Cogent Communications Holdings（CCOI）株式概要
コージェント・コミュニケーションズ・ホールディングスは、その子会社を通じて、北米、南米、ヨーロッパ、オセアニア、アフリカで高速インターネットアクセス、プライベートネットワーク、データセンターのコロケーションスペースサービスを提供している。 詳細
CCOI Community Fair Values
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Analyst Price Targets
Cogent Communications Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$9.17 |
| 52週高値 | US$45.69 |
| 52週安値 | US$9.00 |
| ベータ | 0.79 |
| 1ヶ月の変化 | -22.75% |
| 3ヶ月変化 | -54.06% |
| 1年変化 | -76.06% |
| 3年間の変化 | -86.65% |
| 5年間の変化 | -87.46% |
| IPOからの変化 | -90.92% |
最新ニュース
ナラティブ更新 • Aug 22
CCOI: Softer Trends And Sprint Churn Will Test Post Data Center Sale Thesis
Cogent Communications Holdings' updated analyst price target shifts from $11.50 to $9.00 as analysts factor in softer revenue and EBITDA trends, a higher discount rate, lower projected revenue growth and profit margins, and a reduced future P/E assumption following recent research updates. Analyst Commentary Recent research updates on Cogent Communications Holdings point to a clear shift toward more cautious views.ナラティブ更新 • Aug 07
CCOI: Data Center Sale And Sprint Churn Should Set Up A Rebound
Analysts have reduced the fair value estimate for Cogent Communications Holdings, with the implied price target moving from about $14.00 to roughly $11.50. This reflects recent target cuts tied to softer quarterly results, Sprint related churn, delayed customer orders, higher costs, and the view that the data center sale catalyst has already played out.Recent updates
ナラティブ更新 • Aug 22
CCOI: Softer Trends And Sprint Churn Will Test Post Data Center Sale Thesis
Cogent Communications Holdings' updated analyst price target shifts from $11.50 to $9.00 as analysts factor in softer revenue and EBITDA trends, a higher discount rate, lower projected revenue growth and profit margins, and a reduced future P/E assumption following recent research updates. Analyst Commentary Recent research updates on Cogent Communications Holdings point to a clear shift toward more cautious views.ナラティブ更新 • Aug 07
CCOI: Data Center Sale And Sprint Churn Should Set Up A Rebound
Analysts have reduced the fair value estimate for Cogent Communications Holdings, with the implied price target moving from about $14.00 to roughly $11.50. This reflects recent target cuts tied to softer quarterly results, Sprint related churn, delayed customer orders, higher costs, and the view that the data center sale catalyst has already played out.Seeking Alpha • Jul 28
Cogent Communications: Strip Out T-Mobile And The Discount Disappears
Summary Cogent Communications is rated Sell due to overestimated margins inflated by temporary T-Mobile payments ending in late 2027. Stripping T-Mobile payments, Q1 margin drops from 29.3% to 18.9%, revealing the stock is not as inexpensive as it appears. Revenue continues to decline, with growth segments unable to offset shrinking lines; net-centric price deflation remains severe. Probability-weighted scenarios imply equity value near zero, with upside dependent on accelerated wavelength growth or successful asset sales. Read the full article on Seeking Alphaナラティブ更新 • Jun 24
CCOI: Data Center Sale And Tighter Margins Will Sustain A More Cautious View
Analysts have trimmed their price targets on Cogent Communications Holdings to a range of about $20 to $22. They cite a higher discount rate, more conservative profit margin assumptions, and the view that the recent $225m data center sale catalyst has now played out.
ナラティブ更新 • Jun 08
CCOI: Data Center Sale And Deleveraging Plan Will Support Future Margin Expansion
The analyst price target for Cogent Communications Holdings has been revised from $26.18 to $21.27, reflecting analysts' updated views on risk, growth, and valuation after a series of target cuts and ratings changes related to the recent data center sale. Analyst Commentary Recent research updates on Cogent Communications Holdings have tilted more cautious, with several firms revising ratings and price targets following the announcement of the data center sale to I Squared Capital for US$225 million in cash.
