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Eric Luebchow is an analyst at Wells Fargo. 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 03/18/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/17/2025 | CCI | Buy Now | Crown Castle | $104.94 | 0.06% | Eric Luebchow60% | $85 → $105 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 03/17/2025 | AMT | Buy Now | American Tower | $214.87 | 7.04% | Eric Luebchow60% | $210 → $230 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 02/26/2025 | SBAC | Buy Now | SBA Comms | $223.15 | 0.83% | Eric Luebchow60% | $210 → $225 | Maintains | Equal-Weight | Get Alert |
| 02/24/2025 | DBRG | Buy Now | DigitalBridge Gr | $9.75 | 64.1% | Eric Luebchow60% | $15 → $16 | Maintains | Overweight | Get Alert |
| 02/21/2025 | PSA | Buy Now | Public Storage | $298.50 | 10.55% | Eric Luebchow60% | $365 → $330 | Maintains | Overweight | Get Alert |
| 02/21/2025 | NSA | Buy Now | National Storage | $38.03 | -0.08% | Eric Luebchow60% | $40 → $38 | Maintains | Underweight | Get Alert |
| 02/21/2025 | EXR | Buy Now | Extra Space Storage | $147.92 | 11.55% | Eric Luebchow60% | $170 → $165 | Maintains | Equal-Weight | Get Alert |
| 02/21/2025 | CUBE | Buy Now | CubeSmart | $42.93 | 2.5% | Eric Luebchow60% | $50 → $44 | Maintains | Equal-Weight | Get Alert |
| 02/21/2025 | LUMN | Buy Now | Lumen Technologies | $4.86 | 2.88% | Eric Luebchow60% | → $5 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 02/13/2025 | EQIX | Buy Now | Equinix | $841.26 | 26.6% | Eric Luebchow60% | $1075 → $1065 | Maintains | Overweight | Get Alert |
| 02/04/2025 | IRM | Buy Now | Iron Mountain | $87.62 | 42.66% | Eric Luebchow60% | $135 → $125 | Maintains | Overweight | Get Alert |
| 02/04/2025 | EQIX | Buy Now | Equinix | $841.26 | 27.78% | Eric Luebchow60% | $1100 → $1075 | Maintains | Overweight | Get Alert |
| 02/04/2025 | DLR | Buy Now | Digital Realty Trust | $148.66 | 24.45% | Eric Luebchow60% | $210 → $185 | Maintains | Overweight | Get Alert |
| 01/30/2025 | TMUS | Buy Now | T-Mobile US | $260.93 | -9.94% | Eric Luebchow60% | $220 → $235 | Maintains | Equal-Weight | Get Alert |
| 01/29/2025 | COR | Buy Now | Cencora | $264.14 | -4.97% | Eric Luebchow60% | $237 → $251 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | SBAC | Buy Now | SBA Comms | $223.15 | -5.89% | Eric Luebchow60% | $230 → $210 | Maintains | Equal-Weight | Get Alert |
| 01/23/2025 | CCI | Buy Now | Crown Castle | $104.94 | -19% | Eric Luebchow60% | $100 → $85 | Maintains | Underweight | Get Alert |
| 01/23/2025 | AMT | Buy Now | American Tower | $214.87 | -9.25% | Eric Luebchow60% | $215 → $195 | Maintains | Equal-Weight | Get Alert |
| 01/06/2025 | TMUS | Buy Now | T-Mobile US | $260.93 | -15.69% | Eric Luebchow60% | $240 → $220 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 12/13/2024 | COR | Buy Now | Cencora | $264.14 | -10.27% | Eric Luebchow60% | $249 → $237 | Maintains | Equal-Weight | Get Alert |
| 12/10/2024 | EQIX | Buy Now | Equinix | $841.26 | 30.76% | Eric Luebchow60% | $985 → $1100 | Maintains | Overweight | Get Alert |
| 12/10/2024 | DLR | Buy Now | Digital Realty Trust | $148.66 | 41.26% | Eric Luebchow60% | $185 → $210 | Maintains | Overweight | Get Alert |
| 12/10/2024 | CCI | Buy Now | Crown Castle | $104.94 | -4.71% | Eric Luebchow60% | $105 → $100 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/15/2024 | DY | Buy Now | Dycom Industries | $155.93 | 37.88% | Eric Luebchow60% | $200 → $215 | Maintains | Overweight | Get Alert |
