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Jonathan Atkin's Stock Ratings
RBC Capital Analyst
Jonathan Atkin is an analyst at RBC Capital. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 12/15/2025
Updated: Dec 15, 2025
Overall Average Return
3.25%
Smart Score
Overall Average Return Percentile
41st
Number of Ratings
171
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/08/2025 | DBRG | Buy Now | DigitalBridge Gr | $13.40 | 71.64% | $19 → $23 | Maintains | Outperform | Get Alert | |
| 11/25/2025 | LUMN | Buy Now | Lumen Technologies | $8.09 | -1.11% | $4.25 → $8 | Maintains | Sector Perform | Get Alert | |
| 11/25/2025 | AD | Buy Now | Array Digital Infr | $50.25 | 11.44% | $62 → $56 | Maintains | Outperform | Get Alert | |
| 11/13/2025 | CCOI | Buy Now | Cogent Comms Hldgs | $22.82 | 0.79% | $40 → $23 | Maintains | Sector Perform | Get Alert | |
| 11/10/2025 | SBAC | Buy Now | SBA Communications | $189.98 | 22.12% | $235 → $232 | Maintains | Outperform | Get Alert | |
| 11/03/2025 | CHTR | Buy Now | Charter Communications | $211.29 | 25.42% | $325 → $265 | Maintains | Sector Perform | Get Alert | |
| 10/30/2025 | VZ | Buy Now | Verizon Communications | $40.74 | 8% | $46 → $44 | Maintains | Sector Perform | Get Alert | |
| 10/27/2025 | AD | Buy Now | Array Digital Infr | $50.25 | 23.38% | → $62 | Initiates | → Outperform | Get Alert | |
| 10/23/2025 | T | Buy Now | AT&T | $24.10 | 24.48% | $31 → $30 | Maintains | Outperform | Get Alert | |
| 10/14/2025 | TMUS | Buy Now | T-Mobile US | $197.15 | 36.95% | $270 → $270 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 10/02/2025 | SBAC | Buy Now | SBA Communications | $189.98 | 23.7% | $255 → $235 | Maintains | Outperform | Get Alert | |
| 10/02/2025 | CCI | Buy Now | Crown Castle | $88.14 | 27.07% | $113 → $112 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 10/02/2025 | AMT | Buy Now | American Tower | $179.20 | 22.77% | $260 → $220 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 09/08/2025 | CMCSA | Buy Now | Comcast | $29.84 | 27.35% | → $38 | Initiates | → Sector Perform | Get Alert | |
| 08/12/2025 | GDS | Buy Now | GDS Holdings | $34.50 | 39.13% | $37 → $48 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 08/08/2025 | CCOI | Buy Now | Cogent Comms Hldgs | $22.82 | 75.28% | $74 → $40 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 08/07/2025 | CCI | Buy Now | Crown Castle | $88.14 | 28.21% | $112 → $113 | Maintains | Sector Perform | Get Alert | |
| 07/31/2025 | AMT | Buy Now | American Tower | $179.20 | 45.09% | $250 → $260 | Maintains | Outperform | Get Alert | |
| 07/28/2025 | CHTR | Buy Now | Charter Communications | $211.29 | 75.11% | $430 → $370 | Maintains | Sector Perform | Get Alert | |
| 07/25/2025 | TMUS | Buy Now | T-Mobile US | $197.15 | 36.95% | $265 → $270 | Maintains | Sector Perform | Get Alert | |
| 07/22/2025 | VZ | Buy Now | Verizon Communications | $40.74 | 12.91% | $45 → $46 | Maintains | Sector Perform | Get Alert | |
