Cable One (CABO)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-14
$20.44-4.08%
Close 2026-09-14 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-14
Research Workspace
Put CABO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Net income improves to at least $35.8M quarterly: Q2 GAAP EPS -204.4 vs target $35.8M net income.
View ThesisRevenue is contracting — down about 7% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 5% on a typical day and fell roughly 89% in its worst 12-month stretch.
View RiskCABO's growth relies on improving cash flow and managing subscriber losses. Recent earnings showed a significant miss, with revenue down 8%. The stock trades at 3.5× P/E, below the peer median of 17×. This suggests the market expects less growth than our view. A specific risk is the 70% chance of missing next quarter's earnings. The thesis has broken, as net income did not meet expectations. Peer multiples imply a price about 79% above where it trades. This read is provisional.
Trailing returns as of 2026-09-14. CABO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering CABO (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare CABO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CABO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communication Services (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CABO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase cash from operating activities
Improving cash from operations supports long-term value.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Sharpen execution to improve performance and long-term value
Revenue declines indicate weakened execution and performance.
Threatens: Sharpen execution to improve performance and long-term value
Earnings miss indicates execution issues affecting performance.
Threatens: Manage debt and capital structure through repayments and refinancing
Creditors' pressure complicates debt management plans.
Threatens: Manage debt and capital structure through repayments and refinancing
High yield indicates significant debt funding challenges.
Threatens: Sharpen execution to improve performance and long-term value
Rating cut reflects ongoing operational weaknesses.
Advances: Manage debt and capital structure through repayments and refinancing
Free cash flow supports debt management and capital structure.