Cogent Communications Holdings (CCOI) Aktienübersicht
Cogent Communications Holdings, Inc. bietet über seine Tochtergesellschaften Hochgeschwindigkeits-Internetzugang, private Netzwerke und Colocation-Dienste für Rechenzentren in Nordamerika, Südamerika, Europa, Ozeanien und Afrika an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 0/6 |
| Dividenden | 0/6 |
CCOI Community Fair Values
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Analyst Price Targets
Cogent Communications Holdings, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$18.16 |
| 52-Wochen-Hoch | US$54.37 |
| 52-Wochen-Tief | US$14.82 |
| Beta | 0.83 |
| 1 Monat Veränderung | -25.79% |
| 3 Monate Veränderung | -4.12% |
| 1 Jahr Veränderung | -61.27% |
| 3 Jahre Veränderung | -71.34% |
| 5 Jahre Veränderung | -75.98% |
| Veränderung seit IPO | -82.02% |
Aktuelle Nachrichten und Updates
Narrativ-Update • May 09
CCOI: Weaker Core Revenue Trends Will Drive A More Cautious Thesis
Cogent Communications Holdings' updated analyst price target has moved lower from $21.00 to $14.00 as analysts factor in more conservative revenue growth, a slightly higher discount rate, and a reduced future P/E assumption, partly offset by a modestly higher profit margin outlook. Analyst Commentary Recent Street research on Cogent Communications Holdings has tilted cautious, with several bearish analysts trimming price targets and flagging execution and growth risks.Seeking Alpha • May 04
Cogent Communications Q1: Not That Bad Of A Report, But Execution Risks Remain High
Summary Cogent Communications reported Q1 revenue of $239.13m, down 3.2%, with continued declines in legacy off-net segments and a 77% share price drop since prior coverage. Profitability is improving, with GAAP gross profit at 23.4% and EBITDA margin up to 18.9%, but GAAP net margin remains negative at -16.5%. CCOI's high debt load ($2.57B) and weak cash position ($140m) pose significant risk, especially as operational improvements are expected to slow in 2026. I maintain a Hold rating, awaiting stabilization in profitability, cash flows, and asset monetization—especially data center sales—before considering a position. Read the full article on Seeking AlphaRecent updates
Narrativ-Update • May 09
CCOI: Weaker Core Revenue Trends Will Drive A More Cautious Thesis
Cogent Communications Holdings' updated analyst price target has moved lower from $21.00 to $14.00 as analysts factor in more conservative revenue growth, a slightly higher discount rate, and a reduced future P/E assumption, partly offset by a modestly higher profit margin outlook. Analyst Commentary Recent Street research on Cogent Communications Holdings has tilted cautious, with several bearish analysts trimming price targets and flagging execution and growth risks.Seeking Alpha • May 04
Cogent Communications Q1: Not That Bad Of A Report, But Execution Risks Remain High
Summary Cogent Communications reported Q1 revenue of $239.13m, down 3.2%, with continued declines in legacy off-net segments and a 77% share price drop since prior coverage. Profitability is improving, with GAAP gross profit at 23.4% and EBITDA margin up to 18.9%, but GAAP net margin remains negative at -16.5%. CCOI's high debt load ($2.57B) and weak cash position ($140m) pose significant risk, especially as operational improvements are expected to slow in 2026. I maintain a Hold rating, awaiting stabilization in profitability, cash flows, and asset monetization—especially data center sales—before considering a position. Read the full article on Seeking Alpha
Narrativ-Update • Apr 21
CCOI: Future Data Center Deals And Refinancing Will Support Balance Sheet Recovery
Analysts have trimmed their average price targets on Cogent Communications Holdings by several dollars into a roughly $21 to $40 range, citing softer Q4 results, continued pressure from off net and wavelength revenue, and uncertainty around data center transactions and future growth visibility. Analyst Commentary Recent research notes show a clear reset in expectations for Cogent Communications Holdings, with price targets generally clustered in the low to mid US$20s and a few higher conviction views extending up to US$40.Narrativ-Update • Apr 07
CCOI: Future Data Center Sales And Refinancing Will Support Balance Sheet Recovery
Narrative Update on Cogent Communications Holdings The consolidated analyst price target for Cogent Communications Holdings has moved lower by several dollars into a mid $20s range, as analysts factor in softer Q4 results, continued pressure from off net revenue decay, slower waves growth, and uncertainty around data center sale execution and balance sheet moves. Analyst Commentary Recent research updates cluster around a common theme, with most price targets moving into a mid to high $20s range and a few outliers higher.Narrativ-Update • Mar 24
CCOI: Future Data Center Sales And Refinancing Should Support Balance Sheet Recovery
