American Tower (NYSE:AMT) Price Target Cut to $225.00 by Analysts at TD Cowen

American Tower (NYSE:AMT) had its price objective dropped by investment analysts at TD Cowen from $235.00 to $225.00 in a report issued on Wednesday,MarketScreener reports. TD Cowen’s target price suggests a potential upside of 20.40% from the stock’s current price.

A number of other research firms also recently commented on AMT. Morgan Stanley decreased their target price on American Tower from $225.00 to $220.00 and set an “overweight” rating on the stock in a research report on Wednesday. Wells Fargo & Company decreased their price objective on American Tower from $210.00 to $200.00 and set an “overweight” rating on the stock in a report on Wednesday, October 29th. HSBC lowered their target price on American Tower from $235.00 to $205.00 in a research report on Wednesday, October 29th. UBS Group decreased their price target on shares of American Tower from $260.00 to $254.00 and set a “buy” rating on the stock in a research note on Tuesday, January 20th. Finally, Barclays reissued an “equal weight” rating and issued a $200.00 price objective (down from $203.00) on shares of American Tower in a research note on Monday, December 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $218.26.

American Tower Price Performance

AMT traded down $3.31 during trading on Wednesday, reaching $186.88. 253,743 shares of the company traded hands, compared to its average volume of 3,132,111. The company has a market cap of $87.49 billion, a P/E ratio of 29.99, a PEG ratio of 0.79 and a beta of 0.93. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.89 and a current ratio of 0.89. American Tower has a 12-month low of $166.88 and a 12-month high of $234.33. The firm has a fifty day simple moving average of $178.43 and a 200 day simple moving average of $185.79.

American Tower (NYSE:AMT) last issued its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.75 earnings per share for the quarter, missing analysts’ consensus estimates of $2.54 by ($0.79). The company had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.69 billion. American Tower had a return on equity of 28.79% and a net margin of 28.11%.American Tower’s revenue was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.62 EPS. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. On average, equities analysts forecast that American Tower will post 10.14 EPS for the current year.

Insider Activity

In related news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of American Tower stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the completion of the transaction, the insider directly owned 211,379 shares of the company’s stock, valued at approximately $14,743,685.25. The trade was a 91.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.18% of the company’s stock.

Institutional Trading of American Tower

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Richards Merrill & Peterson Inc. bought a new position in shares of American Tower during the fourth quarter valued at approximately $25,000. Oakworth Capital Inc. lifted its stake in shares of American Tower by 90.7% during the 4th quarter. Oakworth Capital Inc. now owns 143 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 68 shares during the last quarter. Swiss RE Ltd. purchased a new position in American Tower during the 4th quarter valued at $25,000. Abound Wealth Management grew its position in American Tower by 137.3% in the 3rd quarter. Abound Wealth Management now owns 140 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 81 shares during the last quarter. Finally, Holos Integrated Wealth LLC purchased a new stake in American Tower in the fourth quarter worth $27,000. 92.69% of the stock is owned by hedge funds and other institutional investors.

Key American Tower News

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Q4 results beat key operating/FFO metrics: AFFO/FFO came in stronger than consensus and revenue rose ~7.5% y/y, supporting the company’s cash‑flow outlook. American Tower’s Q4 AFFO & Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Data‑center expansion and robust leasing demand across towers were highlighted by management as durable growth drivers, helping offset other pressures. American Tower posts upbeat revenue on strong leasing activity amid 5G, data-center growth
• Positive Sentiment: Management set FY‑2026 EPS guidance of $10.78–$10.95, a range above many prior consensus expectations — a forward signal of confidence in AFFO trajectory. American Tower Corporation Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: The earnings presentation and call transcript provide more detail on regional performance, portfolio activity and capital allocation for investors doing deeper diligence. American Tower Corporation (AMT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: DISH Network has defaulted on lease payments to AMT; the company is pursuing legal remedies and has updated its 2026 outlook to reflect the lost DISH lease revenue, creating a near‑term earnings/visibility risk in the U.S. tower business. American Tower Weighs DISH Default Against Data Center Growth And Valuation
• Negative Sentiment: Some coverage framed the FY‑2026 outlook as conservative and noted management is pushing cost efficiencies to bridge near‑term gaps — signaling investor concern about near‑term growth versus long‑term strategy. American Tower issues light 2026 guidance amid cost efficiency push; Q4 earnings beat

American Tower Company Profile

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.