| 11/05/2024 | PSA | Buy Now | Public Storage | $298.50 | 22.28% | Eric Luebchow60% | $375 → $365 | Maintains | Overweight | Get Alert |
| 11/04/2024 | USM | Buy Now | United States Cellular | $65.53 | 29.71% | Eric Luebchow60% | $75 → $85 | Maintains | Overweight | Get Alert |
| 11/04/2024 | DBRG | Buy Now | DigitalBridge Gr | $9.75 | 64.1% | Eric Luebchow60% | $18 → $16 | Maintains | Overweight | Get Alert |
| 10/25/2024 | DLR | Buy Now | Digital Realty Trust | $148.66 | 24.45% | Eric Luebchow60% | $175 → $185 | Maintains | Overweight | Get Alert |
| 10/24/2024 | TMUS | Buy Now | T-Mobile US | $260.93 | -8.02% | Eric Luebchow60% | $230 → $240 | Maintains | Overweight | Get Alert |
| 10/24/2024 | T | Buy Now | AT&T | $26.54 | -9.56% | Eric Luebchow60% | $25 → $24 | Maintains | Overweight | Get Alert |
| 10/21/2024 | PSA | Buy Now | Public Storage | $298.50 | 25.63% | Eric Luebchow60% | $320 → $375 | Maintains | Overweight | Get Alert |
| 10/21/2024 | NSA | Buy Now | National Storage | $38.03 | 10.44% | Eric Luebchow60% | $40 → $42 | Maintains | Underweight | Get Alert |
| 10/21/2024 | CUBE | Buy Now | CubeSmart | $42.93 | 16.48% | Eric Luebchow60% | $48 → $50 | Maintains | Equal-Weight | Get Alert |
| 10/21/2024 | EXR | Buy Now | Extra Space Storage | $147.92 | 18.31% | Eric Luebchow60% | $175 → $175 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/18/2024 | CCI | Buy Now | Crown Castle | $104.94 | 0.06% | Eric Luebchow60% | $100 → $105 | Maintains | Equal-Weight | Get Alert |
| 10/17/2024 | EQIX | Buy Now | Equinix | $841.26 | 15.9% | Eric Luebchow60% | $875 → $975 | Maintains | Overweight | Get Alert |
| 10/17/2024 | IRM | Buy Now | Iron Mountain | $87.62 | 54.07% | Eric Luebchow60% | $120 → $135 | Maintains | Overweight | Get Alert |
| 10/17/2024 | DLR | Buy Now | Digital Realty Trust | $148.66 | 17.72% | Eric Luebchow60% | $170 → $175 | Maintains | Overweight | Get Alert |
| 10/14/2024 | T | Buy Now | AT&T | $26.54 | -5.8% | Eric Luebchow60% | $22 → $25 | Maintains | Overweight | Get Alert |
| 10/10/2024 | SBAC | Buy Now | SBA Comms | $223.15 | 7.55% | Eric Luebchow60% | $220 → $240 | Maintains | Equal-Weight | Get Alert |
| 10/10/2024 | AMT | Buy Now | American Tower | $214.87 | 7.04% | Eric Luebchow60% | $245 → $230 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 09/12/2024 | TMUS | Buy Now | T-Mobile US | $260.93 | -11.85% | Eric Luebchow60% | $200 → $230 | Maintains | Overweight | Get Alert |
| 08/16/2024 | LUMN | Buy Now | Lumen Technologies | $4.86 | -17.7% | Eric Luebchow60% | $1.75 → $4 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/06/2024 | DBRG | Buy Now | DigitalBridge Gr | $9.75 | 84.62% | Eric Luebchow60% | $20 → $18 | Maintains | Overweight | Get Alert |
| 08/02/2024 | IRM | Buy Now | Iron Mountain | $87.62 | 36.96% | Eric Luebchow60% | $110 → $120 | Maintains | Overweight | Get Alert |
| 07/31/2024 | AMT | Buy Now | American Tower | $214.87 | 14.02% | Eric Luebchow60% | $225 → $245 | Maintains | Overweight | Get Alert |
| 07/26/2024 | PSA | Buy Now | Public Storage | $298.50 | 7.2% | Eric Luebchow60% | $310 → $320 | Maintains | Overweight | Get Alert |
| 07/26/2024 | NSA | Buy Now | National Storage | $38.03 | 5.18% | Eric Luebchow60% | $36 → $40 | Maintains | Underweight | Get Alert |
| 07/26/2024 | EXR | Buy Now | Extra Space Storage | $147.92 | 18.31% | Eric Luebchow60% | $160 → $175 | Maintains | Overweight | Get Alert |
