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Crown Castle price target lowered to $120 from $125 at KeyBanc

KeyBanc analyst Brandon Nispel lowered the firm’s price target on Crown Castle (CCI) to $120 from $125 and keeps an Overweight rating on the shares. The firm is lowering its leasing/AFFO estimates due to churn from USM, lower leasing expectations from EchoStar (SATS)/Dish and near-term churn from EchoStar/Dish, and adjusting its individual Carrier leasing forecasts. Further complicating matters, SpaceX’s Starlink spectrum purchase likely increases debates of structural challenges, which KeyBanc doesn’t see.

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