tiprankstipranks
Cogent Communications (MX:CCOI)
NASDAQ:CCOI

Cogent Comms (CCOI) Price & Analysis

0 Followers

CCOI Stock Chart & Stats

Currently, no data available
Please return soon. This page is being updated.

Bulls Say, Bears Say

Bulls Say
On‑net Revenue ExpansionA higher on‑net mix (62% of revenue) reduces reliance on costly transit and third‑party links, improving gross margins and unit economics. Structural migration to on‑net services supports more stable recurring revenue, better customer control, and long‑term margin durability as network scale improves.
Wavelength Product GrowthRapid wavelength adoption signals a durable shift toward higher‑ARPU, low‑churn services that diversify revenue away from legacy low‑margin offerings. Scale in wavelength (fast YoY growth and expanding locations) supports sustained revenue growth, improved ARPU mix, and longer‑term margin expansion if provisioning and supply constraints normalize.
Indenture Amend Prioritizes DeleveragingContractual changes that mandate applying asset sale proceeds to debt materially improve the odds of balance‑sheet repair. This structural commitment limits discretionary payouts, aligns creditor protections, and increases predictability of deleveraging outcomes, aiding refinancing prospects and reducing long‑term default risk.
Bears Say
High Leverage And Negative EquitySubstantial gross debt and negative equity constrain financial flexibility, elevate refinancing and covenant risks, and increase sensitivity to interest rates or revenue shocks. Even with positive EBITDA, net leverage near mid‑single digits limits capital allocation, raises cost of capital, and pressures strategic options over months.
Weak Cash GenerationPersistent negative operating and free cash flow means the business is not self‑funding capital needs, forcing reliance on asset sales, refinancing or external capital. Over 2–6 months, weak cash conversion raises liquidity risk, constrains investments in network expansion, and limits ability to accelerate deleveraging without asset disposals.
Steep Revenue Decline And Volatile ProfitabilitySevere TTM revenue contraction and recurring losses signal unstable demand and poor earnings quality. Volatility (including post‑Sprint declines) complicates forecasting, undermines refinancing confidence, and requires sustained execution on product shifts to restore consistent growth and operating profitability over the medium term.

Cogent Comms News

CCOI FAQ

What was Cogent Communications’s price range in the past 12 months?
Currently, no data Available
What is Cogent Communications’s market cap?
Cogent Communications’s market cap is $11.31B.
    When is Cogent Communications’s upcoming earnings report date?
    Cogent Communications’s upcoming earnings report date is Aug 06, 2026 which is in 7 days.
      How were Cogent Communications’s earnings last quarter?
      Cogent Communications released its earnings results on May 04, 2026. The company reported -$14.476 earnings per share for the quarter, beating the consensus estimate of -$17.371 by $2.895.
        Is Cogent Communications overvalued?
        According to Wall Street analysts Cogent Communications’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Cogent Communications pay dividends?
          Cogent Communications does not currently pay dividends.
          What is Cogent Communications’s EPS estimate?
          Cogent Communications’s EPS estimate is -17.39.
            How many shares outstanding does Cogent Communications have?
            Cogent Communications has 50,077,663 shares outstanding.
              What happened to Cogent Communications’s price movement after its last earnings report?
              Cogent Communications reported an EPS of -$14.476 in its last earnings report, beating expectations of -$17.371. Following the earnings report the stock price went same N/A.
                Which hedge fund is a major shareholder of Cogent Communications?
                Currently, no hedge funds are holding shares in MX:CCOI
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Cogent Communications

                  Cogent Communications Holdings, Inc., founded in 1999 and based in Washington, D.C., functions as a multinational provider of high-speed internet connectivity, private networking solutions, and data center co-location services. Its extensive reach covers clients across North America, Europe, Asia, South America, Australia, and Africa. The company delivers its core services, including rapid internet access and secure private networks, in two primary ways: directly to customers located within buildings physically connected to its network (referred to as on-net services), and to those outside this direct infrastructure (off-net services). For corporate customers requiring off-net connections, Cogent frequently utilizes other carriers' circuits to complete the final segment of the network link to the customer's premises. Cogent serves a broad spectrum of organizations, from professional services firms like legal practices, financial institutions, advertising and marketing agencies, healthcare providers, and educational institutions, to other key players in the communications sector. This includes other internet service providers, telephone and cable television companies, web hosting providers, media and mobile phone operators, content delivery networks, and commercial content/application developers. Furthermore, Cogent operates 54 data centers, allowing customers to house their equipment securely and connect directly to its network. The company boasts a significant infrastructure presence, providing facilities to 3,035 buildings in total, with direct on-net services available to 1,817 multi-tenant office buildings. Cogent primarily caters to small and medium-sized enterprises, communications service providers, and organizations with substantial bandwidth demands.

                  Cogent Comms (CCOI) Earnings & Revenues

                  CCOI Company Deck

                  CCOI Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The call presented a mixed picture: management reported strong execution on strategic items—rapid growth in wavelength revenues and customers, expansion of on‑net revenues and margin improvement year‑over‑year, IPv4 leasing strength, progress on data center monetization and an emerging path to refinance the 2027 notes. Offsetting these positives are near‑term headwinds: a small sequential revenue decline, a sequential EBITDA drop and higher SG&A this quarter, supply‑chain driven CapEx pressure and delayed customer acceptance of wavelength installs, and materially elevated leverage levels driven by Sprint acquisition legacy balances. Overall, the company is making clear strategic progress on product mix and capital structure but faces tangible operational and balance‑sheet challenges in the near term.View all MX:CCOI earnings summaries

                  CCOI Stock 12 Month Forecast

                  Average Price Target

                  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
                  Similar Stocks
                  Company
                  Price & Change
                  Follow
                  AT&T
                  Lumen Technologies
                  Charter Communications
                  Comcast
                  Verizon
                  Popular Stocks