| 07/26/2024 | CUBE | Buy Now | CubeSmart | $42.93 | 11.82% | Eric Luebchow60% | $46 → $48 | Maintains | Equal-Weight | Get Alert |
| 07/23/2024 | IRM | Buy Now | Iron Mountain | $87.62 | 25.54% | Eric Luebchow60% | $90 → $110 | Maintains | Overweight | Get Alert |
| 07/23/2024 | DLR | Buy Now | Digital Realty Trust | $148.66 | 14.35% | Eric Luebchow60% | $155 → $170 | Maintains | Overweight | Get Alert |
| 07/23/2024 | EQIX | Buy Now | Equinix | $841.26 | 4.01% | Eric Luebchow60% | $825 → $875 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/17/2024 | DY | Buy Now | Dycom Industries | $155.93 | 28.26% | Eric Luebchow60% | $185 → $200 | Maintains | Overweight | Get Alert |
| 07/15/2024 | AMT | Buy Now | American Tower | $214.87 | 4.71% | Eric Luebchow60% | $200 → $225 | Maintains | Overweight | Get Alert |
| 07/15/2024 | SBAC | Buy Now | SBA Comms | $223.15 | -1.41% | Eric Luebchow60% | $230 → $220 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/30/2024 | USM | Buy Now | United States Cellular | $65.53 | 14.45% | Eric Luebchow60% | $38 → $75 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 05/23/2024 | DY | Buy Now | Dycom Industries | $155.93 | 18.64% | Eric Luebchow60% | $175 → $185 | Maintains | Overweight | Get Alert |
| 05/20/2024 | DY | Buy Now | Dycom Industries | $155.93 | 12.23% | Eric Luebchow60% | $165 → $175 | Maintains | Overweight | Get Alert |
| 04/30/2024 | SBAC | Buy Now | SBA Comms | $223.15 | 3.07% | Eric Luebchow60% | $260 → $230 | Maintains | Overweight | Get Alert |
| 04/23/2024 | VZ | Buy Now | Verizon Communications | $44.28 | -9.67% | Eric Luebchow60% | $44 → $40 | Maintains | Equal-Weight | Get Alert |
| 04/19/2024 | CCI | Buy Now | Crown Castle | $104.94 | -4.71% | Eric Luebchow60% | $115 → $100 | Maintains | Equal-Weight | Get Alert |
| 04/09/2024 | DLR | Buy Now | Digital Realty Trust | $148.66 | 4.26% | Eric Luebchow60% | $135 → $155 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 04/05/2024 | EXR | Buy Now | Extra Space Storage | $147.92 | 8.17% | Eric Luebchow60% | $150 → $160 | Maintains | Overweight | Get Alert |
| 04/05/2024 | CUBE | Buy Now | CubeSmart | $42.93 | 7.16% | Eric Luebchow60% | $42 → $46 | Maintains | Equal-Weight | Get Alert |
| 04/05/2024 | PSA | Buy Now | Public Storage | $298.50 | 3.85% | Eric Luebchow60% | $280 → $310 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/15/2024 | IRM | Buy Now | Iron Mountain | $87.62 | 2.72% | Eric Luebchow60% | $80 → $90 | Maintains | Overweight | Get Alert |
| 03/12/2024 | DY | Buy Now | Dycom Industries | $155.93 | 5.82% | Eric Luebchow60% | $145 → $165 | Maintains | Overweight | Get Alert |
| 03/11/2024 | IHS | Buy Now | IHS Holding | $4.40 | 93.11% | Eric Luebchow60% | $12 → $8.5 | Maintains | Overweight | Get Alert |
| 03/04/2024 | EXR | Buy Now | Extra Space Storage | $147.92 | 1.41% | Eric Luebchow60% | $155 → $150 | Maintains | Overweight | Get Alert |
| 02/23/2024 | IRM | Buy Now | Iron Mountain | $87.62 | -8.7% | Eric Luebchow60% | $75 → $80 | Maintains | Overweight | Get Alert |
| 02/15/2024 | EQIX | Buy Now | Equinix | $841.26 | -1.93% | Eric Luebchow60% | $800 → $825 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | DLR | Buy Now | Digital Realty Trust | $148.66 | -9.19% | Eric Luebchow60% | $125 → $135 | Maintains | Equal-Weight | Get Alert |
| 01/24/2024 | VZ | Buy Now | Verizon Communications | $44.28 | -0.63% | Eric Luebchow60% | $40 → $44 | Maintains | Equal-Weight | Get Alert |
