CCOI — Cogent Communications Group Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Cogent Communications Group Inc

Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, South America, Europe, Oceania, and Africa. It offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$21.62
Market Cap$920M
Float45.0M
Shares Outstanding50.1M
P/E (Forward)5,000.00
Price/Sales (TTM)1.03
vs. Analyst Target-1.6% to analyst PT
Profit Margin-19.08%
Operating Margin (TTM)-7.48%
Revenue (TTM)$889M
Earnings Growth (YoY)22809.20%
Dividend Rate1.1%
Analyst Target Price$21.27 (12 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $568M $6.2M $349M $156M
2021 $590M $48.2M $363M $219M
2022 $600M $5.1M $371M $229M
2023 $941M $1.27B $397M $1.56B
2024 $1.04B -$204M $394M $162M
2025 $976M -$182M $171M $187M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $246M -$57.8M
Sep 2025 $223M -$41.5M
Dec 2025 $241M -$30.8M
Mar 2026 $239M -$39.5M

Ownership & Float

Insider Ownership4.2%
Institutional Ownership101.3%
Short Float11.8%
% of All Funds Holding2.66%
Number of Funds Holding219

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$20.11Near-term / short-term trend
Weekly40-Week SMA$25.70Medium-term trend
Weekly80-Week SMA$43.25Cyclical trend (business cycle)
Weekly200-Week SMA$56.38Secular trend (multi-year)
Monthly10-Month SMA$26.46Near-term monthly trend
Monthly20-Month SMA$45.39Medium-term monthly trend
Monthly40-Month SMA$56.31Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$23.80 resistance 1.11x 2 months ago
$40.00 resistance 2.06x 5 months ago
$45.00 resistance 2.89x 8 months ago
$54.00 resistance 1.92x 11 months ago
$61.00 resistance 1.56x 12 months ago

Historical Earnings Reactions (97 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.03% 0.00% 49.48% 18.42% -20.00%
1 Day -0.33% 0.00% 48.45% 50.00% -43.87%
1 Week -0.41% -0.23% 47.42% 81.58% -80.65%
2 Weeks -0.80% -0.63% 43.30% 80.56% -73.55%
1 Month -0.14% 0.06% 50.00% 98.36% -79.35%

Next earnings: July 23, 2026 (56 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan6.0%62.5%24
Feb0.2%50.0%24
Mar2.6%64.0%25
Apr2.8%60.0%25
May-2.7%41.7%24
Jun3.6%70.8%24
Jul-0.3%50.0%24
Aug-4.9%41.7%24
Sep0.3%50.0%24
Oct0.7%66.7%24
Nov16.4%66.7%24
Dec3.0%62.5%24

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.12% 49.9% 1146
Tuesday 0.16% 50.4% 1257
Wednesday -0.05% 48.6% 1255
Thursday 0.05% 48.4% 1230
Friday 0.15% 49.5% 1226

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 101.3%

Insider Transactions — Smart Summary

Total insider ownership: 4.2%

Founder-led management: Dave Schaeffer (Chief Executive Officer)

12-Month Insider Activity Summary

Total Filings35
Net Value-$124M
Net Shares Change-3,620,201
% of Float-8.0%
C-Suite Filings28
Clusters Detected3

Key Insiders

NameTitleNet ValueFilingsActivity
SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT -$22.5M 2 2 sell
WEED THADDEUS GERARD VICE PRESIDENT, CFO -$284,882.5 2 2 sell
KILMER HENRY W VP OF NETWORK STRATEGY -$151,032 2 2 sell
FERGUSON Lewis H -$132,144.98 2 2 sell
Kennedy Sheryl Lynn -$129,385.74 2 2 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-28 – 2025-06-11 16 5 -$29.8M 15 C-suite
2025-12-02 – 2025-12-12 4 3 -$351,459.8 3 C-suite
2026-03-05 – 2026-03-08 4 4 -$292,467.01 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-18 Kennedy Sheryl Lynn -$53,518.41 Transaction at $16.22, now +33.3%
2026-04-02 SCHAEFFER DAVE CHAIRMAN, CEO, AND PRESIDENT +N/A N/A
2026-03-08 KILMER HENRY W VP OF NETWORK STRATEGY -$56,040 Transaction at $23.35, now -7.4%
2026-03-05 WEED THADDEUS GERARD VICE PRESIDENT, CFO -$109,755.5 Transaction at $22.63, now -4.5%
2026-03-05 Kennedy Sheryl Lynn -$75,867.33 Transaction at $22.99, now -6.0%
2026-03-05 FERGUSON Lewis H -$50,804.18 Transaction at $23.03, now -6.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Cogent Communications Group Inc (CCOI) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for CCOI on Trend Edge →