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Barclays warns American Tower's revenue faces risk due to heavy reliance on EchoStar amid regulatory and contract uncertainties.
Barclays has turned cautious on American Tower (AMT), citing rising risks from its reliance on EchoStar, a major wireless company.
The bank warned that regulatory scrutiny and evolving contract terms could pressure AMT’s revenue stability and growth, despite strong demand for wireless infrastructure.
While AMT remains a top U.S. tower lessor, concerns over pricing and renewal risks with its largest customer have led Barclays to recommend close monitoring of the situation.
The outlook reflects broader uncertainty in the telecom infrastructure sector amid shifting industry partnerships and regulatory changes.
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Barclays advierte que los ingresos de American Tower se enfrentan a un riesgo debido a la fuerte dependencia de EchoStar en medio de incertidumbres regulatorias y contractuales.