Cogent Communications Holdings

Pricing Pressures Will Squeeze Telecom Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 11 Analysts

Published

04 May 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

US$30.00

13.5% overvalued

09 Aug

US$34.06

-52.7%

-25.5%

Author's Valuation

US$30.0

13.5% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on08 May 25
Fair value Decreased 33%

AnalystLowTarget Fair Value

US$30.0

13.5% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

8.37%

Telecom Services and Carriers revenue growth rate

3.95%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

7.50%

Calculation

US$145.17m

Earnings '28

13.55x

PE Ratio '28

US$1.97b

Market Cap '28

US$1.97b

Market Cap '28

55.30m

No. shares '28

US$35.56

Share Price '28

US$35.56 Share Price '28

Discounted to 2025 @ 7.34% p.a.

US$28.75

Fair Value '25

Pricing Pressures Will Squeeze Telecom Margins

Shared on08 May 25Fair value Decreased 33%

Shared on08 May 25
Fair value Decreased 33%