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   <title>KeyBanc's Infra Preview: 'We Highlight CCI and DLR'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Infra+Preview%3A+%27We+Highlight+CCI+and+DLR%27/26787429.html</link>
   <description>&lt;p&gt;KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are</description>
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   <pubDate>Mon, 20 Jul 2026 08:18:18 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">DLR</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EQIX</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
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   <title>KeyBanc's Infra Preview: 'We Highlight CCI and DLR'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Infra+Preview%3A+%27We+Highlight+CCI+and+DLR%27/26787429.html</link>
   <description>&lt;p&gt;KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are</description>
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   <pubDate>Mon, 20 Jul 2026 08:18:18 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">DLR</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EQIX</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
   	  </item>
  <item>
   <title>KeyBanc's Infra Preview: 'We Highlight CCI and DLR'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Infra+Preview%3A+%27We+Highlight+CCI+and+DLR%27/26787429.html</link>
   <description>&lt;p&gt;KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are</description>
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   <pubDate>Mon, 20 Jul 2026 08:18:18 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">DLR</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EQIX</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
   	  </item>
  <item>
   <title>KeyBanc's Infra Preview: 'We Highlight CCI and DLR'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Infra+Preview%3A+%27We+Highlight+CCI+and+DLR%27/26787429.html</link>
   <description>&lt;p&gt;KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Infra+Preview%3A+%27We+Highlight+CCI+and+DLR%27/26787429.html</guid>
   <pubDate>Mon, 20 Jul 2026 08:18:18 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">DLR</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EQIX</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
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  <item>
   <title>KeyBanc's Infra Preview: 'We Highlight CCI and DLR'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+Infra+Preview%3A+%27We+Highlight+CCI+and+DLR%27/26787429.html</link>
   <description>&lt;p&gt;KeyBanc analyst Brandon Nispel highlights CCI and DLR in the 2Q26 Comm. Infra Preview note.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;We see the 2Q26 Comm. Infra. setup as straight-forward: DLR/EQIX likely need to continue to beat/raise guide, while the bar is low for AMT, CCI, SBAC where in-line/maintain is likely good enough. The AI narrative (Hyperscale build out, Enterprise inference inflection) is intact, favoring Data Centers, though with Tower leasing near trough, consolidation churn is behind us, upper C-band auction ~one year away, and optionality in a potential new customer with SPCX, the Tower setup appears to be improving. CCI and DLR are</description>
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   <pubDate>Mon, 20 Jul 2026 08:18:18 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">DLR</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">EQIX</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
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  <item>
   <title>Crown Castle (CCI) PT Lowered to $95 at BMO Capital</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Crown+Castle+%28CCI%29+PT+Lowered+to+%2495+at+BMO+Capital/26787115.html</link>
   <description>BMO Capital analyst Ari Klein lowered the price target on Crown Castle (NYSE: CCI) to $95.00  (from $100.00) while maintaining a  rating.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+PT+Change/Crown+Castle+%28CCI%29+PT+Lowered+to+%2495+at+BMO+Capital/26787115.html</guid>
   <pubDate>Mon, 20 Jul 2026 07:38:53 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	  </item>
  <item>
   <title>Crown Castle Announces Second Quarter 2026 Earnings Conference Call Details</title>
   <link>http://www.streetinsider.com/Press+Releases/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</link>
   <description>
