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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ric Prentiss | Raymond James | 17 | 0% |
| Brendan Lynch | Barclays | 13 | 15% |
| Nick Deo | MoffettNathanson | 10 | 0% |
| Mike Rollins | Citigroup | 9 | 0% |
| Batya Levi | UBS | 8 | 0% |
| Rick Choe | JPMorgan | 8 | 13% |
| Mike Funk | Bank of America | 7 | 14% |
| Eric Luebchow | Wells Fargo | 6 | 17% |
| Ben Swinburne | Morgan Stanley | 6 | 0% |
| Brandon Nispel | KeyBanc Capital Markets | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Raymond James | 1 | 17 | 0% |
| Barclays | 1 | 13 | 15% |
| MoffettNathanson | 1 | 10 | 0% |
| Bank of America | 2 |
| 9 |
| 11% |
| Citigroup | 1 | 9 | 0% |
| UBS | 1 | 8 | 0% |
| JPMorgan | 1 | 8 | 13% |
| Morgan Stanley | 2 | 8 | 0% |
Crown Castle reiterated its full-year 2026 AFFO guidance of approximately $1.9 billion after a solid Q1 start, with tower organic growth of 3.1% marking the expected trough. The fiber sale was on track with almost all approvals received, while DISH litigation was expanded with breach of contract and EchoStar claims seeking $3.5 billion in recovery. The restructuring was complete with $65 million in annualized cost savings successfully executed.
Revenue Growth | Competitive Dynamics | Demand | Margin | M&A | Capital Allocation | Cost Pressure | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 1 | 3 | 4 | 5 | 2 | |
| 2025Q1 | 7 | 4 | 6 | 4 | 5 | 3 | 2 | 1 |
| 2025Q2 | 6 | 3 | 5 | 9 | 2 | 2 | 3 | 6 |
| 2025Q3 | 11 | 8 | 5 | 5 | 1 | 1 | 2 | 1 |
| 2025Q4 | 10 | 5 | 5 | 2 | 2 | 2 | 2 | 2 |
| 2026Q1 | 5 | 9 | 6 | 3 | 1 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 7 | 6 | 11 | 10 | 5 |
| Competitive Dynamics | 3 | 4 | 3 | 8 | 5 | 9 |
| Demand | 1 | 6 | 5 | 5 | 5 | 6 |
| Margin | 3 | 4 | 9 | 5 | 2 | 3 |
| M&A | 4 | 5 | 2 | 1 | 2 | 1 |
| Capital Allocation | 5 | 3 | 2 | 1 | 2 | 2 |
| Cost Pressure | 2 | 2 | 3 | 2 | 2 | 1 |
| Capex Investment | 1 | 6 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CCI Crown Castle | 3 | -4.8% | |
| AMT American Tower | 6 | +6.8% | |
| EQIX Equinix | 8 | +9.8% | |
| IRM Iron Mountain | 9 | +21.6% | |
| SBAC SBA Communications | 7 | +5.9% | |
| WY Weyerhaeuser | 5 | -2.0% |