| 01/22/2024 | TMUS | Buy Now | T-Mobile US | $260.93 | -29.1% | Eric Luebchow60% | $175 → $185 | Maintains | Overweight | Get Alert |
| 12/14/2023 | COR | Buy Now | Cencora | $264.14 | -19.36% | Eric Luebchow60% | → $213 | Initiates | → Equal-Weight | Get Alert |
| 12/13/2023 | T | Buy Now | AT&T | $26.54 | -24.64% | Eric Luebchow60% | $17 → $20 | Maintains | Overweight | Get Alert |
| 12/13/2023 | TMUS | Buy Now | T-Mobile US | $260.93 | -32.93% | Eric Luebchow60% | $170 → $175 | Maintains | Overweight | Get Alert |
| 12/13/2023 | VZ | Buy Now | Verizon Communications | $44.28 | -9.67% | Eric Luebchow60% | $35 → $40 | Maintains | Equal-Weight | Get Alert |
| 12/12/2023 | EXR | Buy Now | Extra Space Storage | $147.92 | 4.79% | Eric Luebchow60% | $120 → $155 | Upgrade | Underweight → Overweight | Get Alert |
| 12/12/2023 | CUBE | Buy Now | CubeSmart | $42.93 | -2.16% | Eric Luebchow60% | $37 → $42 | Maintains | Equal-Weight | Get Alert |
| 12/12/2023 | PSA | Buy Now | Public Storage | $298.50 | -6.2% | Eric Luebchow60% | → $280 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 12/05/2023 | CCI | Buy Now | Crown Castle | $104.94 | 9.59% | Eric Luebchow60% | $90 → $115 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/22/2023 | DY | Buy Now | Dycom Industries | $155.93 | -19.84% | Eric Luebchow60% | $105 → $125 | Maintains | Overweight | Get Alert |
| 11/13/2023 | DY | Buy Now | Dycom Industries | $155.93 | -32.66% | Eric Luebchow60% | $120 → $105 | Maintains | Overweight | Get Alert |
| 11/02/2023 | LUMN | Buy Now | Lumen Technologies | $4.86 | -63.99% | Eric Luebchow60% | $3 → $1.75 | Maintains | Equal-Weight | Get Alert |
| 10/26/2023 | EQIX | Buy Now | Equinix | $841.26 | -12.04% | Eric Luebchow60% | $810 → $740 | Maintains | Equal-Weight | Get Alert |
| 10/24/2023 | PSA | Buy Now | Public Storage | $298.50 | -9.55% | Eric Luebchow60% | → $270 | Initiates | → Overweight | Get Alert |
| 10/24/2023 | EXR | Buy Now | Extra Space Storage | $147.92 | -22.26% | Eric Luebchow60% | → $115 | Initiates | → Underweight | Get Alert |
| 10/24/2023 | CUBE | Buy Now | CubeSmart | $42.93 | -13.81% | Eric Luebchow60% | → $37 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/20/2023 | CCI | Buy Now | Crown Castle | $104.94 | -14.24% | Eric Luebchow60% | $100 → $90 | Maintains | Underweight | Get Alert |
| 10/17/2023 | TMUS | Buy Now | T-Mobile US | $260.93 | -34.85% | Eric Luebchow60% | → $170 | Maintains | Overweight | Get Alert |
| 10/17/2023 | SBAC | Buy Now | SBA Comms | $223.15 | 9.79% | Eric Luebchow60% | $270 → $245 | Maintains | Overweight | Get Alert |
| 10/17/2023 | CCI | Buy Now | Crown Castle | $104.94 | -4.71% | Eric Luebchow60% | $110 → $100 | Maintains | Underweight | Get Alert |
| 10/17/2023 | AMT | Buy Now | American Tower | $214.87 | -2.27% | Eric Luebchow60% | $215 → $210 | Maintains | Overweight | Get Alert |
| 08/24/2023 | DY | Buy Now | Dycom Industries | $155.93 | -23.04% | Eric Luebchow60% | $115 → $120 | Maintains | Overweight | Get Alert |
| 08/15/2023 | DY | Buy Now | Dycom Industries | $155.93 | -26.25% | Eric Luebchow60% | $120 → $115 | Maintains | Overweight | Get Alert |
| 08/09/2023 | USM | Buy Now | United States Cellular | $65.53 | -42.01% | Eric Luebchow60% | $16 → $38 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 07/21/2023 | EQIX | Buy Now | Equinix | $841.26 | -3.72% | Eric Luebchow60% | $810 → $810 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/21/2023 | CCI | Buy Now | Crown Castle | $104.94 | 4.82% | Eric Luebchow60% | $115 → $110 | Maintains | Underweight | Get Alert |
