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.
Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of SBA Communications Corporation (NASDAQ:SBAC)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $1,001 and $15,000 worth of SBA Communications Corporation (NASDAQ:SBAC) stock on January 9th. Concurrently, he made several purchases of other company shares, including Hermès, Tencent, and Costco, on February 3rd and January 30th. SBA Communications, which has a market cap of $21.64 billion and is largely owned by institutional investors, also saw recent institutional buying and has an average analyst rating of "Moderate Buy" with a target price of $235.18.
SBA Communications Corporation to Speak at the Raymond James & Associates 47th Annual Institutional Investors Conference
SBA Communications Corporation (NASDAQ: SBAC) announced that its Chief Financial Officer, Marc Montagner, will speak at the Raymond James & Associates 47th Annual Institutional Investors Conference on Monday, March 2, 2026, at 9:15 a.m. ET. The conference will be held in Orlando, Florida, and an audio presentation will be available online. SBA Communications is a key independent owner and operator of wireless communications infrastructure, including over 46,000 sites across the Americas and Africa.
S&P 500 wireless infrastructure REIT SBA to address Raymond James investors
SBA Communications Corporation (NASDAQ: SBAC) announced that its Chief Financial Officer, Marc Montagner, will speak at the Raymond James & Associates 47th Annual Institutional Investors Conference on March 2, 2026. The presentation will take place in Orlando, Florida, and an audio webcast will be available on the company's website. SBA Communications is a leading owner and operator of wireless communications infrastructure and is part of the S&P 500.
Allianz Asset Management GmbH Sells 5,432 Shares of SBA Communications Corporation $SBAC
Allianz Asset Management GmbH reduced its stake in SBA Communications Corporation (NASDAQ:SBAC) by 34.9% in the third quarter, selling 5,432 shares and retaining 10,129 shares valued at $1.96 million. Despite this, other institutions significantly increased their holdings, with Norges Bank acquiring a new $351 million stake, and Mitsubishi UFJ, Daiwa, Nordea, and Nomura adding hundreds of thousands of shares, resulting in 97.35% institutional ownership. SBA Communications currently holds a "Moderate Buy" rating with a consensus target price of $235.18, even as some analysts have recently trimmed their price targets.
Wealthfront Advisers LLC Reduces Holdings in SBA Communications Corporation $SBAC
Wealthfront Advisers LLC significantly cut its stake in SBA Communications Corporation by 22.3% in Q3, selling 11,702 shares. Despite this, other major institutional investors like Norges Bank and Mitsubishi UFJ Trust & Banking Corp substantially increased their holdings, leading to overall institutional ownership of 97.35%. Analysts maintain a "Moderate Buy" rating with an average target price of $235.18, against the current trading price around $190.96.
SBA Communications Corporation $SBAC Shares Acquired by ProShare Advisors LLC
ProShare Advisors LLC increased its stake in SBA Communications Corporation by 27.5% in the third quarter, acquiring an additional 8,404 shares to hold a total of 38,988 shares valued at approximately $7.54 million. Institutional investors collectively own 97.35% of the company's stock. Despite some analysts trimming price targets, the consensus rating for SBAC remains a "Moderate Buy" with an average target price of $235.18.
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.
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.
Reaves W H & Co. Inc. Sells 25,804 Shares of SBA Communications Corporation $SBAC
Reaves W H & Co. Inc. reduced its stake in SBA Communications Corporation (NASDAQ:SBAC) by 6.0%, selling 25,804 shares and now holding 406,844 shares valued at $78.66 million. The institutional investor's holding represents 1.4% of its portfolio and approximately 0.38% of SBA Communications. Analysts rate SBA Communications as a "Moderate Buy" with a consensus price target of $235.18, despite recent target reductions from several firms.
Savant Capital LLC Cuts Holdings in SBA Communications Corporation $SBAC
Savant Capital LLC reduced its stake in SBA Communications (NASDAQ:SBAC) by 62.8% in Q3, selling 11,087 shares and retaining 6,563 shares valued at approximately $1.27 million. Despite this reduction, several other major institutions like Norges Bank, Mitsubishi UFJ, Daiwa, Nordea, and Nomura significantly increased their holdings, contributing to institutional investors owning 97.35% of the company. Analysts maintain a "Moderate Buy" rating for SBAC, with an average price target of $235.18, even as some firms have recently trimmed their targets.
