Crown Castle Sells Its Fiber Business for Combined $8.5 Billion
This article reports that Crown Castle has sold its fiber business for a combined value of $8.5 billion.
Mendel Money Management Has $426,000 Stock Holdings in Crown Castle Inc. $CCI
Mendel Money Management significantly reduced its stake in Crown Castle Inc. (NYSE:CCI) by 73.1% in the third quarter, now holding 4,420 shares valued at approximately $426,000. Despite this reduction, institutional investors collectively own 90.77% of Crown Castle, with some firms increasing their positions while others trimmed theirs. Analysts currently rate Crown Castle as a "Hold" with a consensus price target of $100.02, reflecting recent downgrades.
JPMorgan Chase & Co. Lowers Holdings in Crown Castle Inc. $CCI
JPMorgan Chase & Co. significantly reduced its stake in Crown Castle Inc. (NYSE:CCI) by 30.2% in the third quarter, selling over 1.1 million shares and retaining approximately 0.59% of the company. This comes as multiple analysts, including JPMorgan and Goldman Sachs, have lowered their price targets for Crown Castle, which currently holds a consensus "Hold" rating. Shares of Crown Castle opened at $86.36, trading within a 52-week range of $77.01 to $115.76, with a market capitalization of $37.61 billion.
Crown Castle (CCI) Faces DISH Fallout, Analysts Split on Outlook
Crown Castle (CCI) is facing headwinds due to ongoing disputes and terminated agreements with DISH Network, impacting its site rental income and growth projections. While one analyst reaffirmed an "Market Outperform" rating seeing future expansion, another reduced their price target and highlighted underwhelming forecasts. Analysts are divided on Crown Castle's outlook, with some viewing it as a stable asset and others expecting near-term weakness due to the DISH fallout.
Crown Castle stock (CCI) steadies in premarket after 5% slide as analysts, rates loom
Crown Castle Inc. (CCI) stock steadied in premarket trading after a nearly 5% slide, with investor focus on interest rates and the company's strategic shift away from fiber. Barclays lowered its price target for CCI but maintained an "Equalweight" rating. The company is undergoing a restructuring, including staff reductions and a focus on its core tower business, while also grappling with a payment dispute with DISH Wireless.
Assessing American Tower’s Valuation As Analyst Support And Institutional Buying Increase
American Tower (AMT) has seen recent gains and increased institutional buying, putting its valuation in focus. Despite a recent pullback, the stock shows momentum and is trading below analyst price targets and an estimated intrinsic discount. Simply Wall St's analysis suggests AMT is undervalued based on its P/E ratio and discounted cash flow model.
Crown Castle slides as fresh price-target cuts revive worries after cautious 2026 outlook
Crown Castle Inc. (CCI) stock dropped 4.9% today due to renewed sell-side caution, following multiple price-target cuts and downgrades stemming from the company's recent 2026 outlook. Investors are also concerned about execution risks related to the planned divestiture of its small cells and fiber businesses and the potential impact on future earnings. Management's discussion of workforce reductions and the timing of asset sales are further contributing to investor sentiment.
Fiber/small cell business sale sparks confidence for Crown Castle (CCI)
The article discusses how the potential sale of Crown Castle's fiber/small cell business is generating confidence among investors and analysts. This strategic move is anticipated to streamline the company's focus and potentially enhance its financial outlook.
Crown Castle Inc (CCI) Shares Down 3.32% on Feb 18
Crown Castle Inc (CCI) shares dropped 3.32% on February 18, reaching an intraday low of $88.46 before closing at $88.81. This places the stock significantly below its 52-week high but above its 52-week low. Wall Street analysts predict an average target price of $101.92, suggesting a potential upside, while GuruFocus's GF Value estimates a downside of 27.71% from the current price.
Crown Castle (NYSE:CCI) Shares Down 4.6% After Analyst Downgrade
Crown Castle (NYSE:CCI) shares dropped 4.6% after Barclays downgraded its price target from $101 to $91, assigning an equal weight rating. Other firms like Wells Fargo and Jefferies also reduced their targets, leading to a consensus "Hold" rating with an average target price of $100.02. Despite the downgrades, institutional ownership remains high at 90.8%, with recent large purchases by Norges Bank and Lazard.
