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, today issues the following statement to its shareholders and the market in general having noted the Cautionary Announcement distributed on February 5, 2026, by MTN Group Limited ("MTN†) regarding a potential acquisition of further shares of the Company. IHS Towers. ...

Core Viewpoint - Crown Castle (CCI) is expected to report a significant decline in quarterly earnings and revenues, indicating potential challenges ahead for the company [1]. Earnings Estimates - Wall Street analysts predict quarterly earnings of $1.07 per share, reflecting a decline of 40.6% year-over-year [1]. - The consensus EPS estimate has been adjusted downward by 2.2% over the past 30 days, indicating a reassessment of projections by analysts [2]. Revenue Forecasts - Revenues are forecasted to be $1.05 billion, representing a year-over-year decrease of 36.4% [1]. - Specific revenue segments are projected as follows: - 'Revenues- Services and other' estimated at $50.40 million, a change of -3.1% from the previous year [5]. - 'Revenues- Site rental' expected to reach $1.01 billion, indicating a decline of -36.9% from the prior-year quarter [5]. Gross Margin Predictions - Analysts project 'Services and other- Gross margin' to be $21.43 million, down from $25.00 million year-over-year [5]. - 'Site rental- Gross margin' is expected to be $759.78 million, compared to $1.17 billion reported in the same quarter last year [6]. Cost Estimates - 'Depreciation, amortization and accretion' is estimated at $189.56 million [6]. - 'Costs of operations- Services and other' likely to reach $25.16 million [6]. - 'Costs of operations- Site rental' is projected at $251.32 million [7]. Market Performance - Shares of Crown Castle have decreased by -3.9% over the past month, contrasting with a +1.8% increase in the Zacks S&P 500 composite [7]. - The company holds a Zacks Rank 4 (Sell), suggesting it is expected to underperform the overall market in the near future [7].

Core Viewpoint - Crown Castle Inc. (NYSE:CCI) is currently trading near its 52-week lows, but analysts maintain a bullish outlook with a 12-month price target indicating over 24% upside potential from current levels [1] Group 1: Analyst Ratings and Price Targets - Brandon Nispel from KeyBanc reiterated a Buy rating on Crown Castle with a price target of $115 [2] - Batya Levi from UBS also maintained a Buy rating but adjusted the price target from $127 to $116 [2] - Levi sees a favorable risk/reward profile for tower stocks in 2026, supporting her Buy rating [3] Group 2: Impact of DISH Wireless Default - Nispel reduced the price target from $120 to $115 due to DISH Wireless defaulting on payment applications, which led to the removal of leasing from forecasts [3] - This default is expected to result in a $12 million omission from 2026 leasing forecasts and add $200 million of churn in 2027 estimates [4] Group 3: Company Overview - Crown Castle Inc. owns and operates over 40,000 cell towers and 90,000 route miles of fiber across major U.S. markets [5] - The company leases space and capacity on its communications infrastructure through long-term contracts with wireless carriers and network providers [5]

Core Viewpoint - Crown Castle Inc. has announced year-end tax reporting information for its 2025 distributions, providing detailed breakdowns of cash distributions and their tax implications for shareholders [1]. Distribution Summary - For the calendar year ended December 31, 2025, Crown Castle made several cash distributions to its common stockholders, with specific amounts detailed for each distribution date [2]. - The cash distribution per share for the following dates is as follows: - March 14, 2025: $1.565000, with an ordinary taxable dividend of $1.292363 and a non-taxable distribution of $0.272637 [2]. - June 13, 2025: $1.062500, with an ordinary taxable dividend of $0.877403 and a non-taxable distribution of $0.185097 [2]. - September 15, 2025: $1.062500, with the same breakdown as June [2]. - December 15, 2025: $1.062500, with the same breakdown as June [2]. - The report indicates that there were no Unrecaptured Section 1250 Gain and no long-term capital gain for the year [3]. Company Overview - Crown Castle owns and operates approximately 40,000 cell towers and around 90,000 route miles of fiber, supporting small cells and fiber solutions across major U.S. markets [4]. - The company's infrastructure connects cities and communities to essential data, technology, and wireless services, facilitating the flow of information and innovations [4].

Core Viewpoint - Crown Castle Inc. has announced year-end tax reporting information for its 2025 distributions, providing detailed breakdowns of the nature of distributions paid to shareholders [1] Distribution Summary - For the calendar year ended December 31, 2025, Crown Castle made several cash distributions to holders of its Common Stock, with specific amounts detailed for each payment date [2] - The distributions included ordinary taxable dividends, qualified taxable dividends, Section 199A dividends, and non-taxable distributions, with the following per share amounts: - March 31, 2025: $1.565000 total, with $1.292363 as ordinary taxable, $0.029189 as qualified taxable, $1.263174 as Section 199A, and $0.272637 as non-taxable [2] - June 30, 2025: $1.062500 total, with $0.877403 as ordinary taxable, $0.019817 as qualified taxable, $0.857586 as Section 199A, and $0.185097 as non-taxable [2] - September 30, 2025: Same as June [2] - December 31, 2025: Same as June [2] - There were no Unrecaptured Section 1250 Gain and no long-term capital gain reported for the year [3] Company Overview - Crown Castle owns and operates approximately 40,000 cell towers and around 90,000 route miles of fiber, supporting small cells and fiber solutions across major U.S. markets [4] - The company's infrastructure connects cities and communities to essential data, technology, and wireless services, facilitating the flow of information and innovations [4]