36 U.S. REITs Expected To Raise Dividends In Q1 2026
Thirty-six publicly traded US real estate investment trusts (REITs) are predicted to increase their dividend payouts in the first quarter of 2026, according to S&P Global Market Intelligence. This analysis forecasts dividend payments based on historical data, financial metrics, and other considerations, with two manufactured home REITs and two communication REITs accounting for a significant portion of the expected increases. The remaining 100 REITs included in the analysis are expected to maintain their current dividend payout.
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.
Diamond Hill Capital Management Inc. Raises Stake in SBA Communications Corporation $SBAC
Diamond Hill Capital Management Inc. increased its stake in SBA Communications Corporation (NASDAQ:SBAC) by 24.6% in the third quarter, bringing its total holdings to 1,855,329 shares worth approximately $358.7 million. This makes SBAC Diamond Hill's 23rd largest holding, representing about 1.7% of the firm's assets. Other institutional investors like Norges Bank, Mitsubishi UFJ Trust & Banking Corp, Daiwa Securities Group Inc., Nordea Investment Management AB, and Nomura Holdings Inc. also significantly increased their positions, with institutional investors now owning 97.35% of the company's stock.
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.
The Truth About American Tower Corp: Why Everyone on Wall Street Is Quietly Obsessed
American Tower Corp (AMT) is highlighted as a "picks-and-shovels" play powering the global wireless world, with its infrastructure supporting services like TikTok and Spotify. The article analyzes AMT's business as a REIT, its stock performance, and dividend appeal, positioning it as a long-term wealth builder rather than a meme stock. It also compares AMT with rivals like Crown Castle, concluding that it's a solid choice for investors seeking exposure to digital infrastructure and consistent income, provided they have a long-term perspective and tolerance for interest rate fluctuations.
SBA Communications Corporation (NASDAQ:SBAC) Given Average Rating of "Moderate Buy" by Brokerages
SBA Communications Corporation (NASDAQ:SBAC) has received an average "Moderate Buy" rating from 17 brokerage firms, with a consensus one-year target price of $235.18. The company recently surpassed earnings expectations, reporting an EPS of $3.30 against an estimated $3.21 and revenue of $732.3 million compared to $715.7 million, despite a negative return on equity. Institutional investors hold a significant portion of SBAC stock, with shares currently trading near their 52-week low.
Crown Castle Fell 1% on DISH Churn: Why the Stock Could Rebound to $132 in 2026
Crown Castle (CCI) stock dropped 0.7% to $84 after terminating its agreement with DISH Wireless and announcing a reset 2026 organic growth outlook. Despite this, TIKR's Advanced Valuation Model suggests a potential rebound to $132 by late 2026, driven by the company's transition to a pure-play tower model, an $8.5 billion fiber and small cell business sale, and planned capital actions including a $7 billion debt repayment and $1 billion share buyback. Analysts are adjusting targets to reflect these strategic shifts and cost-saving measures.
AGF Management Ltd. Makes New $2.91 Million Investment in SBA Communications Corporation $SBAC
AGF Management Ltd. has initiated a new position in SBA Communications Corporation (NASDAQ:SBAC) by acquiring 15,058 shares valued at approximately $2.91 million during the third quarter. Institutional investors now own about 97.35% of the company's stock. SBA Communications recently surpassed Q3 earnings estimates with an EPS of $3.30 against an expected $3.21, and its revenue increased by 9.7% year-over-year to $732.33 million.
Is Crown Castle (CCI) Offering Value After Multi Year Share Price Decline?
Crown Castle (CCI) has experienced a multi-year share price decline but appears to be undervalued according to Simply Wall St's analysis. Both a Discounted Cash Flow (DCF) model and a Price-to-Sales (P/S) ratio analysis suggest the stock is trading at a significant discount to its intrinsic value and fair ratio, respectively. The article encourages investors to consider these findings in conjunction with their own "Narratives" about the company's future performance.
