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Pla2na/iStock via Getty Images The majority of US REIT indexes climbed during the week ended Feb. 13, outperforming the broader stock market. The Dow Jones Equity All REIT index jumped 4.04% over the recent week, while the MSCI US REIT (RMZ) index increased ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Core Viewpoint - American Tower Corporation (NYSE:AMT) is facing a lease default from Dish Wireless, but the company asserts that this will not impact its financial results for 2025 [2]. Group 1: Company Overview - American Tower Corporation is a leading global Real Estate Investment Trust (REIT) that owns, operates, and develops wireless and broadcast communications infrastructure, leasing spaces in over 200,000 sites [5]. Group 2: Lease Default Situation - Dish Wireless has defaulted on lease payments, leading American Tower to seek a declaratory judgment to enforce Dish's obligations under their Strategic Collaboration Agreement [2]. - The company accuses Dish Wireless of attempting to exit its long-term deal following a planned $40 billion spectrum sale to AT&T and SpaceX [2]. Group 3: Analyst Ratings and Price Targets - UBS analyst Batya Levi has reduced the price target for American Tower to $254 from $260 while maintaining a Buy rating, noting a favorable risk-reward profile for tower stocks in 2026 [3]. - BMO Capital Markets downgraded American Tower to Market Perform from Outperform and cut the price target to $185 from $210 due to concerns regarding the Dish Network deal [4].

Core Insights - The US equity real estate investment trusts (REITs) indexes showed strong performance in the first week of February, outperforming the S&P 500 index [2] Group 1: Performance Metrics - The Dow Jones Equity All REIT index increased by 2.32% during the recent week [2] - The MSCI US REIT index also demonstrated positive movement, indicating a favorable trend in the REIT sector [2]

Core Idea - CoreSite, an American Tower company, has announced that Maile Kaiser, its Chief Revenue Officer, has been selected for the 2026 CRN® Channel Chiefs list, recognizing her influence in shaping channel strategy and driving innovation in the IT sector [1] Company Summary - CoreSite provides interconnected data center solutions that support critical business and AI workloads, impacting everyday life [1] - The recognition of Maile Kaiser highlights the company's leadership in the IT vendor and distribution space [1] Industry Summary - The CRN® Channel Chiefs list is an annual recognition that celebrates executives who are influential in the IT channel, indicating the importance of strategic leadership in the technology industry [1]

Core Insights - American Tower Corporation (AMT) is a leading global real estate investment trust (REIT) with a market cap of $81.1 billion, primarily focused on owning, operating, and leasing wireless and broadcast communications infrastructure, particularly cell towers [1] - The company operates in over 20 countries, providing diversified revenue streams by enabling mobile network operators to expand their wireless networks without the need for building their own infrastructure [1] Stock Performance - Over the past 52 weeks, AMT shares have decreased by 4.1%, underperforming the S&P 500 Index, which has increased by 14% [2] - In 2026, both AMT stock and the S&P 500 Index have shown marginal gains [2] Dividend Announcement - On December 4, AMT shares rose by 1.5% following the declaration of a quarterly cash dividend of $1.70 per share, indicating confidence in cash-flow stability and appealing to income-focused investors [4] Earnings Forecast - For FY2025, analysts project a 2.3% year-over-year decline in American Tower's AFFO per share to $10.30, although the company has a history of beating consensus earnings estimates [5] - The consensus rating among 22 analysts is a "Strong Buy," with 14 "Strong Buy" ratings, one "Moderate Buy," and seven "Holds" [5] Analyst Ratings - The consensus rating has become more bearish compared to a month ago, with UBS analyst Batya Levi reaffirming a "Buy" rating but lowering the price target from $260 to $254, reflecting a modest reduction of 2.31% [7]

Core Insights - AI stocks have gained significant attention due to the increasing demand for chips used in AI model and application development [1] - Infrastructure is essential for supporting AI hardware and data transmission, aligning with American Tower's strategy to build data centers for AI workloads [2] Company Overview - American Tower is one of the largest REITs globally, owning and operating over 149,000 multitenant communications sites and a network of U.S. data centers [3] - The company acquired CoreSite for $10.1 billion in 2021, adding 25 data centers across eight major U.S. markets to its portfolio [4] Strategic Developments - The acquisition of CoreSite was initially aimed at supporting 5G deployment, but the focus has shifted to developing data centers for AI applications [5] - CoreSite recently launched 400 Gbps (400G) Amazon Web Services (AWS) Direct Connect at its Chicago campus, enhancing its capability for high-bandwidth AI workloads [5] Market Applications - CoreSite's 400G connectivity is already being utilized by a leading cybersecurity firm for real-time threat analysis [6] - Financial firms are exploring 400G for high-speed trading and quantitative research, positioning American Tower's data centers as a potential asset for enhancing returns [7]

Company Performance - American Tower (AMT) stock decreased by 1.42% to $177.51, which is a smaller decline compared to the S&P 500's loss of 0.01% [1] - Over the past month, AMT shares have increased by 1.9%, while the Finance sector has decreased by 0.23% and the S&P 500 has gained 0.78% [1] Upcoming Financial Results - American Tower is set to announce its earnings on February 24, 2026, with analysts expecting earnings of $2.54 per share, reflecting a year-over-year growth of 9.48% [2] - The revenue forecast for the upcoming quarter is $2.68 billion, indicating a growth of 5.05% compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $10.67 per share, showing a growth of 1.23%, while revenue is expected to remain flat at $10.57 billion [3] - Changes in analyst estimates are crucial as they often indicate shifts in short-term business dynamics, with positive revisions suggesting analyst optimism [3] Valuation Metrics - American Tower has a Forward P/E ratio of 16.27, which is higher than the industry average Forward P/E of 11.28 [6] - The company has a PEG ratio of 0.72, significantly lower than the average PEG ratio of 2.58 for the REIT and Equity Trust - Other industry [7] Industry Context - The REIT and Equity Trust - Other industry, part of the Finance sector, holds a Zacks Industry Rank of 161, placing it in the bottom 35% of over 250 industries [8] - Historically, industries in the top 50% of the Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [8]

Group 1 - American Tower Corporation (NYSE:AMT) has experienced a slowdown in demand for its tower services, leading to a decrease in its investment attractiveness compared to previous periods [1] - In the third quarter of 2025, American Tower Corporation was noted as one of the worst-performing securities in the telecom tower REIT sector, with a performance of 6.32% [2] - The company operates a network of communications sites across multiple countries and has interconnected data centers in the United States [2] Group 2 - There is a belief that certain AI stocks present greater upside potential and carry less downside risk compared to American Tower Corporation [3]