Cogent Communications Holdings, Inc.

Cogent Communications Holdings, Inc.

CCOIยทNASDAQ

$16.39

-7.3%
Communication ServicesTelecommunications Services

Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Asia, South America, Australia, and Africa. The company 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. It 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, the company 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, it operates data centers that allow its customers to collocate their equipment and access the network. The company operates 54 data centers and provides facilities to 3,035 buildings and on-net services to 1,817 to multi-tenant office buildings. 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.

At a Glance

Live Snapshot
Market Cap$820.77M
EPS-3.8000
P/E Ratio-4.31
Earnings Date08/06/2026
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Cogent Communications Holdings, Inc. Street Expectations Map

CCOI ยท NASDAQ

Wall Street analysts project that CCOI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 24.33, with estimates ranging from a low of 17.00 to a high of 34.00.

Lowest Target
17.00
3.72%
Consensus Target
24.33
48.44%
Highest Target
34.00
107.44%

The consensus 1-year price target stands at 24.33, with estimates ranging from a low of 17.00 to a high of 34.00.

Analyst Consensus Analysis

Upside Potential

+48.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

69.9% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Cogent Communications Holdings, Inc. Forward Estimates of Revenue

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Latest Revenue
975.77M
FY 2025
Avg Estimate
1.00B
FY 2026
Estimate Range
993.88M - 1.03B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Cogent Communications Holdings, Inc. Forward Estimates of Net Income

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Latest Net Income
-182.17M
FY 2025
Avg Estimate
-173.86M
FY 2026
Estimate Range
-204.05M - -127.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread44%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Cogent Communications Holdings, Inc. Forward Estimates of EPS

CCOI ยท NASDAQ
Latest EPS
-3.80
FY 2025
Avg Estimate
$-3.49
FY 2026
Estimate Range
$-4.28 - $-2.68
Analyst Spread

Forward Growth Analysis

Projected Growth+8.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread46%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Cogent Communications Holdings, Inc. Forward Estimates of EBIT

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Latest EBIT
-83.60M
FY 2025
Avg Estimate
290.33M
FY 2026
Estimate Range
287.17M - 299.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+447.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cogent Communications Holdings, Inc. Forward Estimates of EBITDA

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Latest EBITDA
186.58M
FY 2025
Avg Estimate
438.98M
FY 2026
Estimate Range
434.20M - 452.15M
Analyst Spread

Forward Growth Analysis

Projected Growth+135.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cogent Communications Holdings, Inc. Forward Estimates of SG&A Expense

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Latest SG&A Expense
76.57M
FY 2025
Avg Estimate
278.32M
FY 2026
Estimate Range
275.29M - 286.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+263.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cogent Communications Holdings, Inc. Insider Positioning

CCOI ยท NASDAQ

During the last 12 months, insiders have sold $894K worth of CCOI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

18.9K

402.99K

Net Activity

-403K

-$403K

3-6 Months

Bought

0

0.00

Sold

12.1K

270.12K

Net Activity

-270K

-$270K

6-9 Months

Bought

0

0.00

Sold

6.4K

132.56K

Net Activity

-133K

-$133K

9-12 Months

Bought

0

0.00

Sold

2.4K

88.78K

Net Activity

-89K

-$89K

Top Buyers

No buying activity

Top Sellers

1
WTG

Weed Thaddeus Gerard

Officer: Vice President, Cfo

12.2K sharesโ€ข2 transactions

$285K

2
KHW

Kilmer Henry W

Officer: Vp Of Network Strategy

9.6K sharesโ€ข3 transactions

$240K

3
FLH

Ferguson Lewis H

Director

9.0K sharesโ€ข3 transactions

$189K

4
KSL

Kennedy Sheryl Lynn

Director

9.0K sharesโ€ข3 transactions

$181K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $894K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$403K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.