| 05/02/2025 | CCI | Buy Now | Crown Castle | $88.14 | 27.07% | $107 → $112 | Maintains | Sector Perform | Get Alert | |
| 05/01/2025 | AMT | Buy Now | American Tower | $179.20 | 39.51% | $240 → $250 | Maintains | Outperform | Get Alert | |
| 04/28/2025 | CHTR | Buy Now | Charter Communications | $211.29 | 86.95% | $385 → $395 | Maintains | Sector Perform | Get Alert | |
| 04/24/2025 | T | Buy Now | AT&T | $24.10 | 24.48% | $28 → $30 | Maintains | Outperform | Get Alert | |
| 04/11/2025 | CCI | Buy Now | Crown Castle | $88.14 | 21.4% | $109 → $107 | Maintains | Sector Perform | Get Alert | |
| 03/25/2025 | VZ | Buy Now | Verizon Communications | $40.74 | 10.46% | $42 → $45 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 03/21/2025 | TMUS | Buy Now | T-Mobile US | $197.15 | 31.88% | $245 → $260 | Maintains | Sector Perform | Get Alert | |
| 03/19/2025 | T | Buy Now | AT&T | $24.10 | 16.18% | $27 → $28 | Maintains | Outperform | Get Alert | |
| 02/25/2025 | GDS | Buy Now | GDS Holdings | $34.50 | 7.25% | $26 → $37 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 02/24/2025 | SBAC | Buy Now | SBA Comms | $189.98 | 34.22% | $255 → $255 | Reiterates | Outperform → Outperform | Get Alert | |
| 02/03/2025 | CHTR | Buy Now | Charter Communications | $211.29 | 82.21% | $380 → $385 | Maintains | Sector Perform | Get Alert | |
| 01/30/2025 | TMUS | Buy Now | T-Mobile US | $197.15 | 24.27% | $240 → $245 | Maintains | Sector Perform | Get Alert | |
| 01/29/2025 | GDS | Buy Now | GDS Holdings | $34.50 | -24.64% | $26 → $26 | Reiterates | Outperform → Outperform | Get Alert | |
| 01/28/2025 | T | Buy Now | AT&T | $24.10 | 12.03% | $26 → $27 | Maintains | Outperform | Get Alert | |
| 01/15/2025 | CHTR | Buy Now | Charter Communications | $211.29 | 79.85% | $390 → $380 | Maintains | Sector Perform | Get Alert | |
| 01/06/2025 | TMUS | Buy Now | T-Mobile US | $197.15 | 21.73% | $255 → $240 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 01/06/2025 | T | Buy Now | AT&T | $24.10 | 7.88% | $22 → $26 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 12/11/2024 | EQIX | Buy Now | Equinix | $758.00 | 35.22% | $936 → $1025 | Maintains | Outperform | Get Alert | |
| 12/05/2024 | GDS | Buy Now | GDS Holdings | $34.50 | -24.64% | $26 → $26 | Reiterates | Outperform → Outperform | Get Alert | |
| 11/27/2024 | IRM | Buy Now | Iron Mountain | $80.98 | 71.65% | $135 → $139 | Maintains | Outperform | Get Alert | |
| 11/06/2024 | SBAC | Buy Now | SBA Communications | $189.98 | 34.22% | $245 → $255 | Maintains | Outperform | Get Alert | |
| 11/04/2024 | CHTR | Buy Now | Charter Communications | $211.29 | 84.58% | $345 → $390 | Maintains | Sector Perform | Get Alert | |
| 10/28/2024 | DLR | Buy Now | Digital Realty Trust | $150.25 | 37.77% | $177 → $207 | Maintains | Outperform | Get Alert | |
| 10/28/2024 | CCI | Buy Now | Crown Castle | $88.14 | 23.67% | $104 → $109 | Maintains | Sector Perform | Get Alert | |
