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Crown Castle (CCI) Price Target Cut as Barclays Adjusts Outlook after Results
Yahoo Finance· 2026-02-21 14:14
Core Insights - Crown Castle Inc. is recognized as one of the 14 best real estate stocks to buy according to hedge funds [1] - Barclays analyst Brendan Lynch has lowered the price target for Crown Castle from $101 to $91 while maintaining an Equal Weight rating [2] Financial Performance - During the Q4 2025 earnings call, CEO Christian Hillabrant reported that the company's full-year results exceeded the midpoint of its guidance across key financial metrics, indicating improved operational execution [3] Strategic Transition - The company is undergoing a significant transition to strengthen its long-term position and enhance shareholder value, which includes streamlining its business and simplifying its structure [4] - A major component of this strategy is the planned sale of its small cell and fiber businesses, expected to be completed in the first half of 2026, with approximately 60% of the workforce moving with those assets [4] Contractual Issues - Crown Castle has terminated its agreement with DISH due to non-payment, and is now pursuing recovery of over $3.5 billion in unpaid amounts related to that contract [5] Business Overview - Crown Castle operates more than 40,000 cell towers and approximately 90,000 route miles of fiber in the U.S., primarily leasing space on its communications infrastructure to wireless carriers and other customers under long-term agreements [6]
5 Infrastructure REITs Quietly Powering AI While Getting No Credit for It
247Wallst· 2026-02-19 14:40
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Crown Castle (CCI) Faces DISH Fallout, Analysts Split on Outlook
Yahoo Finance· 2026-02-19 08:38
Crown Castle Inc. (NYSE:CCI) is one of the best infrastructure stocks to buy right now. On February 9, Citizens analyst Greg Miller reaffirmed a Market Outperform rating and $125 price target on Crown Castle Inc. (NYSE:CCI) following Q4 2025 results. Crown Castle (CCI) Faces DISH Fallout, Analysts Split on Outlook Aleksandr Bagri/Shutterstock.com Miller attributed quarterly headwinds to ongoing disputes with former DISH Network clients after tower agreement terminations. He noted DISH as a recent top gr ...
Crown Castle: Upgrading To Buy As The Risk-Reward Shifts, Turnaround Advances
Seeking Alpha· 2026-02-10 15:35
Core Viewpoint - The analysis of Crown Castle Inc. (CCI) indicates a Hold rating due to insufficient valuation despite progress in their turnaround and focus on tower operations [1]. Group 1: Company Analysis - Crown Castle Inc. is undergoing a turnaround with a renewed focus on tower operations, but the current valuation does not present an attractive margin for investment [1]. - The analyst has extensive experience in researching various sectors, including commodities and technology, which informs the analysis of CCI [1]. Group 2: Investment Perspective - The analyst may consider initiating a long position in CCI within the next 72 hours, indicating potential interest in the stock [2].
Is Crown Castle Inc. (CCI) One of the Best 52-Week Low Blue Chip Stocks to Buy Right Now?
Yahoo Finance· 2026-02-08 09:27
Core Insights - Crown Castle Inc. is undergoing a significant transformation by planning to divest its fiber and small cell businesses, which is expected to impact its operational structure and financial performance [1][3]. Financial Performance - For Q4 2025, Crown Castle reported an EPS of $0.67, exceeding estimates by $0.12, and revenue of $1.07 billion, slightly above expectations [1]. - For the full year 2025, site rental revenue reached $4.05 billion, adjusted EBITDA was $2.86 billion, and adjusted funds from operations (AFFO) totaled $1.90 billion, all surpassing guidance [2]. Operational Changes - The company is reducing its workforce by approximately 20% in preparation for the sale of its fiber business, with expected annual savings of about $65 million from layoffs and other cost-cutting measures [1]. - Despite anticipated pressure in 2026 from DISH terminations and Sprint cancellations, AFFO is projected to increase due to lower interest costs and cost-cutting initiatives [3]. Future Outlook - Crown Castle plans to maintain its annual dividend at $4.25, repurchase $1 billion in shares, and reduce debt by $7 billion, viewing 2026 as a growth trough with expectations for improved performance in 2027 and beyond [3]. - The company operates over 40,000 cell towers and more than 85,000 route miles of fiber, facilitating mobile connectivity for carriers, including support for 5G technologies [4].
