Crown Castle (CCI) Faces DISH Fallout, Analysts Split on Outlook

Crown Castle Inc. (NYSE:CCI) is one of the best infrastructure stocks to buy right now. On February 9, Citizens analyst Greg Miller reaffirmed a Market Outperform rating and $125 price target on Crown Castle Inc. (NYSE:CCI) following Q4 2025 results.

Miller attributed quarterly headwinds to ongoing disputes with former DISH Network clients after tower agreement terminations. He noted DISH as a recent top growth driver, now contributing about 5% of site rental income. The analyst added that stripping out DISH and Sprint effects, revenue rose 3.5%, and that this trails the firm’s long-term benchmarks.

​Miller anticipated leasing momentum to lift expansion ahead, and observed that “the growth days of the towers are now behind.” He framed Crown Castle as a low-volatility counterbalance to data center exposure in digital infrastructure portfolios.

Separately, on February 6, BMO Capital analyst Ari Klein reduced the price target on Crown Castle to $91 from $97 while upholding an Outperform rating. Klein deemed Crown Castle’s FY2026 forecast underwhelming, which he noted was driven by heavier-than-anticipated fallout from DISH Network.

According to Klein, DISH’s exit hampered organic growth projections. Also, leasing volumes face a modest dip, excluding DISH. Crown Castle considers roughly 3% organic growth, including Sprint churn, as its minimum, but BMO expects limited near-term gains. As a result, Klein projected initial share weakness on the outlook yet viewed it as clearing hurdles. He added that Crown Castle is primed to gain most from any DISH accord amid timing unknowns.

Crown Castle Inc. (NYSE:CCI) is a real estate investment company. It provides shared communications infrastructure across the United States where it owns and operates approximately 40,000 cell towers and 85,000 route miles of fiber.

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Disclosure: None. This article is originally published at Insider Monkey.

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