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AMT vs SBAC
Which Stock Would AI Choose? American Tower (AMT) vs. SBA Communications (SBAC) Stock Comparison
Key Takeaways
- American Tower (AMT) and SBA Communications (SBAC) are both leading cell-tower real estate investment trusts (REITs), but AMT operates a far larger global portfolio, while SBAC is more concentrated in the U.S. and the Americas.
- Both stocks rallied sharply in recent weeks after reports that SpaceX is negotiating access to tens of thousands of U.S. cell sites to become a fourth nationwide wireless carrier — a potential new tenant for tower landlords.
- AMT carries a higher dividend yield and recently raised its data center revenue growth outlook, reflecting diversification beyond traditional towers.
- SBAC has shown stronger international leasing growth but faces near-term headwinds from tenant churn and refinancing of low-coupon debt.
- Relative performance has tightened: AMT trades near its 52-week high, while SBAC has rebounded but remains below prior peaks after a deeper multi-year drawdown.
- You can explore AMT Major News and AMT Today's Price Move, as well as SBAC Major News and SBAC Today's Price Move, for real-time updates on each name.
- For a data-driven view of which setups look strongest right now, explore the curated Trending AI Robots.
Introduction
American Tower and SBA Communications are two of the largest independent owners of wireless communications infrastructure in the world, and their stocks often move together because they serve the same core customers: mobile carriers that lease space on towers for antennas and equipment. This comparison is relevant for dividend-focused investors, REIT specialists, and traders tracking shifts in the U.S. telecom landscape, particularly as new entrants and 5G buildouts reshape leasing demand. Because both names generate highly recurring, contract-based revenue, their relative appeal often comes down to portfolio scale, growth drivers, balance-sheet positioning, and market momentum rather than business-model differences alone.
AMT Overview and Recent Performance
AMT, or American Tower, is the world's largest tower REIT, operating roughly 42,000 U.S. sites alongside a broad international portfolio spanning the Americas, Europe, Africa, and Asia. In recent weeks, the stock climbed toward and briefly above its 52-week high, supported by a sector-wide rally after reports that SpaceX is seeking access to at least 80,000 U.S. cell sites to build a fourth national wireless network. Because new tenants generate incremental rental income on already-built structures, investors rotated into tower landlords while shares of incumbent carriers declined. AMT also raised its full-year data center revenue growth outlook to roughly 15%, highlighting that its CoreSite data center business is becoming a more meaningful contributor alongside traditional towers. The company's raised adjusted funds from operations (AFFO) per-share guidance — a key cash-flow metric for REITs — reinforced a positive near-term narrative, even as elevated interest costs and carrier churn in select markets remain watchpoints.
SBAC Overview and Recent Performance
SBAC, or SBA Communications, is a leading independent tower operator headquartered in Boca Raton, Florida, with roughly 46,000 communications sites, of which the majority are located outside the United States across Central and South America. Recent market activity lifted SBAC alongside its peers, driven by the same SpaceX-related optimism about a potential new nationwide tenant. The stock posted a double-digit gain over the past month and rebounded from a deeper multi-year decline, though it remains below its 52-week high. SBAC's fundamentals reflect strong international leasing momentum — international site leasing revenue grew more than 30% year over year in recent quarters — but this has been partly offset by domestic leasing softness, tenant churn in markets such as Brazil, and rising net interest expense as low-coupon debt refinances at higher rates. Analysts have trimmed price targets in recent months on these headwinds, though the company's recurring cash flows and dividend growth remain central to its investment case.
Trending AI Robots
Tickeron's Trending AI Robots page curates a focused selection of AI-driven trading bots from a much larger library of hundreds of automated strategies that monitor thousands of tickers across the market. Rather than listing every bot, the page highlights the ones best suited to current market conditions, featuring varying trading styles, timeframes, performance statistics, risk profiles, and watchlists. This makes it easier for traders to compare approaches — from short-term momentum models to longer-horizon strategies — without sifting through the full catalog manually. For investors evaluating names like AMT and SBAC, the page offers a complementary, data-driven lens on trend and timing. Explore the Trending AI Robots to see which automated strategies are currently aligned with the market environment.
