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Cable One, Inc.NYSE:CABO 株式レポート

時価総額 US$353.9m
株価
US$62.39
US$82.75
24.6% 割安 内在価値ディスカウント
1Y-63.7%
7D-3.7%
ポートフォリオ価値
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Cable One, Inc.

NYSE:CABO 株式レポート

時価総額:US$353.9m

Cable One(CABO)株式概要

ケーブル・ワン社は、その子会社とともに、米国の一般家庭および法人顧客にデータ、ビデオ、音声サービスを提供している。 詳細

CABO ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績0/6
財務の健全性2/6
配当金0/6

CABO Community Fair Values

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Cable One, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Cable One
過去の株価
現在の株価US$62.39
52週高値US$180.74
52週安値US$53.94
ベータ0.68
1ヶ月の変化-32.06%
3ヶ月変化-42.90%
1年変化-63.65%
3年間の変化-90.77%
5年間の変化-96.36%
IPOからの変化-83.45%

最新ニュース

ナラティブ更新 May 06

CABO: Future Returns Will Hinge On Broadband ARPU And Competitive Pressures

Cable One's updated analyst price target has moved lower from $111.75 to $82.75 as analysts factor in softer Broadband ARPU, rising competitive pressures in U.S. cable and a more cautious sector stance reflected in recent target cuts and a downgrade to Underperform. Analyst Commentary Recent research highlights a mix of incremental positives around execution and growing caution on Cable One's competitive position and earnings power.
ナラティブ更新 Apr 20

CABO: Softer Broadband ARPU And Rising Competition Will Likely Pressure Shares

Analysts have lowered the implied price target range for Cable One from about $107 to $80, reflecting recent cuts to Street targets as they factor in softer Broadband ARPU, rising competitive pressure, and a more cautious stance on U.S. cable operators overall. Analyst Commentary Recent research updates point to a more cautious stance on Cable One, with multiple bearish analysts cutting price targets and flagging execution and growth risks around the broadband business.

Recent updates

ナラティブ更新 May 06

CABO: Future Returns Will Hinge On Broadband ARPU And Competitive Pressures

Cable One's updated analyst price target has moved lower from $111.75 to $82.75 as analysts factor in softer Broadband ARPU, rising competitive pressures in U.S. cable and a more cautious sector stance reflected in recent target cuts and a downgrade to Underperform. Analyst Commentary Recent research highlights a mix of incremental positives around execution and growing caution on Cable One's competitive position and earnings power.
ナラティブ更新 Apr 20

CABO: Softer Broadband ARPU And Rising Competition Will Likely Pressure Shares

Analysts have lowered the implied price target range for Cable One from about $107 to $80, reflecting recent cuts to Street targets as they factor in softer Broadband ARPU, rising competitive pressure, and a more cautious stance on U.S. cable operators overall. Analyst Commentary Recent research updates point to a more cautious stance on Cable One, with multiple bearish analysts cutting price targets and flagging execution and growth risks around the broadband business.
ナラティブ更新 Apr 05

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.
ナラティブ更新 Mar 22

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.
ナラティブ更新 Mar 08

CABO: Future Returns Will Depend On Broadband Stability And Sector Headwinds

Analysts have trimmed their price expectations for Cable One, with the implied fair value moving from $159.25 to $111.75. This reflects lower Broadband ARPU, competitive pressures and a more cautious sector stance, despite stabilizing subscriber trends.
ナラティブ更新 Feb 22

CABO: Future Upside Will Stem From Stable Cash Flows And CEO Transition

Analysts kept their Cable One fair value estimate steady at $159.25, reflecting unchanged views on the discount rate, expected revenue decline and profit margin, as well as an intact future P/E assumption. What's in the News Sparklight, a Cable One brand, introduced eero Wi-Fi 7 across its U.S. service footprint, aiming to provide faster speeds, lower latency and greater capacity for households with many connected devices (Key Developments).
ナラティブ更新 Feb 08

CABO: Future Upside Will Stem From Stable Fundamentals And New CEO Appointment

Analysts have modestly lowered their price target on Cable One to US$159.25, citing updated assumptions for the discount rate and long term P/E multiple while keeping fair value, revenue contraction and profit margin expectations broadly unchanged. What's in the News Cable One, Inc.
ナラティブ更新 Jan 24

CABO: Future Upside Will Stem From Stable Fundamentals And Upcoming Leadership Transition

Analysts have kept their fair value estimate for Cable One steady at US$159.25, with no material changes to the discount rate, revenue expectations, profit margin outlook, or assumed future P/E. This suggests their updated price target primarily reflects unchanged fundamentals rather than a shift in underlying assumptions.
分析記事 Jan 14

Little Excitement Around Cable One, Inc.'s (NYSE:CABO) Revenues As Shares Take 30% Pounding

