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Added to YB: 2026-03-09

Pitch date: 2026-03-05

CCOI [neutral]

Cogent Communications Holdings, Inc.

-58.28%

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

$567.0M

Pitch Price

$22.36

Price Target

120.00 (+1144%)

Dividend

0.67%

EV/EBITDA

12.76

P/E

-3.35

EV/Sales

3.47

Sector

Diversified Telecommunication Services

Category

growth

Show full summary:
2025 Q4 Earnings Update Part 3: $CCOI

CCOI (earnings): LOI signed to sell 10/24 redundant data centers to $35B infra fund. Long-term compounder vs quick turnaround - expect $80-$120/share in 4-5 years w/o AI. With AI buildout driving internet traffic, bandwidth could become bottleneck = upside lottery ticket worth holding.

Read full article (1 min)