AMERICAN TOWER CORP /MA/
American Tower (AMT) and Crown Castle (CCI), two major cell tower REITs, recently paid dividends. AMT's payout ratio is 65%, while CCI's is 93%, indicating stronger coverage for AMT. AMT is investing $700M in data centers, targeting mid-teens yields. CCI faces high leverage and concentration risk with major carriers. Both raised 2026 AFFO guidance.
American Tower Corp (AMT) introduced Oracle Cloud Infrastructure FastConnect on-ramp in San Jose, enhancing cloud connectivity for CoreSite customers. AMT offers a 3.97% dividend yield, a payout ratio of 0.97, and a 5.1% dividend growth rate. GF Value™ indicates the stock is 15.6% undervalued. The company has a GF Score™ of 77/100, reflecting strong profitability and valuation but weak financial strength. Insiders have sold more shares than bought in the past year, while 11 gurus hold AMT shares
President Donald Trump's accounts made 46 real estate-related stock trades in June, with 29 sales and 17 purchases. Bisnow estimated a $350K reduction in CRE exposure, with notable sales in CoStar Group, SBA Communications, and Vici Properties. The White House disclosure covered 1,056 trades, with real estate trades representing 5.2% of all transactions.
Over the past 7 days, alphai's AI scored 4 news stories mentioning AMT (AMERICAN TOWER CORP /MA/). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent AMT coverage spans financial news, earnings and technology.
In the last 30 days, AMT insiders filed 1 SEC Form 4 transaction — 1 purchase ($501K) and no sales. The most active reporter was Kalathur Rajesh with 1 filing.
Improved dividend coverage supports price stability and may attract income investors.
The launch expands AMT's service offering and could attract enterprise tenants seeking multicloud connectivity.
Small buying interest in American Tower.
Potential upside if Starlink builds a network, boosting tower demand.
Insider buying may support bullish bias.
alphai scores every news story that mentions AMT with an AI model for sentiment and relevance, and aggregates insider trades from AMERICAN TOWER CORP /MA/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
American Tower (AMT) and Crown Castle (CCI), two major cell tower REITs, recently paid dividends. AMT's payout ratio is 65%, while CCI's is 93%, indicating stronger coverage for AMT. AMT is investing $700M in data centers, targeting mid-teens yields. CCI faces high leverage and concentration risk with major carriers. Both raised 2026 AFFO guidance.
3 min readAmerican Tower Corp (AMT) introduced Oracle Cloud Infrastructure FastConnect on-ramp in San Jose, enhancing cloud connectivity for CoreSite customers. AMT offers a 3.97% dividend yield, a payout ratio of 0.97, and a 5.1% dividend growth rate. GF Value™ indicates the stock is 15.6% undervalued. The company has a GF Score™ of 77/100, reflecting strong profitability and valuation but weak financial strength. Insiders have sold more shares than bought in the past year, while 11 gurus hold AMT shares
2 min readPresident Donald Trump's accounts made 46 real estate-related stock trades in June, with 29 sales and 17 purchases. Bisnow estimated a $350K reduction in CRE exposure, with notable sales in CoStar Group, SBA Communications, and Vici Properties. The White House disclosure covered 1,056 trades, with real estate trades representing 5.2% of all transactions.
2 min readCiti initiated coverage on Echo Global (ECHO) and TeraWulf (WULF) with Buy ratings, and Black Stone Minerals (BXDC) with Neutral. The firm sees potential risk for telecom operators AT&T (T), Verizon (VZ), and T-Mobile (TMUS) from SpaceX's Starlink network. Citi remains positive on tower stocks American Tower (AMT), Crown Castle (CCI), and SBA Communications (SBAC), citing long-term trends. The firm maintains Buy ratings on Equinix (EQIX) and Digital Realty (DLR).
2 min readInsider trading activity was reported at several companies. Notable sales included IBM, Coca-Cola, and Target, while Alibaba and American Tower saw significant purchases. Executives at these firms adjusted their holdings, with some selling large portions and others making substantial purchases.
2 min readAmerican Tower Corp (AMT) board member Rajesh Kalathur bought 2,800 shares for $500,700. The stock is 14.2% undervalued per GF Value™ ($208.02 vs. $178.57). AMT offers a 3.89% dividend yield, 97% payout ratio, and 5.1% 3-year growth. It has a GF Score™ of 78/100, strong profitability, and weak financial strength. Insiders have sold more than bought in the past year, but 12 gurus hold shares, with 4 adding recently.
2 min readAmerican Tower director Kalathur Rajesh bought 2,829 shares at $177.00 each, totaling $500,733. He now directly owns 7,765 shares and indirectly owns 171 shares.
1 min readAmerican Tower (AMT) director Rajesh Kalathur bought 2,829 shares at $177.00 each on 2026-08-21, increasing his direct holdings to 7,765 shares. His spouse's revocable trust holds 171 shares indirectly, with no beneficial ownership claimed.
1 min readKalathur Rajesh purchased 2,829 shares of AMERICAN TOWER CORP /MA/ (AMT) at $177.00 ($0.50M total) on 2026-08-21.
1 min readAnalysts upgraded Etsy (ETSY) to Buy with a $105 target, citing improved growth. Analog Devices (ADI) was upgraded by Seaport and Bernstein, with targets of $425 and $465, respectively, due to AI opportunities. Merck (MRK) was upgraded by Morgan Stanley to Overweight with a $179 target, but downgraded by RBC to Sector Perform with a $150 target. Progressive (PGR) was upgraded to Outperform with a $250 target, while Allstate (ALL) was downgraded to Underperform with a $250 target. TJX (TJX) was d
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