CCOI
COGENT COMMUNICATIONS HOLDINGS, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 5 to Mar 6 2 days of insider sells: $292.5K by 4 insiders, avg $22.93
- S May 28 1 insider sell $57.0K at $20.36
- S Jun 15 to Jun 16 2 days of insider sells: $122.3K by 2 insiders, avg $16.86
- R Aug 6 Cogent Communications reported Q2 2026 service revenue of $235.6M, d…
- A Aug 19 JP Morgan downgrades
- S Sep 2 1 insider sell $45.4K at $9.37
- E Sep 11 M&A: Robbins LLP Reminds Cogent Communications Holdings, Inc. S…
- S Sep 15 1 insider sell $22.1K at $9.21
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $592.8K.
- InstitutionsMIXED
Q2 2026: 18 added (0 new), 18 trimmed or exited.
- AnalystsBULLISH
9 of 18 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
17% below its 50-day average. New closing low $7.30 on Oct 22.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | $16.3M |
| GOLDMAN SACHS GROUP INC | ADD | $13.5M |
| MORGAN STANLEY | TRIM | $8.7M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $4.6M |
| D. E. Shaw & Co., Inc. | TRIM | $4.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | $3.9M |
| JPMORGAN CHASE & CO | TRIM | $3.5M |
| Squarepoint Ops LLC | DOUBLED | $3.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
18 analystsPrice is below the lowest target. Median implies +63%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 19, 2026 | JP Morgan DOWNGRADE | Underweight |
| Aug 14, 2026 | UBS MAINTAIN | Neutral |
| Aug 13, 2026 | Citigroup MAINTAIN | Neutral |
| Aug 13, 2026 | RBC Capital MAINTAIN | Sector Perform |
| Aug 7, 2026 | TD Cowen MAINTAIN | Buy |
| Aug 7, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | FERGUSON Lewis H Director | AWARD | 3,445 sh |
| Sep 30, 2026 | BROOKS STEVEN D Director | AWARD | 3,445 sh |
| Sep 30, 2026 | de Sa Paul Director | AWARD | 3,445 sh |
| Sep 30, 2026 | Howard Eve N Director | AWARD | 3,445 sh |
| Sep 30, 2026 | Howell Deneen C Director | AWARD | 3,445 sh |
| Sep 30, 2026 | Kennedy Sheryl Lynn Director | AWARD | 3,445 sh |
| Sep 30, 2026 | Montagner Marc Director | AWARD | 3,445 sh |
| Sep 15, 2026 | KILMER HENRY W VP OF NETWORK STRATEGY | SELL | $22.1K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
11 filings · 0 bullish · 2 bearish · 9 neutral- NEUTRAL PRESS-RELEASEOct 14, 2026
Cogent Communications Holdings, Inc. announced it will host a conference call on November 5, 2026…
- NEUTRAL SC 13G/AOct 5, 2026
BlackRock, Inc. filed an amended Schedule 13G for Cogent Communications Holdings, Inc., reporting…
Monitor for any future conversion to Schedule 13D, which would signal activist intent. For now, BlackRock's passive 7.7% stake is routine and not a catalyst.
- BEARISH 8-KAug 6, 2026
Cogent Communications reported Q2 2026 service revenue of $235.6M, down 4.3% YoY and 1.5%…
The core business continues to shrink, with off-net and enterprise revenue declining double-digits YoY. The data center sale and debt repurchase are credit-positive but one-time. Monitor whether…
- NEUTRAL 8-KJun 29, 2026
Cogent Communications closed the previously announced sale of 10 data center facilities to an…
Monitor the company's next earnings release for details on how the $225 million in proceeds will be deployed (debt reduction, share buybacks, reinvestment) and for any guidance revision reflecting…
All CCOI filing & press-release reports (11)
- PRESS-RELEASE reportOct 14, 2026
- SC 13G/A reportOct 5, 2026
- 8-K reportAug 6, 2026
- 8-K reportJun 29, 2026
- CLUSTER reportJun 16, 2026
- 8-K reportJun 15, 2026
- 144 reportMay 28, 2026
- 8-K reportMay 4, 2026
- 8-K reportMay 4, 2026
- CLUSTER reportMar 5, 2026
- CLUSTER reportMar 5, 2026