Loading...
CABO logo

Cable One, Inc.NYSE:CABO Stock Report

Market Cap US$353.9m
Share Price
US$56.04
US$82.75
32.3% undervalued intrinsic discount
1Y-67.4%
7D-13.5%
Portfolio Value
View

Cable One, Inc.

NYSE:CABO Stock Report

Market Cap: US$353.9m

CABO Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

Cable One, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Cable One
Historical stock prices
Current Share PriceUS$56.04
52 Week HighUS$180.74
52 Week LowUS$53.94
Beta0.68
1 Month Change-38.97%
3 Month Change-48.71%
1 Year Change-67.35%
3 Year Change-91.71%
5 Year Change-96.73%
Change since IPO-85.13%

Recent News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

CABOUS MediaUS Market
7D-13.5%-1.0%2.2%
1Y-67.4%-12.9%31.1%

Return vs Industry: CABO underperformed the US Media industry which returned -12.9% over the past year.

Return vs Market: CABO underperformed the US Market which returned 31.1% over the past year.

Price Volatility

Is CABO's price volatile compared to industry and market?
CABO volatility
CABO Average Weekly Movement13.6%
Media Industry Average Movement9.0%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: CABO's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: CABO's weekly volatility (14%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
19802,592Jim Holandawww.cableone.biz

Cable One, Inc., together with its subsidiaries, provides data, video, and voice services to residential and business customers in the United States. The company offers residential data services, a service to enhance Wi-Fi signal throughout the home, as well as expert technology support and network security services. It also provides various residential video services from basic video service to digital services with access to hundreds of channels.

Cable One, Inc. Fundamentals Summary

How do Cable One's earnings and revenue compare to its market cap?
CABO fundamental statistics
Market capUS$353.93m
Earnings (TTM)-US$323.29m
Revenue (TTM)US$1.47b
0.2x
P/S Ratio
-1.0x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CABO income statement (TTM)
RevenueUS$1.47b
Cost of RevenueUS$386.14m
Gross ProfitUS$1.09b
Other ExpensesUS$1.41b
Earnings-US$323.29m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-56.99
Gross Margin73.80%
Net Profit Margin-21.94%
Debt/Equity Ratio210.3%

How did CABO perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 22:26
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cable One, Inc. is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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