| AMT |
Report |
AFFO/share (Q2 2026) |
BEAT |
pred ~$2.76 vs. cons $2.715 |
MEDIUM |
| AMT |
Report |
Organic Tenant Billings Growth (Q2 2026) |
IN-LINE |
pred ~1.5% vs. cons 1.43% |
MEDIUM |
| AMT |
Report |
CoreSite / Data Center Revenue (Q2 2026) |
BEAT |
pred ~$300M vs. cons $293.5M |
MEDIUM |
| AMT |
Guide |
AFFO/share (FY 2026) |
BETTER |
guide ~$11.05-11.09 vs. cons $11.014 |
LOW |
| AMT |
Guide |
Adjusted EBITDA (FY 2026) |
UNCHANGED |
guide maintain vs. cons $7.247B |
MEDIUM |
| AMT |
Guide |
CoreSite Revenue Growth (FY 2026) |
UNCHANGED |
guide maintain ~13% YoY vs. cons $1.194B |
MEDIUM |
| AMT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AMT |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — Archetype B; H2 implied in-line with consensus limits revision follow-through; setup underperformance (-15% vs. REIT sector) prevents fade |
MEDIUM |