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CCOI logo

Cogent Communications Holdings, Inc. Stock Price

NasdaqGS:CCOI Community·US$462.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CCOI Share Price Performance

US$9.33
-25.97 (-73.57%)
​
US$21.27
Fair Value
US$9.33
-25.97 (-73.57%)
56.1% undervalued intrinsic discount
US$21.27
Fair Value
Price US$9.33
AnalystConsensusTarget US$21.27
AnalystLowTarget US$9.00
AnalystHighTarget US$27.69
Mon, 8 Jun 26
Fair ValueUS$21.27
Share Pricen/a

CCOI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$21.27 56.1% undervalued intrinsic discount

High-capacity Data Connectivity And Digital Networks Will Drive Success

0users have liked this narrative
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10users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$9 3.7% overvalued intrinsic discount

Pricing Pressures Will Squeeze Telecom Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$27.69 66.3% undervalued intrinsic discount

Exponential Global Data Demand Will Fuel Cloud Networks

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
CCOI logo
Cogent Communications Holdings
66.3% undervalued intrinsic discount
Updated

Exponential Global Data Demand Will Fuel Cloud Networks

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Sep
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CCOI logo
Cogent Communications Holdings
56.1% undervalued intrinsic discount

High-capacity Data Connectivity And Digital Networks Will Drive Success

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Jun
Read Narrative
CCOI logo
Cogent Communications Holdings
3.7% overvalued intrinsic discount

Pricing Pressures Will Squeeze Telecom Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
CCOI logo

CCOI: Execution On Data Center Sales Will Drive Future Upside Potential

Fair Value: US$27.69 66.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
CCOI logo

CCOI: Softer Trends And Sprint Churn Will Test Post Data Center Sale Thesis

Fair Value: US$9 3.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CCOI logo

CCOI: Data Center Sale And Deleveraging Plan Will Support Future Margin Expansion

Fair Value: US$21.27 56.1% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Moderate risk and fair value.

5 Risks
1 Reward
View Full Analysis

Cogent Communications Holdings, Inc. Key Details

US$879.8m

Revenue

US$436.9m

Cost of Revenue

US$442.9m

Gross Profit

US$488.2m

Other Expenses

-US$45.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.94
50.35%
-5.14%
-4,969.7%
View Full Analysis

About CCOI

Founded
1999
Employees
1833
CEO
David Schaeffer
WebsiteView website
www.cogentco.com

Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, South America, Europe, Oceania, and Africa. It offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. The company also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, it offers off-net services to corporate customers using other carriers’ circuits to provide the last mile portion of the link from the customers’ premises to the network. Further, the company operates data centers that allow its customers to collocate their equipment and access the network. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.

Recent CCOI News & Updates

User avatar
Narrative Update • Sep 05

CCOI: Execution On Data Center Sales Will Drive Future Upside Potential

Cogent Communications Holdings' analyst fair value estimate has been revised down from about $32.16 to about $27.69, as analysts lower price targets into a $9 to $12.50 range following softer revenue and EBITDA, slower wave installations, Sprint contract runoff, and updated models after a challenging Q2. Analyst Commentary on Cogent Communications Holdings Recent Street research on Cogent Communications Holdings points to a tougher near term setup, yet also highlights areas that some investors may view as potential support for the story.
User avatar
Narrative Update • 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.

Recent updates

No updates

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