Cable One

Increasing Remote Work And IoT Will Drive Broadband Demand

AnalystHighTarget

Not Invested

Community Contributor

Published

06 May 25

Updated

05 Apr 26

Views

05 Apr

US$54.74

AnalystHighTarget's Fair Value

US$142.00

61.5% undervalued

-63.2%

16.2%

-63.2%

16.2%

You can edit this narrative until Apr 6 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$14261.5% undervalued

AnalystHighTarget Fair Value

Shared on 05 Apr 26

CABO: Broadband ARPU Trade Off Will Support Future Subscriber Stability

Analysts have reset Cable One's price targets sharply lower, with TD Cowen cutting its target to $142 from $260 and BNP Paribas moving to $80 from $125. These moves reflect concerns about softer broadband ARPU, rising competition, and a more cautious stance on U.S. cable trends.

1 view

Shared on 22 Mar 26

Fair value Decreased 66%

CABO: Broadband ARPU Pressure Will Be Offset By Improving Subscriber Stability

Analysts have reset Cable One's fair value sharply lower, with the price target shifting from $421 to $142. This reflects concerns around softer broadband ARPU trends, rising competitive pressure, and a more cautious stance on U.S. cable operators overall.

1 view

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$142

61.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

Forecast revenue growth rate

-1.12%

Historical revenue growth rate

-0.18%

Media revenue growth rate

0.12%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

12.46%

Calculation

US$162.42m

Earnings '29

7.20x

PE Ratio '29

US$1.17b

Market Cap '29

US$1.17b

Market Cap '29

5.81m

No. shares '29

US$201.27

Share Price '29

US$201.27 Share Price '29

Discounted to 2026 @ 12.33% p.a.

US$142.00

Fair Value '26