| 10/25/2024 | TMUS | Buy Now | T-Mobile US | $197.15 | 29.34% | $232 → $255 | Maintains | Outperform | Get Alert | |
| 10/24/2024 | T | Buy Now | AT&T | $24.10 | -8.71% | $22 → $22 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 10/14/2024 | GDS | Buy Now | GDS Holdings | $34.50 | -24.64% | $14 → $26 | Maintains | Outperform | Get Alert | |
| 09/19/2024 | CHTR | Buy Now | Charter Communications | $211.29 | 63.28% | → $345 | Initiates | → Sector Perform | Get Alert | |
| 09/10/2024 | EXR | Buy Now | Extra Space Storage | $130.70 | 37.72% | → $180 | Initiates | → Sector Perform | Get Alert | |
| 09/09/2024 | VZ | Buy Now | Verizon Communications | $40.74 | 3.09% | $42 → $42 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 08/26/2024 | IHS | Buy Now | IHS Holding | $7.27 | -3.71% | $11 → $7 | Maintains | Outperform | Get Alert | |
| 08/15/2024 | AMT | Buy Now | American Tower | $179.20 | 31.7% | $225 → $236 | Maintains | Outperform | Get Alert | |
| 08/05/2024 | SBAC | Buy Now | SBA Comms | $189.98 | 28.96% | $235 → $245 | Maintains | Outperform | Get Alert | |
| 08/01/2024 | TMUS | Buy Now | T-Mobile US | $197.15 | 1.45% | $189 → $200 | Maintains | Outperform | Get Alert | |
| 07/25/2024 | CCI | Buy Now | Crown Castle | $88.14 | 17.99% | $100 → $104 | Maintains | Sector Perform | Get Alert | |
| 07/25/2024 | T | Buy Now | AT&T | $24.10 | -21.16% | $18 → $19 | Maintains | Sector Perform | Get Alert | |
| 07/23/2024 | VZ | Buy Now | Verizon Communications | $40.74 | 3.09% | $42 → $42 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 07/10/2024 | T | Buy Now | AT&T | $24.10 | -25.31% | $18 → $18 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 07/08/2024 | GDS | Buy Now | GDS Holdings | $34.50 | -59.42% | $13 → $14 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 07/03/2024 | DBRG | Buy Now | DigitalBridge Gr | $13.40 | 41.79% | $19 → $19 | Reiterates | Outperform → Outperform | Get Alert | |
| 06/03/2024 | DLR | Buy Now | Digital Realty Trust | $150.25 | 6.49% | $144 → $160 | Maintains | Outperform | Get Alert | |
| 05/28/2024 | EQIX | Buy Now | Equinix | $758.00 | 21.64% | $950 → $922 | Maintains | Outperform | Get Alert | |
| 05/09/2024 | SBAC | Buy Now | SBA Comms | $189.98 | 23.7% | $250 → $235 | Maintains | Outperform | Get Alert | |
| 05/07/2024 | CCI | Buy Now | Crown Castle | $88.14 | 13.46% | $109 → $100 | Maintains | Sector Perform | Get Alert | |
| 04/11/2024 | T | Buy Now | AT&T | $24.10 | -29.46% | $17 → $17 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 04/02/2024 | VZ | Buy Now | Verizon Communications | $40.74 | -1.82% | $36 → $40 | Maintains | Sector Perform | Get Alert | |
| 03/20/2024 | TMUS | Buy Now | T-Mobile US | $197.15 | -6.67% | $184 → $184 | Reiterates | Outperform → Outperform | Get Alert | |
| 02/29/2024 | EQIX | Buy Now | Equinix | $758.00 | 25.33% | $855 → $950 | Maintains | Outperform | Get Alert | |
| 02/21/2024 | CCI | Buy Now | Crown Castle | $88.14 | 23.67% | $92 → $109 | Maintains | Sector Perform | Get Alert | |
