American Tower (AMT) Buy, Sell or Hold

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American Tower (AMT)

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176.25

+0.20 (0.11%)

as of Jun 18, 2026, 10:42:48 pm Market Open.

149 watching

BUY

Who will benefit from the $1 trillion infrastructure bill? There's a decade, not a month, of spending here, so there will be long-term gains for certain stocks. Technical analyst Bob Lang suggests: There will be broadband upgrades, which means AMT will cash in for the coming decade. Since bottoming March, AMT has been consistently strong, and rebounds strongly. Lang notes that volumes have been positive and the stock is not overbought. AMT is $6 away from a new high. Lang targets $330.

COMMENT

Does not follow it closely. Could not comment on this name.

BUY ON WEAKNESS

Be cautious putting money into utilities right now, unless you need the income. With the call on cyclicals, you might get some better opportunities to add to those names. As rates move higher, typically those stocks sell off. In the US dividend space, he owns AMT, with its infrastructure/utility type play, predictable cashflow, dividend growth, acquisition opportunities.

BUY

Trading at 27x earnings. Predictable revenue stream. Into next year, we'll see a bigger deployment of 5G, which will increase revenue, drive cashflow numbers, and bring down debt. More dividend increases and share buybacks. Increasing growth over several quarters, if not years. A stable partner for 5G partnerships.

COMMENT

Will do a public offering of $9 million He prefers Crown Castle, which he owns.

SELL ON STRENGTH

It has very high valuation. It does grow but there are two new tower companies that offer more upside. The Vodafone spin out and China Tower are probably better. On a dividend rotation, it could be vulnerable.

BUY

A great name long-term. Data usage is doubling in the US every 2 years. They'll constantly need to upgrade. EMs will also need massive investment to upgrade from 4G to 5G. Visibility of revenues is strong. At a bit of a premium.

PAST TOP PICK

(A Top Pick May 04/20, Up 2%) A fantastic business. Predictable revenues, high barriers to entry, rising dividends, terrific demand for mobile data, 5G just getting started. A growth play with income potential. Attractive long-term economics. Pullback may be due to interest rate fears and rotation to the reopening trade.

COMMENT

They've expanded globally. It just adds tenants to existing towers, which increases revenue. Expectations for mobile growth are still at 8%. 5G is really driving revenue growth, but what happens after 5G? Improved decreases in latency may continue to be important for business, if not so much for consumers.

BUY

He likes it. Telcos like Verizon and T-Mobile needs more towers, and AMT is a great company (to supply them).

DON'T BUY

Tremendous balance sheet. Benefit from 5G. Caution that the rollout may not be as smooth as expected. Longer term, well situated. Too expensive for him today.

DON'T BUY

Operates like a REIT, buying and leasing back to AT&T and Verizon cell and broadcast towers, though more outside the U.S. They just bought 30,000 towers from a Spanish company, so the number of towers is growing. The problem is that it's always been pricey, trading above 50x earnings. They grow through acquisition and they need to keep doing that. Likes AMT, but not their PE.

DON'T BUY

It's going down, because it depends on interest rates, which are very low. He prefers Crown Castle.

BUY ON WEAKNESS

It is a well run business and they will benefit from the growing use of data and the 5G trend. It is not overly cheap. Now might not be a bad time to look at it, though.

HOLD

Risk of interest rate hikes, if they happen. He continues to like the business as a long-term hold. Big moat. Long-term contracts, built-in escalators, capacity for multiple tenants. Great business model.

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American Tower (AMT)