| 07/20/2023 | VZ | Buy Now | Verizon Communications | $44.28 | -18.7% | Eric Luebchow60% | $40 → $36 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | T | Buy Now | AT&T | $26.54 | -24.64% | Eric Luebchow60% | $22 → $20 | Maintains | Overweight | Get Alert |
| 07/18/2023 | SBAC | Buy Now | SBA Comms | $223.15 | 20.99% | Eric Luebchow60% | $300 → $270 | Maintains | Overweight | Get Alert |
| 07/18/2023 | CCI | Buy Now | Crown Castle | $104.94 | 9.59% | Eric Luebchow60% | $135 → $115 | Maintains | Underweight | Get Alert |
| 07/18/2023 | AMT | Buy Now | American Tower | $214.87 | 0.06% | Eric Luebchow60% | $245 → $215 | Maintains | Overweight | Get Alert |
| 05/25/2023 | DY | Buy Now | Dycom Industries | $155.93 | — | Eric Luebchow60% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 05/08/2023 | USM | Buy Now | United States Cellular | $65.53 | -75.58% | Eric Luebchow60% | $22 → $16 | Maintains | Underweight | Get Alert |
| 05/05/2023 | IRM | Buy Now | Iron Mountain | $87.62 | -25.82% | Eric Luebchow60% | $60 → $65 | Maintains | Overweight | Get Alert |
| 05/03/2023 | LUMN | Buy Now | Lumen Technologies | $4.86 | -38.27% | Eric Luebchow60% | $5 → $3 | Maintains | Equal-Weight | Get Alert |
| 05/02/2023 | SBAC | Buy Now | SBA Comms | $223.15 | 34.44% | Eric Luebchow60% | $340 → $300 | Maintains | Overweight | Get Alert |
| 04/28/2023 | IMAX | Buy Now | Imax | $24.51 | 2% | Eric Luebchow60% | $22 → $25 | Maintains | Overweight | Get Alert |
| 04/28/2023 | TMUS | Buy Now | T-Mobile US | $260.93 | -36.76% | Eric Luebchow60% | $160 → $165 | Maintains | Overweight | Get Alert |
| 04/21/2023 | DLR | Buy Now | Digital Realty Trust | $148.66 | -29.37% | Eric Luebchow60% | $115 → $105 | Maintains | Equal-Weight | Get Alert |
| 03/02/2023 | DY | Buy Now | Dycom Industries | $155.93 | -32.66% | Eric Luebchow60% | $88 → $105 | Maintains | Equal-Weight | Get Alert |
| 02/27/2023 | DBRG | Buy Now | DigitalBridge Gr | $9.75 | 84.62% | Eric Luebchow60% | $20 → $18 | Maintains | Overweight | Get Alert |
| 02/15/2023 | DY | Buy Now | Dycom Industries | $155.93 | -43.56% | Eric Luebchow60% | $120 → $88 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/10/2023 | USM | Buy Now | United States Cellular | $65.53 | -69.48% | Eric Luebchow60% | $33 → $20 | Downgrade | Overweight → Underweight | Get Alert |
| 01/10/2023 | T | Buy Now | AT&T | $26.54 | -17.1% | Eric Luebchow60% | $17 → $22 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/14/2022 | DLR | Buy Now | Digital Realty Trust | $148.66 | -22.64% | Eric Luebchow60% | $120 → $115 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 11/14/2022 | DY | Buy Now | Dycom Industries | $155.93 | -23.04% | Eric Luebchow60% | $130 → $120 | Maintains | Overweight | Get Alert |
| 11/09/2022 | IHS | Buy Now | IHS Holding | $4.40 | 172.62% | Eric Luebchow60% | → $12 | Initiates | → Overweight | Get Alert |
| 11/04/2022 | CCOI | Buy Now | Cogent Comms Hldgs | $70.35 | -24.66% | Eric Luebchow60% | $55 → $53 | Maintains | Underweight | Get Alert |
| 10/28/2022 | AMT | Buy Now | American Tower | $214.87 | 4.71% | Eric Luebchow60% | $235 → $225 | Maintains | Overweight | Get Alert |
| 10/18/2022 | SBAC | Buy Now | SBA Comms | $223.15 | 45.64% | Eric Luebchow60% | $355 → $325 | Maintains | Overweight | Get Alert |
| 10/18/2022 | CCI | Buy Now | Crown Castle | $104.94 | 28.64% | Eric Luebchow60% | $175 → $135 | Maintains | Underweight | Get Alert |
