Cogent Communications Holdings, Inc.
CCOI
NASDAQ·Communication Services·Telecommunications Services·Mkt cap $503.3M
$10.05
▲ +0.70%
P/E
-5.65
Mkt Cap
$503.3M
52-Wk Range
$8.88–$45.69
52-Week Range
$8.88 - $45.69
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 72.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive owned fiber network across 54 global data centers reducing reliance on third-party carriers
- Direct on-net connections to 1,817 multi-tenant buildings providing premium service quality and pricing power
- Specialized focus on high-value professional services verticals with strong switching costs and recurring revenue
- Global infrastructure footprint spanning six continents enabling multinational customer support
Bear Case
1 risk
- Low volatility (beta 0.7).
Growth
Revenue decline expected
Increasing enterprise demand for dedicated, high-speed connectivity and private networks post-pandemic
Value
Deep value opportunity - significant discount to Telecom Services peers
Momentum
Falling
-40.1% over 3m
Quality
Strong
Solid business
Dividend
Modest
0.80% yield
Smart-money signal
Who's buying CCOI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $1.38 vs -$1.00 consensus (+238.0% surprise). Revenue of $235.6M vs $239.6M expected (-1.7%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+238.0%
Revenue trend · last 8Q
—
-7%
-7%
-5%
-13%
-5%
-3%
+93%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$257.2M
$252.3M
$247.0M
$246.2M
$222.7M
$240.5M
$239.2M
$474.7M
Margins · last 8Q
Gross
46.5%
Operating
22.2%
Profit
5.7%
Wall Street consensus
6 analysts · 17% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
17%
Hold
83%
Sell
0%
Median Price Target
—
Latest: JP Morgan · May 29, 2026
vs Industry
How CCOI stacks vs Telecommunications Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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