Dec 29, 2025 • Insider Monkey
SOMEWHAT-BEARISH
Do You Believe in the Upside Potential of American Tower Corporation (AMT)?
TCW Global Real Estate Fund highlighted American Tower Corporation (AMT) in its Q3 2025 investor letter, despite its recent negative stock performance. The fund recognizes AMT's critical role in telecom infrastructure and the long-term growth potential driven by 5G deployment and increasing mobile data consumption. However, the article also notes that AMT is not among the 30 most popular hedge fund stocks, and suggests that other AI stocks may offer higher returns in a shorter timeframe.
Dec 25, 2025 • MarketBeat
SOMEWHAT-BULLISH
Alpine Woods Capital Investors LLC Takes Position in SBA Communications Corporation $SBAC
Alpine Woods Capital Investors LLC recently acquired a new position in SBA Communications Corporation ($SBAC), purchasing 25,602 shares valued at approximately $4.95 million, making it a significant holding in their portfolio. Analysts currently rate SBA Communications as a "Moderate Buy" with an average target price of $237. The company recently surpassed quarterly earnings and revenue estimates and offers a quarterly dividend of $1.11 per share.
Dec 23, 2025 • Finviz
SOMEWHAT-BULLISH
Key Reasons to Add Crown Castle Stock to Your Portfolio Now
Crown Castle (CCI) is a strong buy due to its robust portfolio of wireless communication infrastructure assets, driven by increasing wireless data consumption and the expansion of 5G networks. The company benefits from healthy industry fundamentals, long-term lease agreements with top U.S. carriers, and a strong balance sheet, which combined ensure stable recurring revenues and support future growth endeavors. Analysts are positive, with the Zacks Consensus Estimate for CCI's 2025 FFO per share moving northward.
Dec 21, 2025 • Finviz
SOMEWHAT-BULLISH
Prediction: This Data Center REIT Could Double as AI Demand Soars
Digital Realty Trust (DLR), a data center REIT, is poised for significant growth, potentially doubling its stock price within five years due to soaring demand from AI and quantum computing. Despite a recent slowdown in growth and past competition, increasing revenue and operating income, along with falling interest rates making expansion cheaper, are expected to bolster its performance. The company’s continued investments in new facilities and a generous dividend yield further support this positive outlook.
Dec 20, 2025 • TradingView — Track All Markets
NEUTRAL
Working capital per share of SBA Communications Corp. Class A – LSE:0KYZ
This article provides a financial data point, specifically the working capital per share for SBA Communications Corp. Class A (LSE:0KYZ). It lists the period, value, and change metrics for this financial indicator. The article is part of a larger financial data platform, TradingView.
Dec 20, 2025 • Stock Titan
NEUTRAL
SBA Communications (NASDAQ: SBAC) chair reports 9,761-share gift and equity awards
Jeffrey Stoops, the director and chairman of SBA Communications Corporation, gifted 9,761 shares of Class A Common Stock to a non-profit foundation on December 16, 2025. Following this transaction, he directly owns 120,202.626 Class A shares and indirectly owns 259,863 Class A shares through a limited partnership, alongside various stock options and restricted stock units. The filing also details the vesting schedules for his equity awards.