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Upturn AI SWOT - About
AMT 
American Tower Corp (AMT)
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Upturn Advisory Summary
08/28/2025: 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 $249.21
1 Year Target Price $249.21
| 11 | Strong Buy |
| 9 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.38% | 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 94.85B USD | Price to earnings Ratio 37.86 | 1Y Target Price 249.21 |
Price to earnings Ratio 37.86 | 1Y Target Price 249.21 | ||
Volume (30-day avg) 23 | Beta 0.83 | 52 Weeks Range 169.77 - 235.86 | Updated Date 08/28/2025 |
52 Weeks Range 169.77 - 235.86 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 3.27% | Basic EPS (TTM) 5.35 |
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 - | When - | Estimate - | 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 37.86 | Forward PE 30.58 | Enterprise Value 138318626505 | Price to Sales(TTM) 9.24 |
Enterprise Value 138318626505 | Price to Sales(TTM) 9.24 | ||
Enterprise Value to Revenue 13.48 | Enterprise Value to EBITDA 21.79 | Shares Outstanding 468251008 | Shares Floating 466907344 |
Shares Outstanding 468251008 | Shares Floating 466907344 | ||
Percent Insiders 0.15 | Percent Institutions 95.37 |
Upturn AI SWOT
American Tower Corp
Company Overview
History and Background
American Tower Corp. was founded in 1995 as a division of American Radio Systems. It became an independent company in 1998. Over time, it has grown to become a leading independent owner, operator, and developer of multitenant communications real estate.
Core Business Areas
- Property: Leasing space on communications sites to wireless service providers, government agencies, and media broadcast companies.
- Services: Offering services, including site acquisition, zoning and permitting services, structural analysis, and project management.
- Data Centers: A relatively newer, emerging business focusing on small data center solutions that can be placed at or near existing tower sites
Leadership and Structure
Tom Bartlett serves as the Chief Executive Officer. The company has a board of directors and operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- Market Share (%): Approximately 25% in the global tower market
- Tower Leases: American Tower leases space on its towers to mobile network operators (MNOs). This constitutes a substantial portion of their revenue. American Tower is a global leader, with approximately 225,000 communications sites. Competitors include Crown Castle and SBA Communications.
- Managed Rooftop Solutions: Services related to Rooftop management, where ATC provides comprehensive leasing and servicing of rooftops. Market share data is not specifically broken out for Rooftop leases. Competitors are smaller, regional players as well as building owners themselves.
- Market Share (%): Highly fragmented market, low percentage compared to total tower leases revenue.
- Small Cell Deployment: American Tower assists in the deployment of small cells, which enhance network capacity in dense urban areas. Specific market share is difficult to precisely define, but the market is growing. Competitors include infrastructure providers and technology vendors focused on small cell solutions.
Market Dynamics
Industry Overview
The communications infrastructure industry is experiencing growth driven by increased demand for mobile data, 5G deployments, and IoT. Consolidation is also a notable trend.
Positioning
American Tower is a leader in the tower infrastructure space, benefiting from its global scale and diversified tenant base. Its competitive advantages include its extensive tower portfolio and operational expertise.
Total Addressable Market (TAM)
The global TAM for telecom towers is estimated to be in the hundreds of billions of dollars. American Tower is well-positioned to capture a significant share of this market due to its global footprint and focus on key growth markets.
Upturn SWOT Analysis
Strengths
- Global scale and diversified portfolio
- Strong relationships with major MNOs
- Experienced management team
- Stable recurring revenue from long-term leases
- Strategic Site Locations
Weaknesses
- High debt levels
- Dependence on the financial health of MNOs
- Exposure to regulatory changes
- Capital Intensive Business
- Geographic Concentration in certain Regions
Opportunities
- 5G deployment driving increased demand for tower space
- Expansion into emerging markets
- Development of new services, such as data centers
- Acquisitions of smaller tower companies
- Increased adoption of IoT driving infrastructure growth
Threats
- Competition from other tower companies
- Technological advancements that could reduce the need for towers
- Economic downturns that could impact MNO spending
- Interest Rate increases increasing the cost of capital
- Regulatory hurdles in certain markets
Competitors and Market Share
Key Competitors
- CCI
- SBAC
- UNIT
Competitive Landscape
American Tower's competitive advantages include its global scale, diversified tenant base, and strong operational expertise. However, it faces competition from other large tower companies and alternative infrastructure solutions.
Major Acquisitions
CoreSite Realty
- Year: 2021
- Acquisition Price (USD millions): 10100
- Strategic Rationale: Expands American Tower's presence in the data center space.
Telxius Towers
- Year: 2021
- Acquisition Price (USD millions): 9400
- Strategic Rationale: Acquiring towers in Europe and Latin America, broadening geographic diversity.
Growth Trajectory and Initiatives
Historical Growth: American Tower has experienced significant growth through acquisitions and organic expansion.
Future Projections: Analysts project continued growth for American Tower, driven by 5G and increasing mobile data consumption.
Recent Initiatives: Recent initiatives include expanding its presence in emerging markets and investing in new technologies, such as edge computing.
Summary
American Tower Corp is a strong company with a leading position in the communications infrastructure market, benefiting from growing demand for mobile data and 5G deployment. The company's global scale and diversified portfolio are key strengths, but high debt levels and dependence on MNOs are factors to watch. Expanding into emerging markets and new technologies will be crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and competitor analysis are based on available information and estimates. Financial data is based on recent filings and may be 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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