Cogent Communications Holdings (CCOI) Panoramica del titolo
Cogent Communications Holdings, Inc. attraverso le sue consociate, fornisce servizi di accesso a Internet ad alta velocità, reti private e spazi di colocazione per centri dati in Nord America, Sud America, Europa, Oceania e Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 0/6 |
| Dividendi | 0/6 |
CCOI Community Fair Values
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Analyst Price Targets
Concorrenti di Cogent Communications Holdings, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$16.32 |
| Massimo di 52 settimane | US$54.37 |
| Minimo di 52 settimane | US$14.82 |
| Beta | 0.83 |
| Variazione di 1 mese | -19.05% |
| Variazione a 3 mesi | -32.81% |
| Variazione di 1 anno | -66.90% |
| Variazione a 3 anni | -74.50% |
| Variazione a 5 anni | -78.76% |
| Variazione dall'IPO | -83.84% |
Notizie e aggiornamenti recenti
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
Aggiornamento dell'analisi • 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.Recent updates
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 AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...
Nuova analisi • 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.Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| CCOI | US Telecom | US Mercato | |
|---|---|---|---|
| 7D | -27.9% | -2.8% | 2.1% |
| 1Y | -66.9% | -0.4% | 30.6% |
Ritorno vs Industria: CCOI ha avuto una performance inferiore rispetto al US Telecom che ha registrato un rendimento -0 % nell'ultimo anno.
Rendimento vs Mercato: CCOI ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31 % nell'ultimo anno.
Volatilità dei prezzi
| CCOI volatility | |
|---|---|
| CCOI Average Weekly Movement | 15.7% |
| Telecom Industry Average Movement | 7.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CCOI è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 16% ) di CCOI è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1999 | 1,833 | Dave Schaeffer | www.cogentco.com |
Cogent Communications Holdings, Inc. fornisce, attraverso le sue consociate, servizi di accesso a Internet ad alta velocità, reti private e spazi di colocazione per centri dati in Nord America, Sud America, Europa, Oceania e Africa. Offre servizi di accesso a Internet e di rete privata on-net a studi legali, società di servizi finanziari, società di pubblicità e marketing, fornitori di cure mediche, istituti scolastici e altre attività di servizi professionali, altri fornitori di servizi Internet, società telefoniche, società di televisione via cavo, società di web hosting, fornitori di servizi multimediali, operatori di telefonia mobile, società di reti di distribuzione di contenuti e fornitori di servizi di applicazioni e contenuti commerciali. L'azienda fornisce anche servizi di accesso a Internet e di rete privata a clienti che non si trovano in edifici direttamente collegati alla sua rete e servizi on-net a clienti che si trovano in edifici fisicamente collegati alla sua rete.
Cogent Communications Holdings, Inc. Riepilogo dei fondamenti
| CCOI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$792.75m |
| Utili (TTM) | -US$169.67m |
| Ricavi(TTM) | US$889.41m |
0.9x
Rapporto P/S-4.6x
Rapporto P/ECCOI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CCOI Conto economico (TTM) | |
|---|---|
| Ricavi | US$889.41m |
| Costo del fatturato | US$448.25m |
| Profitto lordo | US$441.15m |
| Altre spese | US$610.83m |
| Utili | -US$169.67m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -3.55 |
| Margine lordo | 49.60% |
| Margine di profitto netto | -19.08% |
| Rapporto debito/patrimonio netto | -1,646.9% |
Come si è comportato CCOI nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.5%
Rendimento attuale del dividendo-58%
Rapporto di remunerazioneCCOI paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CCOI| Cogent Communications Holdings date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 18 2026 |
| Data di pagamento dei dividendi | Jun 02 2026 |
| Giorni fino al dividendo Ex | 9 days |
| Giorni prima della data di pagamento dei dividendi | 24 days |
CCOI paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CCOIAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 03:39 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cogent Communications Holdings, Inc. è coperta da 26 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Funk | BofA Global Research |
| Walter Piecyk | BTIG |
| Gregory Miller | Canaccord Genuity |