Head-to-Head Comparison
While both companies monetize the same underlying asset — multi-tenant wireless infrastructure — their positioning differs meaningfully. AMT offers greater geographic diversification, a much larger market capitalization, a higher dividend yield, and an expanding data center business that broadens its growth optionality. SBAC, by contrast, is more heavily weighted toward high-growth Latin American markets, which can deliver faster top-line expansion but also introduce foreign-exchange volatility and region-specific churn risk. In terms of recent momentum, AMT has reclaimed its 52-week high and benefits from clearer near-term catalysts, including its data center guidance and approaching earnings. SBAC has rebounded strongly but faces more persistent headwinds from refinancing and domestic leasing softness. Risk factors also differ: AMT's larger debt load and international footprint expose it to interest-rate and currency dynamics, while SBAC's concentration in the Americas makes it more sensitive to Brazil's macro environment and to any slowdown in U.S. carrier activity.
Tickeron AI Verdict
Based on observable factors such as trend consistency, catalyst proximity, and relative positioning, Tickeron's AI would likely favor AMT in the current environment. The stock's ability to retake its 52-week high, combined with diversified growth from data centers, a higher dividend yield, and a clear near-term earnings catalyst, suggests a more stable and confirmed trend than its peer. SBAC shows attractive valuation characteristics and strong international growth, but its refinancing burden and churn headwinds introduce more uncertainty into the near-term path. This is a probabilistic assessment based on current data rather than a definitive prediction, and relative positioning can shift as new earnings, leasing, and macroeconomic information emerges.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMT is a StrongBuy and SBAC is a Hold.
AMT's RSI Oscillator peaks and leaves overbought zone
The 10-day RSI Indicator for AMT moved out of overbought territory on November 05, 2026. This could be a sign that the stock is shifting from an upward trend to a downward trend. Traders may want to look at selling the stock or buying put options. Tickeron's A.I.dvisor looked at 29 instances where the indicator moved out of the overbought zone. In 22 of the 29 cases the stock moved lower in the days that followed. This puts the odds of a move down at 76%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 41 of 65 cases where AMT's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 63%.
The Moving Average Convergence Divergence Histogram (MACD) for AMT turned negative on November 11, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In 29 of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at 64%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where AMT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
AMT broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on November 09, 2026. You may want to consider a long position or call options on AMT as a result. In 57 of 92 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
AMT moved above its 50-day moving average on October 09, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for AMT crossed bullishly above the 50-day moving average on October 15, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 9 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 56%.
The 50-day moving average for AMT moved above the 200-day moving average on October 28, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +0.84% 3-day Advance, the price is estimated to grow further. Considering data from situations where AMT advanced for three days, in 192 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 113 of 190 cases where AMT Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 59%.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 14 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 30 (best 1 - 100 worst), indicating outstanding price growth. AMT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 60 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 99 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: AMT's P/B Ratio (23.649) is very high in comparison to the industry average of (1.837). P/E Ratio (25.897) is within average values for comparable stocks, (27.919). Projected Growth (PEG Ratio) (1.588) is also within normal values, averaging (2.612). Dividend Yield (0.038) settles around the average of (0.043) among similar stocks. P/S Ratio (7.541) is also within normal values, averaging (5.594).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. AMT’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 78, placing this stock worse than average.
SBAC's RSI Oscillator recovers from overbought zone
The 10-day RSI Oscillator for SBAC moved out of overbought territory on November 05, 2026. This could be a sign that the stock is shifting from an upward trend to a downward trend. Traders may want to look at selling the stock or buying put options. Tickeron's A.I.dvisor looked at 29 instances where the indicator moved out of the overbought zone. In 23 of the 29 cases the stock moved lower in the days that followed. This puts the odds of a move down at 79%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 58 cases where SBAC's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 79%.
