American Tower (AMT) — What Changed

Material changes in the AI committee's view · 25 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MATERIAL
▼ Agreement Shift

AMT's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

AMT's Committee score moved from 53.86 to 54.57 (+0.71, 1 day(s) apart).

53.86 → 54.57 (+0.7)

2026-07-31 MATERIAL
▲ Agreement Shift

AMT's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▲ Score Change

AMT's Committee score moved from 53.50 to 53.86 (+0.36, 1 day(s) apart).

53.50 → 53.86 (+0.4)

2026-07-30 MINOR
▼ Score Change

AMT's Committee score moved from 55.04 to 53.50 (-1.54, 1 day(s) apart).

55.04 → 53.50 (-1.5)

2026-07-28 MATERIAL
▼ Agreement Shift

AMT's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-28 MINOR
▼ Score Change

AMT's Committee score moved from 55.54 to 55.04 (-0.50, 1 day(s) apart).

55.54 → 55.04 (-0.5)

2026-07-18 MINOR
▼ Score Change

AMT's Committee score moved from 55.22 to 53.80 (-1.42, 1 day(s) apart).

55.22 → 53.80 (-1.4)

2026-07-17 MINOR
▼ Agreement Shift

AMT's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-17 MAJOR
▼ Score Change

AMT's Committee score moved from 63.81 to 55.22 (-8.59, 1 day(s) apart).

63.81 → 55.22 (-8.6)

2026-07-17 MATERIAL
— Conviction Change

AMT's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-17 MAJOR
— Rating Change

AMT moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-16 MATERIAL
▲ Agreement Shift

AMT's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-16 MINOR
▲ Score Change

AMT's Committee score moved from 59.01 to 63.81 (+4.80, 1 day(s) apart).

59.01 → 63.81 (+4.8)

2026-07-16 MATERIAL
— Conviction Change

AMT's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-16 MAJOR
— Rating Change

AMT moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-15 MINOR
▼ Agreement Shift

AMT's Committee agreement moved from 57.10% to 50.00% (-7.10pp, 1 day(s) apart).

57.10 → 50.00 (-7.1)

2026-07-15 MINOR
▲ Score Change

AMT's Committee score moved from 54.27 to 59.01 (+4.74, 1 day(s) apart).

54.27 → 59.01 (+4.7)

2026-07-14 MATERIAL
▲ Agreement Shift

AMT's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-14 MINOR
▼ Score Change

AMT's Committee score moved from 57.44 to 54.27 (-3.17, 1 day(s) apart).

57.44 → 54.27 (-3.2)

2026-07-13 MINOR
▲ Agreement Shift

AMT's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-13 MINOR
▲ Score Change

AMT's Committee score moved from 57.44 to 61.46 (+4.02, 1 day(s) apart).

57.44 → 61.46 (+4.0)

2026-07-13 MAJOR
— Rating Change

AMT moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-10 MINOR
▲ Agreement Shift

AMT's Committee agreement moved from 40.00% to 42.90% (+2.90pp, 3 day(s) apart).

40.00 → 42.90 (+2.9)

2026-07-10 MINOR
▲ Score Change

AMT's Committee score moved from 57.69 to 57.75 (+0.06, 3 day(s) apart).

57.69 → 57.75 (+0.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →