-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們維持對AMT未來12個月的目標價為210美元，基於2026年預期EV/EBITDA倍數為18.0倍，低於其三年平均水平20.2倍。我們將2026年調整後FFO預期上調0.17美元至11.08美元，並將2027年上調0.11美元至11.62美元。 AMT第一季的優異表現得益於穩健的基礎成長、有利的匯率以及直線法收入調整。歐洲業務持續超出預期，今年計畫新增700多個站點，管理層指出，強勁的營運業績正在贏得營運商的新客製化建設合約。我們仍認為國內市場成長空間龐大，預計未來五年內行動數據流量將翻一番，這主要得益於人工智慧應用的普及以及未來6G網路所需的密集化部署。 CoreSite觀察到，市場對支援人工智慧推理工作負載的互聯基礎設施的需求正在加速成長，管理層認為這將是一個可持續的長期趨勢。
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