AMT AMERICAN TOWER CORP /MA/

NEUTRAL Impact: 3/10 8-K
Horizon days Filed Jun 4, 2026 Processed 8d 11h ago SEC 0001053507-26-000127
8-K context-dependent: Items 8.01

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Executive Summary

American Tower Corporation terminated its Strategic Collocation Agreement (SCA) with DISH Wireless effective June 2, 2026. The company stated that beginning January 1, 2026, 100% of DISH revenue had already been reflected in churn, and the termination is not expected to impact 2026 financial results. Litigation against DISH regarding its SCA obligations continues.

Actionable Insight

The termination was already anticipated and factored into guidance. Monitor ongoing litigation for any potential settlement or adverse ruling that could affect future cash flows, but no near-term earnings impact expected.

Key Facts

  • American Tower terminated the Strategic Collocation Agreement with DISH Wireless effective June 2, 2026.
  • 100% of DISH revenue has been reflected in churn since January 1, 2026.
  • The termination is not expected to impact AMT's financial results for the year ending December 31, 2026.
  • American Tower continues to pursue litigation against DISH regarding obligations under the SCA.

Financial Impact

No expected impact on 2026 financial results; DISH revenue already accounted for in churn.

Risk Factors

  • Litigation with DISH could result in costs or unfavorable settlement terms.
  • Future revenue from DISH is eliminated, but already recognized in churn.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
76% bullish (29 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001053507-26-000127
Document: 0001053507-26-000127-index-headers.html0001053507-26-000127
Document: 0001053507-26-000127-index.html0001053507-26-000127
Document: 0001053507-26-000127.txt0001053507-26-000127
12 reports for AMT
Performance horizon

Track record builds as more directional reports settle.

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Reports for AMT — sortable, filterable
Type Now
Jun 4, 2026
8d ago
8-K
NEUTRAL ★ 3/10
$193.98 awaiting T+5awaiting T+5$187.18 (−3.51%)
May 27, 2026
16d ago
8-K
NEUTRAL ★ 3/10
$184.86 $182.05▼ −1.52%▼ −1.99%$187.18 (+1.26%)
May 21, 2026
22d ago
8-K
NEUTRAL ★ 3/10
$183.73 $186.93▲ +1.74%▲ +0.08%$187.18 (+1.88%)
May 19, 2026
24d ago
424B5
NEUTRAL ★ 4/10
$182.23 $184.86▲ +1.44%▼ −0.85%$187.18 (+2.72%)
May 7, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$176.43 $170.50▼ −3.36%▼ −4.82%$187.18 (+6.09%)
Apr 28, 2026
6w ago
8-K
MIXED ★ 6/10
$178.23 $178.05▼ −0.10%▼ −1.79%$187.18 (+5.02%)
Apr 8, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$176.07 $176.87▲ +0.45%▼ −3.06%$187.18 (+6.31%)
Mar 5, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$188.45 $184.32▼ −2.19%▼ −0.66%$187.18 (−0.67%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 8/10
$190.16 $186.51▼ −1.92%▼ −0.71%$187.18 (−1.57%)
Feb 27, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$191.85 $188.45▼ −1.77%▲ +0.21%$187.18 (−2.43%)
Showing 10 of 12

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