-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、2026年予想EV/EBITDA倍率18.0倍（過去3年間の平均20.2倍を下回る水準）に基づき、12ヶ月目標株価210ドルを維持します。2026年の調整後FFO予想を0.17ドル引き上げ11.08ドルに、2027年の予想を0.11ドル引き上げ11.62ドルとします。AMTの第1四半期の好業績は、堅調な基礎成長、有利な為替レート、および定額法による収益調整によるものです。欧州事業は買収想定を上回る業績を維持しており、今年は700以上の新規拠点を計画しています。経営陣は、好調な事業運営実績により、通信事業者から新たな建設契約を獲得していると述べています。 AIアプリケーションの普及と6Gに必要な将来のネットワーク高密度化により、モバイルデータトラフィックは5年以内に倍増すると予想されており、国内市場の成長余地は依然として大きいと見ています。CoreSiteは、AI推論ワークロードをサポートする相互接続インフラストラクチャへの需要が加速していることを実感しており、経営陣はこれが持続的な長期トレンドであると考えています。
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