Cogent Communications Set to Announce Q4 Earnings on February 20
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CCOI?
Source: seekingalpha
- Earnings Announcement Schedule: Cogent Communications (CCOI) is set to announce its Q4 2023 earnings on February 20 before market open, with consensus EPS estimates at -$1.07, reflecting a 17.6% year-over-year decline, and revenue estimates at $243.82 million, down 3.4% year-over-year, indicating profitability challenges ahead.
- Historical Performance Review: Over the past year, CCOI has beaten EPS estimates 100% of the time, although it has only surpassed revenue estimates 50% of the time, suggesting stable earnings performance but a need for improvement in revenue growth.
- Market Reaction Expectations: Given the declining trends in both EPS and revenue forecasts, investors may approach the upcoming earnings report with caution, particularly in light of the company's previous dividend cuts and asset monetization strategies, which could impact market confidence.
- Analyst Rating Dynamics: According to Seeking Alpha's Quant Rating, Cogent Communications is rated among the lowest for dividend growth among small-cap stocks, which may affect investor perceptions of its future growth potential, especially in the current economic climate.
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Analyst Views on CCOI
Wall Street analysts forecast CCOI stock price to fall
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 27.660
Low
21.00
Averages
22.33
High
23.00
Current: 27.660
Low
21.00
Averages
22.33
High
23.00
About CCOI
Cogent Communications Holdings, Inc. is a facilities-based provider of Internet access, private network services, optical wavelength, and optical transport services and data center colocation space and power. The Company, through its own facilities, offers on-net Internet access services to customers located in buildings that are physically connected to its network. Its network is specifically designed and optimized to transmit packet routed data. Its on-net service consists of high-speed Internet access and private network services offered at speeds ranging from 100 megabits per second (Mbps) to 400 gigabits per second (Gbps). The Company delivers its services on its network in 56 countries across North America, Europe, South America, Oceania and Africa. Its corporate customers are located in multi-tenant office buildings (MTOBs), which include law firms, advertising and marketing firms, as well as healthcare providers, and other professional services businesses, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cogent Communications Set to Announce Q4 Earnings on February 20
- Earnings Announcement Schedule: Cogent Communications (CCOI) is set to announce its Q4 2023 earnings on February 20 before market open, with consensus EPS estimates at -$1.07, reflecting a 17.6% year-over-year decline, and revenue estimates at $243.82 million, down 3.4% year-over-year, indicating profitability challenges ahead.
- Historical Performance Review: Over the past year, CCOI has beaten EPS estimates 100% of the time, although it has only surpassed revenue estimates 50% of the time, suggesting stable earnings performance but a need for improvement in revenue growth.
- Market Reaction Expectations: Given the declining trends in both EPS and revenue forecasts, investors may approach the upcoming earnings report with caution, particularly in light of the company's previous dividend cuts and asset monetization strategies, which could impact market confidence.
- Analyst Rating Dynamics: According to Seeking Alpha's Quant Rating, Cogent Communications is rated among the lowest for dividend growth among small-cap stocks, which may affect investor perceptions of its future growth potential, especially in the current economic climate.
See More
Pomerantz LLP Investigates Cogent Securities Fraud Claims
- Investigation Launched: Pomerantz LLP is investigating claims on behalf of Cogent Communications Holdings, Inc. investors, focusing on whether the company and its executives engaged in securities fraud or other unlawful business practices, highlighting a commitment to protecting investor rights.
- Financial Performance Decline: Cogent reported a nearly 6% year-over-year decline in service revenue in its Q3 2025 results and announced a drastic dividend cut from $1.015 to $0.02 per share, indicating significant financial distress for the company.
- Stock Price Plunge: Following the earnings report, Cogent's stock price plummeted by $13.35, or 34.86%, closing at $24.95 per share, reflecting strong market concerns regarding the company's future prospects.
- Potential Legal Action: The investigation may lead to a class action lawsuit, with Pomerantz LLP, a prominent securities litigation firm, aiming to secure compensation for affected investors, further intensifying negative sentiment surrounding Cogent.
See More
Taylor Frigon Capital Exits Cogent Communications Holdings Position
- Complete Exit: Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings in Q4, selling 73,271 shares worth approximately $2.81 million, indicating a lack of confidence in the company's future performance.