| 02/20/2024 | VZ | Buy Now | Verizon Communications | $40.74 | -11.63% | $35 → $36 | Maintains | Sector Perform | Get Alert | |
| 02/16/2024 | DLR | Buy Now | Digital Realty Trust | $150.25 | -4.16% | $144 → $144 | Reiterates | Outperform → Outperform | Get Alert | |
| 11/07/2023 | AMT | Buy Now | American Tower | $179.20 | 13.84% | $193 → $204 | Maintains | Outperform | Get Alert | |
| 10/16/2023 | CCI | Buy Now | Crown Castle | $88.14 | 13.46% | $125 → $100 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 08/28/2023 | IHS | Buy Now | IHS Holding | $7.27 | 51.31% | → $11 | Reiterates | Outperform → Outperform | Get Alert | |
| 08/28/2023 | GDS | Buy Now | GDS Holdings | $34.50 | -62.32% | → $13 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 08/22/2023 | IRM | Buy Now | Iron Mountain | $80.98 | -16.03% | $58 → $68 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 08/14/2023 | DBRG | Buy Now | DigitalBridge Gr | $13.40 | 86.57% | $14 → $25 | Maintains | Outperform | Get Alert | |
| 08/14/2023 | SBAC | Buy Now | SBA Comms | $189.98 | 39.49% | $276 → $265 | Maintains | Outperform | Get Alert | |
| 08/10/2023 | T | Buy Now | AT&T | $24.10 | -41.91% | $19 → $14 | Maintains | Sector Perform | Get Alert | |
| 08/07/2023 | DLR | Buy Now | Digital Realty Trust | $150.25 | -6.82% | $125 → $140 | Maintains | Outperformer | Get Alert | |
| 08/01/2023 | AMT | Buy Now | American Tower | $179.20 | 28.35% | $233 → $230 | Maintains | Outperform | Get Alert | |
| 07/24/2023 | DLR | Buy Now | Digital Realty Trust | $150.25 | -16.81% | → $125 | Reiterates | Outperform → Outperform | Get Alert | |
| 07/24/2023 | CCI | Buy Now | Crown Castle | $88.14 | 41.82% | $144 → $125 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | IHS | Buy Now | IHS Holding | $7.27 | 51.31% | → $11 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/31/2023 | GDS | Buy Now | GDS Holdings | $34.50 | -62.32% | $17 → $13 | Maintains | Sector Perform | Get Alert | |
| 05/30/2023 | IHS | Buy Now | IHS Holding | $7.27 | 51.31% | → $11 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/30/2023 | DLR | Buy Now | Digital Realty Trust | $150.25 | -16.81% | → $125 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/17/2023 | DBRG | Buy Now | DigitalBridge Gr | $13.40 | 4.48% | → $14 | Reiterates | Outperform → Outperform | Get Alert | |
| 05/15/2023 | IRM | Buy Now | Iron Mountain | $80.98 | -28.38% | → $58 | Reiterates | Sector Perform → Sector Perform | Get Alert | |
| 05/10/2023 | T | Buy Now | AT&T | $24.10 | -21.16% | → $19 | Reiterates | → Sector Perform | Get Alert | |
| 05/08/2023 | SBAC | Buy Now | SBA Comms | $189.98 | 52.65% | $320 → $290 | Maintains | Outperform | Get Alert | |
| 05/03/2023 | TMUS | Buy Now | T-Mobile US | $197.15 | -12.76% | → $172 | Maintains | Outperform | Get Alert | |
| 05/01/2023 | VZ | Buy Now | Verizon Communications | $40.74 | -1.82% | → $40 | Reiterates | → Sector Perform | Get Alert | |
