Cogent Communications Holdings 향후 성장
Future 기준 점검 0/6
Cogent Communications Holdings은 연간 수입과 매출이 각각 24.7%와 6.9% 증가할 것으로 예상되고 EPS는 연간 25.7%만큼 증가할 것으로 예상됩니다.
핵심 정보
24.7%
이익 성장률
25.65%
EPS 성장률
| Telecom 이익 성장 | 9.2% |
| 매출 성장률 | 6.9% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...
새 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,078 | -115 | -4 | 141 | 8 |
| 12/31/2027 | 1,011 | -149 | 111 | 101 | 12 |
| 12/31/2026 | 964 | -152 | 66 | 64 | 11 |
| 3/31/2026 | 889 | -170 | -208 | -32 | N/A |
| 12/31/2025 | 897 | -182 | -198 | -11 | N/A |
| 9/30/2025 | 907 | -195 | -187 | 10 | N/A |
| 6/30/2025 | 922 | -216 | -233 | -13 | N/A |
| 3/31/2025 | 937 | -191 | -204 | 8 | N/A |
| 12/31/2024 | 956 | -204 | -204 | -9 | N/A |
| 9/30/2024 | 976 | 39 | -264 | -72 | N/A |
| 6/30/2024 | 999 | 46 | -263 | -104 | N/A |
| 3/31/2024 | 987 | 1,202 | -147 | 1 | N/A |
| 12/31/2023 | 891 | 1,273 | -112 | 17 | N/A |
| 9/30/2023 | 787 | 1,074 | -3 | 102 | N/A |
| 6/30/2023 | 672 | 1,123 | 104 | 208 | N/A |
| 3/31/2023 | 588 | 10 | 76 | 160 | N/A |
| 12/31/2022 | 584 | 5 | 95 | 174 | N/A |
| 9/30/2022 | 579 | 23 | 99 | 173 | N/A |
| 6/30/2022 | 576 | 44 | 95 | 167 | N/A |
| 3/31/2022 | 574 | 30 | 100 | 173 | N/A |
| 12/31/2021 | 571 | 48 | 100 | 170 | N/A |
| 9/30/2021 | 568 | 23 | 101 | 172 | N/A |
| 6/30/2021 | 563 | 5 | 96 | 157 | N/A |
| 3/31/2021 | 558 | 16 | 100 | 159 | N/A |
| 12/31/2020 | 553 | 6 | 84 | 140 | N/A |
| 9/30/2020 | 549 | 20 | 99 | 149 | N/A |
| 6/30/2020 | 544 | 39 | 101 | 149 | N/A |
| 3/31/2020 | 538 | 38 | 102 | 149 | N/A |
| 12/31/2019 | 531 | 38 | N/A | 149 | N/A |
| 9/30/2019 | 524 | 37 | N/A | 143 | N/A |
| 6/30/2019 | 518 | 32 | N/A | 142 | N/A |
| 3/31/2019 | 513 | 31 | N/A | 132 | N/A |
| 12/31/2018 | 508 | 29 | N/A | 134 | N/A |
| 9/30/2018 | 501 | 15 | N/A | 125 | N/A |
| 6/30/2018 | 494 | 11 | N/A | 122 | N/A |
| 3/31/2018 | 485 | 9 | N/A | 118 | N/A |
| 12/31/2017 | 474 | 6 | N/A | 112 | N/A |
| 9/30/2017 | 465 | 16 | N/A | 114 | N/A |
| 6/30/2017 | 455 | 16 | N/A | 108 | N/A |
| 3/31/2017 | 446 | 16 | N/A | 104 | N/A |
| 12/31/2016 | 438 | 15 | N/A | 108 | N/A |
| 9/30/2016 | 426 | 14 | N/A | 96 | N/A |
| 6/30/2016 | 419 | 13 | N/A | 97 | N/A |
| 3/31/2016 | 410 | 10 | N/A | 93 | N/A |
| 12/31/2015 | 401 | 5 | N/A | 84 | N/A |
| 9/30/2015 | 396 | 2 | N/A | 80 | N/A |
| 6/30/2015 | 388 | -1 | N/A | 72 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: CCOI 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: CCOI 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: CCOI 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: CCOI 의 수익(연간 6.9%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: CCOI 의 수익(연간 6.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: CCOI의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 23:14 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Cogent Communications Holdings, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Funk | BofA Global Research |
| Walter Piecyk | BTIG |
| Gregory Miller | Canaccord Genuity |