Latest news with #CrownCastle
Yahoo
4 days ago
- Business
- Yahoo
Crown Castle Inc. (CCI): A Bull Case Theory
We came across a bullish thesis on Crown Castle Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on CCI. Crown Castle Inc.'s share was trading at $110.25 as of July 22nd. CCI's trailing and forward P/E were 36.57 and 27.70, respectively according to Yahoo Finance. Crown Castle International Corp. owns and operates the largest portfolio of shared communications infrastructure in the U.S., with macro cell towers forming the backbone of the nation's wireless networks. By leasing tower space to the largest wireless carriers under long-term, non-cancellable agreements with contractual rent escalators, the company generates highly predictable, recurring, and growing high-margin revenue. Its towers are strategically concentrated in the top U.S. markets, providing essential real estate for carriers seeking reliable coverage, and its asset base is shielded by immense barriers to entry, as new construction faces complex zoning and permitting challenges. This irreplaceable infrastructure positions Crown Castle as a critical partner in the 5G-driven wireless revolution, benefitting from powerful secular trends including surging mobile data consumption, video streaming, cloud computing, and the proliferation of connected devices, all of which drive ongoing network densification and equipment demand. The nationwide rollout of 5G serves as a major accelerant, requiring carriers to deploy additional equipment on existing towers to meet performance standards, ensuring sustained leasing growth. To sharpen its strategic focus and enhance shareholder value, management is divesting its fiber and small cell businesses, transforming Crown Castle into the only publicly traded pure-play U.S. tower company. Proceeds from these divestitures are expected to strengthen the balance sheet and fund shareholder returns, reflecting disciplined capital allocation. With unmatched infrastructure, enduring customer relationships, and a concentrated focus on its highest-margin assets, Crown Castle is poised to remain a durable compounder and indispensable enabler of the nation's digital future. Previously, we covered a on Weyerhaeuser Company (WY) by DB_SILVER_FOX in May 2025, which highlighted its vast timberland holdings, inflation-hedged assets, and upside from carbon credits and real estate. The company's stock price has appreciated by approximately 3.64% since our coverage, as these drivers played out. The thesis still stands given WY's durable, asset-backed growth. Stock Analysis Compilation shares a similar view but emphasises CCI's irreplaceable 5G tower infrastructure and predictable high-margin revenues. Crown Castle Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held CCI at the end of the first quarter which was 54 in the previous quarter. While we acknowledge the potential of CCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
6 days ago
- Business
- Time of India
Crown Castle raises annual site rental revenue forecast on healthy leasing activity
Wireless tower operator Crown Castle raised its annual site rental revenue forecast on Wednesday, hinting at healthy leasing activity by wireless carriers as service providers continue to augment capacity. The results follow intensifying competition among service providers, highlighting how companies are actively pursuing new avenues for growth by expanding capacity amid the 5G boom . The real estate investment trust now expects full-year site rental revenue of around $4.00 billion and $4.04 billion, compared with its prior expectations of around $3.99 billion to $4.03 billion. Crown Castle owns about 40,000 towers and derives the majority of its revenue from leasing out tower infrastructure to wireless carriers such as AT&T , T-Mobile and Verizon in the United States on a long-term basis. For the year, the company now expects adjusted funds from operations between $4.14 and $4.25 per share, compared with the analysts' average estimate of $4.18 apiece, according to data compiled by LSEG. The company posted second-quarter site rental revenue of $1.01 billion, compared with estimates of $1.04 billion. For the second quarter, Crown Castle reported earnings of 67 cents per share.
Yahoo
7 days ago
- Business
- Yahoo
Crown Castle raises annual site rental revenue forecast on healthy leasing activity
(Reuters) -Wireless tower operator Crown Castle raised its annual site rental revenue forecast on Wednesday, hinting at healthy leasing activity by wireless carriers as service providers continue to augment capacity. The results follow intensifying competition among service providers, highlighting how companies are actively pursuing new avenues for growth by expanding capacity amid the 5G boom. The real estate investment trust now expects full-year site rental revenue of around $4.00 billion and $4.04 billion, compared with its prior expectations of around $3.99 billion to $4.03 billion. Crown Castle owns about 40,000 towers and derives the majority of its revenue from leasing out tower infrastructure to wireless carriers such as AT&T, T-Mobile and Verizon in the United States on a long-term basis. For the year, the company now expects adjusted funds from operations between $4.14 and $4.25 per share, compared with the analysts' average estimate of $4.18 apiece, according to data compiled by LSEG. The company posted second-quarter site rental revenue of $1.01 billion, compared with estimates of $1.04 billion. For the second quarter, Crown Castle reported earnings of 67 cents per share. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Yahoo
22-07-2025
- Business
- Yahoo
Crown Castle Q2 Earnings Preview: Post-divestiture story
Crown Castle (NYSE:CCI) reports Q2 results after the market close on Jul 23, 2025. Street estimates call for EPS of $0.56 and revenue of $1.04 billion, reflecting the shift of fiber operations to discontinued status. Shares are up roughly 18% so far this year as investors have embraced the $8.5 billion asset sale but await proof of sustained tower growth and cash flow stability. Investors will focus on whether the newly reset annual dividend of $4.25 per share (down from $6.26) remains sustainable under a 75-80% AFFO payout policy and on the execution of the $8.5 billion divestiture of fiber and small-cell assets and the planned $3 billion share buyback. Management projects about 4.5% organic tower revenue growth in 2025, but newer builds yield roughly half the margins of legacy sites. Management may also update its CEO search and comment on carrier amendment activity as 5G densification continues. With Elliott Management maintaining its activist stance, clarity around full-year AFFO guidance ($4.06$4.17 per share) and leverage targets (6) could sway sentiment ahead of the transaction's expected 1H 2026 close. This article first appeared on GuruFocus.
Yahoo
21-07-2025
- Business
- Yahoo
Ahead of Crown Castle (CCI) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Analysts on Wall Street project that Crown Castle (CCI) will announce quarterly earnings of $1.00 per share in its forthcoming report, representing a decline of 38.3% year over year. Revenues are projected to reach $1.04 billion, declining 36.2% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. In light of this perspective, let's dive into the average estimates of certain Crown Castle metrics that are commonly tracked and forecasted by Wall Street analysts. The average prediction of analysts places 'Revenues- Services and other' at $47.10 million. The estimate suggests a change of +2.4% year over year. The consensus among analysts is that 'Revenues- Site rental' will reach $991.83 million. The estimate suggests a change of -37.2% year over year. Based on the collective assessment of analysts, 'Services and other- Gross margin' should arrive at $20.90 million. Compared to the current estimate, the company reported $21.00 million in the same quarter of the previous year. Analysts' assessment points toward 'Site rental- Gross margin' reaching $745.18 million. Compared to the current estimate, the company reported $1.16 billion in the same quarter of the previous year. Analysts predict that the 'Depreciation, amortization and accretion' will reach $181.50 million. It is projected by analysts that the 'Costs of operations- Services and other' will reach $24.74 million. Analysts forecast 'Costs of operations- Site rental' to reach $249.43 million. View all Key Company Metrics for Crown Castle here>>> Shares of Crown Castle have experienced a change of +5% in the past month compared to the +5.4% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), CCI is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Crown Castle Inc. (CCI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
