The Bull Case For Crown Castle (CCI) Could Change Following Utility-Focused Anterix TowerX Partnership Announcement

• On November 12, 2025, Anterix and Crown Castle jointly announced the launch of Anterix TowerX, a turnkey service designed to accelerate and optimize the deployment of 900 MHz private LTE networks for utilities across the U.S., leveraging Crown Castle’s network of more than 40,000 tower sites.
• This collaboration not only streamlines wireless infrastructure projects for the utility sector but also highlights Crown Castle’s deeper integration into nationwide critical infrastructure modernization efforts.
• We’ll now explore how this new turnkey tower partnership might shape Crown Castle’s investment narrative by expanding its reach in utility-driven network deployments.

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Crown Castle Investment Narrative Recap

To own Crown Castle, investors need confidence in the company’s U.S. tower business as a durable foundation amid the push for nationwide connectivity and infrastructure upgrades. The Anterix TowerX partnership expands utility sector exposure, but it does not materially affect the near-term catalyst, which remains the company’s focused transition to a pure-play tower model after selling the fiber segment. The biggest risk today continues to be execution challenges around asset divestment and regulatory approvals, which may delay revenue if not managed well.

Among recent announcements, the November 2025 dividend declaration stands out. Crown Castle has maintained a quarterly cash dividend of US$1.0625 per share, even as cash flows and earnings remain under pressure, highlighting the company’s ongoing commitment to returning capital amid operational shifts. This approach supports the near-term investment narrative of shareholder alignment but does not reduce the uncertainties tied to repositioning toward core tower operations.

Yet, while the company is pushing into new opportunities, investors should pay special attention to potential regulatory delays around…

Read the full narrative on Crown Castle (it's free!)

Crown Castle's outlook forecasts $4.6 billion in revenue and $1.6 billion in earnings by 2028. This implies a 10.7% annual decline in revenue and a $5.5 billion increase in earnings from current earnings of -$3.9 billion.

Uncover how Crown Castle's forecasts yield a $116.06 fair value, a 24% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community estimate Crown Castle’s fair value between US$102.56 and US$130.90 per share. While many feel growth in utility network deployments could benefit the tower business, execution risks tied to the fiber segment sale still weigh on near-term performance, so it’s important to consider a range of viewpoints.

Explore 3 other fair value estimates on Crown Castle - why the stock might be worth just $102.56!

Build Your Own Crown Castle Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Crown Castle research is our analysis highlighting 4 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Crown Castle research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Crown Castle's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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