| CCI |
Report |
AFFO per share (Q2 2026) |
BEAT |
pred ~$1.03 vs. cons $1.00 |
MEDIUM |
| CCI |
Report |
Site rental revenue (Q2 2026, continuing ops) |
IN-LINE |
pred ~$936M vs. cons $937M |
MEDIUM |
| CCI |
Report |
Adjusted EBITDA (Q2 2026) |
BEAT |
pred ~$678M vs. cons $670M |
LOW |
| CCI |
Guide |
FY2026 AFFO per share guidance vs. Street consensus |
BETTER |
guide ~$4.59 vs. cons $4.43 (FY2026) |
HIGH |
| CCI |
Guide |
FY2026 organic contribution to site rental billings |
UNCHANGED |
guide ~3.5% vs. H1-implied run-rate ~3.2% (FY2026) |
MEDIUM |
| CCI |
Guide |
Net debt/leverage target |
BETTER |
guide ~6.0x-6.5x vs. Q1 actual ~6.8x (exiting FY2026) |
MEDIUM |
| CCI |
Guide |
DISH Wireless bankruptcy claim/recovery commentary |
UNKNOWN |
CCI claim ~$3.5B vs. FCC escrow cap $2.4B (2026 Chapter 11 case) |
LOW |
| CCI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| CCI |
Return |
5-day cumulative residual |
+1.0% (FADE) |
AFFO beat and a FY26 AFFO/share guide (~$4.59 mid) that already sits well above lagging Street consensus (~$4.43) should spark an initial relief pop off 52-week lows, but the out-period math offers little incremental fuel: the raise was already flagged May 1, organic growth guidance is merely reaffirmed (not upgraded), and the very next day (7/23) brings a binary DISH Chapter 11 discovery/claims hearing with no resolution expected at the print itself. Q1's beat-and-reaffirm only produced a modest, short-lived +1.8% pop before the stock resumed its slide into the DISH bankruptcy overhang, arguing for partial fade of the day-1 reaction over the week as algorithmic buyers book gains and event-risk from the hearing reintroduces two-way volatility. |
LOW |