COGENT COMMUNICATIONS HOLDINGS, INC.(CCOI)Stock Analysis
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Rank #2,533 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CCOI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores CCOI at 29.3/100 on a 32-signal composite quality model, placing it at rank #2,533 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (3.5) and revenue growth (14.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), COGENT COMMUNICATIONS HOLDINGS, INC. reports quarterly revenue of $235.6M, net income of $66.6M, free cash flow of $-35.3M. Top institutional holders of CCOI by reported 13-F value include BlackRock, Turtle Creek Asset Management, Park West Asset Management, based on the most recent SEC filings. CCOI trades on the Nasdaq exchange and files with the SEC under CIK 1158324. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CCOI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COGENT COMMUNICATIONS HOLDINGS, INC. directly from SEC EDGAR. COGENT COMMUNICATIONS HOLDINGS, INC.'s 13F Pro composite quality score has ranged between 26 and 35 since 2026, currently 29.3 — a declining long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q2 2026
$235.6M
Net Income
Q2 2026
$66.6M
Free Cash Flow
Q2 2026
$-35.3M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-5.8% YoYNet Income
+10.7% YoYOperating Income
+48.9% YoYEPS (Diluted)
+11.2% YoYTotal Assets
-2.3% YoYTotal Debt
+18.8% YoYOp. Cash Flow
-22.4% YoYFree Cash Flow
+2.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $975.8M -5.8% | $1.04B +10.1% | $940.9M +56.9% | $599.6M +1.7% | $589.8M +3.8% | $568.1M |
| Net Income | $-182.2M +10.7% | $-204.1M -116.0% | $1.27B | — | — | — |
| Operating Income | $-101.1M +48.9% | $-197.6M -52.8% | $-129.3M -213.5% | $114.0M -4.4% | $119.2M +11.5% | $106.9M |
| EPS (Diluted) | $-3.80 +11.2% | $-4.28 -116.1% | $26.62 +24100.0% | $0.11 -89.3% | $1.03 +692.3% | $0.13 |
| Total Assets | $3.10B -2.3% | $3.17B -1.2% | $3.21B +217.9% | $1.01B +2.6% | $984.6M -1.6% | $1.00B |
| Total Debt | $1.73B +18.8% | $1.46B +53.3% | $950.0M +0.0% | $950.0M +5.8% | $897.8M +1.8% | $882.0M |
| Operating Cash Flow | $-10.6M -22.4% | $-8.6M -149.8% | $17.3M -90.0% | $173.7M +2.0% | $170.3M +21.3% | $140.3M |
| Free Cash Flow | $-198.1M +2.7% | $-203.6M -81.4% | $-112.3M -218.5% | $94.7M -5.6% | $100.3M +18.9% | $84.4M |
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Top Institutional Holders of CCOI
BlackRock, Inc.
$102.4M7,376,384 shTurtle Creek Asset Management Inc.
$58.3M4,203,527 shPark West Asset Management LLC
$43.1M3,106,339 shSTATE STREET CORP
$38.6M2,779,367 shVANGUARD PORTFOLIO MANAGEMENT LLC
$33.1M2,384,929 shEdgePoint Investment Group Inc.
$31.7M2,283,378 shVANGUARD CAPITAL MANAGEMENT LLC
$28.3M2,037,716 shNewtyn Management, LLC
$23.0M1,655,895 shGEODE CAPITAL MANAGEMENT, LLC
$17.3M1,245,445 shCITADEL ADVISORS LLC
$16.3M1,172,541 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $102.4M | 7,376,384 |
| Turtle Creek Asset Management Inc. | $58.3M | 4,203,527 |
| Park West Asset Management LLC | $43.1M | 3,106,339 |
| STATE STREET CORP | $38.6M | 2,779,367 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $33.1M | 2,384,929 |
| EdgePoint Investment Group Inc. | $31.7M | 2,283,378 |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.3M | 2,037,716 |
| Newtyn Management, LLC | $23.0M | 1,655,895 |
| GEODE CAPITAL MANAGEMENT, LLC | $17.3M | 1,245,445 |
| CITADEL ADVISORS LLC | $16.3M | 1,172,541 |
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Popular Research
Is CCOI a good stock to buy?
13F Pro's AI-powered analysis of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CCOI are available on the CCOI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CCOI is classified as a small company.
Which hedge funds own CCOI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CCOI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COGENT COMMUNICATIONS HOLDINGS, INC.'s investment landscape.