Crown Castle Inc. (NYSE:CCI) Receives Consensus Recommendation of "Hold" from Analysts
Crown Castle Inc. (NYSE:CCI) has received a consensus "Hold" rating from twenty research firms, with an average 1-year price target of $100.02. Several analysts recently cut their price targets, signaling more cautious near-term expectations for the company. Institutional investors largely hold the stock, with 90.77% ownership.
Clear Channel Outdoor stock hits 52-week high at 2.4 USD
Clear Channel Outdoor Holdings Inc. (CCO) stock has reached a 52-week high of $2.40, marking a significant 67.13% increase over the past year and 103% over the last six months, despite carrying a substantial debt burden of $6.46 billion and analysts not anticipating profitability this year. The company recently announced a $6.2 billion acquisition deal with Mubadala Capital and TWG Global, secured new advertising contracts with CapMetro and the Metropolitan Washington Airports Authority, and made a new board appointment for NN, Inc.
Crown Castle Inc. $CCI Shares Bought by NEOS Investment Management LLC
NEOS Investment Management LLC significantly increased its stake in Crown Castle Inc. (NYSE:CCI) by 65.4% during the third quarter, bringing its total holdings to 98,044 shares valued at approximately $9.46 million. This increased institutional interest comes as analysts have given the stock a "Hold" rating with a consensus price target of $100.02, reflecting mixed sentiment despite some buy recommendations. Crown Castle, a U.S.-focused communications infrastructure REIT, experienced its shares opening at $91.92 with a market capitalization of $40.03 billion and a high P/E ratio of 91.01.
Why Crown Castle (CCI) Is Up 6.9% After Swinging Back To Profit But Guiding For 2026 Losses
Crown Castle (CCI) saw its stock rise 6.9% after reporting a return to profitability in 2025 with $444 million in net income, following a significant net loss in the previous year. However, the company also issued guidance for an expected net loss of $780 million in 2026, which introduces uncertainty regarding its financial flexibility, dividend payments, and balance sheet strength. This contrasting outlook raises questions about the long-term investment narrative for the U.S. tower-focused REIT.
Crown Castle (NYSE:CCI) Given New $91.00 Price Target at Barclays
Barclays has lowered its price target for Crown Castle (NYSE:CCI) from $101 to $91, maintaining an "equal weight" rating, which implies a modest upside of 0.43% from its previous close. This reduction aligns with similar target trims by other analysts, resulting in an average price target near $100 and a consensus "Hold" rating. Despite these analyst adjustments, institutional investors like Vanguard and State Street have recently increased their stakes in the company.
Crown Castle Inc. $CCI Shares Purchased by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in Crown Castle Inc. by 0.1% in the third quarter, now owning 15.93% of the company, valued at approximately $6.695 billion. Other institutional investors also adjusted their positions in the real estate investment trust, which has a "Hold" consensus rating from analysts with a target price of $100.61. Crown Castle's shares opened at $90.55, with a market cap of $39.43 billion.
Crown Castle Inc. $CCI Shares Sold by Tobam
Tobam recently reduced its stake in Crown Castle Inc. (NYSE:CCI) by 43.9% in Q3, selling 13,748 shares and retaining 17,564 shares valued at approximately $1.695 million. This divestment comes as several brokerages have lowered their price targets for Crown Castle, which currently holds a consensus "Hold" rating and a target price of $100.61. The U.S. communications-infrastructure REIT, trading near $90.55, specializes in 4G/5G infrastructure including towers, small cells, and fiber.
Aberdeen Group plc Has $88.92 Million Position in Crown Castle Inc. $CCI
Aberdeen Group plc significantly increased its stake in Crown Castle Inc. (NYSE:CCI) by 41.6% in the third quarter, bringing its total holdings to 924,455 shares valued at $88.92 million. Other institutional investors like Vanguard Group Inc. and State Street Corp also made notable adjustments to their positions. Analyst ratings for Crown Castle are mixed, with a consensus "Hold" rating and an average target price of $100.61.
