Cogent Communications Holdings Inc

CCOI: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Cogent Earnings: Weak Execution Continues to Hammer Management's Credibility

Michael Hodel

May 4, 2026

For the fourth consecutive quarter, Cogent's shares are getting crushed on earnings. Revenue declined 0.6% sequentially, one quarter after management claimed sales had bottomed. The firm reiterated that it has a nonbinding agreement in place to sell 10 data centers for more than $144 million.

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Cogent Communications Holdings Inc

Cogent Earnings: Weak Execution Continues to Hammer Management's Credibility

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