COMPANY
American Tower
AMT:US
Primary coverage by David Barden
Research
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SBA Communications – What an SBA take-private could mean for the tower stocksApril 9, 2026 — David Barden
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American Tower 4Q25 Results & Model UpdateFebruary 26, 2026 — David Barden
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American Tower 4Q25 Quick TakeFebruary 24, 2026 — David Barden
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Not unexpectedly, SATS defaults on AMT leases – We quantify the readthroughJanuary 29, 2026 — David Barden
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Towers & interest rates, the biggest moving partsJanuary 16, 2026 — David Barden