A Look At Crown Castle (CCI) Valuation After Earnings Beat And US$8.5b Fiber Asset Sale
Crown Castle (CCI) reported better-than-expected fourth-quarter revenue and announced an $8.5 billion sale of small cell and fiber assets to reduce debt and fund buybacks. This news, coupled with guidance that 2026 could be a trough year, contributed to recent share price gains. The article discusses how the company's shift to a pure-play U.S. tower company could unlock significant value and identifies a narrative fair value of $99.47, suggesting the stock might still be undervalued despite recent momentum.
Caprock Group LLC Purchases Shares of 12,767 Crown Castle Inc. $CCI
Caprock Group LLC has acquired a new position of 12,767 shares in Crown Castle Inc. (NYSE:CCI) during the third quarter, valued at approximately $1.27 million. This comes as several analysts have recently trimmed their price targets for Crown Castle, resulting in a consensus "Hold" rating with a target price of $100.61. Crown Castle, a U.S. communications-infrastructure REIT with a market cap of about $39.4 billion, is currently trading near $90.55.
How Do Investors Really Feel About Crown Castle Inc?
Crown Castle Inc.'s (NYSE: CCI) short interest has increased by 15.96% since its last report, with 8.10 million shares sold short, representing 2.47% of its float. This rise in short interest suggests a more bearish sentiment among some investors. Despite this, Crown Castle Inc.'s short interest is lower than the average of its peers, which stands at 4.94%.
COHEN & STEERS, INC. Increases Stake in BXP Inc. by 62.76%
COHEN & STEERS, INC. significantly increased its stake in BXP Inc., a real estate investment trust, by 62.76% through the acquisition of 6,827,773 shares at $64.67 each. This transaction underscores COHEN & STEERS, INC.'s confidence in BXP Inc.'s potential and its strategic focus on real estate investments. BXP Inc. is valued at $9.37 billion, owns numerous properties in major U.S. cities, and is considered modestly undervalued with a GF Value of $69.69.
Cibc World Market Inc. Sells 476,790 Shares of Crown Castle Inc. $CCI
Cibc World Market Inc. significantly reduced its stake in Crown Castle Inc. (NYSE:CCI) by selling 476,790 shares, representing a 65.7% decrease in its holdings and leaving it with 248,645 shares valued at approximately $23.99 million. This move comes as analyst sentiment for Crown Castle is described as moderate, with some recent price target cuts and downgrades, resulting in a consensus "Hold" rating and an average price target of $100.61. Despite institutional investors owning a substantial 90.77% of the company's stock, Crown Castle's shares trade with a high P/E ratio of 85.31 and the stock has been impacted by recent analyst adjustments.
Assessing American Tower’s Valuation After Dish Lease Default Raises Tenant Risk Concerns
American Tower (AMT) faces questions about tenant reliability after Dish Wireless defaulted on lease payments. Despite this, AMT's stock is considered undervalued based on its P/E ratio and discounted cash flow model. While the company maintains the default won't impact 2025 financial results, the situation highlights potential tenant risks for investors.
Anterix Inc. SEC 10-Q Report
Anterix Inc. has released its Form 10-Q report for Q3 fiscal year 2025, detailing financial and operational performance. The company reported a net loss of $(6.601) million due to lower gains on intangible asset exchanges, despite a slight increase in spectrum revenue to $1.573 million. Anterix continues to focus on commercializing its 900 MHz spectrum assets and expanding its customer base in the utility and critical infrastructure sectors through new offerings like TowerX and CatalyX, and agreements with partners such as CPS Energy.
Anterix signs deal with San Antonio utility CPS Energy
Anterix has signed a strategic 900 MHz spectrum-purchase agreement with CPS Energy, San Antonio's community-owned utility, expanding Anterix's coverage to over 93% of Texas counties. This deal aims to enhance interoperability, reliability, and enable advanced energy technologies across the Texas grid. The agreement is also significant as Anterix awaits an FCC vote to expand the 900 MHz broadband airwaves for utility use.
