| AMT |
Report |
AFFO / share (Q2'26) |
BEAT |
pred ~$2.75 vs. cons $2.71 |
MEDIUM |
| AMT |
Report |
Total revenue (Q2'26) |
BEAT |
pred ~$2.73B vs. cons $2.70B |
LOW |
| AMT |
Report |
Adjusted EBITDA (Q2'26) |
BEAT |
pred ~$1.83B vs. cons ~$1.80B |
MEDIUM |
| AMT |
Guide |
FY2026 AFFO/share guidance (midpoint) |
BETTER |
guide ~$11.05 vs. cons ~$10.99 (FY2026) |
MEDIUM |
| AMT |
Guide |
FY2026 total property revenue guidance |
BETTER |
guide ~$10.75B vs. prior ~$10.66B (FY2026) |
MEDIUM |
| AMT |
Guide |
Consolidated organic tenant billings growth (ex-DISH) |
UNCHANGED |
guide ~4% ex-DISH vs. cons ~4% (FY2026) |
MEDIUM |
| AMT |
Guide |
CoreSite/data center revenue growth + interconnection |
BETTER |
pred DC rev ~+13% vs. cons ~+12% (FY2026) |
LOW |
| AMT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AMT |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Beaten-down, cautiously-positioned stock likely pops on a beat + guidance raise, but the raise is largely FX/straight-line flattered rather than core leasing strength. As investors parse still-low-single-digit core organic growth, back-half U.S./LatAm (Brazil/DISH) churn, and a tough services comp, the out-period math implies muted core estimate revisions, so the day-1 idiosyncratic gain partially fades over the following days. |
LOW |