Shareholder Alert: The Ademi Firm investigates whether IHS Holding Limited is obtaining a Fair Price for its Public Shareholders [Accessibility Statement] Skip NavigationMILWAUKEE, Feb. 17, 2026 /PRNewswire/ -- Ademi LLP is investigating IHS Holding (NYSE: IHS) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with MTN Group Limited.Click [here] to learn how to join our investigation and obtain additional information or contact us at [[email protected] ...

LONDON & NEW YORK--(BUSINESS WIRE)--IHS Holding Limited, (NYSE: IHS) ("IHS Towers†or the "Company†), one of the largest independent owners, operators and developers of shared communications infrastructure in the world by tower count, has today announced that it has entered into a merger agreement (the "Agreement†) to be acquired by MTN Group Limited ("MTN†), a pan- African mobile operator, for $8.50 per ordinary share, in an all-cash transaction that values IHS Towers at an enterprise value of. ...

  PRESS RELEASE – FEBRUARY 17, 2026 Wendel supports MTN’s offer to acquire IHS Towers pursuant to which it will receive full liquidity on its 19% stake, representing net proceeds of approximately $535m Wendel (Euronext: MF.FP) today announces its support for the offer (the “Offer”) made by an affiliate company of MTN Group to acquire IHS Holding Limited (NYSE: IHS) (“IHS Towers” or the “Company”). The Offer has been approved by the board of directors of IHS Towers. At $8.5 per share, the Offer represents a ...

PRESS RELEASE – FEBRUARY 17, 2026 Wendel supports MTN’s offer to acquire IHS Towers pursuant to which it will receive full liquidity on its 19% stake, representing net proceeds of approximately $535m Wendel (Euronext: MF.FP) today announces its support for the offer (the “Offer”) made by an affiliate company of MTN Group to acquire IHS Holding Limited (NYSE: IHS) (“IHS Towers” or the “Company”). The Offer has been approved by the board of directors of IHS Towers. At $8.5 per share, the Offer represents a p ...

Core Viewpoint - IHS Towers has agreed to sell its Latin America tower operations, including approximately 8,860 sites in Brazil and Colombia, to Macquarie Asset Management for an enterprise value of approximately $952 million, marking the company's exit from the Latin American market as part of its strategic initiatives aimed at shareholder value creation [1]. Group 1: Transaction Details - The Latam Tower transaction reflects an enterprise value of approximately $952 million [1]. - The transaction is expected to close later in 2026, subject to certain conditions being met [1]. - J.P. Morgan is acting as the financial advisor to IHS Towers for this transaction [1]. Group 2: Company Background - IHS Towers is one of the largest independent owners, operators, and developers of shared communications infrastructure globally, with over 37,000 towers across seven markets, including Brazil, Colombia, and others [1]. - Macquarie Asset Management manages US$477 billion in assets and aims to invest in wireless and digital infrastructure to support 5G network buildout in Brazil and Colombia [1].

Core Viewpoint - IHS Holding Limited, a major player in shared communications infrastructure, has acknowledged a cautionary announcement from MTN Group regarding a potential acquisition of additional shares in the company [1] Company Summary - IHS Towers is recognized as one of the largest independent owners, operators, and developers of shared communications infrastructure globally, ranked by tower count [1]

Core Insights - The investment philosophy emphasizes a shift from momentum-based investing to fundamental analysis, focusing on understanding the underlying business rather than speculation [1] - The approach is centered around value investing, particularly through the "Circle of Competence" principle, avoiding hype and prioritizing deep due diligence [1] - Key valuation methods include Free Cash Flow to Firm (FCFF), Residual Income Models (RIM), Discounted Cash Flow (DCF) analysis, and Dividend Discount Models (DDM) [1] Investment Strategy - The investment strategy is characterized by a focus on cash flow and Return on Invested Capital (ROIC), with a close watch on macroeconomic catalysts [1] - The investor identifies as a contrarian value investor, seeking opportunities in neglected or undervalued sectors, whether in domestic markets or emerging markets [1] - The goal is to find companies where market fear has led to a significant disconnect from intrinsic value, indicating potential investment opportunities [1] Research Approach - The research approach prioritizes quality over quantity, with a commitment to covering only stocks that are deeply understood [1] - The analysis is based on rigorous fundamental analysis, avoiding superficial summaries and focusing on critical financial metrics [1] - Active updates are provided to track the investment thesis closely, especially as financial results are released [1]

