$AMT

The article says the Global X Data Center & Digital Infrastructure ETF (DTCR) is up 38% year to date and 55% over the past year, citing $2.14 billion in net assets. It highlights top holdings Equinix (12%), Digital Realty (11%), American Tower (10%), and Crown Castle (7%). It points to the 10-year Treasury yield and Equinix’s Q2 2026 annualized gross bookings of $424 million and 53% adjusted EBITDA margin as key drivers.

The article discusses American Tower (AMT) analyst sentiment, noting 17 analysts rate it a “Strong Buy” and one a “Moderate Buy.” On Jul. 30, RBC Capital’s Jonathan Atkin reiterated a “Buy” rating and set a $205 price target. The mean target is $213.96, with a Street-high of $260.

American Tower (AMT) reported Q2 2026 revenue of $2,749.1 million and net income of $867.5 million, both up year over year. The company raised full-year 2026 guidance for total property revenue to $10.70–$10.85 billion and net income to $3.27–$3.35 billion. It also continued share repurchases.

American Tower (AMT) shares fell about 5.7% as investors weighed softer full-year revenue guidance and rate sensitivity. The company reported Q2 revenue near $2.75B and an adjusted EPS beat, but 2026 revenue guidance around $10.695B to $10.845B trailed consensus, with AFFO headwinds from DISH-related churn and higher interest costs, according to Investing.com and company materials.

American Tower reported Q2 2026 results with revenue of US$2,687.8 million and net income of US$867.5 million, and raised its full-year 2026 outlook to US$3.27 billion to US$3.35 billion. The company also continued buybacks, repurchasing 3,189,435 shares for US$567.35 million, while investors weigh leverage and refinancing risks.

Meyer Robert Joseph (SVP & Advisor to the CFO) sold 5,000 shares of AMERICAN TOWER CORP /MA/ (AMT) at $178.89 ($0.89M total) on 2026-07-29.

American Tower’s Q2 2026 earnings call said 5G is moving into a capacity-driven densification phase, boosting new colocation applications. CoreSite reported record leasing, and data center revenue growth guidance was raised to about 15%. Management expects AFFO per share growth to be a trough in 2026, improving in 2027 as DISH churn and refinancing costs ease.

TD Cowen raised its price target on American Tower to $227 from $225 and kept a Buy rating, according to the firm. The article frames the call using TD Cowen’s composite rating methodology, including valuation and EPS revisions.

American Tower (AMT) raised its 2026 outlook after record leasing at CoreSite supported stronger Q2 results. Revenue rose 4.7% to $2.75B and property revenue 6.3% to $2.69B. Net income increased 133.2% to $888M. The company lifted full-year property revenue by $110M and adjusted EBITDA and AFFO by $45M each, citing currency, data-center strength, and one-time expense benefits.

American Tower (AMT) reported adjusted funds from operations of $2.71 per share, above analyst consensus of $2.60, and revenue up 4.7% to $2.75 billion. The company raised 2026 AFFO guidance to $11.00-$11.17 per share and expects property revenue of $10.695-$10.845 billion. Shares were up 4.64% to $174.47.