| 10/18/2022 | AMT | Buy Now | American Tower | $214.87 | 9.37% | Eric Luebchow60% | $300 → $235 | Maintains | Overweight | Get Alert |
| 10/07/2022 | VZ | Buy Now | Verizon Communications | $44.28 | -9.67% | Eric Luebchow60% | $48 → $40 | Maintains | Equal-Weight | Get Alert |
| 10/07/2022 | T | Buy Now | AT&T | $26.54 | -35.94% | Eric Luebchow60% | $22 → $17 | Maintains | Equal-Weight | Get Alert |
| 10/05/2022 | LUMN | Buy Now | Lumen Technologies | $4.86 | 64.61% | Eric Luebchow60% | → $8 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 09/13/2022 | DLR | Buy Now | Digital Realty Trust | $148.66 | -2.46% | Eric Luebchow60% | $150 → $145 | Maintains | Overweight | Get Alert |
| 07/25/2022 | EQIX | Buy Now | Equinix | $841.26 | -9.66% | Eric Luebchow60% | $775 → $760 | Maintains | Overweight | Get Alert |
| 07/25/2022 | DLR | Buy Now | Digital Realty Trust | $148.66 | 4.26% | Eric Luebchow60% | $165 → $155 | Maintains | Overweight | Get Alert |
| 07/19/2022 | CCI | Buy Now | Crown Castle | $104.94 | 66.76% | Eric Luebchow60% | $180 → $175 | Maintains | Underweight | Get Alert |
| 07/08/2022 | VZ | Buy Now | Verizon Communications | $44.28 | 17.43% | Eric Luebchow60% | $58 → $52 | Maintains | Equal-Weight | Get Alert |
| 07/08/2022 | T | Buy Now | AT&T | $26.54 | -13.33% | Eric Luebchow60% | $21 → $23 | Maintains | Equal-Weight | Get Alert |
| 06/02/2022 | CCI | Buy Now | Crown Castle | $104.94 | — | Eric Luebchow60% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 05/11/2022 | DY | Buy Now | Dycom Industries | $155.93 | -29.46% | Eric Luebchow60% | $120 → $110 | Maintains | Overweight | Get Alert |
| 04/29/2022 | IRM | Buy Now | Iron Mountain | $87.62 | -31.52% | Eric Luebchow60% | $50 → $60 | Maintains | Overweight | Get Alert |
| 04/25/2022 | DLR | Buy Now | Digital Realty Trust | $148.66 | 10.99% | Eric Luebchow60% | $155 → $165 | Maintains | Overweight | Get Alert |
| 04/18/2022 | SBAC | Buy Now | SBA Comms | $223.15 | 74.77% | Eric Luebchow60% | $375 → $390 | Maintains | Overweight | Get Alert |
| 04/14/2022 | T | Buy Now | AT&T | $26.54 | -20.87% | Eric Luebchow60% | $26 → $21 | Maintains | Equal-Weight | Get Alert |
| 04/07/2022 | FYBR | Buy Now | Frontier Communications | $35.75 | 3.5% | Eric Luebchow60% | → $37 | Initiates | → Overweight | Get Alert |
| 03/25/2022 | SWCH | Buy Now | Switch | — | — | Eric Luebchow60% | → $31 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 03/11/2022 | AMT | Buy Now | American Tower | $214.87 | 30.31% | Eric Luebchow60% | $250 → $280 | Maintains | Overweight | Get Alert |
| 03/03/2022 | DY | Buy Now | Dycom Industries | $155.93 | -23.04% | Eric Luebchow60% | $110 → $120 | Maintains | Overweight | Get Alert |
| 02/22/2022 | USM | Buy Now | United States Cellular | $65.53 | -49.64% | Eric Luebchow60% | $36 → $33 | Maintains | Overweight | Get Alert |
| 02/18/2022 | DLR | Buy Now | Digital Realty Trust | $148.66 | 4.26% | Eric Luebchow60% | $180 → $155 | Maintains | Overweight | Get Alert |
| 02/17/2022 | EQIX | Buy Now | Equinix | $841.26 | -7.88% | Eric Luebchow60% | $825 → $775 | Maintains | Overweight | Get Alert |
| 01/26/2022 | SWCH | Buy Now | Switch | — | — | Eric Luebchow60% | $28 → $30 | Maintains | Overweight | Get Alert |
| 01/12/2022 | CCOI | Buy Now | Cogent Comms Hldgs | $70.35 | -7.6% | Eric Luebchow60% | $75 → $65 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/07/2022 | T | Buy Now | AT&T | $26.54 | 1.74% | Eric Luebchow60% | → $27 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/24/2021 | DY | Buy Now | Dycom Industries | $155.93 | -29.46% | Eric Luebchow60% | $85 → $110 | Maintains | Overweight | Get Alert |
