DailyIQ
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Sector:Real EstateAll sectors
Last updated 3 minutes ago

CCI·Crown Castle Inc.

$.
-. (-.%)
Pre-Market
High
$90.66
Open
$90.66
Market Cap
39.92B
52W High
$115.76
Low
$90.66
P. Close
$89.14
P/E
37.69
52W Low
$75.96
Fwd P/E
30.85
Mean Target
$99.07
Technical Score (1D)
73
BUY
News Sentiment
61
BULLISH
Cooke & Bieler LP significantly boosted its stake in Crown Castle Inc. (CCI), acquiring over 511,000 additional shares, which represents a 21.2% increase in their holding. This substantial investment now makes CCI the fourth-largest position in Cooke & Bieler's portfolio, signaling increased institutional confidence in the real estate investment trust. The move by Cooke & Bieler, alongside other recent additions by institutional investors, suggests a positive sentiment towards CCI's future prospects. Investors will be watching for any further commentary from major holders regarding their conviction in Crown Castle's strategy and its ability to navigate the current market environment.
Earnings Summary
Crown Castle International is a prominent provider of shared communications infrastructure in the United States, operating within the Real Estate sector's Specialty REIT industry. The company's extensive network includes approximately 40,000 cell towers and around 90,000 route miles of fiber optic cable, essential for wireless communications and data transmission across major U.S. markets. Examining recent quarterly performance, Crown Castle has shown a pattern of exceeding EPS estimates. In Q1 2026, actual EPS was $1.02 against an estimate of $0.47, a significant beat, accompanied by revenue of $1.01 billion against an estimate of $0.99 billion. This follows Q4 2024, where actual EPS was $0.73 against an estimate of $0.42, also a strong beat, with revenue at $1.65 billion. Q3 2025 reported actual EPS of $0.64 versus an estimate of $0.49, and Q2 2025 showed actual EPS of $0.61 against an estimate of $0.51, both representing beats. The trend indicates consistent EPS beats over the reported periods, with revenue also generally meeting or exceeding expectations where data is available. Historically, Crown Castle has demonstrated a consistent ability to surpass analyst EPS expectations. The company has a streak of beating estimates in the most recently reported quarters, including Q4 2024, Q1 2025 (actual EPS $0.65 vs est. $-0.05), Q2 2025, Q3 2025, and Q1 2026. This consistent outperformance on the earnings front, coupled with generally stable revenue figures, suggests a resilient business model. Recent news indicates a strategic shift with plans to sell off fiber assets, aimed at optimizing operations and enhancing shareholder returns, following a period of lagging the broader market. While Wall Street sentiment is currently mixed, Barclays has slightly increased its price target to $92 while maintaining an Equalweight rating, though the broader analyst consensus leans towards an overweight rating with a higher average target. Moving forward, investors will be closely monitoring the execution of the planned fiber asset sales and their impact on the company's financial profile and future growth trajectory. Key will be whether this strategic divestiture can help Crown Castle regain market momentum and align with the cautiously optimistic view held by some Wall Street analysts.

EPS

EstBeatMiss
$-0.21$0.14$0.49$0.83$1.18Q4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.48 - -
Q1'26$0.47$1.02+116.6%
Q3'25$0.49$0.64+30.6%
Q2'25$0.51$0.61+19.6%
Q1'25$-0.05$0.65+1485.3%
Q4'24$0.42$0.73+74.1%

Revenue

EstBeatMiss
$897M$1.1B$1.3B$1.5B$1.7BQ4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.0B - -
Q1'26$995M$1.0B+1.5%
Q3'25 - $1.1B -
Q2'25 - $1.1B -
Q1'25 - $1.1B -
Q4'24 - $1.6B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CCI Stock Snapshot

CCI is currently trading at $90.66, giving Crown Castle Inc. a market cap of 39.92B and a P/E ratio of 37.7. Today's range spans $90.66–$90.66, with shares opening at $90.66 and moving up $1.52 (1.7%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 61/100.

Over the past year CCI has traded between $75.96 and $115.76 - the current price is +19.4% off the 52-week low and -21.7% from the high. 26 analysts cover the stock with a Hold consensus and a mean 12-month target of $99.07 (range $85.00–$125.00), implying upside of +9.3%.

The Real Estate sector has plenty of names, but CCI is one of the few right now where technical and sentiment data are both bullish. Score: 73/100 (BUY). Sentiment: bullish (61/100). Price: $90.66 (in the lower half of its 52-week range). The current P/E ratio stands at 37.7. With 39.92B in market cap, this is the scale where fundamental thesis and technical setup reinforce rather than compete with each other. Annual range: $75.96–$115.76.

What makes CCI's BUY setup (73/100) particularly actionable at 39.92B in Real Estate capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $90.66 (in the lower half of its 52-week range in $75.96–$115.76), with sentiment running bullish at 61/100, the setup rewards conviction-sized positioning more than it does speculative small bets.