A Look At Crown Castle (CCI) Valuation As Fiber Sale And 2026 Net Loss Guidance Reshape The Story

Simply Wall St

Wed, February 11, 2026 at 2:08 PM GMT+9 3 min read

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Crown Castle (CCI) is back in focus after its fourth quarter and 2025 results landed alongside plans to sell its fiber and small cell businesses, cut about 20% of staff, and refocus its capital allocation strategy.

See our latest analysis for Crown Castle.

The recent plan to sell fiber and small cell assets, together with cost cuts and guidance for a 2026 net loss, has arrived after a weaker patch in trading. The 90 day share price return of 9.75% and 1 year total shareholder return of 2.55% declines underscore how sentiment has cooled despite a modest 1 day share price gain of 1.76% to US$84.54.

If this refocus on core towers has you reassessing your options in infrastructure and communications, it could be a good moment to see what else stands out in our 24 power grid technology and infrastructure stocks.

With Crown Castle guiding to a 2026 net loss yet trading at a discount to analyst targets and some implied intrinsic estimates, you have to ask yourself: is this reset already in the price, or is there a potential upside the market is missing?

Most Popular Narrative: 21.6% Undervalued

Against a fair value narrative of about $107.78, Crown Castle’s last close at $84.54 raises a clear question about how this gap could close.

The decision to sell the fiber segment and become a pure play U.S. tower company could unlock substantial value in the tower business by enhancing focus on operational excellence, customer service, and improved profitability, potentially driving higher revenue and net margins.

Read the complete narrative.

To see what sits behind that value unlock story, the narrative leans heavily on future earnings power, margin rebuild, and a richer profit multiple. This raises the question of which assumptions really move that fair value line.

Result: Fair Value of $107.78 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there are still real risks here, including execution on the fiber sale and approvals, as well as legal and customer churn issues that could challenge the tower story.

Find out about the key risks to this Crown Castle narrative.

Another Take: What The P/E Ratio Is Saying

The earlier fair value of about $108 leans on future cash flows, but the current P/E of 33.4x tells a more cautious story. It sits above the North American Specialized REITs average of 26.1x and the peer average of 30.8x, yet close to the 36x fair ratio.

In practice, that means some of the reset story may already be reflected in the price. At the same time, the gap to the fair ratio points to room for sentiment to shift either way. The key question is whether you think Crown Castle moves toward that higher multiple or gravitates closer to its sector norms.

Story continues  

See what the numbers say about this price — find out in our valuation breakdown.

NYSE:CCI P/E Ratio as at Feb 2026

Build Your Own Crown Castle Narrative

If you see the numbers differently or simply want to stress test your own view, you can build a custom Crown Castle story in minutes, starting with Do it your way.

A great starting point for your Crown Castle research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.

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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._

Companies discussed in this article include CCI.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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