Cogent Communications chief revenue officer sells $94,999 in stock

Published 06/06/2025, 14:24
Cogent Communications chief revenue officer sells $94,999 in stock

James Bubeck, the Chief Revenue Officer of Cogent Communications Holdings, Inc. (NASDAQ:CCOI), recently sold 2,000 shares of the company’s common stock. The transaction, which took place on June 4, 2025, was executed at an average price of $47.4996 per share, amounting to a total value of $94,999. Following this sale, Bubeck holds 55,142 shares directly. The sale comes as the stock has declined significantly, down 37% over the past six months, though the company maintains an impressive 13-year dividend growth streak with a current yield of 8.5%. This transaction provides a glimpse into the trading activities of Cogent’s executive team, potentially offering insights into their view of the company’s stock performance. According to InvestingPro analysis, Cogent currently shows a Weak financial health score, with the stock trading at elevated EBITDA and Price/Book multiples. For deeper insights into insider trading patterns and comprehensive analysis, investors can access the detailed Pro Research Report, available exclusively on InvestingPro.

In other recent news, Cogent Communications Holdings, Inc. reported its first-quarter 2025 earnings, revealing a slight miss on both earnings per share (EPS) and revenue compared to analyst forecasts. The company’s EPS stood at -1.09 USD, against a forecast of -1.05 USD, while revenue reached 247 million USD, falling short of the projected 251.36 million USD. Despite these results, Cogent demonstrated resilience in its operational metrics, with EBITDA as adjusted increasing by 1.9% to 68.8 million USD and a significant improvement in gross margin by 790 basis points from the previous year. In related developments, Cogent announced a 600 million USD senior secured notes offering, with the intention to use part of the proceeds to redeem existing notes due in 2026.

Analysts have adjusted their price targets for Cogent following these announcements. Citi analyst Michael Rollins reduced the price target from 82 USD to 67 USD while maintaining a Buy rating, citing mixed performance across the company’s verticals. JPMorgan analyst Philip Cusick also lowered the price target from 76 USD to 62 USD, maintaining a Neutral rating, due to weaker first-quarter results and a decline in revenue from terminated Sprint deals. Cogent’s data center monetization efforts are progressing, with several letters of intent moving towards contract negotiations, potentially addressing leverage concerns.

Additionally, Cogent updated its incentive award plan and bylaws following its Annual Meeting, increasing the number of shares available for issuance and extending the plan’s duration to 2035. The company also elected directors and ratified the appointment of Ernst & Young LLP as the independent registered public accountants for the fiscal year ending December 31, 2025. These developments reflect Cogent’s ongoing strategic adjustments and financial maneuvers amid a challenging market environment.

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