AMT

AI Research

Q4 EPS Beats by 19% + Data Center Revenue +14% → Dividend Raised to $1.79 on 5G/AI Demand

American Tower's Q4 2025 EPS of $1.75 beat forecasts by 19%, with revenue reaching $2.74 billion versus $2.68 billion expected, driven by accelerating 5G infrastructure demand and AI-fueled hybrid cloud services. The data center segment surged 14% year-over-year, and the company raised its quarterly dividend to $1.79 per share from the previous $1.70, with 2026 guidance projecting quarterly EPS of $1.64-$1.74 and revenue of $2.67-$2.77 billion. Director Rajesh Kalathur purchased 2,671 shares at $185.30 on March 10, signaling insider confidence, though the stock trades at $184.41 with a $216.52 consensus target implying meaningful upside.