Ratings by RBC Capital (Jonathan Atkin)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/3/2026 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/2/2026 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2026 | AT&T | T | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | Verizon Communications | VZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/16/2026 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | Comcast Corp | CMCSA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/16/2026 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/16/2026 | AT&T | T | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Array Digital Infrastructure | AD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | American Tower | AMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/30/2025 | DigitalBridge Group Inc. | DBRG | Downgrade | Sector Perform (Outperform) |
13.92 (15.40) |
10.63% | Details | |
| 12/8/2025 | DigitalBridge Group Inc. | DBRG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Array Digital Infrastructure | AD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/31/2025 | Comcast Corp | CMCSA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2025 | Verizon Communications | VZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2025 | Verizon Communications | VZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/27/2025 | Array Digital Infrastructure | AD | New Coverage | Outperform (N/A) |
49.34 (49.03) |
-0.63% | Details | |
| 10/14/2025 | T-Mobile US, | TMUS | Upgrade | Outperform (Sector Perform) |
228.79 (221.57) |
-3.16% | Details | |
| 10/6/2025 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/1/2025 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | Crown Castle | CCI | Upgrade | Outperform (Sector Perform) |
96.49 (90.43) |
-6.28% | Details | |
| 10/1/2025 | American Tower | AMT | Downgrade | Sector Perform (Outperform) |
192.32 (188.59) |
-1.94% | Details | |
| 9/8/2025 | Comcast Corp | CMCSA | New Coverage | Sector Perform (N/A) |
33.95 (31.91) |
-6.01% | Details | |
| 8/12/2025 | GDS Holdings | GDS | Upgrade | Outperform (Sector Perform) |
36.37 (40.87) |
12.37% | Details | |
| 8/7/2025 | Crown Castle | CCI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2025 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | T-Mobile US, | TMUS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/22/2025 | Verizon Communications | VZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/16/2025 | Iron Mountain | IRM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/11/2025 | Crown Castle | CCI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/25/2025 | Verizon Communications | VZ | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/25/2025 | GDS Holdings | GDS | Downgrade | Sector Perform (Outperform) |
44.76 (36.37) |
-18.74% | Details | |
| 2/3/2025 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2025 | T-Mobile US, | TMUS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/15/2025 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/6/2025 | T-Mobile US, | TMUS | Downgrade | Sector Perform (Outperform) |
219.53 (228.79) |
4.22% | Details | |
| 12/11/2024 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2024 | Charter Communications | CHTR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/28/2024 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2024 | Crown Castle | CCI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/19/2024 | Charter Communications | CHTR | New Coverage | Sector Perform (N/A) |
339.35 (232.24) |
-31.56% | Details | |
| 8/26/2024 | IHS Holding | IHS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2024 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2024 | Crown Castle | CCI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/8/2024 | GDS Holdings | GDS | Upgrade | Outperform (Sector Perform) |
10.96 (44.76) |
308.39% | Details | |
| 6/3/2024 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2024 | DigitalBridge Group Inc. | DBRG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2024 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2024 | Crown Castle | CCI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/11/2024 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/29/2024 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2024 | Crown Castle | CCI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/24/2023 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2023 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2023 | Crown Castle | CCI | Downgrade | Sector Perform (Outperform) |
94.31 (90.43) |
-4.11% | Details | |
| 8/22/2023 | Iron Mountain | IRM | Upgrade | Outperform (Sector Perform) |
59.11 (105.18) |
77.94% | Details | |
| 8/16/2023 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2023 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2023 | DigitalBridge Group Inc. | DBRG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2023 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2023 | GDS Holdings | GDS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2023 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2023 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2023 | IHS Holding | IHS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2023 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2023 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2022 | Radius Global Infrastructure | RADI | New Coverage | Sector Perform (N/A) |
12.24 (15.00) |
22.55% | Details | |
| 12/16/2022 | Iron Mountain | IRM | New Coverage | Sector Perform (N/A) |
54.32 (105.18) |
93.63% | Details | |
| 11/29/2022 | GDS Holdings | GDS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/14/2022 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2022 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/6/2022 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2022 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2022 | GDS Holdings | GDS | Downgrade | Sector Perform (Outperform) |
26.91 (10.96) |
-59.27% | Details | |