To the annoyance of some shareholders, Cable One, Inc. ( NYSE:CABO ) shares are down a considerable 30% in the last...
ナラティブ更新 Jan 10

CABO: Future Upside Will Stem From New Leadership And Tech Support Services

Analysts have reduced their price target on Cable One by $3 to $159.25, reflecting updated assumptions that incorporate a softer revenue outlook, a higher profit margin of 11.32%, and a lower forward P/E of 7.45x. What's in the News Cable One appointed industry veteran James Holanda as its next Chief Executive Officer, with a planned start date no later than March 31, 2026.
ナラティブ更新 Dec 25

CABO: Weaker Margins And Revenue Will Likely Pressure Shares

Analysts have trimmed their price target on Cable One from 120.00 dollars to 107.00 dollars, citing expectations for slightly weaker revenue growth, lower profit margins, and a higher forward earnings multiple that together warrant a more cautious valuation. What's in the News Cable One's Sparklight brand is supporting the launch of TechAssist, an on-demand service that helps customers set up, troubleshoot and optimize a wide range of connected devices, from security cameras and gaming consoles to smart TVs and other Wi Fi enabled technology (Key Developments).
ナラティブ更新 Dec 11

CABO: Future Upside Will Stem From Expanding Tech Support Service Margins

Analysts have modestly reaffirmed their view on Cable One, keeping the price target effectively unchanged at approximately $162.25, as a stable discount rate, revenue growth, profit margin, and future P/E assumptions continue to support a steady valuation outlook. What's in the News Sparklight, a Cable One brand, is supporting the launch of TechAssist, an on-demand service that helps customers set up, troubleshoot, and optimize a wide range of connected devices including security cameras, gaming consoles, smart TVs, and other Wi Fi technology (Key Developments).
ナラティブ更新 Nov 27

CABO: Future Upside Will Stem From Expanding Tech Support Service Margins

Analysts have lowered their price target for Cable One from $202.50 to $162.25, citing a substantial shift in projected profit margins and expected future valuation multiples as key reasons for the revision. What's in the News Sparklight, a Cable One brand, has launched TechAssist, an on-demand service to help customers with setup and troubleshooting of connected devices (Key Developments).
分析記事 Nov 13

Cable One, Inc. (NYSE:CABO) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

Cable One, Inc. ( NYSE:CABO ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
ナラティブ更新 Nov 13

CABO: Continued Profitability Will Drive Future Upside Amid Evolving Service Offerings

Analysts have lowered their price target on Cable One from $213.25 to $202.50. They cite updated outlooks on revenue growth and risk factors as the reasons for the adjustment.
分析記事 Nov 03

These 4 Measures Indicate That Cable One (NYSE:CABO) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Sep 12

Revenues Not Telling The Story For Cable One, Inc. (NYSE:CABO) After Shares Rise 28%

Despite an already strong run, Cable One, Inc. ( NYSE:CABO ) shares have been powering on, with a gain of 28% in the...
分析記事 Jul 12

Cable One (NYSE:CABO) Has A Somewhat Strained Balance Sheet

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 Jun 19

Remote Work, IoT, And Stock Repurchases Make Cable One A Buy

Summary Cable One is undervalued at 1.32x FWD cash flow, with strong free cash flow and ongoing stock repurchases supporting a Buy rating. Deployment of DOCSIS 4.0, fiber investments, and growth in remote work and IoT are expected to drive user and revenue growth. Recent declines in contract termination costs and potential U.S. tax cuts could act as catalysts for stock price appreciation. Despite notable debt, CABO's risk is mitigated by prudent financial management and hedging, while industry growth supports long-term upside. Read the full article on Seeking Alpha
分析記事 May 29

Cable One, Inc.'s (NYSE:CABO) Popularity With Investors Under Threat As Stock Sinks 45%

The Cable One, Inc. ( NYSE:CABO ) share price has fared very poorly over the last month, falling by a substantial 45...
分析記事 Apr 30

An Intrinsic Calculation For Cable One, Inc. (NYSE:CABO) Suggests It's 22% Undervalued

Key Insights The projected fair value for Cable One is US$350 based on 2 Stage Free Cash Flow to Equity Cable One's...
分析記事 Mar 04

These 4 Measures Indicate That Cable One (NYSE:CABO) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Feb 14

Cable One's (NYSE:CABO) Dividend Will Be $2.95

Cable One, Inc. ( NYSE:CABO ) will pay a dividend of $2.95 on the 7th of March. This makes the dividend yield 4.1...
分析記事 Jan 12

Estimating The Intrinsic Value Of Cable One, Inc. (NYSE:CABO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cable One fair value estimate is US$405 Cable One's US$351...
Seeking Alpha Dec 17

Cable One: 15% Equity FCF Yield, Below Replacement Value, Inflecting Fundamentals

Summary On a near 15% equity free cash flow yield, it seems well discounted in the CABO stock. Advantaged/less competitive rural network, cheaper to buy than compete with. MBI transaction, a bad deal but overly discounted. Tax-loss selling should abate before year-end. Read the full article on Seeking Alpha
分析記事 Dec 12

Is There Now An Opportunity In Cable One, Inc. (NYSE:CABO)?

