Very Good News For REITs: The AI Immunity Trade Has Begun

REITs are rising as investors seek AI-resilient assets. The 'HALO' trade may still be in its early innings. Many REIT sectors could directly benefit from AI growth as well.

Seeking Alpha • a day ago

American Tower to Present at Upcoming May Conferences

BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) today announced that it is scheduled to present at the following conferences: MoffettNathanson 2026 Media, Internet & Communications Conference on Thursday, May 14, 2026 at 8:15 a.m. ET in New York, New York. J.P. Morgan 2026 Global Technology, Media and Communications Conference on Tuesday, May 19, 2026 at 9:25 a.m. ET in Boston, Massachusetts. A live webcast and replay of the presentation will be accessible from the Investor.

Business Wire • May 7, 2026

American Tower Suffers Mixed Optics, Despite Robust 5G/Data Center Fundamentals

American Tower benefits from multi-year 5G/AI infrastructure spending, robust data center revenue growth (+18.4% YoY), and resilient demand from top US carriers comprising 42% of revenues. These have contributed to the robust FQ1'26 performance and raised FY2026 guidance, with further growth likely, given the higher data/AI workload activities across their diversified connectivity portfolio. AMT trades at a discounted Price/FFO of 18.02x, well below historical averages/peers, attributed to the temporary noise from the DISH churn and the perceived competition from satellite-based players.

Seeking Alpha • May 5, 2026

Why American Tower (AMT) International Revenue Trends Deserve Your Attention

Explore American Tower's (AMT) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Zacks Investment Research • May 4, 2026

Are Finance Stocks Lagging American Tower (AMT) This Year?

Here is how American Tower (AMT) and ACRES Commercial (ACR) have performed compared to their sector so far this year.

Zacks Investment Research • May 4, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

REITs: A Defensive HALO Against AI Obsolescence

REITs, as HALO assets, offer durable cash flows and physical scarcity, making them attractive defensive plays against AI-driven disruption. AI may drive obsolescence for asset-light models, but high-quality, well-located REITs should benefit from bifurcation and evolving tenant demand. Data centers, cell towers, and select industrial/healthcare REITs are beneficiaries of AI proliferation, while most other property types remain insulated or neutral.

Seeking Alpha • May 2, 2026

American Tower: There's Nothing To Wake The Stock Up (Rating Downgrade)

American Tower Corporation (AMT) is downgraded to Hold despite solid fundamentals and a historically high 4% dividend yield. Q1-2026 results beat expectations, but guidance raises were largely driven by FX tailwinds rather than core business acceleration. Valuation is just fair, not compelling, with the market pricing in ~5.93% AFFO/share growth; recent analyst revisions and stock momentum remain weak.

Seeking Alpha • Apr 29, 2026

American Tower raises annual forecast on strong leasing demand, cloud adoption

American Tower on Tuesday raised its forecasts for full-year 2026 after posting strong first-quarter results, helped by strong leasing ​demand from telecom firms, expanding mobile data consumption ‌and cloud adoption.

Reuters • Apr 28, 2026

American Tower Corporation (AMT) Q1 2026 Earnings Call Transcript

American Tower Corporation (AMT) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 28, 2026