments. anyone know the company that makes the component that makes the new 5G chips work?