Professional
Added to YB: 2025-10-29
Pitch date: 2025-10-27
CCOI [neutral]
Cogent Communications Holdings, Inc.
-47.29%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$809.3M
Pitch Price
$44.15
Price Target
N/A
Dividend
23.81%
EV/EBITDA
14.38
P/E
-4.20
EV/Sales
3.66
Sector
Diversified Telecommunication Services
Category
growth
Alphyn Capital Management Portfolio Holding: Cogent Communications Holdings, Inc.
CCOI (holding update): Wavelength services thesis intact - targeting 500 installs/month at $2k/wave ($144M run-rate, 90%+ margins). Q4 saw 147 reported + 330 billed installs = 477 total, near target. Revenue +27% seq to $36M run-rate. CEO cites customer acceptance lag vs demand issues. Market skeptical on execution risk.
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