The analyst price target for Cogent Communications Holdings has been trimmed by around $0.10 to reflect a slightly higher discount rate and modestly lower profit margin assumptions, as analysts react to softer Q4 results, ongoing revenue pressure in off net and wavelength services, and uncertainty around data center sales and balance sheet progress. Analyst Commentary Street research has turned more cautious on Cogent Communications Holdings, with several firms cutting price targets after Q4 results and updates on data center and wavelength activity.Narrativ-Update • Mar 08
CCOI: Future Data Center Sales And Refinancing Plans Will Support Recovery
Our updated narrative price target for Cogent Communications Holdings moves lower by about $2.40 to $26.27. This reflects analysts' recent target cuts into the low $20s to $40 range after softer Q4 results, slower waves growth, and uncertainty around planned data center sales and balance sheet outcomes.Narrativ-Update • Feb 22
CCOI: Future Wavelength Contracts Will Support Recovery Despite Recent Execution Concerns
Analysts have trimmed their fair value estimate for Cogent Communications Holdings by about $2.55 per share. This reflects reduced assumptions for revenue growth and profit margins, alongside recent price target cuts and calls for clearer improvement in core business trends.Narrativ-Update • Feb 06
CCOI: Trimmed Price Outlook And Margin Assumptions Will Shape Fairly Balanced Thesis
Analysts have trimmed their price target on Cogent Communications Holdings by US$4, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bearish analysts trimming their price targets on Cogent Communications Holdings are signaling a more cautious stance on how the current valuation lines up with the company’s execution and growth profile.Narrativ-Update • Jan 23
CCOI: Dividend Reset And Wavelength Headwinds Will Pressure Future Equity Story
Narrative Update: Cogent Communications Holdings The analyst price target for Cogent Communications Holdings has been reduced by $2 to $21, as analysts factor in recent dividend and buyback changes, a focus on delevering, and rising competitive pressure in the wavelength market. Analyst Commentary Bearish analysts have been trimming their price targets on Cogent Communications Holdings and highlighting a more cautious stance around both capital allocation and competitive positioning.Narrativ-Update • Jan 08
CCOI: Dividend Reset And Wavelength Competition Will Shape Balanced Risk Outlook
Analysts have trimmed their price expectations for Cogent Communications Holdings to about $25 from $30, citing dividend and buyback cuts, a focus on reducing leverage, and rising competitive pressure in the wavelength market as key drivers of the revised outlook. Analyst Commentary Recent research on Cogent Communications Holdings has leaned cautious, with several bearish analysts pointing to a mix of capital allocation changes and competitive developments as reasons for a more conservative stance on the stock.Narrativ-Update • Dec 22
CCOI: Dividend Reset And Wavelength Competition Will Shape Risk-Reward Outlook
Analysts have reduced their fair value estimate for Cogent Communications Holdings to $23 from $30 per share. This change reflects a higher perceived risk profile and competitive headwinds in wavelength services, despite slightly better margin expectations and a lower projected future P/E multiple.Analyseartikel • Dec 13
Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Those holding Cogent Communications Holdings, Inc. ( NASDAQ:CCOI ) shares would be relieved that the share price has...Narrativ-Update • Dec 07
CCOI: Dividend Reset And Deleveraging Will Support Future Wavelength Recovery Potential
Analysts have trimmed their price target for Cogent Communications Holdings by $5 to $25 per share as they factor in the new capital allocation stance, including the sharp dividend reduction and buyback pause, alongside rising competitive pressures in wavelength services. Analyst Commentary Analyst sentiment around Cogent Communications remains mixed, with recent research highlighting both potential upside from a strengthened balance sheet and mounting competitive and execution risks in its wavelength business.Narrativ-Update • Nov 23
CCOI: Dividend And Buyback Pause Will Enable Focus On Lowering Leverage
Analysts have lowered their fair value price target for Cogent Communications Holdings significantly, reducing it from approximately $44.55 to $31.18. They cite weaker revenue growth prospects, higher discount rates, and recent negative sentiment around capital allocation and competitive pressures as reasons for this change.Narrativ-Update • Nov 07
CCOI: Dividend Cut And Deleveraging Will Support Future Cash Flow Strength
Analysts have lowered their price target for Cogent Communications Holdings by $3.18 to $44.55. They cite the recent dividend cut, paused buybacks, and intensifying competition in wavelength services as key factors driving their revised outlook.Narrativ-Update • Aug 08
High-capacity Data Connectivity And Digital Networks Will Drive Success
