American Tower's macro tower portfolio benefits from US carrier 5G mid-band densification continuing through 2027. India divestiture closed, removing FX overhang. Data centre segment (CoreSite) ramps with AI demand. Leverage reduction priority delays meaningful dividend growth.
Thesis reviewed May 29, 2026
American Tower Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπReal Estate24AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 29 | +2% | β8% | NEUTRAL |
| WELL | Welltower Inc. | 29 | +9% | β8% | EARLY |
| AMT | American Tower Corporation | 29 | +5% | β8% | EARLY |
| CCI | Crown Castle Inc. | 29 | +1% | β8% | NEUTRAL |
| PLD | Prologis, Inc. | 23 | +7% | β8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 21 | +13% | β8% | EARLY |
| SPG | Simon Property Group, Inc. | 21 | +2% | β8% | NEUTRAL |
Investors who hold AMT may also have indirect exposure through these country funds.
American Tower US organic tenant billings +5% in Q1 2026
CoreSite data center segment +12% YoY
Estimates Β· Yahoo Finance Β· Not audited figures
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| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $1kβ$15k | Mar 27, 26 | ||
| Dwight EvansPA | D | Buy | $1kβ$15k | May 11, 26 | +9.6% |
| Richard Dean Dr McCormickGA | R | Buy | $1kβ$15k | Apr 17, 26 | +4.6% |