Crown Castle (NYSE:CCI) Releases FY 2026 Earnings Guidance

Crown Castle (NYSE:CCI) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 4.380-4.490 for the period, compared to the consensus estimate of 3.740. The company issued revenue guidance of -.

Crown Castle Stock Performance

Shares of CCI traded up $1.78 during mid-day trading on Wednesday, hitting $86.19. 3,607,784 shares of the company were exchanged, compared to its average volume of 2,887,130. The stock has a market cap of $37.53 billion, a price-to-earnings ratio of -8.11, a price-to-earnings-growth ratio of 0.56 and a beta of 0.96. The company has a 50 day moving average of $87.92 and a 200-day moving average of $94.22. Crown Castle has a 1-year low of $83.21 and a 1-year high of $115.76.

Crown Castle (NYSE:CCI) last issued its earnings results on Wednesday, February 4th. The real estate investment trust reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.05. Crown Castle had a negative net margin of 95.37% and a negative return on equity of 619.62%. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $1.06 billion. During the same period in the prior year, the business earned $1.70 earnings per share. The company’s quarterly revenue was down 4.2% compared to the same quarter last year. Crown Castle has set its FY 2026 guidance at 4.380-4.490 EPS. Research analysts anticipate that Crown Castle will post 6.67 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms recently issued reports on CCI. Scotiabank decreased their target price on Crown Castle from $114.00 to $96.00 and set a “sector perform” rating for the company in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Crown Castle in a report on Monday, December 29th. Royal Bank Of Canada lowered their price objective on shares of Crown Castle from $112.00 to $110.00 and set an “outperform” rating on the stock in a research report on Monday, January 12th. Raymond James Financial dropped their target price on Crown Castle from $120.00 to $106.00 and set a “strong-buy” rating on the stock in a research report on Friday, January 23rd. Finally, BMO Capital Markets decreased their price objective on shares of Crown Castle from $107.00 to $97.00 and set an “outperform” rating on the stock in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $106.38.

Crown Castle News Summary

Here are the key news stories impacting Crown Castle this week:

• Positive Sentiment: Q4 results beat expectations: FFO/FFO-per-share (reported as $1.12) and revenue (~$1.07B) topped consensus, indicating the quarter outperformed Street estimates. Crown Castle (CCI) Tops Q4 FFO and Revenue Estimates
• Positive Sentiment: Company raised FY‑2026 EPS outlook to $4.38–$4.49, well above the prior consensus (~$3.74), giving earnings-per-share upside that supports valuation and helped lift the stock. Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026
• Positive Sentiment: AFFO guidance is roughly flat to up modestly (AFFO per share guidance ~ $4.43, ~2% growth vs. prior year), which supports REIT cash-flow metrics even as some operating line items are pressured. Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026
• Neutral Sentiment: Analyst moves: Jefferies trimmed its price target from $90 to $84 but kept a Buy rating — a modest signal that valuation and risk/reward are being reassessed, not a wholesale shift in bullishness. Jefferies Lowers Price Target
• Negative Sentiment: Core revenue and EBITDA guidance are weaker: management expects site‑rental revenue and adjusted EBITDA to decline (~5–6% headwinds versus FY‑2025), highlighting underlying demand and pricing pressures despite EPS/FIFO optics. Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026
• Negative Sentiment: Tenant credit risk: commentary and coverage note the looming DISH repayment/default risk for tower landlords, which could pressure cash flow and investor sentiment if escalated. Crown Castle earnings ahead as DISH default looms over towers
• Negative Sentiment: Market reaction and cost actions: reports of soft EBITDA guidance, announced job cuts and after‑hours selling show investors are wary of near‑term operational headwinds despite the beat. Crown Castle Shares Slide After Q4 Results, Weak FY26 Guidance

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Crown Castle by 591.8% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,471,120 shares of the real estate investment trust’s stock worth $431,418,000 after buying an additional 3,824,778 shares during the last quarter. Invesco Ltd. increased its position in shares of Crown Castle by 33.2% during the third quarter. Invesco Ltd. now owns 6,437,685 shares of the real estate investment trust’s stock valued at $621,172,000 after purchasing an additional 1,605,291 shares during the period. Daiwa Securities Group Inc. raised its stake in shares of Crown Castle by 42.3% in the third quarter. Daiwa Securities Group Inc. now owns 3,931,258 shares of the real estate investment trust’s stock valued at $379,327,000 after purchasing an additional 1,168,132 shares in the last quarter. Man Group plc lifted its position in Crown Castle by 237.0% in the third quarter. Man Group plc now owns 1,601,500 shares of the real estate investment trust’s stock worth $154,529,000 after purchasing an additional 1,126,221 shares during the period. Finally, Woodline Partners LP lifted its holdings in shares of Crown Castle by 2,017.5% during the 3rd quarter. Woodline Partners LP now owns 997,426 shares of the real estate investment trust’s stock worth $96,242,000 after acquiring an additional 950,323 shares during the period. Institutional investors and hedge funds own 90.77% of the company’s stock.

Crown Castle Company Profile

Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments.

Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services.