The Moving Average Convergence Divergence Histogram (MACD) for SBAC turned negative on November 13, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 32 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 65%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SBAC declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 65%.
SBAC broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on SBAC as a result. In 51 of 97 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 53%.
SBAC moved above its 50-day moving average on October 23, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for SBAC crossed bullishly above the 50-day moving average on October 19, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 6 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 40%.
Following a +1.06% 3-day Advance, the price is estimated to grow further. Considering data from situations where SBAC advanced for three days, in 169 of 304 cases, the price rose further within the following month. The odds of a continued upward trend are 56%.
The Aroon Indicator entered an Uptrend today. In 94 of 175 cases where SBAC Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 54%.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 52 (best 1 - 100 worst), indicating steady price growth. SBAC’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 66 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 72 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (-4.340) is normal, around the industry mean (1.837). P/E Ratio (20.368) is within average values for comparable stocks, (27.919). SBAC's Projected Growth (PEG Ratio) (9.487) is slightly higher than the industry average of (2.612). Dividend Yield (0.026) settles around the average of (0.043) among similar stocks. P/S Ratio (6.689) is also within normal values, averaging (5.594).
The Tickeron SMR rating for this company is 98 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. SBAC’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 78, placing this stock worse than average.
AMT | SBAC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 99 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 14 | 98 | |
PRICE GROWTH RATING 1..100 | 30 | 52 | |
P/E GROWTH RATING 1..100 | 60 | 66 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
SBAC's Valuation (72) in the Real Estate Investment Trusts industry is in the same range as AMT (99). This means that SBAC’s stock grew similarly to AMT’s over the last 12 months.
SBAC's Profit vs Risk Rating (100) in the Real Estate Investment Trusts industry is in the same range as AMT (100). This means that SBAC’s stock grew similarly to AMT’s over the last 12 months.
AMT's SMR Rating (14) in the Real Estate Investment Trusts industry is significantly better than the same rating for SBAC (98). This means that AMT’s stock grew significantly faster than SBAC’s over the last 12 months.
AMT's Price Growth Rating (30) in the Real Estate Investment Trusts industry is in the same range as SBAC (52). This means that AMT’s stock grew similarly to SBAC’s over the last 12 months.
AMT's P/E Growth Rating (60) in the Real Estate Investment Trusts industry is in the same range as SBAC (66). This means that AMT’s stock grew similarly to SBAC’s over the last 12 months.
| AMT | SBAC | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 76% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 79% |
| Momentum ODDS (%) | 1 day ago 62% | 6 days ago 53% |
| MACD ODDS (%) | 1 day ago 64% | 1 day ago 65% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 57% |
| TrendMonth ODDS (%) | 1 day ago 60% | 1 day ago 54% |
| Advances ODDS (%) | 5 days ago 59% | 5 days ago 56% |
| Declines ODDS (%) | 3 days ago 66% | 3 days ago 65% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 72% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 54% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMT’s FA Score shows that 2 FA rating(s) are green while SBAC’s FA Score has 0 green FA rating(s).
- AMT’s FA Score: 2 green, 3 red.
- SBAC’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMT’s TA Score shows that 6 TA indicator(s) are bullish while SBAC’s TA Score has 5 bullish TA indicator(s).
- AMT’s TA Score: 6 bullish, 5 bearish.
- SBAC’s TA Score: 5 bullish, 5 bearish.
Price Growth
AMT (@Specialty Telecommunications) experienced а +1.51% price change this week, while SBAC (@Specialty Telecommunications) price change was +0.62% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was +4.63%. For the same industry, the average monthly price growth was +0.87%, and the average quarterly price growth was -6.69%.
Reported Earning Dates
AMT is expected to report earnings on Feb 25, 2027.
SBAC is expected to report earnings on Mar 01, 2027.
Industries' Descriptions
@Specialty Telecommunications (+4.63% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
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AMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMT has been closely correlated with CCI. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMT jumps, then CCI could also see price increases.