We had given Crown Castle a buy rating despite having certainty of a dividend cut.
The fiber business sale at $8.5 billion impacts our fair value.
2026 AFFO projections appear optimistic, with some expected growth offset by churn.
We think investors should sell into this rally and move on to greener pastures.
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J Studios
On our previous coverage of Crown Castle Inc. (NYSE:CCI) we gave it our first buy rating. It was not all roses and sunshine, though. We had some qualifiers there as to how high we expected things to go.
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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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