Despite an improved consensus revenue growth forecast, a higher discount rate has more than offset the positive outlook, resulting in a significant reduction in Cogent Communications' consensus analyst price target from $68.73 to $57.91. What's in the News Board approved a regular quarterly dividend of $1.015 per share, a 0.5% increase from the prior quarter and 3.0% higher year-over-year.Analyseartikel • Aug 05
Getting In Cheap On Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Is Unlikely
NasdaqGS:CCOI 1 Year Share Price vs Fair Value Explore Cogent Communications Holdings's Fair Values from the Community...Analyseartikel • May 13
Cogent Communications Holdings (NASDAQ:CCOI) Is Increasing Its Dividend To $1.01
The board of Cogent Communications Holdings, Inc. ( NASDAQ:CCOI ) has announced that it will be paying its dividend of...Analyseartikel • May 05
Is Cogent Communications Holdings (NASDAQ:CCOI) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 16
Cogent Communications: Avoid This Dividend Trap
Summary Cogent Communications' acquisition of Sprint wireline assets has boosted revenue but hurt net income, leading to an eroded balance sheet. Despite financial struggles, Cogent continues to raise dividends, attracting yield hunters but risking unsustainability due to declining profitability and increasing leverage ratios. Operating cash flow remains weak, with dividends outpacing earnings, funded by rising debt, pushing the net leverage ratio to a concerning 5.1x. Cogent's financial metrics lag sector medians, making it a dividend trap; a dividend cut is necessary to avoid further financial deterioration. Read the full article on Seeking AlphaAnalyseartikel • Apr 09
More Unpleasant Surprises Could Be In Store For Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) Shares After Tumbling 29%
Cogent Communications Holdings, Inc. ( NASDAQ:CCOI ) shareholders that were waiting for something to happen have been...
Neues Narrativ • Feb 09
Company Will Capitalize On Data Center Demand By Converting Former Sprint Facilities
Integration of the Sprint acquisition is expected to improve margins and reduce costs, enhancing EBITDA and net margins by mid-2026.Analyseartikel • Feb 04
Cogent Communications Holdings (NASDAQ:CCOI) Is Carrying A Fair Bit Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jan 20
Cogent Communications: Has A Lot To Prove To Everyone
Summary Cogent Communications Holdings, Inc. has been underperforming, with the Sprint acquisition failing to improve profitability and operational efficiency, making the stock unattractive at its current valuation. The company's revenue growth is largely acquisition-driven, with core revenue showing minimal growth and significant debt raising concerns about financial stability. Management needs to streamline operations, cut unprofitable segments, and improve margins to justify any future investment, but the current outlook remains bleak. Despite optimistic growth assumptions, the DCF valuation indicates CCOI stock is overvalued at $21.35 per share, leading me to pass on investing for now. Read the full article on Seeking AlphaAnalyseartikel • Jan 09
Unpleasant Surprises Could Be In Store For Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) Shares
Cogent Communications Holdings, Inc.'s ( NASDAQ:CCOI ) price-to-sales (or "P/S") ratio of 3.6x may look like a poor...Analyseartikel • Oct 22
Would Cogent Communications Holdings (NASDAQ:CCOI) Be Better Off With Less Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Sep 25
Some Confidence Is Lacking In Cogent Communications Holdings, Inc.'s (NASDAQ:CCOI) P/S
When close to half the companies in the Telecom industry in the United States have price-to-sales ratios (or "P/S...Seeking Alpha • Sep 20
Cogent Communications: Navigating The Stock's Surge, Assessing Valuation And Future Growth
Summary Cogent Communications is rated a buy due to its significant upside potential, supported by a Dividend Discount Model (DDM) valuation of $107.15. The company's strategic focus on expanding optical wavelength services, bolstered by the Sprint acquisition, positions it for long-term growth. Nonetheless, potential risks including execution challenges in monetizing optical wavelength services and competitive pressures remain. Read the full article on Seeking AlphaSeeking Alpha • Jul 04
Cogent Communications: Enjoy Attractive Dividend Yield While The Business Grows Steadily
Summary Cogent Communications is recommended as a buy due to the positive demand outlook and strong secular tailwinds. CCOI provides internet access to corporates, data centers, and enterprises, with potential growth from IPv4 addresses. CCOI offers an attractive dividend yield of ~7% and a potential total return upside of 37% in the base case. Read the full article on Seeking AlphaAktionärsrenditen
| CCOI | US Telecom | US Markt | |
|---|---|---|---|
| 7D | 5.5% | 4.2% | 1.1% |
| 1Y | -61.3% | 4.3% | 28.7% |
Rendite im Vergleich zur Industrie: CCOI unter dem Niveau der Branche US Telecom , die im vergangenen Jahr eine Rendite von 4.3% erzielte.
