Crown Castle (CCI) Price Target Cut as Barclays Adjusts Outlook after Results

Crown Castle Inc. (NYSE:CCI) is included among the 14 Best Real Estate Stocks to Buy According to Hedge Funds.

On February 17, Barclays analyst Brendan Lynch lowered his price recommendation on Crown Castle Inc. (NYSE:CCI) to $91 from $101. The analyst reiterated an Equal Weight rating on the stock. The update came after the company’s latest earnings report, as the firm adjusted its financial model to reflect the new results and outlook.

During the company’s Q4 2025 earnings call, CEO Christian Hillabrant said Crown Castle delivered full-year results that came in above the midpoint of its guidance across key financial metrics. He said this reflected the company’s ongoing efforts to improve operational execution and run its business more efficiently.

Hillabrant also said the company is in the middle of a major transition aimed at strengthening its long-term position and creating more value for shareholders. He explained that Crown Castle is taking steps to streamline its business and simplify its structure as part of a broader strategic shift. A key part of that plan is the sale of its small cell and fiber businesses, which the company expects to complete in the first half of 2026. Hillabrant noted that roughly 60% of Crown Castle’s workforce is expected to move with those assets. He said this reflects the company’s decision to focus more heavily on its core tower business and operate as a pure-play U.S. tower company.

He also addressed the company’s situation with DISH, confirming that Crown Castle exercised its right to terminate the agreement after DISH failed to meet its payment obligations. Hillabrant said the company is now pursuing recovery of more than $3.5 billion in unpaid amounts tied to that contract.

Crown Castle Inc. (NYSE:CCI) owns and operates more than 40,000 cell towers and about 90,000 route miles of fiber across the United States. Its core business involves leasing space on its communications infrastructure to wireless carriers and other customers under long-term agreements.

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