- Significant Stock Decline: As of January 23, shares of Cogent were priced at $24.29, reflecting a staggering 65.4% drop over the past year, vastly underperforming the S&P 500's roughly 14% gain during the same period, highlighting market skepticism about its growth prospects.
- Poor Financial Performance: Cogent's latest results showed that while wavelength revenue surged year-over-year and EBITDA grew significantly to over 20%, core service revenue declined sequentially, and operating cash flow remained thin, raising concerns about the sustainability of future cash flows among investors.
- Portfolio Reassessment: This exit reflects a mismatch between the demands of Cogent and the investment strategy of Taylor Frigon, whose top holdings are skewed towards semiconductors, software, and infrastructure, indicating a strategic reevaluation of investments in capital-intensive network operators.
See More
Cogent to Host Q4 2025 Earnings Call on February 20
- Earnings Call Announcement: Cogent Communications will host a conference call at 8:30 a.m. (ET) on February 20, 2026, to present its operating results for Q4 and full year 2025, demonstrating the company's commitment to transparency and investor communication.
- Participation Details: The call is open to all, with dial-in numbers of 1-888-596-4144 for U.S. and Canadian callers and 1-646-968-2525 for international participants, recommending callers to join 15 minutes early to ensure connection, reflecting the company's focus on participant experience.
- Service Overview: Cogent is a facilities-based provider of low-cost, high-speed Internet access and private network services, operating in 302 markets globally, highlighting its competitive position in bandwidth-intensive sectors.
- Future Outlook: The release indicates that future performance may be influenced by various factors, emphasizing the company's sensitivity to risk management and market changes, which reflects a cautious approach to future growth.
See More
Cogent Communications Under Investigation for Securities Violations
- Investigation Launched: Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws by Cogent Communications, focusing on whether executives made false or misleading statements that could have led to investor losses.
- Declining Financial Performance: In Q3 2025, Cogent Communications reported a nearly 6% year-over-year decrease in service revenue, indicating a weakening competitive position that may undermine future investor confidence.
- Significant Dividend Cut: Cogent Communications announced a drastic reduction in its dividend from $1.015 per share to $0.02, a 98% cut, which could heighten investor concerns regarding the company's financial health.
- Stock Price Plunge: Following the release of disappointing financial results, Cogent Communications' stock price fell nearly 35%, reflecting a pessimistic outlook on the company's future prospects, potentially impacting its ability to raise capital and maintain market position.
See More
Cogent Communications Board Under Investigation for Potential Fiduciary Breach
- Investigation Launched: The Law Offices of Frank R. Cruz is investigating whether the board of Cogent Communications breached its fiduciary duties to shareholders, amid allegations of gross mismanagement that could impact shareholder rights.
- Shareholder Impact: In August 2025, JPMorgan and RBC Capital seized $82 million in Cogent shares pledged by CEO Dave Schaeffer as collateral for loans, indicating potential risks in the company's financial management.
- Legal Consultation Opportunity: The law firm is urging shareholders who purchased Cogent shares before August 2025 to participate in the investigation, emphasizing their rights and interests, which could influence future legal actions.
- Information Update Channel: The law firm provides updates on the investigation via social media, ensuring shareholders can access timely information, thereby enhancing transparency and trust.
See More
Cogent Communications Set to Announce Q4 Earnings on February 20
- Earnings Announcement Schedule: Cogent Communications (CCOI) is set to announce its Q4 2023 earnings on February 20 before market open, with consensus EPS estimates at -$1.07, reflecting a 17.6% year-over-year decline, and revenue estimates at $243.82 million, down 3.4% year-over-year, indicating profitability challenges ahead.
- Historical Performance Review: Over the past year, CCOI has beaten EPS estimates 100% of the time, although it has only surpassed revenue estimates 50% of the time, suggesting stable earnings performance but a need for improvement in revenue growth.
- Market Reaction Expectations: Given the declining trends in both EPS and revenue forecasts, investors may approach the upcoming earnings report with caution, particularly in light of the company's previous dividend cuts and asset monetization strategies, which could impact market confidence.
- Analyst Rating Dynamics: According to Seeking Alpha's Quant Rating, Cogent Communications is rated among the lowest for dividend growth among small-cap stocks, which may affect investor perceptions of its future growth potential, especially in the current economic climate.
