Zacks Investment Research·2d ago
American Tower (AMT) Declines More Than Market: Some Information for InvestorsIn the most recent trading session, American Tower (AMT) closed at $163.69, indicating a -2.19% shift from the previous trading day.
American Tower's core leasing momentum has accelerated, with revenue growth rebounding to 4.7% in 2026Q2 and FFO per share surging 58% year-over-year to $2.96, reflecting robust global leasing and record CoreSite activity. However, the balance sheet remains hi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth rebounded to 4.7% in 2026Q2, with NOI margin at 73.0% and FFO per share up 58% year-over-year to $2.96, though GAAP net income remains depressed by non-cash depreciation.
American Tower operates over 224,000 sites worldwide, providing essential infrastructure for wireless carriers. Long‑term leases with multiple clients generate stable, predictable recurring revenue.
The growing data consumption and 5G deployment drive demand for tower capacity. The CoreSite acquisition is expected to boost revenue through enterprise cloud migration and rising AI workloads.
Year‑over‑year growth has been observed, with revenue projected to grow at a 4% compound annual growth rate over the next three years. Strong cash generation supports dividend distribution.
Trailing total returns as of 10/2/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $1.86+18.5% vs $1.57 | $2.7B+1.8% vs $2.7B |
Q2 2026 Apr 28, 2026 | $1.84+15.0% vs $1.60 | $2.7B+3.1% vs $2.7B |
Q1 2026 Feb 24, 2026 | $1.75+18.2% vs $1.48 | $2.7B+1.9% vs $2.7B |
Q4 2025 Oct 28, 2025 | $1.82+10.3% vs $1.65 | $2.7B+2.1% vs $2.7B |
In the most recent trading session, American Tower (AMT) closed at $163.69, indicating a -2.19% shift from the previous trading day.
The 10- and 30-year Treasury is ominously elevated. And the Federal Reserve is fresh off one interest rate hike and potentially heading for another before the end of the year.
BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) announced today that the press announcement of its third quarter 2026 results is scheduled to be released to the news services at 7:00 a.m. ET on Tuesday, October 27, 2026. In addition, the Company has scheduled a conference call at 8:30 a.m. ET on October 27, 2026, to discuss its results. Earnings Call Information Date/Time Tuesday, October 27, 2026, at 8:30 a.m. ET Pre-Registration Link for Dial-In Access Participants can pre-reg.
American Tower Corporation (NYSE: AMT - Get Free Report) announced a quarterly dividend on Thursday, September 17th. Shareholders of record on Wednesday, September 30th will be paid a dividend of $1.79 per share by the real estate investment trust on Tuesday, October 20th. This represents a $7.16 annualized dividend and a yield of 4.2%. The ex-dividend
Benchmark AMT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for American Tower Corporation (AMT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $161.06 | $75.05B | 29.88 | 5.11% | 23.76% | 25.29% | 4.18% | |
| $66.12 | $28.89B | 64.82 | -35.06% | 25.83% | — | — | |
| $158.02 | $16.76B | 16.12 | 5.06% | 34.51% | — | — | |
| $7.94 | $1.93B | 1.63 | 91.49% | 29.45% | 270.12% | — | |
| $111.18 | $33.08B | 226.90 | 12.22% | 5.54% | — | — | |
| $5.59 | $5.76B | -3.19 | -5.39% | -8.65% | -52.11% | — |
American Tower Corporation (AMT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
American Tower Corporation (AMT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 4, 2026·SEC
Jun 2, 2026·SEC
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American Tower Corporation (AMT) stock FAQ — growth, dividends, profitability & financials explained
American Tower Corporation (AMT) reported $10.94B in revenue for fiscal year 2025. This represents a 62395% increase from $17.5M in 1997.
American Tower Corporation (AMT) grew revenue by 5.1% over the past year. This is steady growth.
Yes, American Tower Corporation (AMT) is profitable, generating $3.38B in net income for fiscal year 2025 (23.8% net margin).
Yes, American Tower Corporation (AMT) pays a dividend with a yield of 4.18%. This makes it attractive for income-focused investors.
American Tower Corporation (AMT) has a return on equity (ROE) of 25.3%. This is excellent, indicating efficient use of shareholder capital.
American Tower Corporation (AMT) generated Funds From Operations (FFO) of $5.47B in the trailing twelve months. FFO is the primary profitability metric for REITs.
American Tower Corporation (AMT) offers a 4.18% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
