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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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4 views
American Tower's stock is now attractively valued after years of underperformance, with AFFO multiples reflecting temporary growth headwinds from Sprint churn. The tower business remains fundamentally strong, benefiting from high margins, low capex, and sticky tenants, with growth expected to accelerate post-2025. Sprint churn and India divestiture will pressure near-term results, but growth should resume at 7-10% annually starting in 2026, making current prices appealing.
