Crown Castle is mid-strategic-review with fiber and small cell businesses potentially up for sale to refocus on macro towers. Activist pressure (Elliott) resulted in board changes. Dividend cut likely if fiber divestiture proceeds. Near-term overhang from review uncertainty.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| EQIX | Equinix, Inc. | 83 | +17% | ↓27% | ENTRY |
| DLR | Digital Realty Trust, Inc. | 78 | +13% | ↓20% | ENTRY |
| WELL | Welltower Inc. | 74 | +9% | ↓14% | WATCH |
| PLD | Prologis, Inc. | 70 | +7% | ↓10% | WATCH |
| AMT | American Tower Corporation | 67 | +5% | ↓8% | WATCH |
| BDVDY | Barratt Developments PLC | 64 | +14% | ↑9% | WATCH |
| O | Realty Income Corporation | 58 | +2% | ↓3% | NEUTRAL |
Crown Castle strategic review continues; fiber sale process active
Q1 2026 site rental revenues flat YoY
Estimates · Yahoo Finance · Not audited figures