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Cogent Communications Holdings Community
NasdaqGS:CCOI Community
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Cogent Communications Holdings
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Cogent Communications Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Sprint Asset Integration And Data Center Expansion Will Yield Savings
Key Takeaways Migration to on-net services and cost-saving integrations are set to boost EBITDA and net margins significantly. Data center expansion and increased optical transport connectivity will drive new revenue streams and enhance earnings.
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US$55.00
FV
13.7% undervalued
intrinsic discount
5.56%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Cogent Communications Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Cloud Growth Will Expand Connectivity
Key Takeaways Integration of Sprint assets and expanded services position Cogent for strong growth in new markets, improved operational efficiency, and consistent revenue expansion. Increased demand for high-speed connectivity and successful cost savings initiatives strengthen margins and set the stage for future earnings and dividend growth.
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US$102.00
FV
53.5% undervalued
intrinsic discount
11.45%
Revenue growth p.a.
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3 days ago
author updated this narrative
Cogent Communications Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Edge Data Centers Will Unlock New Market Opportunities
Key Takeaways Successful cost integration from Sprint assets is boosting net margins, with potential exceeding of savings targets expected through 2026. Expansion of data center footprint and enhancements in service capability are driving revenue growth and tapping into new market opportunities, with positive impacts on earnings and shareholder value.
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US$80.36
FV
41.0% undervalued
intrinsic discount
8.39%
Revenue growth p.a.
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3 days ago
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Your Valuation for
CCOI
CCOI
Cogent Communications Holdings
Your Fair Value
US$
Current Price
US$47.45
22.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-191m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.4b
Earnings US$150.1m
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