Rendite vs. Markt: CCOI hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.7 erzielte.
Preisvolatilität
| CCOI volatility | |
|---|---|
| CCOI Average Weekly Movement | 13.1% |
| Telecom Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von CCOI war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: CCOIDie wöchentliche Volatilität (13%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1999 | 1,833 | Dave Schaeffer | www.cogentco.com |
Cogent Communications Holdings, Inc. bietet über seine Tochtergesellschaften Hochgeschwindigkeits-Internetzugang, private Netzwerke und Colocation-Dienste für Rechenzentren in Nordamerika, Südamerika, Europa, Ozeanien und Afrika an. Das Unternehmen bietet Anwaltskanzleien, Finanzdienstleistern, Werbe- und Marketingfirmen, Gesundheitsdienstleistern, Bildungseinrichtungen und anderen professionellen Dienstleistern, anderen Internetdienstleistern, Telefongesellschaften, Kabelfernsehgesellschaften, Webhosting-Unternehmen, Mediendienstleistern, Mobilfunkbetreibern, Content-Delivery-Network-Unternehmen und kommerziellen Anbietern von Inhalten und Anwendungen Internetzugang und private Netzwerkdienste an. Das Unternehmen bietet auch Internetzugang und private Netzwerkdienste für Kunden an, die sich nicht in Gebäuden befinden, die direkt mit seinem Netzwerk verbunden sind, sowie On-Net-Dienste für Kunden, die sich in Gebäuden befinden, die physisch mit seinem Netzwerk verbunden sind.
Cogent Communications Holdings, Inc.'s Grundlagenzusammenfassung
| CCOI grundlegende Statistiken | |
|---|---|
| Marktanteil | US$867.51m |
| Gewinn(TTM) | -US$169.67m |
| Umsatz(TTM) | US$889.41m |
1.0x
Kurs-Umsatz-Verhältnis-5.1x
Kurs-Gewinn-Verhältnis Ist CCOI zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| CCOI Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$889.41m |
| Kosten der Einnahmen | US$448.25m |
| Bruttogewinn | US$441.15m |
| Sonstige Ausgaben | US$610.83m |
| Gewinn | -US$169.67m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | -3.55 |
| Bruttomarge | 49.60% |
| Nettogewinnspanne | -19.08% |
| Schulden/Eigenkapital-Verhältnis | -1,646.9% |
Wie hat sich CCOI auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.4%
Aktuelle Dividendenrendite-58%
AusschüttungsquoteZahlt CCOI eine zuverlässige Dividende?
Siehe CCOI Dividendenhistorie und Benchmarks| Cogent Communications Holdings Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | May 18 2026 |
| Datum der Dividendenzahlung | Jun 02 2026 |
| Tage bis Ex-Dividende | 7 days |
| Tage bis zum Datum der Dividendenzahlung | 8 days |
Zahlt CCOI eine zuverlässige Dividende?
Siehe CCOI Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/25 05:25 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Cogent Communications Holdings, Inc. wird von 26 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Michael Funk | BofA Global Research |
| Walter Piecyk | BTIG |
| Gregory Miller | Canaccord Genuity |