ING Groep NV Grows Stock Holdings in Crown Castle Inc. $CCI
ING Groep NV significantly increased its stake in Crown Castle Inc. (NYSE:CCI) by 670.2% in the third quarter, now owning 441,296 shares valued at $42.5 million. Other institutional investors like Mirae Asset Global Investments Co. Ltd. and Cooke & Bieler LP also boosted their holdings. The article also provides Crown Castle's stock performance details, analyst ratings, and company overview, noting that institutional investors own 90.77% of the stock.
Crown Castle Refocuses On Towers While Balancing Debt Cuts And Payouts
Crown Castle (NYSE:CCI) plans a major strategic shift, selling its fiber and small cell businesses to focus on its core tower assets. This refocusing also includes significant workforce reductions and a target of US$7 billion in debt reduction, alongside maintaining dividends and share buybacks. The company aims for a leaner, tower-centric model to improve cash flows, capital needs, and risk profile, despite a guided net loss of US$780 million for 2026.
Crown Castle Refocuses On Towers While Balancing Debt Cuts And Payouts
Crown Castle (NYSE:CCI) is re-strategizing its business by divesting its fiber and small cell operations to focus solely on its core tower assets. This move, accompanied by significant workforce reductions and debt cutting goals, aims to reshape the company's financial and operational profile. While aiming for debt reduction and a leaner model, Crown Castle also plans to maintain its dividend payouts and share buybacks, signaling a delicate balance of capital allocation priorities for its shareholders.
Crown Castle Inc. $CCI Shares Purchased by Foresight Group Ltd Liability Partnership
Foresight Group Ltd Liability Partnership significantly increased its stake in Crown Castle Inc. (NYSE:CCI) by 25.8% in Q3, acquiring an additional 21,194 shares to bring its total holdings to 103,407 shares valued at $9.95 million. This makes CCI their 29th largest position, accounting for about 1.5% of their portfolio. Despite this increased institutional interest, Crown Castle has recently seen analysts trim price targets and issue downgrades, resulting in an average "Hold" rating and a target price of $100.61, while its shares opened at $83.10 with a high trailing P/E of 82.28.
Reaves W H & Co. Inc. Takes $31.67 Million Position in Crown Castle Inc. $CCI
Reaves W H & Co. Inc. has acquired a new position of 328,217 shares in Crown Castle Inc. (NYSE:CCI) during the third quarter, valued at approximately $31.67 million, representing 0.08% of the company. Other institutional investors have also adjusted their holdings in Crown Castle. Analysts currently rate the stock as "Hold" with a consensus price target of $100.61, while the stock trades around $83.10.
American Tower Corporation (AMT) Faces Dish Wireless Lease Default, But Analysts Remain Cautiously Optimistic
American Tower Corporation (AMT) is facing a lease payment default from Dish Wireless, leading to a default under their 2021 Strategic Collaboration Agreement. Despite this, American Tower insists it won't impact its 2025 financial results and is seeking legal action against Dish. While some analysts have adjusted price targets due to Dish-related concerns, others remain cautiously optimistic regarding the long-term prospects of tower stocks.
Crown Castle to reduce workforce by 20%, blames Dish tower dispute
Crown Castle announced it will cut 20% of its tower and corporate workforce, equating to approximately 312 jobs, due to Dish Wireless's contractual default on tower rental payments. This move is part of the company's restructuring to become a "pure-play" tower company and is expected to save $65 million annually. Crown Castle is also seeking $3.5 billion from Dish Wireless for the defaulted payments.
Crown Castle stock rating reiterated at Market Outperform by Citizens
Citizens has reiterated its Market Outperform rating on Crown Castle (NYSE:CCI) with a price target of $125.00, following the company’s Q4 2025 results. The company's performance was impacted by litigation with DISH Network, affecting revenue growth, though Citizens views it as a stable investment. Other analysts, UBS and BMO Capital, have adjusted their price targets while maintaining favorable ratings, reflecting ongoing strategic shifts for Crown Castle.
