American Tower (NYSE:AMT) Price Target Cut to $220.00 by Analysts at Morgan Stanley

American Tower (NYSE:AMT) had its target price cut by equities researchers at Morgan Stanley from $225.00 to $220.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm currently has an “overweight” rating on the real estate investment trust’s stock. Morgan Stanley’s price target suggests a potential upside of 17.72% from the stock’s current price.

A number of other analysts also recently issued reports on the stock. HSBC reduced their price target on shares of American Tower from $235.00 to $205.00 in a report on Wednesday, October 29th. Argus set a $210.00 target price on American Tower in a report on Thursday, October 30th. The Goldman Sachs Group decreased their target price on American Tower from $230.00 to $210.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. New Street Research upgraded American Tower from a “neutral” rating to a “buy” rating and set a $203.00 price target for the company in a report on Monday, January 5th. Finally, Royal Bank Of Canada reduced their price objective on American Tower from $220.00 to $195.00 and set a “sector perform” rating on the stock in a research note on Monday, January 12th. One equities research 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 company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $218.26.

American Tower Price Performance

NYSE AMT traded down $3.31 during trading hours on Wednesday, reaching $186.88. The company’s stock had a trading volume of 253,743 shares, compared to its average volume of 3,132,111. American Tower has a 1 year low of $166.88 and a 1 year high of $234.33. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 3.24. The company has a market capitalization of $87.49 billion, a price-to-earnings ratio of 29.99, a PEG ratio of 0.79 and a beta of 0.93. The firm’s 50-day moving average price is $178.43 and its 200-day moving average price is $185.79.

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

Insider Buying and Selling

In related news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the company’s 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 transaction, the insider directly owned 211,379 shares in the company, valued at approximately $14,743,685.25. This represents a 91.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.18% of the company’s stock.

Institutional Investors Weigh In On American Tower

Institutional investors and hedge funds have recently modified their holdings of the business. Brighton Jones LLC raised its stake in shares of American Tower by 113.0% during the fourth quarter. Brighton Jones LLC now owns 3,966 shares of the real estate investment trust’s stock valued at $727,000 after acquiring an additional 2,104 shares in the last quarter. Sivia Capital Partners LLC lifted its position in American Tower by 34.3% during the second quarter. Sivia Capital Partners LLC now owns 1,442 shares of the real estate investment trust’s stock valued at $319,000 after acquiring an additional 368 shares during the last quarter. United Bank boosted its position in shares of American Tower by 12.7% in the 2nd quarter. United Bank now owns 6,488 shares of the real estate investment trust’s stock worth $1,434,000 after purchasing an additional 733 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in American Tower by 19.3% in the second quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 75,484 shares of the real estate investment trust’s stock worth $16,683,000 after acquiring an additional 12,200 shares in the last quarter. Finally, IQ EQ FUND MANAGEMENT IRELAND Ltd grew its position in American Tower by 15.0% during the 2nd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 7,262 shares of the real estate investment trust’s stock worth $1,605,000 after purchasing an additional 948 shares during the last quarter. 92.69% of the stock is owned by institutional investors.

American Tower News Summary

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.