Core Viewpoint - IHS Holding (IHS) has shown a significant price increase of 17.8% over the past four weeks, with a mean price target of $9.63 indicating a potential upside of 31% from the current price of $7.35 [1] Price Targets and Analyst Estimates - The mean estimate consists of eight short-term price targets with a standard deviation of $3.51, where the lowest estimate is $6.00 (indicating an 18.4% decline) and the highest is $17.00 (indicating a 131.3% increase) [2] - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Sentiment - There is increasing optimism among analysts about IHS's earnings prospects, as indicated by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - The Zacks Consensus Estimate for the current year has risen by 105.3% over the past month, with no negative revisions [12] - IHS holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Caution on Price Targets - Solely relying on consensus price targets for investment decisions may not be wise, as analysts' ability to set unbiased targets has been questioned [3][7] - Analysts often set optimistic price targets due to business incentives, which can lead to inflated expectations [8] - While price targets should not be ignored, they should be approached with skepticism, as they may not accurately reflect potential returns [10]

Core Insights - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] - IHS Holding (IHS) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The Zacks Rank for IHS is 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Price Performance - IHS shares have increased by 5.77% over the past week, while the Zacks Communication - Infrastructure industry has remained flat [5] - Over the last month, IHS's price change is 11.74%, significantly outperforming the industry's 3.38% [5] - In the last quarter, IHS shares rose by 7.58%, and over the past year, they have surged by 129.27%, compared to the S&P 500's increases of 5.34% and 14.25%, respectively [6] Trading Volume - The average 20-day trading volume for IHS is 1,046,986 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for IHS has increased, while none have decreased, leading to a consensus estimate rise from $0.38 to $0.78 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, IHS is classified as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for investors seeking short-term gains [11]

Industry Overview - The Zacks Communication - Infrastructure industry is benefiting from increased user demand for digital innovations, leading to fiber densification and extensive 5G deployment [1] - Industry players provide infrastructure solutions for communication networks, including high-speed network access solutions and various hardware and software products [3] Future Trends - The industry is transitioning to cloud services, driven by the growth of bandwidth-intensive applications and the deployment of 5G technology, requiring significant investments in LTE, broadband, and fiber [4] - Companies are focusing on improving customer service and achieving competitive cost structures to attract new customers and increase average revenue per user [4] Challenges - The industry faces high capital expenditures for infrastructure upgrades, unpredictable raw material prices, and supply chain disruptions, which pose significant threats [1] - A shortage of chips and high raw material prices due to inflation and geopolitical tensions are impacting profitability [5] Network Development - Operators are moving towards converged network structures that combine voice, video, and data communications, which is expected to reduce service delivery costs and expand coverage [6] Industry Performance - The Zacks Communication - Infrastructure industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500, with a growth of 113.9% over the past year compared to 16.3% and 26.9% for the S&P 500 and sector, respectively [9] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA of 7.08X, significantly lower than the S&P 500's 18.74X and the sector's 19.84X [12] Key Companies - **CommScope**: A leading provider of infrastructure solutions, with a focus on cost-cutting and core operations, has seen a stock surge of 256.5% in the past year and a revised earnings estimate of $1.64 per share [15] - **IHS Holding**: Operates over 37,000 towers and has gained 128% in stock value over the past year, with a current earnings estimate of 78 cents per share [18][19] - **Bandwidth**: A CPaaS provider with a focus on software APIs, supports high user volumes and has a Zacks Rank of 3 (Hold) [22]