Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-11
CCOI [neutral]
Cogent Communications Holdings, Inc.
-45.2%
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
$1.3B
Pitch Price
$48.01
Price Target
N/A
Dividend
0.30%
EV/EBITDA
16.31
P/E
-6.51
EV/Sales
4.16
Sector
Diversified Telecommunication Services
Category
turnaround
Alphyn Capital Management Portfolio Holding: Cogent Communications Holdings, Inc.
CCOI (holding update): Sprint wireline integration delaying revenue inflection despite $220M cost savings achieved. Wavelength build-out accelerating (3,433 orders), with 2-week activation vs 3-9 months for competitors. Targeting 500 installs/mo by YE, $1,930 ARPU at 90% EBITDA margin = $100M incremental cash flow within year.
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