Added to YB: 2026-05-08
Pitch date: 2026-05-06
CCOI [bullish]
Cogent Communications Holdings, Inc.
-1.21%
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
$862.7M
Pitch Price
$16.52
Price Target
N/A
Dividend
0.44%
EV/EBITDA
13.98
P/E
-5.10
EV/Sales
3.81
Sector
Diversified Telecommunication Services
Category
growth
Two Ferocious Dips: Cogent Communications and United Logistics - $CCOI
CCOI (added to position): All 3 segments growing post-fiber acquisition. Only 3% data center share vs 25% target; data centers use all providers for 99.999% uptime. AI beneficiary as DC capex accelerates, traffic volumes rise. Fiber travels at light speed, Starlink can't compete. Nonbinding LOI to sell 10/24 excess DCs for deleveraging. Bounced hard post-earnings selloff signals bottom in.
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