NASDAQ: CCOI ยท Telecommunications Services
Cogent Communications (CCOI) fair value and price range
As of 4 Nov 2026, Faircurve's model values Cogent Communications (CCOI) at $5.56 a share. The stock last closed at $5.91, which puts the model's fair value 5.9% below the price. The inputs behind this valuation are under review, so no verdict is shown.
- The fair value sits implausibly far from the market price, which usually points to a data problem.
Revalued . Price is the close of 3 Nov 2026. Cogent Communications Holdings, Inc.
The report adds the live price, the price chart, the next earnings date and the analysts' consensus. No account needed.
This week, in three parts
What happenedThe model's first valuation of Cogent Communications is dated 4 Nov 2026: a fair value of $5.56 a share.
What the model makes of itThe price of $5.91 is 5.9% above it. The inputs behind this valuation are under review, so no verdict is shown.
What's nextReports on 5 Nov 2026. The next weekly run is on Saturday 7 Nov 2026.
What price range does the model give CCOI?
The calibrated range for CCOI over 63 trading days is $4.50 to $6.64. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 10,454 past valuations, refreshed 31 Oct 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $0.00 to $23.26. In 50% of the simulations the fair value came out above the price the model ran on.
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When does CCOI report earnings, and how has the stock reacted?
Cogent Communications's next earnings report is scheduled for 5 Nov 2026. Companies can move their dates.
Around its last 8 reports: what the options market priced, and what followed
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across CCOI's last 8 reports, ignoring direction, was 22.5%.
What the options market has priced for a month's move in CCOI
How does CCOI score on business quality?
Cogent Communications's overall quality score is 29 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 30 | 1.8%ROIC | 1.9% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 58 | ||
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analysts' rating changes. | 12 | -5.8%Revenue growth, trailing | 6.4% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 59 | 1.7%Net buybacks / market value | 0.0% |
| Balance sheetNet debt to EBITDA and interest coverage. | 6 | 7.52xNet debt / EBITDA | 4.48x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 0 | 26.3 ptsEBITDA margin downside volatility, 5y | 2.0 pts |
How does CCOI compare with similar companies?
The companies in telecommunications services closest to Cogent Communications in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| GOGO Gogo Inc. | $2.40 | $2.36 | -1.7% | Low evidence grade |
| SHEN Shenandoah Telecommunications Company | $10.00 | $9.43 | -5.7% | Low evidence grade |
| TDS Telephone and Data Systems, Inc. | $35.62 | $32.32 | -9.3% | Low evidence grade |
| CABO Cable One, Inc. | $4.87 | n/a | n/a | Data under review |
| IRDM Iridium Communications Inc. | $43.87 | $41.47 | -5.5% | Fairly valued |
| LUMN Lumen Technologies, Inc. | $4.75 | $4.85 | +2.1% | Low evidence grade |
| CHTR Charter Communications, Inc. | $113.79 | $161.00 | +41.5% | Low evidence grade |
| ECHO EchoStar Corporation | $101.94 | $94.24 | -7.6% | Data under review |
What the comparable companies' multiples alone would give for CCOI, the peer-implied price, is $1.76 a share on this run. The fair value weighs that against the company's own multiple.
All telecommunications services stocks ranked by gap to fair value
Cogent Communications at a glance
Cogent Communications Holdings, Inc., founded in 1999 and based in Washington, D.C., functions as a multinational provider of high-speed internet connectivity, private networking solutions, and data center co-location services.
- Market value
- $345M
- Sector
- Communication Services
- Industry
- Telecommunications Services
- Revenue expected, next twelve months
- $955M
- Consensus revenue growth, next fiscal year
- -3.2%
- Analysts with estimates
- 5
- Beta to the US market
- 2.04
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices Cogent Communications on the value of the whole business, debt included, against the revenue analysts expect next year (forward EV/Sales), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
Questions about Cogent Communications's valuation
Is Cogent Communications stock undervalued or overvalued?
Faircurve's model puts CCOI's fair value at $5.56 a share against a last close of $5.91, as of 4 Nov 2026. The inputs behind this valuation are under review, so no verdict is shown.
What is CCOI's fair value?
$5.56 a share as of 4 Nov 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $0.00 to $23.26.
What price range does the model give CCOI?
$4.50 to $6.64 over 63 trading days. Ranges built this way held the price 60% of the time across 10,454 past valuations, refreshed 31 Oct 2026.
When does Cogent Communications report earnings next?
The next report is scheduled for 5 Nov 2026. Companies can move their dates.
How much has CCOI moved on past earnings reports?
Across its last 8 reports the median two session move was 22.5%, ignoring direction. The largest was -38.7% around the report of 6 Nov 2025.
How confident is the model in this valuation?
The model's evidence grade for CCOI is low. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.