| AMT |
Report |
AFFO attributable to common stockholders per share |
IN-LINE |
pred ~$2.72 vs. cons $2.71 |
MEDIUM |
| AMT |
Report |
Total property revenue |
IN-LINE |
pred ~$2.67B vs. cons $2.65B |
MEDIUM |
| AMT |
Report |
Data Centers property revenue |
BEAT |
pred ~$299M vs. cons $294.7M |
MEDIUM |
| AMT |
Guide |
AFFO per share outlook |
BETTER |
guide ~$11.02 vs. cons $10.97 (FY2026) |
MEDIUM |
| AMT |
Guide |
Total property revenue outlook |
BETTER |
guide ~$10.68B vs. cons $10.67B (FY2026) |
LOW |
| AMT |
Guide |
Adjusted EBITDA outlook |
BETTER |
guide ~$7.24B vs. cons $7.23B (FY2026) |
LOW |
| AMT |
Guide |
U.S. & Canada organic tenant billings growth |
UNCHANGED |
guide ~0.5% vs. cons 0.5% (FY2026) |
MEDIUM |
| AMT |
Guide |
Latin America organic tenant billings growth |
UNCHANGED |
guide ~-3.0% vs. cons -3.0% (FY2026) |
MEDIUM |
| AMT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| AMT |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest Data Centers beat and small FY2026 AFFO raise support an initial ~1.3% residual move, but the implied out-period change is only ~0.4% because the likely raise is principally FX/timing rather than a material improvement in U.S. tower leasing or Latin America churn; FY2027 revisions should remain limited. |
MEDIUM |