American Tower Corp vs Okta, Inc. — how do they compare? American Tower Corp trades at $171.52 (market cap $79.00B), while Okta, Inc. trades at $150.25 (market cap $26.13B). The key difference: American Tower Corp is far larger — about 3× Okta, Inc.'s market cap, and American Tower Corp pays a 4.12% dividend while Okta, Inc. pays none. Which is the better fit depends on your goals.
| AMT | OKTA | |
|---|---|---|
Market Cap | $79.00B | $26.13B |
Sector | Real Estate | Technology |
52-Week High | $211.88 | $154.62 |
52-Week Low | $162.11 | $62.93 |
Enterprise Value | $122.53B | $23.95B |
Dividend Yield | 4.12% | — |
Signals from Pluang's Aura AI — not financial advice
American Tower (AMT) trades at $169.11, down 1.99% on the day, with technical indicators showing bearish momentum despite strong fundamental performance. The company reported three consecutive quarterly earnings beats, with Q2 2026 EPS of $1.86 exceeding the $1.57 estimate. Revenue trends show steady growth from $10.1B in 2024 to $10.6B in 2025, with net income margins improving to 23.76%. Recent news highlights strong Q2 2026 results and institutional buying activity.
Wall Street maintains strong bullish sentiment with 39 buy ratings and a $206.17 price target representing 22% upside potential. Key risks include interest rate sensitivity and DISH Network churn impacts. The stock offers defensive characteristics with resilient telecom demand and 5G/6G growth catalysts, though high debt levels and bearish technical signals warrant caution near-term.
Okta trades at $150.04, down 0.48% today, near its pivot point of $150 with bullish moving averages but overbought RSI signals. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $0.91 exceeding expectations. Revenue growth is robust, rising to $2.61B in 2025, while the firm achieved GAAP profitability with net income of $28M, a significant turnaround from prior losses. Recent news highlights Okta's acquisition of Permiso Security to enhance AI-driven identity threat detection, positioning it in the expanding cybersecurity market.
Outlook is positive with analyst consensus at Buy (72.55%) and a $129.71 price target, though current price exceeds this. Opportunities include sustained revenue growth and margin expansion, while risks involve high valuation multiples (P/E 108.93) and competitive pressure from Microsoft. Institutional activity shows mixed signals, with some funds increasing stakes amid the stock's 55.6% YTD gain.
Trailing returns across standard periods
Latest headlines on both assets
American Tower owns and operates more than 220,000 cell towers throughout the U.S., Asia, Latin America, Europe, and Africa. It also owns and/or operates 25 data centers in eight U.S. markets after acquiring CoreSite. On its towers, the company has a very concentrated customer base, with most revenue in each market being generated by just the top few mobile carriers. The company operates more than 40,000 towers in the U.S., which accounted for more than half of its total revenue in 2021. Outside the U.S., American Tower's greatest presence is in India and Brazil, where it operates roughly 75,000 and 19,000 towers, respectively. American Tower operates as a real estate investment trust.
Read more on AMT →Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →