Q3 2025 is positioned as a potential inflection point for a turnaround. Q3 was likely the last quarter in which investors were distracted from a clear view of the business. Assuming AFFO of $10.53, the price/AFFO ratio is below 18. For a REIT with structural tailwinds, global operations, and AFFO growth in the high single digits, this is too low. I therefore believe that Q3 may have marked the beginning of a turnaround that should significantly benefit the share price in the coming months and quarters.

Get a deeper insight into the potential performance of American Tower (AMT) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

While Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stock surged 34.9% over the past year and the S&P 500 gained 12.2%, the infrastructure REITs powering AI's physical backbone have been left behind.

American Tower (AMT) reached $186.62 at the closing of the latest trading day, reflecting a -3.35% change compared to its last close.

One 7% yielding monthly-paying investment is trading at one of its widest discounts in years. The other quietly yields over 9% and has been growing its payout for five years in a row. While I like both, they also come with risks to keep in mind.

REIT Replay: Office REIT Stocks Plummet In Recent Week Amid Growing AI Fears

American Tower: Steadily Growing Long-Term Demand Drivers, Shares Attractive

ABC Arbitrage SA acquired a new position in shares of American Tower Corporation (NYSE: AMT) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 21,280 shares of the real estate investment trust's stock, valued at approximately $4,093,000. A number of other hedge funds also

Rockland Trust Co. bought a new stake in American Tower Corporation (NYSE: AMT) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 11,948 shares of the real estate investment trust's stock, valued at approximately $2,298,000. Several other hedge funds have also recently

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.