See More
Pomerantz LLP Investigates Cogent Securities Fraud Claims
- Investigation Launched: Pomerantz LLP is investigating claims on behalf of Cogent Communications Holdings, Inc. investors, focusing on whether the company and its executives engaged in securities fraud or other unlawful business practices, highlighting a commitment to protecting investor rights.
- Financial Performance Decline: Cogent reported a nearly 6% year-over-year decline in service revenue in its Q3 2025 results and announced a drastic dividend cut from $1.015 to $0.02 per share, indicating significant financial distress for the company.
- Stock Price Plunge: Following the earnings report, Cogent's stock price plummeted by $13.35, or 34.86%, closing at $24.95 per share, reflecting strong market concerns regarding the company's future prospects.
- Potential Legal Action: The investigation may lead to a class action lawsuit, with Pomerantz LLP, a prominent securities litigation firm, aiming to secure compensation for affected investors, further intensifying negative sentiment surrounding Cogent.
See More
Taylor Frigon Capital Exits Cogent Communications Holdings Position
- Complete Exit: Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings in Q4, selling 73,271 shares worth approximately $2.81 million, indicating a lack of confidence in the company's future performance.
- Significant Stock Decline: As of January 23, shares of Cogent were priced at $24.29, reflecting a staggering 65.4% drop over the past year, vastly underperforming the S&P 500's roughly 14% gain during the same period, highlighting market skepticism about its growth prospects.
- Poor Financial Performance: Cogent's latest results showed that while wavelength revenue surged year-over-year and EBITDA grew significantly to over 20%, core service revenue declined sequentially, and operating cash flow remained thin, raising concerns about the sustainability of future cash flows among investors.
- Portfolio Reassessment: This exit reflects a mismatch between the demands of Cogent and the investment strategy of Taylor Frigon, whose top holdings are skewed towards semiconductors, software, and infrastructure, indicating a strategic reevaluation of investments in capital-intensive network operators.
See More
Cogent to Host Q4 2025 Earnings Call on February 20
- Earnings Call Announcement: Cogent Communications will host a conference call at 8:30 a.m. (ET) on February 20, 2026, to present its operating results for Q4 and full year 2025, demonstrating the company's commitment to transparency and investor communication.
- Participation Details: The call is open to all, with dial-in numbers of 1-888-596-4144 for U.S. and Canadian callers and 1-646-968-2525 for international participants, recommending callers to join 15 minutes early to ensure connection, reflecting the company's focus on participant experience.
- Service Overview: Cogent is a facilities-based provider of low-cost, high-speed Internet access and private network services, operating in 302 markets globally, highlighting its competitive position in bandwidth-intensive sectors.
- Future Outlook: The release indicates that future performance may be influenced by various factors, emphasizing the company's sensitivity to risk management and market changes, which reflects a cautious approach to future growth.
See More
Cogent Communications Under Investigation for Securities Violations
- Investigation Launched: Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws by Cogent Communications, focusing on whether executives made false or misleading statements that could have led to investor losses.
- Declining Financial Performance: In Q3 2025, Cogent Communications reported a nearly 6% year-over-year decrease in service revenue, indicating a weakening competitive position that may undermine future investor confidence.
- Significant Dividend Cut: Cogent Communications announced a drastic reduction in its dividend from $1.015 per share to $0.02, a 98% cut, which could heighten investor concerns regarding the company's financial health.
- Stock Price Plunge: Following the release of disappointing financial results, Cogent Communications' stock price fell nearly 35%, reflecting a pessimistic outlook on the company's future prospects, potentially impacting its ability to raise capital and maintain market position.
See More
Cogent Communications Board Under Investigation for Potential Fiduciary Breach
- Investigation Launched: The Law Offices of Frank R. Cruz is investigating whether the board of Cogent Communications breached its fiduciary duties to shareholders, amid allegations of gross mismanagement that could impact shareholder rights.
- Shareholder Impact: In August 2025, JPMorgan and RBC Capital seized $82 million in Cogent shares pledged by CEO Dave Schaeffer as collateral for loans, indicating potential risks in the company's financial management.
- Legal Consultation Opportunity: The law firm is urging shareholders who purchased Cogent shares before August 2025 to participate in the investigation, emphasizing their rights and interests, which could influence future legal actions.
- Information Update Channel: The law firm provides updates on the investigation via social media, ensuring shareholders can access timely information, thereby enhancing transparency and trust.
See More
