CCOI
COGENT COMMUNICATIONS HOLDINGS, INC.
$16.78
-0.30%
$791.7M
No data for this timeframe.
Vol
Market Cap$791.7M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders7 funds
Inst. Value$208.8M
Inst. Activity1 buys / 2 sells
Insider Activity0B / 6S
Insider Net $-$403.0K
SEC Reports5
Recent Activity
May 28, 2026
SEC
Director Lewis H. Ferguson filed a Form 144 notice of intent to sell 2,800 shares of Cogent Communications common stock,
144 — Impact 2/10
May 28, 2026
Insider
FERGUSON Lewis H sold 2,800 shares
Director @ $20.36 ($57.0K)
May 14, 2026
Insider
Kennedy Sheryl Lynn sold 3,300 shares
Director @ $16.22 ($53.5K)
May 4, 2026
SEC
Cogent Communications shareholders approved an amendment to the 2017 Incentive Award Plan, increasing available shares b
8-K — Impact 3/10
May 4, 2026
SEC
Cogent Communications reported Q1 2026 service revenue of $239.2M, down 3.2% YoY, and a GAAP net loss per share of $(0.8
8-K — Impact 6/10
May 4, 2026
Insider
SCHAEFFER DAVE sold 1,000,000 shares
CHAIRMAN, CEO, AND PRESIDENT @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — TRIM
1,252,451 shares ($27.0M)
Inst.
FMR LLC — DOUBLED
815,939 shares ($17.6M)
Price Targets
$21.27
+34.6% upside
Strong Buy
Current $15.81
Low $14.00
Median $20.00
High $34.00
11 analysts
$14.00
$34.00
Analyst Ratings
3Strong Buy
6Buy
8Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 29, 2026 | JP Morgan | DOWNGRADE | Overweight → Neutral |
| May 19, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 5, 2026 | JP Morgan | UPGRADE | Neutral → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.93 ▼ -7.1% | $-0.98 — $-0.86 | -15% YoY | 3 |
| Next Q | $-0.91 ▼ -17.7% | $-0.97 — $-0.78 | -4% YoY | 3 |
| Current FY | $-3.92 ▼ -19.8% | $-5.06 — $-3.16 | -74% YoY | 4 |
| Next FY | $-2.95 ▼ -24.6% | $-3.39 — $-2.12 | 25% YoY | 4 |
Latest Reports
NEUTRAL
144
2/10
Director Lewis H. Ferguson filed a Form 144 notice of intent to sell 2,800 shares of Cogent Communications common stock,
May 28, 2026
NEUTRAL
8-K
3/10
Cogent Communications shareholders approved an amendment to the 2017 Incentive Award Plan, increasing available shares b
May 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $120.3M | — |
| MORGAN STANLEY | $27.0M | TRIM |
| BANK OF AMERICA CORP | $25.9M | DOUBLED |
| FMR LLC | $17.6M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $14.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | FERGUSON Lewis | SELL | $57.0K |
| May 14, 2026 | Kennedy Sheryl | SELL | $53.5K |
| May 4, 2026 | SCHAEFFER DAVE | A | $0.00 |
| May 4, 2026 | SCHAEFFER DAVE | G | $0.00 |
| Apr 1, 2026 | SCHAEFFER DAVE | G | $0.00 |
7 institutional holders with $208.8M total value (9,684,746 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,580,271 | $120.3M | 57.6% | — |
| 2 | MORGAN STANLEY | 1,252,451 | $27.0M | 12.9% | TRIM -30.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 1,201,461 | $25.9M | 12.4% | DOUBLED +551.2% |
| 4 | FMR LLC | 815,939 | $17.6M | 8.4% | DOUBLED +265.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 666,932 | $14.4M | 6.9% | NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 89,031 | $1.9M | 0.9% | TRIM -52.6% |
| 7 | WELLS FARGO & COMPANY/MN | 78,661 | $1.7M | 0.8% | TRIM -57.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,800,533 | 1,252,451 | -30.4% | $27.0M | 2025-Q4 |
| FMR LLC | DOUBLED | 223,372 | 815,939 | +265.3% | $17.6M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 187,987 | 89,031 | -52.6% | $1.9M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,244,015 | 1,800,533 | +44.7% | $69.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 176,050 | 1,146,417 | +551.2% | $44.0M | 2025-Q3 |
| UBS Group AG | DOUBLED | 150,855 | 376,582 | +149.6% | $14.4M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 894,848 | 223,372 | -75.0% | $8.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 458,056 | 187,987 | -59.0% | $7.2M | 2025-Q3 |
| MORGAN STANLEY | ADD | 915,305 | 1,244,015 | +35.9% | $60.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 644,415 | 458,056 | -28.9% | $22.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 123,398 | 176,050 | +42.7% | $8.5M | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 402,533 | 182,936 | -54.6% | $11.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 195,874 | 84,200 | -57.0% | $5.2M | 2025-Q1 |
| NORGES BANK | EXIT | 64,795 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 882,257 | 402,533 | -54.4% | $31.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 106,795 | 195,874 | +83.4% | $15.1M | 2024-Q4 |
| UBS Group AG | TRIM | 301,339 | 125,752 | -58.3% | $9.7M | 2024-Q4 |
| NORGES BANK | ADD | 47,181 | 64,795 | +37.3% | $5.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 497,486 | — | $37.8M | 2024-Q3 |
10 unique insiders with 6 transactions. Net insider value: -$403.0K ($0.00 bought, $403.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | FERGUSON Lewis H | Director | SELL | 2,800 | $20.36 | $57.0K |