10 Best 52-Week Low Blue Chip Stocks to Buy Right Now
Insider Monkey· 2026-02-07 09:26
Market Overview - The S&P 500 has reached all-time highs over the past two years, driven by easing inflation and the AI boom, with gains of 24% and 14% respectively [1][2] - Despite some stocks nearing record highs, others are trading close to their 52-week lows due to economic outlook concerns, monetary policy uncertainty, and declining consumer spending power [2] Analyst Insights - Goldman Sachs analysts predict the global bull market will persist, supported by an improving earnings outlook and economic growth, with a notable comment on the resilience of equities without a recession [3] - Andrew Slimmon from Morgan Stanley anticipates stock prices will rise in 2026 due to supportive Fed policies, noting that bull markets typically last five to seven years, indicating the current cycle is in its fourth year [4] Stock Selection Methodology - The selection of the best 52-week low blue-chip stocks involved analyzing blue-chip ETFs, identifying stocks within 0-5% of their 52-week lows, and those with over 20% upside potential, along with hedge fund interest [6] Crown Castle Inc. (NYSE: CCI) - Crown Castle's share price is $86.81, with a 52-week range of $83.21 to $115.76, and an upside potential of 24.40% [9] - The company reported Q4 2025 earnings of $1.07 billion in revenue and EPS of $0.67, exceeding estimates, while planning to cut 20% of its workforce to save approximately $65 million annually [9][10] - For the full year 2025, Crown Castle surpassed financial targets with site rental revenue of $4.05 billion and adjusted EBITDA of $2.86 billion, driven by 4.9% organic growth [10] - Looking ahead, the company expects revenue pressure in 2026 but projects higher AFFO due to cost-cutting and lower interest costs, maintaining a $4.25 annual dividend and planning a $1 billion share repurchase [11] Abbott Laboratories (NYSE: ABT) - Abbott's share price is $109.30, with a 52-week range of $105.27 to $141.23, and an upside potential of 27.21% [13] - The company faced a Class I recall of glucose monitoring sensors, with 860 serious injuries reported, but has resolved the production issue [13][14] - UBS maintains a Buy rating with a $158 price target, highlighting Abbott's financial resilience despite lower-than-expected Q4 results and projecting a return to high single-digit organic growth [15][16] - Abbott is expected to benefit from the launch of new medical devices and the increasing standardization of continuous glucose monitoring in diabetes care [18]
Crown Castle Q4 AFFO & Sales Beat Estimates, Services Revenues Rise
ZACKS· 2026-02-05 18:05
Core Insights - Crown Castle Inc. (CCI) reported fourth-quarter 2025 adjusted funds from operations (AFFO) per share of $1.12, exceeding the Zacks Consensus Estimate of $1.07 per share, but reflecting a year-over-year decline of nearly 6.7% [1] - The company's net revenues for the quarter were $1.07 billion, surpassing the Zacks Consensus Estimate of $1.05 billion, yet down 4.2% year over year [1] - For the full year 2025, CCI's AFFO per share was $4.36, a 4.2% decrease year over year, but above the Zacks Consensus Estimate of $4.30 [2] Revenue Breakdown - In Q4 2025, total site rental revenues decreased by 4.8% year over year to $1.02 billion, with an organic contribution to site rental billings of $47 million reflecting 17.5% year-over-year organic growth, excluding a $51 million negative impact from Sprint cancellations [3] - Services and other revenues increased by 8.2% year over year to $53 million [3] Financial Metrics - Quarterly adjusted EBITDA fell by 7.6% year over year to $718 million [3] - Net interest expenses and amortization of deferred financing costs rose by 2.5% year over year to $246 million [4] Financial Position - As of December 31, 2025, CCI had cash and cash equivalents of $99 million, up from $57 million as of September 30, 2025 [5] - Total debt and other long-term obligations stood at $21.55 billion, nearly unchanged sequentially [5] 2026 Guidance - CCI provided guidance for 2026 AFFO per share in the range of $4.38-$4.49, while the Zacks Consensus Estimate is currently at $4.77 [6] - The company projected site rental revenues between $3.828 billion and $3.873 billion, with adjusted EBITDA estimated in the range of $2.665 billion to $2.715 billion [6] - CCI currently holds a Zacks Rank 4 (Sell) [6]
Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks With Over 5% Dividend Yields
Benzinga· 2026-02-05 13:05
Core Viewpoint - During turbulent market conditions, investors often seek dividend-yielding stocks, which typically have high free cash flows and provide substantial dividends to shareholders [1]. Group 1: Market Trends - Investors are increasingly turning to dividend-yielding stocks as a strategy during market uncertainty [1]. Group 2: Analyst Insights - The article mentions the availability of analyst ratings for high-yielding stocks, allowing traders to access insights on their preferred stocks [1]. - It highlights the accuracy of analysts in evaluating three specific high-yielding stocks in the real estate sector [2]. Group 3: Featured Companies - Crown Castle Inc (NYSE:CCI) is identified as one of the high-yielding stocks [3]. - Postal Realty Trust Inc (NYSE:PSTL) is also mentioned as a notable high-yielding stock [3].