Crown Castle stock rating reiterated at Market Outperform by Citizens By Investing.com
Citizens has reiterated its Market Outperform rating on Crown Castle (NYSE:CCI) with a $125.00 price target, following the company's Q4 2025 results. The company's performance was impacted by litigation with DISH Network, though Crown Castle's growth is expected to improve with incremental leasing activity. Analysts view Crown Castle as a stable investment for hedging downside volatility in the digital infrastructure space.
Crown Castle stock rating reiterated at Market Outperform by Citizens
Citizens has reiterated its Market Outperform rating on Crown Castle (NYSE:CCI) with a $125.00 price target following the company's fourth-quarter 2025 results. The company's performance was impacted by litigation with DISH Network, which now represents 5% of its site rental revenue. Despite growth remaining below historical averages when adjusted for DISH and Sprint cancellations, Citizens views Crown Castle as a stable investment for hedging downside volatility in the data center space, expecting growth to improve with incremental leasing activity.
Penserra Capital Management LLC Has $232,000 Stock Position in Crown Castle Inc. $CCI
Penserra Capital Management LLC significantly reduced its holdings in Crown Castle Inc. (NYSE:CCI) by 97.2% in the third quarter, bringing its stake to 2,410 shares valued at $232,000. Other institutional investors also adjusted their positions, with some acquiring new stakes and others increasing holdings. Despite positive Q4 results, Crown Castle faces analyst price target cuts, softer EBITDA guidance, and ongoing external tenant risks related to DISH.
Crown Castle stock rating reiterated at Market Outperform by Citizens
Citizens has reiterated its Market Outperform rating on Crown Castle (NYSE:CCI) with a $125.00 price target following the company's fourth-quarter 2025 results. The company's performance was impacted by litigation with DISH Network, but Citizens anticipates growth to improve and views Crown Castle as a stable investment. UBS and BMO Capital also adjusted price targets while maintaining Buy or Outperform ratings.
Will Crown Castle’s (CCI) Fiber Exit and Capital Return Plan Change Its Investment Narrative?
Crown Castle Inc. reported its Q4 and full-year 2025 results, revealing a return to profitability in 2025 but projecting a net loss for 2026 due to a strategic shift. The company plans to divest its fiber and small cell businesses, reduce its workforce, and refocus on its core tower operations, while maintaining its dividend, authorizing share repurchases, and targeting significant debt reduction. This significant restructuring effort aims to redefine Crown Castle's investment narrative, with near-term focus on execution of asset sales and debt reduction against potential risks like weaker tower demand and interest costs.
American Tower Leadership Shifts And CoreSite Recognition Meet Undervalued Shares
American Tower (NYSE:AMT) recently announced a new Senior Vice President and Chief Accounting Officer, Paul Blanchett, and saw its CoreSite subsidiary recognized with Chief Revenue Officer Maile Kaiser named to the 2026 CRN Channel Chiefs list. These changes occur as the company's shares are considered undervalued by Simply Wall St, trading about 36.1% below estimated fair value and 21% below analyst targets. The developments highlight management's focus on data center growth and AI enablement, which are crucial amidst increasing demand for data capacity and AI-ready infrastructure.
Crown Castle Inc. $CCI Shares Purchased by Plato Investment Management Ltd
Plato Investment Management Ltd significantly increased its stake in Crown Castle Inc. (NYSE:CCI) by 400.2% in the third quarter of 2025, adding 17,631 shares to now own 22,036 shares valued at $2.11 million. Crown Castle's recent Q4 results exceeded AFFO/FFO and revenue estimates, driven by stronger services revenue, but management's softer EBITDA guidance and announced job cuts led several analysts to reduce price targets. The stock opened at $81.01, with institutional investors holding approximately 90.77%, and currently has a consensus "Hold" rating with a target price of $100.61.
Crown Castle Inc. $CCI Position Cut by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its stake in Crown Castle Inc. (NYSE:CCI) by 1.2% in the third quarter, selling 12,644 shares and retaining ownership of 1,020,345 shares valued at approximately $98.45 million. Despite the company beating Q4 earning expectations in terms of AFFO/FFO and revenue, management issued softer EBITDA guidance and announced job cuts, leading analysts to lower price targets and move ratings towards neutral. Institutional investors collectively own about 90.77% of Crown Castle Inc.
