American Tower lifted FY data center revenue growth guidance to about 15% on record leasing, a real kicker next to the tower/AFFO story. The catch is funding costs: debt is not well covered by operati

What happened: American Tower raised its full-year data center revenue growth outlook to about 15%, citing record leasing activity and healthier demand trends in that segment. Key numbers: Data center revenue growth guidance about 15%. Earnings reported at US$3.4b, expected to reach US$3.8b by 2029. Why it matters: The raised outlook points to healthier leasing, but the article says the key near term swing factor remains how fast carriers push 5G amendments and colocations through the pipeline, with funding costs and balance sheet flexibility as the biggest watchpoint. Market: +4.1% today ($188.97), +10.2% YTD, 3.1x vol — as of 23:45 UTC Verified: Q3_2026 (Oct 27) revenue $2.7B vs $2.7B est; next print ~Jan 26 Coverage: 4 outlets in 24h

Higher data center guidance raises the question of a changed bull case for AMT stock.

Higher data center guidance raises the question of a changed bull case for AMT stock. — impact context not separately stored; see What changed.