| 11/19/2021 | AMT | Buy Now | American Tower | $214.87 | 32.64% | Eric Luebchow60% | $305 → $285 | Maintains | Overweight | Get Alert |
| 11/03/2021 | SWCH | Buy Now | Switch | — | — | Eric Luebchow60% | $23 → $28 | Maintains | Overweight | Get Alert |
| 10/29/2021 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | $78 → $82 | Maintains | Equal-Weight | Get Alert |
| 10/29/2021 | COR | Buy Now | CoreSite Realty | $264.14 | -48.89% | Eric Luebchow60% | $130 → $135 | Maintains | Underweight | Get Alert |
| 10/21/2021 | VZ | Buy Now | Verizon Communications | $44.28 | 26.47% | Eric Luebchow60% | $58 → $56 | Maintains | Equal-Weight | Get Alert |
| 10/13/2021 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | → $78 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/12/2021 | TMUS | Buy Now | T-Mobile US | $260.93 | -38.68% | Eric Luebchow60% | $170 → $160 | Maintains | Overweight | Get Alert |
| 08/23/2021 | DY | Buy Now | Dycom Industries | $155.93 | -42.28% | Eric Luebchow60% | → $90 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 08/03/2021 | SBAC | Buy Now | SBA Comms | $223.15 | 68.05% | Eric Luebchow60% | $350 → $375 | Maintains | Overweight | Get Alert |
| 07/30/2021 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | $85 → $80 | Maintains | Overweight | Get Alert |
| 07/30/2021 | COR | Buy Now | CoreSite Realty | $264.14 | -50.78% | Eric Luebchow60% | $120 → $130 | Maintains | Underweight | Get Alert |
| 07/29/2021 | EQIX | Buy Now | Equinix | $841.26 | 8.77% | Eric Luebchow60% | $875 → $915 | Maintains | Overweight | Get Alert |
| 07/16/2021 | AMT | Buy Now | American Tower | $214.87 | 41.95% | Eric Luebchow60% | $280 → $305 | Maintains | Overweight | Get Alert |
| 06/24/2021 | EQIX | Buy Now | Equinix | $841.26 | 4.01% | Eric Luebchow60% | $825 → $875 | Maintains | Overweight | Get Alert |
| 06/21/2021 | CLNY | Buy Now | Colony Capital | — | — | Eric Luebchow60% | → $9.25 | Initiates | → Overweight | Get Alert |
| 06/09/2021 | QTS | Buy Now | QTS Realty Trust | — | — | Eric Luebchow60% | → $78 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/21/2021 | LMRK | Buy Now | Landmark Infrastructure | — | — | Eric Luebchow60% | $8 → $13 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 05/11/2021 | TMUS | Buy Now | T-Mobile US | $260.93 | -34.85% | Eric Luebchow60% | $155 → $170 | Maintains | Overweight | Get Alert |
| 03/04/2021 | DY | Buy Now | Dycom Industries | $155.93 | -43.56% | Eric Luebchow60% | → $88 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 12/10/2020 | COR | Buy Now | CoreSite Realty | $264.14 | -56.46% | Eric Luebchow60% | $120 → $115 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/16/2020 | VZ | Buy Now | Verizon Communications | $44.28 | 35.5% | Eric Luebchow60% | → $60 | Reinstates | → Equal-Weight | Get Alert |
| 11/16/2020 | USM | Buy Now | United States Cellular | $65.53 | -45.06% | Eric Luebchow60% | → $36 | Reinstates | → Overweight | Get Alert |
| 11/16/2020 | TMUS | Buy Now | T-Mobile US | $260.93 | -42.51% | Eric Luebchow60% | → $150 | Reinstates | → Overweight | Get Alert |
| 11/10/2020 | LMRK | Buy Now | Landmark Infrastructure | — | — | Eric Luebchow60% | → $8 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/29/2020 | EQIX | Buy Now | Equinix | $841.26 | -1.93% | Eric Luebchow60% | $840 → $825 | Maintains | Overweight | Get Alert |
