Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$671.5M
50M shares
52-week range
$12.33 – $54.37
1% from low
Sector
COMMUNICATIONS SERVICES, NEC
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $520.2M | $546.2M | $568.1M | $589.8M | $599.6M | $940.9M | $1.04B | $975.8M |
| Cost of revenue | $219.5M | $219.8M | $219.2M | $226.3M | $228.2M | $544.2M | $641.8M | $805.1M |
| Gross profit | $300.7M | $326.4M | $348.9M | $363.5M | $371.4M | $396.7M | $394.3M | $170.6M |
| Gross margin | 57.8% | 59.8% | 61.4% | 61.6% | 61.9% | 42.2% | 38.1% | 17.5% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $86.6M | $100.3M | $106.9M | $119.2M | $114.0M | −$129.3M | −$197.6M | −$103.8M |
| EBITDA | $166.8M | $190.4M | $156.3M | $218.7M | $229.3M | $1.56B | $161.7M | $186.6M |
| Net income | $28.7M | $37.5M | $6.2M | $48.2M | $5.1M | $1.27B | −$204.1M | −$182.2M |
| Net margin | 5.5% | 6.9% | 1.1% | 8.2% | 0.9% | 135.3% | -19.7% | -18.7% |
| EPS (diluted) | 0.63 | 0.81 | 0.13 | 1.03 | 0.11 | 26.62 | -4.30 | -3.80 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $964M | $-3.62 | $-4.31–$-2.71 | 6 |
| 2027 | $1.0B | $-2.93 | $-3.70–$-2.60 | 7 |
| 2028 | $1.1B | $-2.26 | $-2.74–$-1.96 | 8 |
| 2029 | $1.2B | $-1.04 | $-1.06–$-1.01 | 6 |
Forward consensus · source: Financial Modeling Prep
Cogent carries over one-fifth of the world's internet traffic on its network, providing high-capacity services to businesses. Cogent's corporate customers are in high-rise office buildings, where the firm provides two types of connections: dedicated internet access, which connects them to the internet, and virtual private networking, which offers an internal network for employees in different locations. Cogent's corporate customers are exclusively in North America and account for nearly half of the firm's revenue. Cogent's netcentric customers include internet service providers and content providers, to which Cogent provides internet transit. They hand traffic to Cogent in data centers and rely on Cogent to deliver it. About half of netcentric revenue is from outside the US.
www.cogentco.comNo one on the platform currently holds CCOI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 67,131 | $1.3M |
| Bridgewater Associatesas of 2025-12-31 | 12,963 | $279.5K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-18 | $0.0200 | 2026-06-02 |
| 2026-03-06 | $0.0200 | 2026-03-20 |
| 2025-11-21 | $0.0200 | 2025-12-08 |
| 2025-08-21 | $1.0150 | 2025-09-05 |
| 2025-05-22 | $1.0100 | 2025-06-06 |
| 2025-03-13 | $1.0050 | 2025-03-28 |
| 2024-11-22 | $0.9950 | 2024-12-06 |
| 2024-08-22 | $0.9850 | 2024-09-06 |
| 2024-05-22 | $0.9750 | 2024-06-07 |
| 2024-03-14 | $0.9650 | 2024-04-09 |
No one on the platform has traded CCOI yet.
| $18.9B |
| — |
| IDTIDT Corporation | $57.34 | +2.54% | $1.4B | — |
| IHSIHS Holding Limited | $8.24 | +0.00% | $2.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-22 |
| $0.9550 |
| 2023-12-08 |
| 2023-08-23 | $0.9450 | 2023-09-08 |
Trading at NaN× earnings vs its 72.6× historical median P/E.
Fair value ≈ $-291.02 · price $12.59 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$CCOI headed for single digits… Ignore the pumpers. This company needs to move away from their incompetent CEO and transform or be left behind. Law firms are looking into the allegedly fraudulent behavior by Cogents CEO for when he sold off most of his stock and only then let the bad news out about the divy and then future guidance..
View on StockTwits ↗$CCOI they can't sell this fast enough not stop program selling looks like a zero
View on StockTwits ↗$CCOI @lukes26 made the below comment when Cogent was around $24🤣🤣🤣🤣 don’t be a Luke and definitely don’t listen to his advice. I told him what was happening to Cogent and he says maybe I don’t understand the bull case.. lol!!😂 maybe he doesn’t understand reality!!!
View on StockTwits ↗$CCOI SCORE!!! Another 52 week Low!! So funny reading @lukes26 moronic and obviously WRONG wisdom on seeking alpha! That guy was pumping this garbage in the mid20s with a 45% loss since then.. I still Believe single digits are in Cogents future! CEO scammed shareholders selling most all of his shares before cancelling the dividend and revising guidance lower! Board of Directors seems to be enthusiastically selling shares as of late as well. Wait for single digits and maybe even replacement of CEO who Obviously is incompetent
View on StockTwits ↗Options activity in Cogent Communications Holdings increased sharply on Monday, with total volume reaching 2,401 contracts by 8:40 p.m. ET, according to Bloomberg market data. Trading was overwhelmingly concentrated in call options, which accounted for 2,302 contracts, while put volume totaled just 99 contracts, suggesting investors were positioning for potential upside in the stock. The most heavily traded contract was the July 17, 2026 call option with a $17.50 strike price. The contract recorded 1,472 traded contracts, significantly exceeding its open interest of 630 contracts as of June 18, a sign of fresh trading activity and renewed investor interest. The concentration of bullish options bets indicates traders are watching for further gains in the telecommunications and internet-services provider. $CCOI
View on StockTwits ↗$CCOI 🏆✅💰 https://www.tipranks.com/news/ratings/analyst-maintains-buy-on-cogent-keeps-price-target-unchanged-at-34-amid-perceived-upside-ratings-news
View on StockTwits ↗$CCOI and there we have it! Another 52 week low, headed for single digits CFO JUST SOLD SHARES AT 16.80! Brilliant! He must know what’s going on, you should follow his lead.. @lukes26 was pumping this garbage in the mid 20s, 🤣 don’t listen to to lukes26, he’s carrying major baggage.. CCOI is going to single digits, fire the CEO and investigate him for securities fraud. This company needs new leadership that can be trusted, not a CEO that sells the majority of his shares and then lets shareholders know the dividend is going away and there are major issues with meeting previous guidance. Someone contact the SEC, I demand an investigation, lol🤣🤣🤣
View on StockTwits ↗$CCOI classic asymmetrical position Downside: limited by refinancing progress + asset sales + recurring cashflow Upside: large rerate if leverage falls to target + margins expand + data center sale executesThis is the classic “ugly now, beautiful later” setup.
View on StockTwits ↗$CCOI I wonder why CEO Dave Schaefer never buys stock in Cogent? He sure seems to sell a lot of it!? The rest of the leadership team and BOD don’t seem to buy shares either.. Strange, I guess I would say follow the money… if these executives and board members don’t believe in Cogent at these generational lows in PPS, should you?
View on StockTwits ↗$CCOI https://www.stocktitan.net/sec-filings/CCOI/form-4-cogent-communications-holdings-inc-insider-trading-activity-795bae98248f.html
View on StockTwits ↗$CCOI https://www.stocktitan.net/sec-filings/CCOI/form-4-cogent-communications-holdings-inc-insider-trading-activity-d8af349678db.html
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.