Cogent Communications Holdings, Inc.

NasdaqGS:CCOI Voorraadrapport

Marktkapitalisatie: US$792.7m

Cogent Communications Holdings Toekomstige groei

Future criteriumcontroles 0/6

De verwachting is dat Cogent Communications Holdings de winst en omzet met respectievelijk 24.7% en 6.9% per jaar zal laten groeien, terwijl de winst per aandeel naar verwachting zal groeien met 25.7% per jaar.

Belangrijke informatie

24.7%

Groei van de winst

25.65%

Groei van de winst per aandeel

Telecom winstgroei9.2%
Inkomstengroei6.9%
Toekomstig rendement op eigen vermogenn/a
Dekking van analisten

Good

Laatst bijgewerkt06 May 2026

Recente toekomstige groei-updates

Recent updates

Analyse-update • 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
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-artikel • 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...
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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
Analyse-artikel • 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...
User avatar
Nieuwe analyse • 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.
Analyse-artikel • 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
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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
Seeking 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 Alpha

Winst- en omzetgroeiprognoses

NasdaqGS:CCOI - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20281,078-115-41418
12/31/20271,011-14911110112
12/31/2026964-152666411
3/31/2026889-170-208-32N/A
12/31/2025897-182-198-11N/A
9/30/2025907-195-18710N/A
6/30/2025922-216-233-13N/A
3/31/2025937-191-2048N/A
12/31/2024956-204-204-9N/A
9/30/202497639-264-72N/A
6/30/202499946-263-104N/A
3/31/20249871,202-1471N/A
12/31/20238911,273-11217N/A
9/30/20237871,074-3102N/A
6/30/20236721,123104208N/A
3/31/20235881076160N/A
12/31/2022584595174N/A
9/30/20225792399173N/A
6/30/20225764495167N/A
3/31/202257430100173N/A
12/31/202157148100170N/A
9/30/202156823101172N/A
6/30/2021563596157N/A
3/31/202155816100159N/A
12/31/2020553684140N/A
9/30/20205492099149N/A
6/30/202054439101149N/A
3/31/202053838102149N/A
12/31/201953138N/A149N/A
9/30/201952437N/A143N/A
6/30/201951832N/A142N/A
3/31/201951331N/A132N/A
12/31/201850829N/A134N/A
9/30/201850115N/A125N/A
6/30/201849411N/A122N/A
3/31/20184859N/A118N/A
12/31/20174746N/A112N/A
9/30/201746516N/A114N/A
6/30/201745516N/A108N/A
3/31/201744616N/A104N/A
12/31/201643815N/A108N/A
9/30/201642614N/A96N/A
6/30/201641913N/A97N/A
3/31/201641010N/A93N/A
12/31/20154015N/A84N/A
9/30/20153962N/A80N/A
6/30/2015388-1N/A72N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachting is dat CCOI de komende 3 jaar verliesgevend zal blijven.

Winst versus markt: De verwachting is dat CCOI de komende 3 jaar verliesgevend zal blijven.

Hoge groeiwinsten: De verwachting is dat CCOI de komende 3 jaar verliesgevend zal blijven.

Omzet versus markt: De omzet van CCOI ( 6.9% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.5% per jaar).

Hoge groei-inkomsten: De omzet van CCOI ( 6.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van CCOI naar verwachting over 3 jaar hoog zal zijn

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/07 16:33
Aandelenkoers aan het einde van de dag2026/05/07 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Cogent Communications Holdings, Inc. wordt gevolgd door 26 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Michael FunkBofA Global Research
Walter PiecykBTIG
Gregory MillerCanaccord Genuity