Cogent Communications Holdings

Cogent Communications Holdings provides Internet access and Internet Protocol (IP) communications services. The company's network transmits data using IP. The company deliver its services primarily to small and medium-sized businesses, communications service providers and other bandwidth-intensive organizations in North America, Europe and Asia. The company provides on-net Internet access services through its own facilities, which run from its network to its customers' premises. The company's on-net service consists of Internet access and IP connectivity ranging from 100 Megabits per second to 100 Gigabits per second of bandwidth. The company operates data centers throughout North America and Europe.
  • TickerCCOI
  • ISINUS19239V3024
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

Moody's rates Cogent's senior unsecured notes B3

Rating Action: Moody's rates Cogent's senior unsecured notes B3. Global Credit Research- 18 Jun 2019. New York, June 18, 2019-- Moody's Investors Service has assigned a B3 rating to Cogent Communications Group, Inc.' s announced E135 million senior unsecured notes due 2024. This euro-denominated debt helps optimize Cogent's capital structure given the company's profitable and significant operations in Europe.

Cogent Communications Group, Inc. - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Cogent Communications Group, Inc. - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Cogent Communications Group, Inc.: Update to credit analysis

Continued revenue and EBITDA growth and deleveraging appear sustainable, supported by high internet traffic growth rates and a productive and growing sales force.

Cogent Communications Group, Inc. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Matthew Dolgin

Morningstar | Cogent's Low-Cost Network Sets It Up to Thrive as Technology Allows Business Connections to Evolve

Cogent provides Internet and private network connections for enterprises, and it carries Internet traffic for Internet service providers, content-producing companies, and other websites. Both businesses face challenges as technological advancements allow those functions to be performed at lower cost. However, in that challenging environment, we think Cogent's strategy leaves it positioned to succeed.Cogent's advantages arise from its leased, low cost, Internet-specific network and the opportunistic buying it did to form its network. Rather than building a network itself by putting fiber into t...

Matthew Dolgin

Cogent's Low-Cost Network Sets It Up to Thrive as Technology Allows Business Connections to Evolve

Cogent forged ahead with its clearly articulated vision in the first quarter, so although it fell a bit short of consensus revenue and EBITDA estimates, it is still tracking our full-year forecast. More importantly, we saw nothing to change our belief that the firm has a narrow moat and is well positioned to benefit from increased Internet traffic growth and a greater need for corporate connections as companies' connection needs become more dispersed. We don't expect any changes to our $53 fair ...

Matthew Dolgin

Morningstar | Cogent's Decent 1Q Keeps Our Long-Term View Intact, So We Don't Plan to Change Our $53 FVE

Cogent forged ahead with its clearly articulated vision in the first quarter, so although it fell a bit short of consensus revenue and EBITDA estimates, it is still tracking our full-year forecast. More importantly, we saw nothing to change our belief that the firm has a narrow moat and is well positioned to benefit from increased Internet traffic growth and a greater need for corporate connections as companies' connection needs become more dispersed. We don't expect any changes to our $53 fair value estimate, leaving the shares looking fairly valued. Revenue grew 5% year over year, tracking ...

Matthew Dolgin

Cogent's Decent 1Q Keeps Our Long-Term View Intact, So We Don't Plan to Change Our $53 FVE

Cogent forged ahead with its clearly articulated vision in the first quarter, so although it fell a bit short of consensus revenue and EBITDA estimates, it is still tracking our full-year forecast. More importantly, we saw nothing to change our belief that the firm has a narrow moat and is well positioned to benefit from increased Internet traffic growth and a greater need for corporate connections as companies' connection needs become more dispersed. We don't expect any changes to our $53 fair ...

Matthew Dolgin

Morningstar | Cogent's Network and Lack of Legacy Products Make It Attractive; Launching Coverage With $53 FVE

We are launching coverage on Cogent with a narrow moat rating, stable trend, and $53 fair value estimate, which implies an EV/adjusted EBITDA multiple of 15 based on our 2019 forecast. In addition, our exemplary stewardship rating is based on what we see as very responsible us of capital throughout the firm's existence and shrewd network investment decisions. Our enthusiasm is tempered by challenging evolution in Cogent's industries, but we believe the firm is better positioned to succeed than most competitors. Cogent provides Internet and private network connections for enterprises, and it c...

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

ValuEngine Rating and Forecast Report for CCOI

MarketLine Department

VIQ Solutions Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's VIQ Solutions Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by VIQ Solutions Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. K...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • The U.S. dollar is breaking its 16-month uptrend and is declining through its 200-day moving average and Gold is breaking to 6-year price highs. RS appears to be staging a reversal at a support level. (ex. GC00, GDX) • A number of Healthcare Sector names are breaking out or staging reversals. (ex. ITGR, CHE, XRAY, OMCL, MOH, WCG, ARWR, INCY, GILD, VRTX, IQV, MEDP, and CTLT)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Gold appears to be developing a potential head-and-shoulders bottom. A break above the $128 level would be very bullish. (ex. GLD and GDX) • A number of restaurants are bullishly inflecting, trending up and to the right. (ex. JACK, DIN, SHAK, and YUM) • REIT's continue to be leadership (ex. PSB, HCP, HR, WELL, ARE, ESS, MAA, AMT, CCI, and SBAC)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of restaurants are bullishly inflecting, trending up and to the right (ex. JACK, DIN, SHAK, YUM, WING, and MCD) • Auto Parts Retailers and Auto Dealerships continue to be leadership (ex. AZO, ORLY, KMX, LAD) • A number of Technology Sector names have pulled back to support or are leadership in the Sector (ex. UCTT, BRKS, CY, RMBS, XLNX, SLAB, EGHT, SPSC, TTEC, TSS, and PYPL)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: Home builders and suppliers continue to outperform and one supplier, MHK, appears to be bottoming. A number of Financial names continue to plod up and to the right (e.g. AMP, AXP, MSCI, RNR) The Technology Sector remains leadership and many names continue to outperform (e.g. SEDG, SNPS, ADBE, TTEC, GPN, PYPL)

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