3月17日 - ** 经纪公司富国银行将无线塔运营商美国塔AMT.N的评级从 "等权重 "上调至 "增持",将皇冠城堡CCI.N的评级从 "减持 "上调至 "等权重"。
** 将美国铁塔的目标价从210美元上调至230美元,将CCI的目标价从85美元上调至105美元
** 经纪公司越来越看好2025年至2026年的铁塔行业,并乐观地认为运营商活动和国内计费应有所改善
** 称随着新的集群和租赁的增加,有机收费稳步提高,特别是AT&T T.N,但也有选择地与T-Mobile US TMUS.O合作,以帮助AMT实现增长
** 称CCI的光纤和小基站剥离 (link),使该公司能够专注于美国铁塔业务,推动长期增长,同时提高其估值倍数
** 截至收盘,过去12个月AMT股价上涨5.9%,CCI股价下跌2.8%。
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