| 04/26/2023 | CCI | Buy Now | Crown Castle | $88.14 | 63.38% | $162 → $144 | Maintains | Outperform | Get Alert | |
| 04/10/2023 | IHS | Buy Now | IHS Holding | $7.27 | 51.31% | $10 → $11 | Maintains | Outperform | Get Alert | |
| 03/24/2023 | GDS | Buy Now | GDS Holdings | $34.50 | -50.72% | $15 → $17 | Maintains | Sector Perform | Get Alert | |
| 03/06/2023 | IRM | Buy Now | Iron Mountain | $80.98 | -28.38% | → $58 | Reiterates | → Sector Perform | Get Alert | |
| 03/06/2023 | AMT | Buy Now | American Tower | $179.20 | 28.35% | $240 → $230 | Maintains | Outperform | Get Alert | |
| 02/27/2023 | SBAC | Buy Now | SBA Comms | $189.98 | 68.44% | $330 → $320 | Maintains | Outperform | Get Alert | |
| 02/16/2023 | LAD | Buy Now | Lithia Motors | $343.42 | -3.33% | $343 → $332 | Maintains | Buy | Get Alert | |
| 02/09/2023 | CNC | Buy Now | Centene | $38.97 | 115.55% | $97 → $84 | Maintains | Neutral | Get Alert | |
| 02/08/2023 | CNC | Buy Now | Centene | $38.97 | 89.89% | $97 → $74 | Maintains | Neutral | Get Alert | |
| 01/31/2023 | CCI | Buy Now | Crown Castle | $88.14 | 83.8% | $150 → $162 | Maintains | Outperform | Get Alert | |
| 12/16/2022 | IRM | Buy Now | Iron Mountain | $80.98 | -28.38% | → $58 | Initiates | → Sector Perform | Get Alert | |
| 11/29/2022 | GDS | Buy Now | GDS Holdings | $34.50 | -56.52% | $22 → $15 | Maintains | Sector Perform | Get Alert | |
| 11/14/2022 | EQIX | Buy Now | Equinix | $758.00 | -5.01% | $668 → $720 | Maintains | Outperform | Get Alert | |
| 11/07/2022 | SBAC | Buy Now | SBA Comms | $189.98 | 73.7% | $370 → $330 | Maintains | Outperform | Get Alert | |
| 11/01/2022 | AMT | Buy Now | American Tower | $179.20 | 33.93% | $265 → $240 | Maintains | Outperform | Get Alert | |
| 10/26/2022 | CCI | Buy Now | Crown Castle | $88.14 | 70.18% | $202 → $150 | Maintains | Outperform | Get Alert | |
| 10/06/2022 | EQIX | Buy Now | Equinix | $758.00 | -11.87% | $820 → $668 | Maintains | Outperform | Get Alert | |
| 10/06/2022 | DLR | Buy Now | Digital Realty Trust | $150.25 | -18.8% | $151 → $122 | Maintains | Outperform | Get Alert | |
| 08/26/2022 | GDS | Buy Now | GDS Holdings | $34.50 | -4.35% | $41 → $33 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 08/08/2022 | SBAC | Buy Now | SBA Comms | $189.98 | 105.28% | $382 → $390 | Maintains | Outperform | Get Alert | |
| 08/04/2022 | AMT | Buy Now | American Tower | $179.20 | 67.41% | $282 → $300 | Maintains | Outperform | Get Alert | |
| 06/06/2022 | GDS | Buy Now | GDS Holdings | $34.50 | 18.84% | $58 → $41 | Maintains | Outperform | Get Alert | |
| 06/06/2022 | AMT | Buy Now | American Tower | $179.20 | 57.37% | $280 → $282 | Maintains | Outperform | Get Alert | |
| 06/06/2022 | CYXT | Buy Now | Cyxtera Technologies | — | — | $14 → $16 | Maintains | Outperform | Get Alert | |
| 05/02/2022 | SBAC | Buy Now | SBA Comms | $189.98 | 101.07% | $370 → $382 | Maintains | Outperform | Get Alert | |
| 03/30/2022 | CYXT | Buy Now | Cyxtera Technologies | — | — | $13 → $14 | Maintains | Outperform | Get Alert | |