Crown Castle Rethinks Cash Flows As DISH Default Tests Tenant Resilience
Crown Castle (NYSE:CCI) has removed anticipated leasing revenues from DISH Wireless from its future forecasts due to a default on payment applications, causing uncertainty regarding its tower and infrastructure cash flows. This setback highlights tenant risk and diversification concerns for investors, especially given Crown Castle's recent stock underperformance. The company is expected to provide updated guidance on leasing, churn from DISH, and capital allocation during its Q4 2025 earnings release on February 4, 2026.
Omega Healthcare Investors (OHI) Tops Q4 FFO and Revenue Estimates
Omega Healthcare Investors (OHI) reported quarterly funds from operations (FFO) of $0.8 per share, exceeding the Zacks Consensus Estimate of $0.79, and revenues of $319.22 million, also surpassing estimates. Despite outperforming FFO expectations in three of the last four quarters, OHI shares have seen a 3.2% decline year-to-date. The stock currently holds a Zacks Rank #2 (Buy), indicating potential for market outperformance.
Crown Castle Rethinks Cash Flows As DISH Default Tests Tenant Resilience
Crown Castle has removed Dish Wireless leasing revenues from its future forecasts after Dish defaulted on payment applications, introducing uncertainty around tenant risk and affecting the company's expected cash flows. This setback puts the spotlight on contract quality and tenant diversification, testing the narrative that Crown Castle can rely on its broad tower and fiber footprint. Investors will focus on the upcoming Q4 2025 earnings release for updated guidance on leasing, churn from Dish, and capital allocation plans.
SBA Communications Corporation $SBAC Shares Bought by National Pension Service
National Pension Service increased its stake in SBA Communications (NASDAQ:SBAC) by 3.7% in Q3, now owning 187,654 shares valued at $36.28 million. The company's stock currently trades below its 50-day and 200-day moving averages, despite beating Q3 earnings and revenue estimates. Analysts maintain a "Moderate Buy" consensus rating with a price target of $235.18.
Does DISH Default And Finance Leadership Shift Change The Bull Case For American Tower (AMT)?
American Tower (AMT) has announced that DISH Wireless defaulted on a tower collocation agreement and that Paul Blanchett will be appointed as SVP and Chief Accounting Officer. These developments introduce uncertainty about tenant risk and financial oversight, prompting a reevaluation of American Tower's investment narrative, which typically relies on stable, long-term leases and infrastructure-style REIT characteristics. Investors are now focusing on the implications of the DISH default and the strengthening of the finance function amidst concerns about slowing tower demand and debt coverage.
SBA Communications Corporation $SBAC Shares Sold by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC significantly reduced its stake in SBA Communications (NASDAQ:SBAC) by 58.3% in Q3, selling 8,793 shares. Despite this, institutional investors collectively own about 97.35% of the company's stock, with Nordea Investment Management AB notably increasing its position by 65%. SBA Communications reported strong Q3 earnings, beating revenue and EPS estimates, though analysts have slightly lowered price targets while maintaining a "Moderate Buy" rating.
Thrivent Financial for Lutherans Sells 192,748 Shares of SBA Communications Corporation $SBAC
Thrivent Financial for Lutherans reduced its stake in SBA Communications Corporation by 31.9% in the third quarter of 2025, selling 192,748 shares. Despite this, other major institutions, including Norges Bank and Mitsubishi UFJ, increased or initiated significant positions in the company, bringing total institutional ownership to 97.35%. SBA Communications currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $235.18, and recently reported strong quarterly earnings and revenue.
American Tower (AMT) Valuation Revisited After DISH Default And Concerns Over Asset Demand
American Tower (AMT) is being re-evaluated after DISH Wireless defaulted on payments, though this is not expected to impact 2025 financial results. Despite modest recent share price returns, AMT appears undervalued with a P/E of 28.6x compared to an estimated fair P/E of 35.3x and a DCF-based fair value significantly higher than its current trading price. Analysts generally agree the stock is trading below their targets, suggesting potential for upward movement, but investor concerns include tenant credit issues and shifts in analyst sentiment.
Bank of New York Mellon Corp Lowers Stake in SBA Communications Corporation $SBAC
Bank of New York Mellon Corp reduced its stake in SBA Communications Corporation by 2.1% in the third quarter of 2025, selling 14,621 shares but still holding 676,750 shares valued at $130.85 million. Despite this, institutional investors collectively own a significant 97.35% of the company's stock. SBA Communications exceeded third-quarter earnings expectations, reporting an EPS of $3.30 against an anticipated $3.21 and revenue of $732.3 million, marking a 9.7% year-over-year increase.
American Tower Faces DISH Default While Reinforcing Contract And Cash Flow Story
American Tower (NYSE:AMT) is facing a payment default from DISH Wireless, leading to legal proceedings to confirm contractual obligations. Despite this, American Tower does not anticipate an impact on its 2025 financial results and has appointed Paul Blanchett as its new Chief Accounting Officer to reinforce financial oversight. Investors are advised to monitor the legal process, cash flow visibility, and commentary during the upcoming earnings call, as the company emphasizes the enforceability of its long-term tower leasing agreements.
Assessing Crown Castle (CCI) Valuation After Analyst Revisions Following DISH Wireless Default
Crown Castle (CCI) is undergoing a re-evaluation by analysts following DISH Wireless's default on payment obligations, prompting KeyBanc to adjust its models. Despite recent share price declines, CCI is trading at a significant discount according to Simply Wall St's narrative, driven by its strategic decision to sell its fiber segment and focus on being a pure-play U.S. tower company. The undervaluation is based on expectations of improved operational excellence, customer service, and profitability, supported by consistent growth in U.S. mobile data demand and 5G deployments.
Jim Cramer on American Tower: “I Think That Stock Is No Longer as Investible as It Was at One Time”
Jim Cramer expressed a skeptical view on American Tower Corporation (NYSE: AMT), stating he no longer finds the stock as investible due to slowing demand for towers. TCW Global Real Estate Fund also noted AMT as a worst-performing security, suggesting other AI stocks offer better upside potential with less risk. The article highlights that slowing demand and the departure of previous leadership contribute to Cramer's tempered outlook.
The Truth About American Tower Corp.: Quiet Stock, Massive Power Move For Your Portfolio
This article examines American Tower Corp. (AMT), a key player in wireless infrastructure, evaluating whether it's a worthwhile long-term investment. It delves into its business model of renting tower space, its stock performance influenced by interest rates, and its dividend payouts, comparing it to competitors like Crown Castle. The piece concludes that AMT is a "cop" for long-term, fundamentals-first investors seeking stable dividends and growth in essential infrastructure, but a "drop" for short-term speculators.
Senior Living Market Is Booming Worldwide 2026-2033 | Brookdale
A new report from Coherent Market Insights highlights the booming global Senior Living Market, forecasting significant growth from 2026 to 2033. The study offers a comprehensive analysis including market segmentation by type, application, and region, and profiles key players like Brookdale Senior Living Inc. and Atria Senior Living. It aims to provide decision-makers with strategic insights to navigate the evolving market and capitalize on future opportunities.
How DISH Exposure, Mixed Analyst Views Will Impact American Tower (AMT) Investors
American Tower (AMT) is facing mixed analyst views primarily due to its exposure to DISH Network, with some firms stripping DISH-related revenue from their models. While American Tower's core investment narrative relies on its global tower portfolio and steady cash flows, the uncertainty surrounding DISH's payments introduces a customer concentration risk. This situation highlights the importance of considering multiple independent viewpoints as the stock's fair value estimates vary significantly among investors.
SBA Communications Corporation $SBAC Shares Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly increased its stake in SBA Communications (NASDAQ:SBAC) by 107.9% in Q3, now holding 27,628 shares valued at approximately $5.34 million. Institutional investors now own about 97.35% of the company. SBA Communications also surpassed Q3 earnings estimates with an EPS of $3.30 and revenue of $732.3 million, and it pays a quarterly dividend of $1.11 per share.
iA Global Asset Management Inc. Acquires 7,721 Shares of SBA Communications Corporation $SBAC
iA Global Asset Management Inc. significantly increased its stake in SBA Communications Corporation (SBAC) during the third quarter, purchasing an additional 7,721 shares. This brings their total holdings to 11,020 shares valued at $2.13 million. The company's stock currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $235.18, despite some recent downward adjustments to targets by several firms.
