American Tower

American Tower benefits from strong secular trends in mobile data demand, 5G infrastructure expansion, and edge computing, driving robust top-and-bottom-line results. Despite recent sluggish stock performance, AMT's Q1 report highlights resilience with solid property revenues and AFFO growth, overcoming forex headwinds and the Sprint churn. AMT's dividend profile is impressive, with consistent growth and solid interest coverage, despite a modest yield compared to the sector median.» Mehr auf seekingalpha.com

Scale is a critical competitive advantage for companies, enabling them to expand, attract capital, and achieve strong market positions, as seen with Realty Income, Prologis, and Public Storage. Realty Income leverages its scale and diversification to maintain high occupancy rates and strong financial performance, boasting a fortress balance sheet and impressive dividend growth. Prologis excels with its vast warehouse portfolio, robust development pipeline, and strategic expansion into data centers, supported by a strong balance sheet and high earnings growth.» Mehr auf seekingalpha.com

AMT continues to benefit from its vertically integrated telecom and data center/interconnection capabilities, as it delivers excellent top/bottom-line growth ahead. The same has been observed in its robust FQ1 '25 results, raised FY2025 guidance, and a healthy balance sheet despite the elevated debt levels. If anything, AMT is seemingly doubling down on its data center ambitions, as the segment delivers accelerated growth by +9% YoY against the overall organic growth by +5.9% YoY.» Mehr auf seekingalpha.com