Added to YB: 2026-03-09
Pitch date: 2026-03-05
CCOI [neutral]
Cogent Communications Holdings, Inc.
-12.48%
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
$1.1B
Pitch Price
$22.43
Price Target
120.00 (+462%)
Dividend
0.35%
EV/EBITDA
15.08
P/E
-6.07
EV/Sales
4.04
Sector
Diversified Telecommunication Services
Category
growth
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)