تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
American Tower Corporation's published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $78.8B |
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| Revenue (ttm) | 11B |
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| Net income (ttm) | 3.3B |
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| EPS (ttm) | $7.11 |
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| Shares out | 463.8M |
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| P/E (trailing) | 25.8x |
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| P/E (forward) | 24.6x |
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| Dividend | $7.16 (3.92%) |
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| Volume | 3,202,711 |
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| Beta | 0.88 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $717.2M | $840.7M | $747.3M | $774.6M | $935.9M | +6.9% |
| Gross profit | $6.67B | $7.08B | $7.45B | $7.55B | $7.84B | +4.1% |
| Operating income | $3.13B | $2.74B | $3.13B | $4.52B | $4.85B | +11.5% |
| Net income | $2.57B | $1.77B | $1.48B | $2.26B | $2.53B | -0.4% |
| EPS (diluted) | $5.66 | $3.82 | $3.18 | $4.82 | $5.40 | -1.2% |
| EBITDA | $6.03B | $6.58B | $6.00B | $7.15B | $6.12B | +0.4% |
| R&D | $0 | $0 | $0 | — | — | -31.7% |
| SG&A | $811.6M | $902.1M | $946.0M | $933.4M | $940.7M | +3.8% |
Recent company headlines from major financial publishers.
The Base scenario represents the modal expected path for American Tower. U.S. and Canadian macro towers deliver stable organic tenant billings growth of ~4.5%, but consolidated property revenue growth in 2026 is muted at 0% on an FX-neutral basis due to DISH network churn (~400 bps headwind). CoreSite maintains ~15% organic growth, though Stonepeak's conversion to ~36% equity ownership dilutes retained economics. Refinancing debt at 6.35% imposes an ongoing 150 bps drag, anchoring fair value at $148.44.
In the Bull scenario, CoreSite data center expansion accelerates organic revenue growth beyond 15%, leveraging its highly interconnected ecosystem and capacity expansion runway. Simultaneously, domestic wireless carriers transition from initial 5G coverage into intensive network densification, deploying mid-band C-band spectrum onto existing macro towers. Operating leverage expands tower operating margins by 200 to 300 basis points by 2030, supporting intrinsic value toward the high end of our fair value range ($164.25).
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 7.6% | $171 | $173 | $174 | $177 | $179 |
| 8.1% | $157 | $159 | $160 | $162 | $164 |
| 8.6% | $146 | $147 | $148 | $150 | $151 |
| 9.1% | $137 | $138 | $139 | $140 | $142 |
| 9.6% | $129 | $130 | $131 | $132 | $133 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
