JPMorgan downgrades Cellnex Telecom stock to Neutral on valuation concerns

Published 29/07/2025, 09:06
JPMorgan downgrades Cellnex Telecom stock to Neutral on valuation concerns

Investing.com - JPMorgan has downgraded Cellnex Telecom (BME:CLNX), S.A. (BME:CLNX) (OTC:CLLNY) from Overweight to Neutral, while reducing its price target to EUR44.50 from EUR53.50.

The rating change for the Spanish telecommunications infrastructure operator comes as JPMorgan reassesses the company’s valuation prospects in the current market environment.

JPMorgan’s decision follows its broader review of the telecommunications infrastructure sector, with Cellnex being one of Europe’s largest independent operators of wireless telecommunications infrastructure.

The firm also upgraded CF shares from Underweight to Neutral in a separate action, citing potential impacts from changing U.S. tariff policies regarding Russian fertilizer imports.

Cellnex Telecom operates over 138,000 telecommunications sites across Europe, providing services to mobile network operators and broadcasters.

In other recent news, CF Industries (NYSE:CF) reported impressive financial results for the first quarter of 2025, surpassing both earnings and revenue expectations. The company posted earnings per share of $1.85, significantly beating the consensus forecast of $1.56. Revenue reached $1.66 billion, exceeding the anticipated $1.53 billion. In another development, CF Industries has commenced operations at its carbon dioxide dehydration and compression facility at the Donaldsonville Complex in Louisiana. This facility will allow for the transportation and permanent geological sequestration of up to 2 million metric tons of carbon dioxide annually, with ExxonMobil (NYSE:XOM) handling the transportation and storage. Additionally, CF Industries announced a leadership change, with Ashraf K. Malik, the senior vice president of manufacturing and distribution, set to retire on April 1, 2026. Trevor Williams, who brings over 30 years of experience in nitrogen and chemicals manufacturing, will take over the role. These recent developments highlight CF Industries’ ongoing operational and strategic initiatives.

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