| 8/16/2022 | Cyxtera Technologies | CYXT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/8/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2022 | Cyxtera Technologies | CYXT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2022 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2022 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2022 | Cyxtera Technologies | CYXT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2022 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2022 | IHS Holding | IHS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2022 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2022 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2021 | Switch Inc. | SWCH | New Coverage | Outperform (N/A) |
26.52 (34.25) |
29.15% | Details | |
| 12/16/2021 | DigitalBridge Group Inc. | DBRG | New Coverage | Outperform (N/A) |
7.96 (13.92) |
74.87% | Details | |
| 12/16/2021 | Cyxtera Technologies | CYXT | New Coverage | Outperform (N/A) |
10.96 (0.07) |
-99.36% | Details | |
| 11/26/2021 | CoreSite Realty | COR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/24/2021 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2021 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | CyrusOne | CONE | Downgrade | Sector Perform (Outperform) |
85.45 (90.36) |
5.75% | Details | |
| 11/15/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | IHS Holding | IHS | New Coverage | Outperform (N/A) |
16.36 (8.08) |
-50.61% | Details | |
| 10/25/2021 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2021 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2021 | CoreSite Realty | COR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/9/2021 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2021 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | WideOpenWest | WOW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2021 | T-Mobile US, | TMUS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/5/2021 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2021 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2021 | American Tower | AMT | Maintain | Outperform (Outperform) |
|
Details | ||
| 2/25/2021 | WideOpenWest | WOW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/24/2021 | QTS Realty Trust | QTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | Lumen | LUMN | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/10/2021 | CoreSite Realty | COR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/13/2020 | T-Mobile US, | TMUS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/26/2020 | AT&T | T | Maintain | Sector Perform (Sector Perform) |
|
Details | ||
| 8/28/2020 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2020 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2020 | CoreSite Realty | COR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2020 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | QTS Realty Trust | QTS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2020 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | T-Mobile US, | TMUS | Downgrade | Sector Perform (Outperform) |
105.62 (221.57) |
109.78% | Details | |
| 6/30/2020 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2020 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2020 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2020 | CenturyLink, Inc. | CTL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2020 | CoreSite Realty | COR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2020 | QTS Realty Trust | QTS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2020 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2020 | WideOpenWest | WOW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/24/2020 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2020 | WideOpenWest | WOW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/24/2020 | CoreSite Realty | COR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/18/2020 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2020 | CenturyLink, Inc. | CTL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/18/2019 | AT&T | T | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/18/2019 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2019 | InterXion Holding | INXN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | QTS Realty Trust | QTS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2019 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2019 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2019 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2019 | QTS Realty Trust | QTS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | WideOpenWest | WOW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2019 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2019 | InterXion Holding | INXN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2019 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2019 | Zayo Group Holdings | ZAYO | Downgrade | Sector Perform (Outperform) |
30.62 (34.99) |
14.27% | Details | |
| 5/8/2019 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2019 | T-Mobile US, | TMUS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2019 | Crown Castle | CCI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2019 | GDS Holdings | GDS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2019 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2019 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2019 | SBA Communications | SBAC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2019 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2019 | CenturyLink, Inc. | CTL | Downgrade | Sector Perform (Outperform) |
14.10 (11.00) |
-21.99% | Details | |
| 11/19/2018 | CenturyLink, Inc. | CTL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2018 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2018 | Zayo Group Holdings | ZAYO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2018 | CyrusOne | CONE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2018 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2018 | American Tower | AMT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2018 | CoreSite Realty | COR | Downgrade | Sector Perform (Outperform) |
104.76 (358.46) |
242.17% | Details | |
| 8/20/2018 | Equinix | EQIX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2018 | CenturyLink, Inc. | CTL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2018 | WideOpenWest | WOW | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/13/2018 | Digital Realty Trust | DLR | Maintain | Outperform (N/A) |
|
Details |
