macro

American Tower and CMS Energy report on October 27 with revenue growth expected

LSEG consensus points to higher revenue for American Tower and CMS Energy in the quarter ended September 30, 2026, with both companies reporting on October 27.

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what happened

According to Earnings Preview, citing LSEG data, American Tower and CMS Energy will publish results on October 27 for the quarter ended September 30, 2026. The Boston-based tower operator is forecast by 16 analysts to post revenue of $2.761 billion, up from $2.72 billion a year earlier, with earnings of $1.64 per share expected.

CMS Energy, based in Jackson, Michigan, is expected by six analysts to lift revenue 10.4% to $2.232 billion from $2.02 billion, with earnings of $1.35 per share. American Tower's median 12-month price target is $209.50, about 15.4% above its last close of $181.57. CMS Energy's median target is $76.00, 8.1% above its last close of $70.30.

why it matters

Analyst earnings estimates for both companies have not changed over the past three months, so the reports will test current expectations. For REITs and utilities, quarterly figures shape sector sentiment and valuations, and ratings on American Tower remain mostly positive.

market impact

AMT and CMS shares: results versus consensus set the direction for stocks in the tower and utility sectors

tags

instruments

AMTCMSUS REITsUS utilities

sources

  1. American Tower Corporation expected to post earnings of $1.64 a share — Earnings Preview, 23 October 2026 at 11:51 UTC
  2. CMS Energy Corporation expected to post earnings of $1.35 a share — Earnings Preview, 23 October 2026 at 12:42 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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