Company Overview - Crown Castle Inc. owns, operates, and leases approximately 40,000 cell towers and around 90,000 route miles of fiber, supporting small cells and fiber solutions across every major U.S. market [3] Upcoming Financial Results - Crown Castle plans to release its fourth quarter 2025 results on February 4, 2026, after the market closes [1] - A conference call is scheduled for February 4, 2026, at 4:30 p.m. eastern time to discuss the results [1] Conference Call Details - The conference call will be accessible via a live audio webcast on the Crown Castle website [2] - Participants can join the call by dialing 833-816-1115 (Toll Free) or 412-317-0694 (International) at least 30 minutes prior to the start time [2] - A replay of the webcast will be available on the Investor page of Crown Castle's website until the end of the day on February 4, 2027 [2]

Core Viewpoint - American Tower (AMT) has experienced a significant stock decline of 44% from its all-time highs, raising questions about its recovery potential by 2026, which CEO Steve Vondran argues is overstated due to the company's strong business model and high operating leverage [1][2] Group 1: Business Model and Financial Health - The company boasts an investment-grade balance sheet, providing a cost-of-capital advantage over competitors [2] - Vondran emphasized the goal of driving industry-leading adjusted funds from operations (AFFO) per share growth, a key cash flow metric for real estate investment trusts [2] Group 2: Market Demand and Growth Potential - American Tower's primary business involves owning towers and leasing space to wireless carriers, benefiting from a 35% annual growth in mobile data in the U.S. over the past three years [3] - Industry experts predict that carriers will need to double their network capacity in the next five years to meet demand, creating opportunities for new tenant additions and equipment upgrades [4] - The company is witnessing early signs of network densification, with application volumes increasing by 20% year-over-year in Q3 and colocation requests surging by 40% [5] Group 3: Revenue and Dividend Outlook - Services revenue has reached near-record levels this year, indicating potential future tower deployments [6] - AMT operates in a mature, recession-resistant sector, generating stable cash flows, and currently offers an annual dividend of $6.80 per share, translating to a forward yield of over 4% [7]

Core Viewpoint - Nokia Oyj is recognized as one of the best-performing quantum computing stocks in 2025, with positive ratings from analysts and growth projections in sales and key segments [1][2]. Group 1: Analyst Ratings and Price Targets - J.P. Morgan analyst Sandeep Deshpande maintained a Buy rating on Nokia with a price target of €6.90 [1]. - Raymond James also reiterated a Buy rating and raised the price target from $6.50 to $7 [1][2]. Group 2: Sales Growth Projections - Analysts at Raymond James project mid-single-digit sales growth for Nokia in 2026 and 2027, with one-third of this growth expected from the company's IP and Optical segments, which are currently growing by mid-teen percentages [2]. Group 3: Strategic Partnerships and Initiatives - Nokia announced a partnership with Bharti Airtel to make its network available to third-party developers through the Network as Code platform, which functions like an app store for networks [3]. - The company is focused on building infrastructure for mobile and fixed networks, including 5G, fiber, cloud, and data center solutions [4]. Group 4: Quantum Initiatives - Nokia's quantum initiatives encompass four key areas: Quantum Security, Computing, Networks, and Sensing [4].

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3]. Group 1 - The analysis is intended for informational purposes and should not be considered professional investment advice [3]. - There is a clear disclaimer regarding the lack of stock or derivative positions in the companies mentioned, indicating no potential conflicts of interest [2]. - The article expresses the author's personal opinions and insights, which may differ from broader market views [4].

Core Viewpoint - Dycom Industries has reported strong third-quarter fiscal 2026 results, with both earnings and revenues exceeding estimates and showing year-over-year growth [2][3]. Financial Performance - Adjusted earnings per share (EPS) reached $3.63, surpassing the Zacks Consensus Estimate of $3.15 by 15.2% and increasing 35.4% from $2.68 year over year [5]. - Contract revenues totaled $1.45 billion, exceeding the consensus mark of $1.40 billion by 3.7% and rising 14.1% year over year, with a 7.2% organic growth [5]. - Adjusted EBITDA increased by 28.5% to $219.4 million, with an adjusted EBITDA margin of 15.1%, expanding 170 basis points from the previous year [6]. Backlog and Future Outlook - The company ended the fiscal third quarter with a record backlog of $8.22 billion, with $4.99 billion projected to be completed in the next 12 months [6]. - Dycom anticipates significant growth through calendar 2027, aiming to capture a projected $20 billion market in outside-plant data center network construction over the next five years [4]. Acquisition - Dycom announced the acquisition of Power Solutions for $1.95 billion, enhancing its position in the digital and AI infrastructure market and adding over 2,800 skilled employees [8][9]. Guidance and Estimates - For the fiscal fourth quarter, Dycom expects contract revenues between $1.26 billion and $1.34 billion, with adjusted EBITDA projected between $140 million and $155 million [11]. - The company has raised its fiscal 2026 revenue guidance to a range of $5.350 billion to $5.425 billion, reflecting a year-over-year increase of 13.8% to 15.4% [12]. - Since the earnings release, the consensus estimate has shifted upward by 24.34% [13]. Stock Performance and Ratings - Dycom Industries has a Zacks Rank of 1 (Strong Buy), indicating expectations for above-average returns in the coming months [15].