Crown Castle (CCI) Price Target Cut as Barclays Adjusts Outlook after Results

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]