Growth TrajectoryPost-sale, growth is expected to ramp with the potential for significant AFFO/share increases, suggesting a strong growth trajectory for CCI.
Market PositioningCCI's pending sale of its fiber/small-cell business will position it as the only pure-play in the U.S. tower market, and analysts believe the risk/reward is favorable with room for the multiple to re-rate higher.
Shareholder ValueThe anticipated $3B of share repurchases post-close is expected to provide support and enhance value for CCI's shares.