ナラティブ更新 • May 25
CCOI: Reset Expectations And Data Center Deal Will Shape Upside Potential
Cogent Communications Holdings' updated analyst price target has shifted meaningfully, with the model value moving from $74.86 to $32.16 as analysts factor in a higher discount rate, more measured revenue growth assumptions, stable profit margins, and broadly lower Street targets following recent cuts from several major firms. Analyst Commentary Recent research shows a cluster of reduced price targets around the low to mid US$20s, together with an earlier move by JPMorgan to upgrade the stock.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha株主還元
| CCOI | US Telecom | US 市場 | |
|---|---|---|---|
| 7D | -14.7% | -4.6% | -1.2% |
| 1Y | -76.1% | -1.3% | 18.3% |
業界別リターン: CCOI過去 1 年間で-1.3 % の収益を上げたUS Telecom業界を下回りました。
リターン対市場: CCOIは、過去 1 年間で18.3 % のリターンを上げたUS市場を下回りました。
価格変動
| CCOI volatility | |
|---|---|
| CCOI Average Weekly Movement | 12.7% |
| Telecom Industry Average Movement | 10.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CCOI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: CCOIの weekly volatility ( 13% ) 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 |
|---|---|---|---|
| 1999 | 1,833 | Dave Schaeffer | www.cogentco.com |
コージェント・コミュニケーションズ・ホールディングスは、その子会社を通じて、北米、南米、ヨーロッパ、オセアニア、アフリカで高速インターネットアクセス、プライベートネットワーク、データセンターコロケーションスペースサービスを提供している。法律事務所、金融サービス会社、広告・マーケティング会社のほか、医療プロバイダー、教育機関、その他の専門サービス事業者、その他のインターネット・サービス・プロバイダー、電話会社、ケーブルテレビ会社、ウェブ・ホスティング会社、メディア・サービス・プロバイダー、携帯電話事業者、コンテンツ・デリバリー・ネットワーク会社、商用コンテンツおよびアプリケーション・サービス・プロバイダーなどに、オンネット・インターネット・アクセスおよびプライベート・ネットワーク・サービスを提供している。また、同社のネットワークに直接接続されていないビルに住む顧客にはインターネット・アクセスやプライベート・ネットワーク・サービスを、同社のネットワークに物理的に接続されているビルに住む顧客にはオンネット・サービスを提供している。さらに、法人顧客には、他の通信事業者の回線を利用して、顧客宅内からネットワークまでのラストワンマイル部分を提供するオフネットサービスも提供している。さらに、同社はデータセンターを運営し、顧客が機器を設置してネットワークにアクセスできるようにしている。主に中小企業、通信サービス・プロバイダー、その他帯域幅を必要とする組織にサービスを提供している。コージェント・コミュニケーションズ・ホールディングスは1999年に設立され、コロンビア特別区ワシントンに本社を置いている。
Cogent Communications Holdings, Inc. 基礎のまとめ
| CCOI 基礎統計学 | |
|---|---|
| 時価総額 | US$439.48m |
| 収益（TTM） | -US$45.23m |
| 売上高(TTM) | US$879.81m |
0.5x
P/Sレシオ-9.7x
PER（株価収益率CCOI は割高か？
公正価値と評価分析を参照収益と収入
| CCOI 損益計算書（TTM） | |
|---|---|
| 収益 | US$879.81m |
| 売上原価 | US$436.87m |
| 売上総利益 | US$442.95m |
| その他の費用 | US$488.18m |
| 収益 | -US$45.23m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.94 |
| グロス・マージン | 50.35% |
| 純利益率 | -5.14% |
| 有利子負債／自己資本比率 | -4,969.7% |
CCOI の長期的なパフォーマンスは？
過去の実績と比較を見る| Cogent Communications Holdings 配当日 | |
|---|---|
| 配当落ち日 | Aug 21 2026 |
| 配当支払日 | Sep 04 2026 |
| 配当落ちまでの日数 | 4 days |
| 配当支払日までの日数 | 10 days |
CCOI 配当は確実ですか？
CCOI 配当履歴とベンチマーク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 | 2026/08/24 16:25 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Cogent Communications Holdings, Inc. 12 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。24
| アナリスト | 機関 |
|---|---|
| Michael Funk | BofA Global Research |
| Walter Piecyk | BTIG |
| Gregory Miller | Canaccord Genuity |