Cable One, Inc.

NYSE:CABO 주식 리포트

시가총액: US$353.9m

Cable One 향후 성장

Future 기준 점검 3/6

Cable One 의 수익은 연간 1.1% 감소할 것으로 예상되는 반면, 연간 수익은 38.1% 로 증가할 것으로 예상됩니다. EPS는 연간 33% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.9% 로 예상됩니다.

핵심 정보

38.1%

이익 성장률

33.01%

EPS 성장률

Media 이익 성장33.8%
매출 성장률-1.1%
향후 자기자본이익률7.89%
애널리스트 커버리지

Good

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
새 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

NYSE:CABO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,371752275863
12/31/20271,5151532485706
12/31/20261,4291392435346
3/31/20261,474-323325565N/A
12/31/20251,501-356278563N/A
9/30/20251,525-454302585N/A
6/30/20251,542-496317605N/A
3/31/20251,556-20324616N/A
12/31/20241,58014377664N/A
9/30/20241,604223315648N/A
6/30/20241,631209318652N/A
3/31/20241,660215322666N/A
12/31/20231,678225289663N/A
9/30/20231,69223317680N/A
6/30/20231,69663331716N/A
3/31/20231,70188300711N/A
12/31/20221,706213324738N/A
9/30/20221,713376327744N/A
6/30/20221,719358272710N/A
3/31/20221,691395310729N/A
12/31/20211,606292312704N/A
9/30/20211,510333347706N/A
6/30/20211,419347337650N/A
3/31/20211,345304318620N/A
12/31/20201,325304280574N/A
9/30/20201,307252252556N/A
6/30/20201,253235256551N/A
3/31/20201,211209225506N/A
12/31/20191,168179N/A492N/A
9/30/20191,119167N/A435N/A
6/30/20191,102155N/A424N/A
3/31/20191,085163N/A417N/A
12/31/20181,072165N/A408N/A
9/30/20181,060267N/A412N/A
6/30/20181,046260N/A390N/A
3/31/20181,018244N/A341N/A
12/31/2017960235N/A324N/A
9/30/2017909117N/A283N/A
6/30/2017861107N/A262N/A
3/31/2017824106N/A258N/A
12/31/2016819100N/A257N/A
9/30/2016816101N/A245N/A
6/30/201680999N/A255N/A
3/31/201680794N/A268N/A
12/31/201580792N/A252N/A
9/30/201580590N/A249N/A
6/30/2015807140N/A209N/A

애널리스트 향후 성장 전망

수입 대 저축률: CABO 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: CABO (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: CABO 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: CABO 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.1%).

고성장 매출: CABO 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.1%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CABO의 자본 수익률은 3년 후 7.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 17:48
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

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시장 가격30년
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지분 구조10년
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분석가 소스

Cable One, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Samuel McHughBNP Paribas
Zachary SilverB. Riley Securities, Inc.
Sebastiano PettiJ.P. Morgan