Crown Castle (CCI) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-04 23:52
Core Insights - Crown Castle Inc. is focused on operational execution and is making significant changes to maximize shareholder value, including the anticipated sale of its small cell and fiber businesses in 2026 [1][5][11] - The company has terminated its agreement with DISH due to default on payment obligations, seeking to recover over $3.5 billion in owed payments [6][26] - The 2026 financial outlook projects site rental revenues, adjusted EBITDA, and AFFO at $3.9 billion, $2.7 billion, and $1.9 billion respectively, with a notable impact from the termination of the DISH contract [15][19] Financial Performance - For full-year 2025, Crown Castle achieved 4.9% organic growth, exceeding guidance for site rental revenues and adjusted EBITDA [14] - The company expects a reduction in annualized operating costs by $65 million, with $55 million impacting the 2026 financials [7][16] - The anticipated organic growth for 2026 is projected at 3.5%, marking a low point due to the impact of DISH and Sprint cancellations [16][18] Strategic Actions - The company is restructuring to enhance efficiency, reducing its workforce by approximately 20%, which will result in a total of about 1,250 full-time employees [7][8] - Crown Castle plans to allocate approximately $1 billion for share repurchases and around $7 billion for debt repayment following the sale of its small cell and fiber businesses [10][11] - The capital allocation framework aims to maintain a dividend of $4.25 per share until reaching a targeted payout ratio of 75% to 80% of AFFO [8][10] Market Dynamics - The U.S. tower model is expected to benefit from long-term revenues from investment-grade customers and high incremental margins, supported by mobile data demand growth [11][12] - The company is focusing on becoming the best operator of U.S. towers by improving operational effectiveness and customer experience [12] - The leasing environment is influenced by the availability of new spectrum and ongoing demand for mobile data, with expectations for growth in leasing activity in the coming years [36][66]
Crown Castle (CCI) Tops Q4 FFO and Revenue Estimates
ZACKS· 2026-02-04 23:35
分组1 - Crown Castle reported quarterly funds from operations (FFO) of $1.12 per share, exceeding the Zacks Consensus Estimate of $1.07 per share, but down from $1.8 per share a year ago, representing an FFO surprise of +5.16% [1] - The company posted revenues of $1.07 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.17%, compared to year-ago revenues of $1.65 billion [2] - Crown Castle has consistently surpassed consensus FFO and revenue estimates over the last four quarters [2] 分组2 - The stock has underperformed the market, losing about 5% since the beginning of the year, while the S&P 500 gained 1.1% [3] - The future performance of Crown Castle's stock will depend on management's commentary during the earnings call and the outlook for FFO [4][6] - The current consensus FFO estimate for the coming quarter is $1.04 on revenues of $1.05 billion, and for the current fiscal year, it is $4.77 on revenues of $4.26 billion [7] 分组3 - The REIT and Equity Trust - Other industry, to which Crown Castle belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can impact investor decisions [5]