BMO Capital Markets Issues Positive Forecast for American Tower (NYSE:AMT) Stock Price

American Tower (NYSE:AMT) had its target price upped by equities researchers at BMO Capital Markets from $185.00 to $200.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm presently has a “market perform” rating on the real estate investment trust’s stock. BMO Capital Markets’ target price would indicate a potential upside of 7.02% from the stock’s previous close.

Several other research firms also recently issued reports on AMT. Morgan Stanley reduced their price target on American Tower from $225.00 to $220.00 and set an “overweight” rating for the company in a research note on Wednesday. Wells Fargo & Company dropped their target price on shares of American Tower from $210.00 to $200.00 and set an “overweight” rating for the company in a research report on Wednesday, October 29th. Scotiabank dropped their price objective on American Tower from $248.00 to $220.00 and set an “outperform” rating for the company in a research report on Wednesday, January 14th. JPMorgan Chase & Co. reduced their price target on shares of American Tower from $250.00 to $245.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Finally, Citigroup reiterated a “market outperform” rating on shares of American Tower in a research report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, American Tower has a consensus rating of “Moderate Buy” and an average price target of $218.26.

American Tower Stock Down 1.7%

Shares of NYSE AMT traded down $3.31 during mid-day trading on Wednesday, hitting $186.88. The company had a trading volume of 253,743 shares, compared to its average volume of 3,132,111. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 3.24. The firm has a 50-day simple moving average of $178.43 and a two-hundred day simple moving average of $185.79. The company has a market capitalization of $87.49 billion, a PE ratio of 29.99, a price-to-earnings-growth ratio of 0.79 and a beta of 0.93. American Tower has a one year low of $166.88 and a one year high of $234.33.

American Tower (NYSE:AMT) last issued its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.75 EPS for the quarter, missing the consensus estimate of $2.54 by ($0.79). American Tower had a net margin of 28.11% and a return on equity of 28.79%. The company had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.69 billion. During the same period last year, the company posted $2.62 earnings per share. The business’s revenue for the quarter was up 7.5% on a year-over-year basis. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. On average, equities analysts expect that American Tower will post 10.14 EPS for the current year.

Insider Activity at American Tower

In other American Tower news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $69.75, for a total value of $159,631,314.75. Following the sale, the insider owned 211,379 shares in the company, valued at approximately $14,743,685.25. The trade was a 91.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.18% of the company’s stock.

Institutional Trading of American Tower

Several institutional investors have recently added to or reduced their stakes in AMT. Brighton Jones LLC lifted its position in shares of American Tower by 113.0% in the 4th quarter. Brighton Jones LLC now owns 3,966 shares of the real estate investment trust’s stock worth $727,000 after purchasing an additional 2,104 shares during the period. Sivia Capital Partners LLC lifted its position in shares of American Tower by 34.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,442 shares of the real estate investment trust’s stock valued at $319,000 after acquiring an additional 368 shares during the period. United Bank boosted its stake in American Tower by 12.7% during the second quarter. United Bank now owns 6,488 shares of the real estate investment trust’s stock worth $1,434,000 after acquiring an additional 733 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund grew its holdings in American Tower by 19.3% in the second quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 75,484 shares of the real estate investment trust’s stock worth $16,683,000 after purchasing an additional 12,200 shares during the period. Finally, IQ EQ FUND MANAGEMENT IRELAND Ltd increased its stake in American Tower by 15.0% in the second quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 7,262 shares of the real estate investment trust’s stock valued at $1,605,000 after purchasing an additional 948 shares in the last quarter. 92.69% of the stock is currently owned by institutional investors.

Key Headlines Impacting American Tower

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Q4 results beat key operating/FFO metrics: AFFO/FFO came in stronger than consensus and revenue rose ~7.5% y/y, supporting the company’s cash‑flow outlook. American Tower’s Q4 AFFO & Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Data‑center expansion and robust leasing demand across towers were highlighted by management as durable growth drivers, helping offset other pressures. American Tower posts upbeat revenue on strong leasing activity amid 5G, data-center growth
• Positive Sentiment: Management set FY‑2026 EPS guidance of $10.78–$10.95, a range above many prior consensus expectations — a forward signal of confidence in AFFO trajectory. American Tower Corporation Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: The earnings presentation and call transcript provide more detail on regional performance, portfolio activity and capital allocation for investors doing deeper diligence. American Tower Corporation (AMT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: DISH Network has defaulted on lease payments to AMT; the company is pursuing legal remedies and has updated its 2026 outlook to reflect the lost DISH lease revenue, creating a near‑term earnings/visibility risk in the U.S. tower business. American Tower Weighs DISH Default Against Data Center Growth And Valuation
• Negative Sentiment: Some coverage framed the FY‑2026 outlook as conservative and noted management is pushing cost efficiencies to bridge near‑term gaps — signaling investor concern about near‑term growth versus long‑term strategy. American Tower issues light 2026 guidance amid cost efficiency push; Q4 earnings beat

American Tower Company Profile

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.