AMT American Tower Corporation

AMT American Tower Corporation

Real Estate · REIT - Specialty

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $178.63 · VWAP $177.69 · +6.3% vs 12m avg buyer

uptrend vol: expandinggaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO, EVP sold $1.2M, Jul 30–31

Coverage

1 watchlist

Watchlists @ai-infrastructure

AMT Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist AMT belongs to, members best 30-day change first — AMT highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@ai-infrastructure
View watchlist →
AMT+10.7% +4.1%1d +2.0%7d NTAP+9.8% +1.4%1d +5.7%7d ERIC+9.6% +2.7%1d +1.0%7d TLN+9.2% -1.1%1d -7.6%7d AWK+7.3% -0.3%1d +5.8%7d VMC+7.1% -2.6%1d +1.6%7d NEE+6.6% +0.2%1d +2.9%7d ECL+4.3% -1.3%1d -0.1%7d MLM+3.4% -2.0%1d +1.3%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d XYL+0.1% -0.5%1d +4.5%7d FFIV-0.1% +1.2%1d +3.0%7d EXTR-0.3% -0.3%1d +1.1%7d JCI-1.3% +0.7%1d -1.0%7d ON-2.5% -1.3%1d +0.3%7d TEL-3.0% -0.2%1d -2.2%7d CEG-4.0% -0.7%1d -6.6%7d ATEN-4.9% +3.6%1d +4.0%7d DLR-5.0% +0.8%1d -2.0%7d AIQ-5.6% +0.3%1d +0.4%7d GNRC-6.3% -0.6%1d -3.0%7d EQIX-8.0% +0.3%1d -3.1%7d SCCO-8.4% +0.8%1d -7.7%7d APH-9.9% +1.4%1d -6.6%7d FCX-10.2% +0.9%1d -6.3%7d FSLR-10.4% +0.4%1d -0.4%7d SMH-12.3% +0.7%1d -2.3%7d EME-13.8% -1.9%1d -10.3%7d PWR-13.9% -1.1%1d -13.5%7d ANET-15.3% +0.8%1d -2.6%7d CAT-15.4% -2.4%1d -6.0%7d WOLF-15.5% +1.3%1d -1.3%7d ETN-16.6% -0.8%1d -6.4%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d GLW-19.9% -0.2%1d -6.3%7d TER-20.6% 0.0%1d -5.0%7d VRT-21.9% -0.7%1d -5.9%7d NOK-23.4% +3.3%1d -10.9%7d CRDO-24.0% -9.5%1d -13.2%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d INTC-29.1% +1.7%1d -3.2%7d NBIS-29.9% -0.3%1d -4.1%7d MOD-30.9% -1.4%1d -10.4%7d OKLO-32.1% -2.4%1d -5.8%7d ICHR-35.0% +0.2%1d -9.9%7d OSS-35.6% 0.0%1d -0.7%7d CRWV-37.6% -2.5%1d -11.7%7d SMR-38.0% 0.0%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d BRUN-56.2% -3.3%1d -18.7%7d

Next earnings AMT reports in 4 days Oct 27

Against street estimates

How AMT's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 28 · projection Oct 23

Result
Jul 28 1.551.87+20.6%Beat
Apr 28 1.571.84+17.0%Beat
Feb 24 1.471.75+19.1%Beat
Oct 28 '25 1.651.82+10.1%Beat
Jul 29 '25 1.660.78-53.0%Miss
Apr 29 '25 1.571.04-33.7%Miss
Feb 25 '25 1.982.62+32.0%Beat
Oct 29 '24 1.550.89 GAAP ≠ -42.6%Miss

Recent news

Headlines about AMT from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 14 days ago · Oct 9

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AMT research tape

15 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The Carriers Paid Friday for a Starlink Network Still Years Out brief A War Priced as Rates earnings AMT earnings — 2026-07-28 brief The Bounce Meets the $90 Barrel scan 2026-07-11 AI Infrastructure Scan
Types
Oct 9 Article The Carriers Paid Friday for a Starlink Network Still Years Out
VZETTMUSASTSSPCXAMTECHOVSAT +3 more
Sep 5 Market Brief A War Priced as Rates
AMGNAMTARKWAUBDXBMYLULUPATH +4 more
Jul 28 Catalyst AMT earnings
AMT
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jun 4 Desk Move AMT — khanna-trades buy
AMT
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLSE +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLSE +4 more