AMT

American Tower Corporation

Real EstateREIT - SpecialtyNASDAQ

$167.60

-$12.15 (-7.25%)today

Conviction

0/ 10

Fair Value$215.38

Upside+28.51%

Signal0

Market Cap$79.8B

52W Range$165.08–$234.33

Next EarningsApr 28

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$94.05

Current Price$169.52

Upside / Down-44.5%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)97.4%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

14.1%/yr

±4.0% · revenue growth to justify current price

FCF-Based Reverse DCF

18.5%/yr

±3.2% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

American Tower Corporation is one of the largest global real estate investment trusts.

Trailing P/E31.5x

Forward P/E24.7x

P/S7.5x

EPS (TTM)$5.41

Analyst Target$215.38

Analyst Upside28.5%

No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.

Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 1

Conviction: unchanged

AMT FY2025 10-K: Portfolio Optimization Underway, Two Active Legal Risks Weigh

AMT's 10-K reveals a business in deliberate portfolio transition: shedding underperforming EM assets (India, Australia, NZ, South Africa), growing data centers to 10% of revenue, and dealing with two ...