8-K ·Filed Jun 4, 2026

AMT

AMERICAN TOWER CORP /MA/
NEUTRAL
Impact 3/10
Horizondays Processed3mo ago SEC0001053507-26-000127
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
AMT ▼ -9.57% at T+60d
NEUTRAL call ✗ call lost -9.57% · α vs SPY -13.57% · entry $194.12 → $175.54
Entry anchored
Jun 4, 2026
via day open
T+1d
-2.59%
call -2.59% · α -2.81%
$189.10
settled 4mo ago
T+5d
-3.58%
call -3.58% · α -4.14%
$187.18
settled 4mo ago
T+20d
-16.49%
call -16.49% · α -18.35%
$162.11
settled 3mo ago
T+60d
-9.57%
call -9.57% · α -13.57%
$175.54
settled 5w ago

Price Chart

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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.

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)

Investment Themes

Real Estate

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
18 reports for AMT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AMT — sortable, filterable
TypeNow
Sep 14, 2026
17d ago
8-K
NEUTRAL ★ 4/10
$177.71 $175.25▼ −1.38%▼ −3.51%$161.24 (−9.27%)
Sep 9, 2026
23d ago
424B5
NEUTRAL ★ 4/10
$175.43 $176.39▲ +0.55%▲ +1.20%$161.24 (−8.09%)
Aug 25, 2026
5w ago
Insider Buy
NEUTRAL ★ 4/10
$178.57 $176.02▼ −1.43%▼ −0.89%$161.24 (−9.70%)
Aug 1, 2026
8w ago
Institutional Cluster
BEARISH ★ 6/10
$173.00 $169.11▲ +2.25%▲ +4.28%$161.24 (+6.80%)
Jul 31, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$173.36 $172.54▼ −0.47%▼ −3.98%$161.24 (−6.99%)
Jul 28, 2026
9w ago
8-K
NEUTRAL ★ 5/10
$171.50 $173.00▲ +0.87%▼ −1.39%$161.24 (−5.98%)
Jun 4, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$194.12 $187.18▼ −3.58%▼ −4.14%$161.24 (−16.94%)
May 27, 2026
18w ago
8-K
NEUTRAL ★ 3/10
$184.86 $182.05▼ −1.52%▼ −1.99%$161.24 (−12.78%)
May 21, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$183.73 $186.93▲ +1.74%▲ +0.08%$161.24 (−12.24%)
May 19, 2026
19w ago
424B5
NEUTRAL ★ 4/10
$182.23 $184.86▲ +1.44%▼ −0.85%$161.24 (−11.52%)
Showing 10 of 18

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