Inside the research

Cogent Communications Holdings, Inc.

CCOI Research profile · latest available data

Price overview

$7.69

▲ +0.05 (+0.7%)

52w hi$44.86
52w lo$7.64
Vol1.75M
As of25 Sep 2026

The Verdict

Sell

Our score -0.67

Short-0.38
Medium-0.72
Long-1.14

computed 2026-09-27

Key fundamentals

Cogent Communications Holdings, Inc.

Communication Services · Telecom Services

Market cap$393.85M
Enterprise value$2.82B
Forward P/E-2.98x
EV / EBITDA17.32x
P / S (ttm)0.45x
Profit margin-5.1%
Return on equity-721.5%
Revenue growth-4.2%

Layer Breakdown

LayerRawContribution
Fundamental-0.21
Sector+0.03
Technical-0.39
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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. It offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. The company also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, it offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, the company operates data centers that allow its customers to collocate their equipment and access the network. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.

United States · www.cogentco.com

Risk Metrics

Beta vs SPX1.21
Corr SPX0.27
Annual vol72.0%
Annual ret-83.7%
Sharpe-1.16
Max DD-91.0%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-06Earnings Release, Exhibitsread
2026-06-29Reg FD Disclosure, Exhibitsread
2026-06-15Material Agreement, Exhibitsread
2026-05-26Material Agreement, Other Material Event…read
2026-05-04Officer / Director Change, Shareholder Vote…read
2026-05-04Earnings Release, Exhibitsread
2026-02-20Earnings Release, Exhibitsread
2026-01-07Officer / Director Change, Exhibitsread
2025-11-17Earnings Release, Exhibitsread
2025-11-06Earnings Release, Exhibitsread
2025-08-15Officer / Director Change, Reg FD Disclosureread
2025-08-07Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-30Howell Deneen CDirectorGrant3.44K—
2026-06-30BROOKS STEVEN DDirectorGrant3.44K—
2026-06-30de Sa PaulDirectorGrant3.44K—
2026-06-30Howard Eve NDirectorGrant3.44K—
2026-06-30FERGUSON Lewis HDirectorGrant3.44K—
2026-06-30Kennedy Sheryl LynnDirectorGrant3.44K—
2026-06-30Montagner MarcDirectorGrant3.44K—
2026-06-16WEED THADDEUS GERARDOfficer, VICE PRESIDENT, Sell4.85K$81.43K
2026-06-15KILMER HENRY WOfficer, VP OF NETWORK STSell2.40K$40.82K
2026-05-28FERGUSON Lewis HDirectorSell2.80K$57.01K

Flow & Concentration

Insider 180d net-$179.27K
Insider buys / sells0 / 3
Insider biasNeutral
13F holders9
Top-5 share99.1%
HHI4,379 (concentrated)

Top Holders

HolderValueShares
Vanguard Group Inc$120.31M5.58M
State Street Corp$44.63M2.07M
Fidelity / FMR LLC$17.59M815.94K
Citadel Advisors$10.15M470.62K
Renaissance Technologies$1.92M89.03K
Millennium Management$836.16K38.78K
AQR Capital Management$641.02K29.73K
Bridgewater Associates$279.48K12.96K
T. Rowe Price Group$1.11K51.30K

As of 2025-12-31

SEC Filings

DateFormDoc
2026-08-0610-Qview
2026-08-068-Kview
2026-07-014view
2026-07-014view
2026-07-014view
2026-07-014view
2026-06-304view
2026-06-304view
2026-06-304view
2026-06-298-Kview
2026-06-164view
2026-06-154view
2026-06-158-Kview
2026-05-284view
2026-05-268-Kview

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$113.06M+7.0%
Operating income-$101.07M+9.2%
Cash from ops-$10.58M+11.0%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$7.64$8.04$7.44$7.691.75M
Sep 24$8.11$8.23$7.61$7.642.56M
Sep 23$9.27$9.27$8.10$8.132.08M
Sep 22$9.34$9.62$9.15$9.311.48M
Sep 21$9.15$9.43$8.60$9.291.70M

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