| 03/24/2022 | GDS | Buy Now | GDS Holdings | $34.50 | 68.12% | $65 → $58 | Maintains | Outperform | Get Alert | |
| 03/21/2022 | IHS | Buy Now | IHS Holding | $7.27 | 188.86% | $23 → $21 | Maintains | Outperform | Get Alert | |
| 03/07/2022 | SBAC | Buy Now | SBA Comms | $189.98 | 94.76% | $380 → $370 | Maintains | Outperform | Get Alert | |
| 12/16/2021 | SWCH | Buy Now | Switch | — | — | → $30 | Initiates | → Outperform | Get Alert | |
| 12/16/2021 | CYXT | Buy Now | Cyxtera Technologies | — | — | → $13 | Initiates | → Outperform | Get Alert | |
| 12/16/2021 | DBRG | Buy Now | DigitalBridge Gr | $13.40 | -17.91% | → $11 | Initiates | → Outperform | Get Alert | |
| 11/26/2021 | COR | Buy Now | CoreSite Realty | $341.72 | -50.25% | $136 → $170 | Maintains | Sector Perform | Get Alert | |
| 11/24/2021 | DLR | Buy Now | Digital Realty Trust | $150.25 | 17.14% | $175 → $176 | Maintains | Outperform | Get Alert | |
| 11/19/2021 | GDS | Buy Now | GDS Holdings | $34.50 | 131.88% | $82 → $80 | Maintains | Outperform | Get Alert | |
| 11/16/2021 | CONE | Buy Now | CyrusOne | — | — | $82 → $90 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 11/15/2021 | EQIX | Buy Now | Equinix | $758.00 | 12.14% | $885 → $850 | Maintains | Outperform | Get Alert | |
| 11/08/2021 | SBAC | Buy Now | SBA Comms | $189.98 | 100.02% | $370 → $380 | Maintains | Outperform | Get Alert | |
| 11/08/2021 | GDS | Buy Now | GDS Holdings | $34.50 | 137.68% | $100 → $82 | Maintains | Outperform | Get Alert | |
| 11/08/2021 | IHS | Buy Now | IHS Holding | $7.27 | 216.37% | → $23 | Initiates | → Outperform | Get Alert | |
| 10/25/2021 | CCI | Buy Now | Crown Castle | $88.14 | 129.18% | $210 → $202 | Maintains | Outperform | Get Alert | |
| 08/09/2021 | EQIX | Buy Now | Equinix | $758.00 | 16.75% | $830 → $885 | Maintains | Outperform | Get Alert | |
| 05/05/2021 | AMT | Buy Now | American Tower | $179.20 | 56.25% | $250 → $280 | Maintains | Outperform | Get Alert | |
| 04/26/2021 | CCI | Buy Now | Crown Castle | $88.14 | 138.26% | $176 → $210 | Maintains | Outperform | Get Alert | |
| 03/15/2021 | GDS | Buy Now | GDS Holdings | $34.50 | 253.62% | $112 → $122 | Maintains | Outperform | Get Alert | |
| 03/08/2021 | AMT | Buy Now | American Tower | $179.20 | 39.51% | $275 → $250 | Maintains | Outperform | Get Alert | |
| 02/05/2021 | TMUS | Buy Now | T-Mobile US | $197.15 | -32.54% | $120 → $133 | Maintains | Sector Perform | Get Alert | |
| 11/12/2020 | TMUS | Buy Now | T-Mobile US | $197.15 | -39.13% | → $120 | Maintains | Sector Perform | Get Alert | |
| 07/29/2020 | TMUS | Buy Now | T-Mobile US | $197.15 | -44.2% | → $110 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 05/28/2020 | TMUS | Buy Now | T-Mobile US | $197.15 | -44.2% | → $110 | Maintains | Outperform | Get Alert | |
| 05/11/2020 | SBAC | Buy Now | SBA Comms | $189.98 | 66.86% | $313 → $317 | Maintains | Outperform | Get Alert | |
| 01/10/2020 | NET | Buy Now | Cloudflare | $197.00 | -88.83% | → $22 | Initiates | → Outperform | Get Alert | |
| 11/18/2019 | GDS | Buy Now | GDS Holdings | $34.50 | 79.71% | $58 → $62 | Maintains | Outperform | Get Alert | |
| 05/09/2019 | AMT | Buy Now | American Tower | $179.20 | 13.28% | $195 → $203 | Maintains | Outperform | Get Alert | |
| 05/06/2019 | EQIX | Buy Now | Equinix | $758.00 | -31.4% | $500 → $520 | Maintains | Outperform | Get Alert | |
| 03/06/2019 | AMT | Buy Now | American Tower | $179.20 | 8.82% | $173 → $195 | Maintains | Outperform | Get Alert | |
| 02/20/2019 | CTL | Buy Now | CenturyLink | — | — | — | Downgrade | Outperform → Sector Perform | Get Alert | |
| 11/05/2018 | DLR | Buy Now | Digital Realty Trust | $150.25 | -17.47% | $131 → $124 | Maintains | Outperform | Get Alert | |
| 10/26/2018 | COR | Buy Now | CoreSite Realty | $341.72 | — | — | Downgrade | Outperform → Sector Perform | Get Alert | |
| 03/22/2018 | WOW | Buy Now | WideOpenWest | $5.17 | — | — | Downgrade | Outperform → Sector Perform | Get Alert | |
| 01/25/2018 | CTL | Buy Now | CenturyLink | — | — | — | Upgrade | Sector Perform → Outperform | Get Alert | |
| 07/17/2017 | ATUS | Buy Now | Altice USA | — | — | → $40 | Initiates | → Outperform | Get Alert | |
| 06/19/2017 | WOW | Buy Now | WideOpenWest | $5.17 | 286.85% | → $20 | Initiates | → Outperform | Get Alert | |
| 01/25/2017 | VZ | Buy Now | Verizon Communications | $40.74 | 25.18% | $54 → $51 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 01/03/2017 | EXR | Buy Now | Extra Space Storage | $130.70 | — | — | Downgrade | Outperform → Sector Perform | Get Alert | |
| 12/06/2016 | GDS | Buy Now | GDS Holdings | $34.50 | -59.42% | → $14 | Initiates | → Outperform | Get Alert | |
| 02/26/2016 | CONE | Buy Now | CyrusOne | — | — | $40 → $44 | Maintains | Outperform | Get Alert | |
| 02/22/2016 | EQIX | Buy Now | Equinix | $758.00 | -54.49% | $325 → $345 | Maintains | Outperform | Get Alert | |
| 12/22/2015 | IHS | Buy Now | IHS Holding | $7.27 | 1688.17% | $135 → $130 | Downgrade | Outperform → Sector Perform | Get Alert | |
| 09/22/2015 | CTL | Buy Now | CenturyLink | — | — | → $28 | Initiates | → Sector Perform | Get Alert | |
| 05/14/2015 | EXR | Buy Now | Extra Space Storage | $130.70 | -43.38% | $68 → $74 | Maintains | Outperform | Get Alert | |
| 03/02/2015 | SBAC | Buy Now | SBA Comms | $189.98 | — | — | Downgrade | Top Pick → Outperform | Get Alert | |
| 10/14/2014 | CONE | Buy Now | CyrusOne | — | — | → $30 | Initiates | → Outperform | Get Alert | |
| 01/10/2014 | IHS | Buy Now | IHS Holding | $7.27 | 1811.97% | → $139 | Initiates | → Outperform | Get Alert | |
| 07/10/2013 | DLR | Buy Now | Digital Realty Trust | $150.25 | -51.41% | $72 → $73 | Upgrade | Sector Perform → Outperform | Get Alert | |
| 12/04/2012 | SBAC | Buy Now | SBA Comms | $189.98 | — | — | Upgrade | Outperform → Top Pick | Get Alert | |
| 12/04/2012 | SBAC | Buy Now | SBA Comms | $189.98 | -55.26% | $71 → $85 | Upgrade | — | Get Alert |
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