AMT
Market read
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if AMT's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase in net income for the three months ended June 30, 2026 was primarily due to (i) changes in other income (expense), primarily due to foreign currency exchange rate fluctuations and a decrease in unrealized gains from equity securities in the Unite…”10-Q · Jul 28, 2026 ↗
“The increase in net income for the three months ended June 30, 2026 was primarily due to (i) changes in other income (expense), primarily due to foreign currency exchange rate fluctuations and a decrease in unrealized gains from equity securities in the Unite…”10-Q · Jul 28, 2026 ↗
“The change in other operating (income) expense during the six months ended June 30, 2026 was primarily attributable to a decrease in gains on sales or disposals of assets and an increase in impairment charges, primarily related to DISH in the United States.”10-Q · Jul 28, 2026 ↗
“As a result of rapidly growing usage of mobile data and other wireless services and the corresponding wireless industry capital spending trends in the markets we serve, we anticipate consistent demand for our communications sites.”10-K · Feb 24, 2026 ↗
Valuation discipline
Price/sales 89.1× · EV/sales 87.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AMT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for AMT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our top tenants by revenue for each property segment are as follows for the year ended December 31, 2025: • U.S.”
“Our top tenants by revenue for each property segment are as follows for the year ended December 31, 2025: • U.S.”
“We are currently engaged in a legal dispute (the “Arbitration”) with one of our customers in Mexico, AT&T Comunicaciones Digitales, S.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
AMT is currently a Leader in the organic co-movement group Wireless Tower REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.