Is Crown Castle Inc. (CCI) One of the Best 52-Week Low Blue Chip Stocks to Buy Right Now?
Crown Castle Inc. (CCI) is presented as a strong blue-chip stock currently at a 52-week low. The company recently reported its Q4 2025 earnings, exceeding estimates while working through a strategic shift involving the sale of its fiber and small cell businesses, along with significant cost-cutting measures and a workforce reduction. Despite anticipating some pressure in 2026, CCI plans to maintain its annual dividend, repurchase shares, and reduce debt, expecting improved growth momentum from 2027 onwards.
A Look At Crown Castle (CCI) Valuation After Recent Share Price Rebound And Fiber Exit Plan
Crown Castle (CCI) has seen a recent 3.2% gain after a period of mixed share performance, with its stock currently around US$80.88. Simply Wall St indicates the company's fair value is $107.78, suggesting it is 25% undervalued, particularly after its decision to sell its fiber segment and focus on being a pure-play U.S. tower company. However, legal uncertainties and leasing challenges pose risks to this valuation narrative.
Crown Castle (CCI) Gets a Buy from Citi
Citi analyst Michael Rollins maintained a Buy rating on Crown Castle (CCI) with a $106.00 price target. This follows another Buy rating from Bank of America Securities, although Scotiabank maintained a Hold rating on the stock. Crown Castle reported quarterly revenue of $1.07 billion and a net profit of $323 million for the quarter ending September 30.
Crown Castle (NYSE:CCI) Cut to Hold at Wolfe Research
Wolfe Research downgraded Crown Castle (NYSE:CCI) from "strong-buy" to "hold" after the company reported a Q4 beat on AFFO/FFO and revenue, but issued softer EBITDA guidance and announced job cuts. The stock is currently trading around $81, below its moving averages, and institutional investors own approximately 90.8% of its shares. The average target price from analysts is $100.61, with a consensus rating of "Hold."
Ventas Q4 FFO Meet, Revenues Beat Estimates, Same-Store Cash NOI Rises
Ventas, Inc. (VTR) reported strong fourth-quarter 2025 results, with normalized FFO per share meeting estimates and revenues surpassing expectations at $1.57 billion. The company saw a 7.8% increase in total property same-store cash net operating income (NOI), driven by significant growth in its senior housing operating portfolio (SHOP) and outpatient medical and research (OM&R) segments. Ventas also provided a positive outlook for 2026, forecasting normalized FFO per share between $3.78 and $3.88 and continued growth in same-store cash NOI across its portfolios.
Crown Castle Resets Tower Focus While Legal Dispute Weighs On Outlook
Crown Castle is restructuring its business by selling its small cell and fiber divisions and reducing its workforce by 20% to focus on its core U.S. tower REIT operations. This comes as the company is embroiled in a legal dispute with DISH over defaulted payments, which could significantly impact future cash flow. Despite trading below analyst targets and its estimated fair value, recent stock performance has been negative, reflecting market sentiment around these changes.
Crown Castle Resets Tower Focus While Legal Dispute Weighs On Outlook
Crown Castle (NYSE:CCI) is undergoing a significant restructuring by divesting its small cell and fiber businesses and cutting 20% of its workforce to refocus on its core U.S. tower REIT operations. This strategic shift comes amid a backdrop of declining share prices and a multi-billion dollar legal dispute with DISH over defaulted payments. Investors should monitor developments in the DISH case, the use of sale proceeds, and potential impacts on cash flow and debt management.
Is American Tower (AMT) Offering Value After Recent Share Price Weakness?
American Tower (AMT) has experienced recent share price weakness, with declines over various periods. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 36.7%, with an estimated intrinsic value of US$270.86 per share compared to its current price of US$171.49. The company's P/E ratio of 27.32x is also below its proprietary "Fair Ratio" of 35.32x, further indicating undervaluation based on earnings multiples.