| May 14, 2026 | Kennedy Sheryl Lynn | Director | SELL | 3,300 | $16.22 | $53.5K |
| May 4, 2026 | SCHAEFFER DAVE | CHAIRMAN, CEO, AND PRESIDENT | A | 1,000,000 | $0.00 | $0.00 |
| May 4, 2026 | SCHAEFFER DAVE | CHAIRMAN, CEO, AND PRESIDENT | G | 1,000,000 | $0.00 | $0.00 |
| Apr 1, 2026 | SCHAEFFER DAVE | CHAIRMAN, CEO, AND PRESIDENT | G | 29,333 | $0.00 | $0.00 |
| Apr 1, 2026 | SCHAEFFER DAVE | CHAIRMAN, CEO, AND PRESIDENT | D | 58,667 | $0.00 | $0.00 |
| Mar 31, 2026 | Howell Deneen C | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 31, 2026 | Kennedy Sheryl Lynn | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 31, 2026 | Montagner Marc | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 31, 2026 | BROOKS STEVEN D | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 31, 2026 | de Sa Paul | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 31, 2026 | Howard Eve N | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 31, 2026 | FERGUSON Lewis H | Director | A | 3,445 | $0.00 | $0.00 |
| Mar 6, 2026 | KILMER HENRY W | VP OF NETWORK STRATEGY | SELL | 2,400 | $23.35 | $56.0K |
| Mar 5, 2026 | WEED THADDEUS GERARD | VICE PRESIDENT, CFO | SELL | 4,850 | $22.63 | $109.8K |
| Mar 5, 2026 | Kennedy Sheryl Lynn | Director | SELL | 3,300 | $22.99 | $75.9K |
| Mar 5, 2026 | FERGUSON Lewis H | Director | SELL | 2,206 | $23.03 | $50.8K |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 4 neutral. Avg impact: 3.6/10.
NEUTRAL
144
2/10
Director Lewis H. Ferguson filed a Form 144 notice of intent to sell 2,800 shares of Cogent Communic
May 28, 2026
NEUTRAL
8-K
3/10
Cogent Communications shareholders approved an amendment to the 2017 Incentive Award Plan, increasin
May 4, 2026
BEARISH
8-K
6/10
Cogent Communications reported Q1 2026 service revenue of $239.2M, down 3.2% YoY, and a GAAP net los
May 4, 2026
NEUTRAL
CLUSTER
4/10
Four corporate insiders at Cogent Communications Holdings sold shares in the past week, including th
Mar 9, 2026
NEUTRAL
CLUSTER
3/10
Two insiders at Cogent Communications sold shares in the past week, including CFO Thaddeus Gerard We
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 18 analysts: 3 strong buy, 6 buy, 8 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$21.27 mean target
+34.6% upside
Strong Buy (2.50)
$14.00 Low
$34.00 High
| Metric | Value |
|---|---|
| Current Price | $15.81 |
| Target Low | $14.00 |
| Target Mean | $21.27 |
| Target Median | $20.00 |
| Target High | $34.00 |
| # Analysts | 11 |
| Recommendation | Strong Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.93 | $-0.98 | $-0.86 | -14.8% | -7.1% | 1↑ 1↓ | $0.2B | -2.5% | 3 |
| Next Q 2026-09-30 |
$-0.91 | $-0.97 | $-0.78 | -4.2% | -17.7% | 0↑ 1↓ | $0.2B | -0.1% | 3 |
| Current FY 2026-12-31 |
$-3.92 | $-5.06 | $-3.16 | -74.2% | -19.8% | 1↑ 1↓ | $1.0B | -1.2% | 4 |
| Next FY 2027-12-31 |
$-2.95 | $-3.39 | $-2.12 | 24.6% | -24.6% | 0↑ 1↓ | $1.0B | 4.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.927 | |
| 7d ago | $-0.890 | -0.037 |
| 30d ago | $-0.865 | -0.062 |
| 60d ago | $-0.865 | -0.062 |
| 90d ago | $-0.865 | -0.062 |
8 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 29, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| May 19, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 5, 2026 | JP Morgan | UPGRADE | Neutral | Overweight |
| May 5, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 5, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 18, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Mar 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 23, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 23, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| May 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Apr 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Mar 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Feb 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% | |
| Jan 1, 2026 | 3 | 6 | 8 | 1 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 4, 2026
short_volume
Short Volume: CCOI — 55.1% short (1.8M / 3.2M)
Short: 1,752,538 | Exempt: 146,308 | TRF Vol: 3,181,289 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
CCOI Q1 2026 Earnings Scheduled — 2026-05-04
Apr 23, 2026
earnings_calendar
CCOI Q1 2026 Earnings Scheduled — 2026-04-23
Mar 5, 2026
short_interest
FTD: CCOI — 64,235 shares ($1.5M) failed to deliver
Settlement: 20260305, Price: $23.09, FTD Value: $1,483,186.15, COGENT COMMUNICATIONS HLDGS IN
Mar 3, 2026
short_interest
FTD: CCOI — 29,464 shares ($0.7M) failed to deliver
Settlement: 20260303, Price: $22.19, FTD Value: $653,806.16, COGENT COMMUNICATIONS HLDGS IN
Feb 25, 2026
short_interest
FTD: CCOI — 73,485 shares ($1.4M) failed to deliver
Settlement: 20260225, Price: $18.94, FTD Value: $1,391,805.9, COGENT COMMUNICATIONS HLDGS IN
Feb 20, 2026
earnings_calendar
CCOI Q4 2025 Earnings Before Market Open — 2026-02-20