| 09/16/2020 | CCI | Buy Now | Crown Castle | $104.94 | 66.76% | Eric Luebchow60% | $170 → $175 | Maintains | Equal-Weight | Get Alert |
| 08/20/2020 | CCI | Buy Now | Crown Castle | $104.94 | 62% | Eric Luebchow60% | $188 → $170 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 08/12/2020 | UNIT | Buy Now | Uniti Group | $4.97 | 101.21% | Eric Luebchow60% | $5.5 → $10 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 07/10/2020 | QTS | Buy Now | QTS Realty Trust | — | — | Eric Luebchow60% | $72 → $74 | Maintains | Overweight | Get Alert |
| 07/10/2020 | EQIX | Buy Now | Equinix | $841.26 | -6.09% | Eric Luebchow60% | $745 → $790 | Maintains | Overweight | Get Alert |
| 07/10/2020 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | $76 → $85 | Maintains | Overweight | Get Alert |
| 06/11/2020 | TMUS | Buy Now | T-Mobile US | $260.93 | -54.01% | Eric Luebchow60% | $110 → $120 | Maintains | Overweight | Get Alert |
| 05/01/2020 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | $75 → $76 | Maintains | Overweight | Get Alert |
| 05/01/2020 | COR | Buy Now | CoreSite Realty | $264.14 | -54.57% | Eric Luebchow60% | $115 → $120 | Maintains | Equal-Weight | Get Alert |
| 03/09/2020 | TMUS | Buy Now | T-Mobile US | $260.93 | -57.84% | Eric Luebchow60% | $98 → $110 | Maintains | Overweight | Get Alert |
| 02/13/2020 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | $78 → $75 | Maintains | Overweight | Get Alert |
| 02/07/2020 | COR | Buy Now | CoreSite Realty | $264.14 | -56.46% | Eric Luebchow60% | $120 → $115 | Maintains | Equal-Weight | Get Alert |
| 10/03/2019 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | $85 → $66 | Maintains | Outperform | Get Alert |
| 08/06/2019 | USM | Buy Now | United States Cellular | $65.53 | -38.96% | Eric Luebchow60% | $50 → $40 | Maintains | Market Perform | Get Alert |
| 07/10/2019 | IRM | Buy Now | Iron Mountain | $87.62 | — | Eric Luebchow60% | — | Initiates | → Outperform | Get Alert |
| 03/05/2019 | UNIT | Buy Now | Uniti Group | $4.97 | — | Eric Luebchow60% | — | Downgrade | Market Perform → Underperform | Get Alert |
| 01/08/2019 | UNIT | Buy Now | Uniti Group | $4.97 | 242.05% | Eric Luebchow60% | $23 → $17 | Downgrade | Outperform → Market Perform | Get Alert |
| 10/29/2018 | TMUS | Buy Now | T-Mobile US | $260.93 | -68.57% | Eric Luebchow60% | $77 → $82 | Maintains | Outperform | Get Alert |
| 07/18/2018 | QTS | Buy Now | QTS Realty Trust | — | — | Eric Luebchow60% | $38 → $44 | Maintains | Outperform | Get Alert |
| 06/28/2018 | TMUS | Buy Now | T-Mobile US | $260.93 | — | Eric Luebchow60% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 04/30/2018 | TMUS | Buy Now | T-Mobile US | $260.93 | — | Eric Luebchow60% | — | Downgrade | Outperform → Market Perform | Get Alert |
| 02/26/2018 | LMRK | Buy Now | Landmark Infrastructure | — | — | Eric Luebchow60% | → $18.5 | Initiates | → Market Perform | Get Alert |
| 11/15/2017 | QTS | Buy Now | QTS Realty Trust | — | — | Eric Luebchow60% | $62.5 → $63 | Maintains | Outperform | Get Alert |
| 08/29/2016 | TMUS | Buy Now | T-Mobile US | $260.93 | — | Eric Luebchow60% | — | Upgrade | Market Perform → Outperform | Get Alert |
| 06/01/2016 | QTS | Buy Now | QTS Realty Trust | — | — | Eric Luebchow60% | — | Initiates | → Outperform | Get Alert |
| 06/01/2016 | CONE | Buy Now | CyrusOne | — | — | Eric Luebchow60% | — | Initiates | → Outperform | Get Alert |