American Tower (AMT) Valuation Check After Recent Share Price Moves
American Tower (AMT) stock is currently trading at $178.75, showing mixed recent returns but with improving revenue and net income. While its P/E ratio of 28.5x is below an estimated fair P/E of 34x and a peer average of 41.3x, hinting at potential undervaluation, the multi-year total shareholder return is negative. A discounted cash flow (DCF) model further supports an estimated undervaluation, suggesting the stock is trading about 32.8% below its fair value of $266.07.
UniSuper Management Pty Ltd Has $29.45 Million Holdings in SBA Communications Corporation $SBAC
UniSuper Management Pty Ltd significantly increased its stake in SBA Communications (NASDAQ:SBAC) by 93.3% in Q3, holding 152,325 shares valued at approximately $29.45 million. While analysts have recently adjusted price targets, the consensus remains a "Moderate Buy" with an average target of $235.18. SBA Communications reported strong Q3 earnings, beating estimates with a 9.7% year-over-year revenue increase, and offers a quarterly dividend of $1.11.
Mitsubishi UFJ Trust & Banking Corp Raises Holdings in SBA Communications Corporation $SBAC
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in SBA Communications Corporation by 46.5% during the third quarter, now owning 836,956 shares valued at $161.8 million. Other institutional investors also adjusted their holdings in the technology company. SBA Communications reported positive quarterly earnings and revenue, exceeding analyst estimates, and has a moderate buy consensus rating among analysts.
QRG Capital Management Inc. Has $441,000 Stock Position in SBA Communications Corporation $SBAC
QRG Capital Management Inc. significantly reduced its stake in SBA Communications Corporation by 74.8% during the third quarter, holding 2,281 shares valued at $441,000. Despite this, other institutional investors have increased their positions. Wall Street analysts maintain a "Moderate Buy" consensus rating for SBAC, with an average price target of $235.18, and the company recently surpassed its quarterly EPS estimates while revenue grew by 9.7% year-over-year.
Analysts Offer Insights on Real Estate Companies: SBA Communications (SBAC) and Americold Realty (COLD)
Analysts have provided insights on Real Estate companies SBA Communications (SBAC) and Americold Realty (COLD). Morgan Stanley maintained a Hold rating on SBA Communications with a $225.00 price target, while KeyBanc reiterated a Buy rating on Americold Realty. The article details analyst ratings, price targets, success rates, and consensus opinions for both companies.
Analysts Offer Insights on Real Estate Companies: SBA Communications (SBAC) and Americold Realty (COLD)
Analysts have provided insights on two real estate companies: SBA Communications (SBAC) and Americold Realty (COLD). Morgan Stanley maintained a Hold rating on SBA Communications with a $225.00 price target, while KeyBanc reiterated a Buy rating on Americold Realty, with its shares closing at $13.18. The article details analyst consensus and price targets for both companies, noting a Moderate Buy for SBAC and a Hold for COLD.
Rakuten Investment Management Inc. Buys Shares of 29,380 SBA Communications Corporation $SBAC
Rakuten Investment Management Inc. has acquired a new stake of 29,380 shares in SBA Communications Corporation, valued at approximately $5.68 million. This investment follows SBA Communications reporting stronger-than-expected earnings, with an EPS of $3.30 against an anticipated $3.21, and revenue surpassing estimates. The company maintains high institutional ownership, offers a quarterly dividend, and holds a consensus "Moderate Buy" rating from analysts.
How Investors May Respond To Crown Castle (CCI) Fiber Exit And DISH Dispute-Driven Tower-Only Pivot
Crown Castle (CCI) is undergoing a strategic shift to become a pure tower operator by selling its fiber and small cell assets. This move, coupled with a significant legal dispute with DISH Wireless over $3.5 billion in contract payments, is influencing analyst views and Crown Castle's investment narrative. The article examines how this pivot, along with the outcome of the DISH dispute, will impact the company's financial health, dividend coverage, and perceived stock risks.
Fiber/small cell business sale sparks confidence for Crown Castle (CCI)
Crown Castle (CCI) is exploring the sale of its fiber and small cell business, a move that analysts believe could resolve investor concerns about its strategy and capital allocation. The potential sale is seen as a positive development, potentially leading to improved shareholder returns and a clearer focus on its core tower business. This strategic shift could re-rate the stock higher.
