Earnings anticipation rises: Social media discussions are heating up around American Tower's impending quarterly earnings report set for next week. Traders point to the REIT's pivotal role in wireless infrastructure as data center and 5G demands surge. Many express optimism for robust results amid favorable seasonal patterns.
Insider selling draws scrutiny: Recent disclosure of the CFO offloading over 34,000 shares at around $192 has sparked caution among observers. While some dismiss it as routine, others flag it as a potential warning sign ahead of earnings. The transaction underscores mixed views on near-term valuation.
Technical debate intensifies: Chart watchers note the stock's bottoming formation but caution of overhead resistance near $230. Enthusiasts highlight its outperformance potential during optimal holding periods. Overall sentiment blends hope with prudence as investors await key figures.
Note: This discussion summary was generated from an AI condensation of post data.
American Tower Insider Trading Activity
American Tower insiders have traded $AMT stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AMT stock by insiders over the last 6 months:
- RODNEY M SMITH (EVP, CFO & Treasurer) has made 0 purchases and 4 sales selling 34,341 shares for an estimated $6,596,527.
- EUGENE F REILLY purchased 5,554 shares for an estimated $994,110
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
American Tower Revenue
American Tower had revenues of $2.7B in Q3 2025. This is an increase of 7.74% from the same period in the prior year.
You can track AMT financials on Quiver Quantitative's AMT stock page.
American Tower Hedge Fund Activity
We have seen 684 institutional investors add shares of American Tower stock to their portfolio, and 1,146 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP added 37,553,436 shares (+28121.1%) to their portfolio in Q4 2025, for an estimated $6,593,256,758
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 13,467,997 shares (-76.0%) from their portfolio in Q4 2025, for an estimated $2,364,576,233
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 9,666,025 shares (+20721.6%) to their portfolio in Q4 2025, for an estimated $1,697,064,009
- VIKING GLOBAL INVESTORS LP removed 2,797,125 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $537,943,080
- CAPITAL INTERNATIONAL INVESTORS added 2,364,898 shares (+157.0%) to their portfolio in Q4 2025, for an estimated $415,205,141
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,943,111 shares (-64.4%) from their portfolio in Q4 2025, for an estimated $341,151,998
- WELLINGTON MANAGEMENT GROUP LLP removed 1,865,771 shares (-71.8%) from their portfolio in Q4 2025, for an estimated $327,573,414
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
American Tower Government Contracts
We have seen $664,167 of award payments to $AMT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- FISCAL YEAR 2021 ANTENNA SITE(S) #174, 287, 296, 343, LEASE RENEWAL - SUBJECT TO AVAILABILITY OF FUNDS.: $42,481
- SITE LEASE: $34,939
- TITLE: FY2025 AMERICAN TOWERS LAREDO TWR/SAN JACINTO TWR POP DATES: 10/01/2024 TO 09/30/2025: $31,268
- PO FOR BASE PLUS FOUR OPTION YEARS SITE LEASE AT ROUNDTOP MTN., WITH BASE YEAR FULLY FUNDED. INCLUDE THE F...: $27,179
- SITE LEASE: $26,458
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
American Tower Analyst Ratings
Wall Street analysts have issued reports on $AMT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 10/29/2025
- Wells Fargo issued a "Overweight" rating on 10/20/2025
- Citigroup issued a "Buy" rating on 10/16/2025
To track analyst ratings and price targets for American Tower, check out Quiver Quantitative's $AMT forecast page.
American Tower Price Targets
Multiple analysts have issued price targets for $AMT recently. We have seen 11 analysts offer price targets for $AMT in the last 6 months, with a median target of $220.0.
Here are some recent targets:
- Batya Levi from UBS set a target price of $254.0 on 01/20/2026
- Maher Yaghi from Scotiabank set a target price of $220.0 on 01/14/2026
- Vikram Malhorta from Mizuho set a target price of $189.0 on 01/12/2026
- Richard Choe from JP Morgan set a target price of $245.0 on 01/12/2026
- Ari Klein from BMO Capital set a target price of $185.0 on 01/09/2026
- Jonathan Atkin from RBC Capital set a target price of $220.0 on 12/19/2025
- Simon Flannery from Morgan Stanley set a target price of $225.0 on 12/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
