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Upturn AI SWOT - About
AMT 
American Tower Corp (AMT)
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Upturn Advisory Summary
10/15/2025: AMT (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $240.26
1 Year Target Price $240.26
| 11 | Strong Buy |
| 9 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.37% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 89.66B USD | Price to earnings Ratio 35.72 | 1Y Target Price 240.26 |
Price to earnings Ratio 35.72 | 1Y Target Price 240.26 | ||
Volume (30-day avg) 23 | Beta 0.87 | 52 Weeks Range 168.28 - 232.28 | Updated Date 10/16/2025 |
52 Weeks Range 168.28 - 232.28 | Updated Date 10/16/2025 | ||
Dividends yield (FY) 3.49% | Basic EPS (TTM) 5.36 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-23 | When - | Estimate 1.65 | Actual - |
Profitability
Profit Margin 12.6% | Operating Margin (TTM) 45.66% |
Management Effectiveness
Return on Assets (TTM) 4.54% | Return on Equity (TTM) 24.28% |
Valuation
Trailing PE 35.72 | Forward PE 26.32 | Enterprise Value 132652786683 | Price to Sales(TTM) 8.74 |
Enterprise Value 132652786683 | Price to Sales(TTM) 8.74 | ||
Enterprise Value to Revenue 12.93 | Enterprise Value to EBITDA 20.9 | Shares Outstanding 468251225 | Shares Floating 466888614 |
Shares Outstanding 468251225 | Shares Floating 466888614 | ||
Percent Insiders 0.15 | Percent Institutions 95.26 |
Upturn AI SWOT
American Tower Corp
Company Overview
History and Background
American Tower Corp was founded in 1995 as a unit of American Radio Systems. It became an independent company in 1998 and is now a leading independent owner, operator, and developer of multitenant communications real estate.
Core Business Areas
- Property: Owns, operates, and develops multitenant communications sites, including towers, rooftop sites, and distributed antenna systems (DAS). Primarily leases space on these sites to wireless service providers, radio and television broadcast companies, wireless data providers, government entities, and municipalities.
- Services: Provides services such as site monitoring, maintenance, and structural analysis to its tenants.
Leadership and Structure
Tom Bartlett is the current President and CEO. The company has a typical corporate structure with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Tower Leasing: This involves leasing space on communication towers to mobile network operators (MNOs) and other wireless service providers. This is the primary revenue generator. Market share is discussed in the competitor section. Competitors: Crown Castle, SBA Communications.
- Data Centers: Data centers owned, operated and managed in the United States and Latin America with a focus on small to midsize opportunities. The acquisition of CoreSite added this key product offering. Competitors: Digital Realty, Equinix
Market Dynamics
Industry Overview
The communications infrastructure industry is driven by the increasing demand for wireless data due to smartphone usage, IoT devices, and 5G deployment. The industry is consolidating with a few large players.
Positioning
American Tower Corp is a leading player in the tower industry, benefiting from its scale, geographic diversification, and strong relationships with major wireless carriers. They also have significant investments in the data center space and are growing market share.
Total Addressable Market (TAM)
The global telecom tower market is projected to reach approximately $70 billion by 2027. American Tower is well-positioned to capture a significant portion of this market, especially with the ongoing 5G rollout. TAM for small to midsize data centers is estimated at $10 Billion and growing.
Upturn SWOT Analysis
Strengths
- Large and diversified portfolio of communication sites
- Strong relationships with major wireless carriers
- Recurring revenue streams from long-term leases
- Experienced management team
- Geographic diversification
Weaknesses
- Dependence on the financial health of its tenants
- Exposure to regulatory changes in the telecommunications industry
- High debt levels
- Operational risk from climate related events affecting towers
Opportunities
- Continued growth in wireless data demand
- Expansion into new markets, particularly in developing countries
- Acquisitions of smaller tower companies
- Further development of data center offerings
- Increased investment in 5G infrastructure
Threats
- Consolidation among wireless carriers, leading to reduced demand for tower space
- Technological advancements that could reduce the need for towers
- Competition from other tower companies
- Economic downturns that could impact tenant financials
- Rising interest rates increasing debt service costs
Competitors and Market Share
Key Competitors
- CCI
- SBAC
- EQIX
- DLR
Competitive Landscape
American Tower competes primarily on the basis of tower location, capacity, and price. It benefits from its large portfolio and geographic diversification. Crown Castle (CCI) and SBA Communications (SBAC) are primary competitors. Equinix (EQIX) and Digital Realty Trust (DLR) are competitors in the Data Center and Edge Computing space.
Major Acquisitions
CoreSite
- Year: 2021
- Acquisition Price (USD millions): 10100
- Strategic Rationale: Expanded its portfolio into the data center space, diversifying revenue streams and providing new growth opportunities.
Growth Trajectory and Initiatives
Historical Growth: American Tower has experienced strong growth in revenue and earnings driven by the expansion of wireless networks globally.
Future Projections: Analysts project continued growth for American Tower, driven by 5G deployment and increased data usage. (Placeholder Data)
Recent Initiatives: Recent initiatives include acquisitions of tower portfolios in international markets and expansion of their data center offerings. Also expanding offerings of edge computing solutions.
Summary
American Tower is a strong player in the communication infrastructure industry, benefiting from the increasing demand for wireless data and 5G deployment. Its large and diversified portfolio, recurring revenue streams, and experienced management team are key strengths. However, it faces challenges related to tenant financial health, regulatory changes, and competition. Recent acquisitions in the data center market should drive growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Tower Corp
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1998-06-05 | President, CEO & Director Mr. Steven O. Vondran J.D. | ||
Sector Real Estate | Industry REIT - Specialty | Full time employees 4691 | Website https://www.americantower.com |
Full time employees 4691 | Website https://www.americantower.com | ||
American Tower, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of nearly 150,000 communications sites and a highly interconnected footprint of U.S. data center facilities.
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