Added to YB: 2026-02-27
Pitch date: 2026-02-25
CCOI [neutral]
Cogent Communications Holdings, Inc.
-0.64%
current return
Author Info
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
$903.7M
Pitch Price
$18.67
Price Target
120.00 (+549%)
Dividend
0.42%
EV/EBITDA
14.26
P/E
-4.98
EV/Sales
3.82
Sector
Diversified Telecommunication Services
Category
turnaround
2025 Q4 Earnings Update Part 2: $CCOI
CCOI (earnings): Q4 rev growth missed again despite mgmt guidance, stock crashed as investors lose trust in Schaeffer. But ~25% internet infra share positions well for AI traffic boom. $500-550M data center sale proceeds flexible (buybacks/debt). DC biz +74% YoY to $12.1M, targeting 25% mkt share long-term. Bargain at $18, est $80-120 in 5yr, but keyman risk w/ 69yo CEO.
Read full article (2 min)