While Cable One, Inc. ( NYSE:CABO ) might not have the largest market cap around , it saw a significant share price...
分析記事 Nov 27

Cable One (NYSE:CABO) Is Due To Pay A Dividend Of $2.95

Cable One, Inc.'s ( NYSE:CABO ) investors are due to receive a payment of $2.95 per share on 20th of December. This...
分析記事 Nov 23

Cable One (NYSE:CABO) Use Of Debt Could Be Considered Risky

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Nov 07

There's No Escaping Cable One, Inc.'s (NYSE:CABO) Muted Earnings Despite A 26% Share Price Rise

Cable One, Inc. ( NYSE:CABO ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 Sep 19

A Look At The Intrinsic Value Of Cable One, Inc. (NYSE:CABO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Cable One fair value estimate is US$373 Current share price of...
User avatar
新しいナラティブ Sep 11

The Dual-Edged Sword Of Innovation And Market Challenges

Strategic investments in infrastructure and technology aim to enhance customer experience and drive demand, potentially increasing ARPU.
分析記事 Aug 19

Cable One (NYSE:CABO) Will Pay A Dividend Of $2.95

Cable One, Inc. ( NYSE:CABO ) will pay a dividend of $2.95 on the 13th of September. Based on this payment, the...
分析記事 Aug 09

Cable One, Inc.'s (NYSE:CABO) Price Is Right But Growth Is Lacking After Shares Rocket 25%

Cable One, Inc. ( NYSE:CABO ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
分析記事 Aug 05

Cable One (NYSE:CABO) Use Of Debt Could Be Considered Risky

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 29

Is There Now An Opportunity In Cable One, Inc. (NYSE:CABO)?

Cable One, Inc. ( NYSE:CABO ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 May 22

There Is A Reason Cable One, Inc.'s (NYSE:CABO) Price Is Undemanding

Cable One, Inc.'s ( NYSE:CABO ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a strong buy right...

株主還元

CABOUS MediaUS 市場
7D-3.7%-1.0%2.2%
1Y-63.7%-12.9%31.1%

業界別リターン: CABO過去 1 年間で-12.9 % の収益を上げたUS Media業界を下回りました。

リターン対市場: CABOは、過去 1 年間で31.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is CABO's price volatile compared to industry and market?
CABO volatility
CABO Average Weekly Movement13.6%
Media Industry Average Movement9.0%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: CABOの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: CABOの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19802,592Jim Holandawww.cableone.biz

ケーブル・ワン社は、その子会社とともに、米国の住宅および法人顧客にデータ、ビデオ、音声サービスを提供している。同社は、家庭用データサービス、家庭内のWi-Fi信号を強化するサービス、専門技術サポート、ネットワーク・セキュリティ・サービスを提供している。また、基本的なビデオサービスから数百のチャンネルにアクセスできるデジタルサービスまで、様々な家庭向けビデオサービスも提供している。さらに、IPTVビデオサービスであるスパークライトTVや、クラウドベースのデジタルビデオレコーダー(DVR)サービスも提供しており、アマゾン・ファイアスティック、アップルTV、アンドロイドベースのスマートテレビなど、セットトップボックスを必要としない対応デバイスの新しいアプリを通じて、クラウドからビデオチャンネルをストリーミング視聴することができる。さらに、従来の電気通信サービス、家庭向け音声サービス、光ファイバーベースの製品(ダークファイバー、E-Line、E-Lan、E-Access イーサネットサービス、ネットワーク間インターフェイス接続など)を提供している。さらに、中小市場、企業、卸売・通信事業者などの法人顧客向けにデータ、音声、ビデオ製品を提供している。ケーブル・ワン社は1980年に設立され、アリゾナ州フェニックスに本社を置いている。

Cable One, Inc. 基礎のまとめ

Cable One の収益と売上を時価総額と比較するとどうか。
CABO 基礎統計学
時価総額US$353.93m
収益(TTM)-US$323.29m
売上高(TTM)US$1.47b
0.2x
P/Sレシオ
-1.1x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
CABO 損益計算書(TTM)
収益US$1.47b
売上原価US$386.14m
売上総利益US$1.09b
その他の費用US$1.41b
収益-US$323.29m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-56.99
グロス・マージン73.80%
純利益率-21.94%
有利子負債/自己資本比率210.3%

CABO の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 08:55
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cable One, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Samuel McHughBNP Paribas
Zachary SilverB. Riley Securities, Inc.
Sebastiano PettiJ.P. Morgan