&lt;p align=&quot;justify&quot;&gt;HOUSTON, June  30, 2026  (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (&amp;quot;Crown Castle&amp;quot;) plans to release its second quarter 2026 results on Wednesday, July 22, 2026, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, July 22, 2026, at 5:00 p.m. eastern time. &lt;br/&gt;&lt;br/&gt;A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at &lt;a target=&quot;_blank&quot; href=&quot;https://www.globenewswire.com/Tracker?data=fepyRbmFqpjm7Imqcrjf7uMgi7rwJyz3xpnvqNBj1s3Dwvj0oiI8UHhRGj60Rdl1J9plkPVFlrrqonJ9jTUpTuBrXRx4Lp8tBc6HT73igM6dMhFTCeeIdmVmpu9FK1MW&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;https://investor.crowncastle.com&lt;/a&gt;. Participants may join the conference call by dialing 833-816-1115 (Toll Free) or 412-317-0694 (International) at least</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</guid>
   <pubDate>Tue, 30 Jun 2026 16:15:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.00187489</category>
   	  </item>
  <item>
   <title>Crown Castle Announces Second Quarter 2026 Earnings Conference Call Details</title>
   <link>http://www.streetinsider.com/Press+Releases/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</link>
   <description>
&lt;p align=&quot;justify&quot;&gt;HOUSTON, June  30, 2026  (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (&amp;quot;Crown Castle&amp;quot;) plans to release its second quarter 2026 results on Wednesday, July 22, 2026, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, July 22, 2026, at 5:00 p.m. eastern time. &lt;br/&gt;&lt;br/&gt;A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at &lt;a target=&quot;_blank&quot; href=&quot;https://www.globenewswire.com/Tracker?data=fepyRbmFqpjm7Imqcrjf7uMgi7rwJyz3xpnvqNBj1s3Dwvj0oiI8UHhRGj60Rdl1J9plkPVFlrrqonJ9jTUpTuBrXRx4Lp8tBc6HT73igM6dMhFTCeeIdmVmpu9FK1MW&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;https://investor.crowncastle.com&lt;/a&gt;. Participants may join the conference call by dialing 833-816-1115 (Toll Free) or 412-317-0694 (International) at least</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</guid>
   <pubDate>Tue, 30 Jun 2026 16:15:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.00187489</category>
   	  </item>
  <item>
   <title>Crown Castle Announces Second Quarter 2026 Earnings Conference Call Details</title>
   <link>http://www.streetinsider.com/Globe+Newswire/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</link>
   <description>
&lt;p align=&quot;justify&quot;&gt;HOUSTON, June  30, 2026  (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (&amp;quot;Crown Castle&amp;quot;) plans to release its second quarter 2026 results on Wednesday, July 22, 2026, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, July 22, 2026, at 5:00 p.m. eastern time. &lt;br/&gt;&lt;br/&gt;A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at &lt;a target=&quot;_blank&quot; href=&quot;https://www.globenewswire.com/Tracker?data=fepyRbmFqpjm7Imqcrjf7uMgi7rwJyz3xpnvqNBj1s3Dwvj0oiI8UHhRGj60Rdl1J9plkPVFlrrqonJ9jTUpTuBrXRx4Lp8tBc6HT73igM6dMhFTCeeIdmVmpu9FK1MW&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;https://investor.crowncastle.com&lt;/a&gt;. Participants may join the conference call by dialing 833-816-1115 (Toll Free) or 412-317-0694 (International) at least</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Globe+Newswire/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</guid>
   <pubDate>Tue, 30 Jun 2026 16:15:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.00187489</category>
   	  </item>
  <item>
   <title>Crown Castle Announces Second Quarter 2026 Earnings Conference Call Details</title>
   <link>http://www.streetinsider.com/Globe+Newswire/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</link>
   <description>
&lt;p align=&quot;justify&quot;&gt;HOUSTON, June  30, 2026  (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (&amp;quot;Crown Castle&amp;quot;) plans to release its second quarter 2026 results on Wednesday, July 22, 2026, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, July 22, 2026, at 5:00 p.m. eastern time. &lt;br/&gt;&lt;br/&gt;A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at &lt;a target=&quot;_blank&quot; href=&quot;https://www.globenewswire.com/Tracker?data=fepyRbmFqpjm7Imqcrjf7uMgi7rwJyz3xpnvqNBj1s3Dwvj0oiI8UHhRGj60Rdl1J9plkPVFlrrqonJ9jTUpTuBrXRx4Lp8tBc6HT73igM6dMhFTCeeIdmVmpu9FK1MW&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;https://investor.crowncastle.com&lt;/a&gt;. Participants may join the conference call by dialing 833-816-1115 (Toll Free) or 412-317-0694 (International) at least</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Globe+Newswire/Crown+Castle+Announces+Second+Quarter+2026+Earnings+Conference+Call+Details/26713765.html</guid>
   <pubDate>Tue, 30 Jun 2026 16:15:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.00187489</category>
   	  </item>
  <item>
   <title>Goldman Sachs Assumes Crown Castle (CCI) at Neutral</title>
   <link>http://www.streetinsider.com/New+Coverage/Goldman+Sachs+Assumes+Crown+Castle+%28CCI%29+at+Neutral/26694228.html</link>
   <description>(Updated - June 26, 2026 5:32 AM EDT)

&lt;p&gt;Goldman Sachs analyst Michael Ng assumes coverage on Crown Castle (NYSE: CCI) with a Neutral rating and a price target of $95.00.&lt;/p&gt;&lt;p&gt;The analyst comments: “We assume coverage of Crown Castle (CCI) with a Neutral rating and a 12-month target price of $95. Crown Castle is the largest pure-play US tower operator with approximately 39,771 towers (as of 1Q26) across the United States and no international exposure. While CCI’s long-term positioning is supported by secular growth in mobile data consumption, upcoming spectrum auctions, and its outsized exposure to the three major US carriers, near-term</description>
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   <pubDate>Fri, 26 Jun 2026 05:32:37 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	  </item>
  <item>
   <title>Goldman Sachs Assumes Crown Castle (CCI) at Neutral</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Assumes+Crown+Castle+%28CCI%29+at+Neutral/26694228.html</link>
   <description>(Updated - June 26, 2026 5:32 AM EDT)

&lt;p&gt;Goldman Sachs analyst Michael Ng assumes coverage on Crown Castle (NYSE: CCI) with a Neutral rating and a price target of $95.00.&lt;/p&gt;&lt;p&gt;The analyst comments: “We assume coverage of Crown Castle (CCI) with a Neutral rating and a 12-month target price of $95. Crown Castle is the largest pure-play US tower operator with approximately 39,771 towers (as of 1Q26) across the United States and no international exposure. While CCI’s long-term positioning is supported by secular growth in mobile data consumption, upcoming spectrum auctions, and its outsized exposure to the three major US carriers, near-term</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Assumes+Crown+Castle+%28CCI%29+at+Neutral/26694228.html</guid>
   <pubDate>Fri, 26 Jun 2026 05:32:37 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	  </item>
  <item>
   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</guid>
   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">T</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">TMUS</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">VZ</category>
   	  </item>
  <item>
   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">T</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">TMUS</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">VZ</category>
   	  </item>
  <item>
   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AMT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CCI</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">SBAC</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">T</category>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>UBS sees a solid setup for the next cycle for these stocks</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/UBS+sees+a+solid+setup+for+the+next+cycle+for+these+stocks/26612800.html</link>
   <description>&lt;p&gt;The communications and infrastructure sector has a number of upcoming catalysts, say UBS analysts, as they identify stocks that have a solid setup for the next cycle, based on valuations that are still near historical lows at mid-teens forward AFFO/sh.&lt;/p&gt;&lt;p&gt;According to the firm, American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle International (NYSE: CCI) are stocks with a solid setup into the next cycle.&lt;/p&gt;&lt;p&gt;The firm believes wireless data/FWA usage will likely grow strongly, new spectrum deployments and lower normalized churn will support MSD revenue, and MHSD AFFO/sh will continue growing in the U.S. for many years ahead.&lt;/p&gt;&lt;p&gt;“Despite</description>
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   <pubDate>Sat, 06 Jun 2026 04:00:00 -0400</pubDate>
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   <title>Bernstein Weighs In On US Communications Infrastructure Stocks Post NAREIT's REIT Week</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Bernstein+Weighs+In+On+US+Communications+Infrastructure+Stocks+Post+NAREIT%27s+REIT+Week/26602859.html</link>
   <description>&lt;p&gt;Bernstein analyst Madison Rezaei weighs in on US Communications Infrastructure stocks post NAREIT's REIT week.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;This week, REIT investors took over the oh-so-glam Hilton Midtown for the NAREIT’s annual REIT Week. While there weren’t a ton of surprises, we did get some updates from management at DLR (OP, $232), EQIX (OP, $1,222), AMT (OP, $207), and CCI (OP, $102), mostly reinforcing our existing perspectives.&lt;/p&gt;&lt;p&gt;DLR continues to be our underappreciated favorite, with a strong, disciplined approach to growth. The company confirmed that they are tracking towards the top end of their 12% revenue guidance and suggested double-digit growth was</description>
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   <pubDate>Thu, 04 Jun 2026 08:20:23 -0400</pubDate>
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