TD Cowen Has Lowered Expectations for Cable One (NYSE:CABO) Stock Price

Cable One (NYSE:CABO) had its price target dropped by equities researchers at TD Cowen from $260.00 to $142.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “hold” rating on the stock. TD Cowen’s target price points to a potential upside of 47.19% from the stock’s current price.

Other research analysts also recently issued reports about the company. JPMorgan Chase & Co. dropped their target price on Cable One from $175.00 to $145.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. Weiss Ratings restated a “sell (d-)” rating on shares of Cable One in a research note on Wednesday, January 21st. BNP Paribas Exane downgraded shares of Cable One from a “neutral” rating to an “underperform” rating and set a $80.00 price objective on the stock. in a report on Tuesday. Wells Fargo & Company lowered their target price on shares of Cable One from $107.00 to $90.00 and set an “underweight” rating for the company in a research note on Friday. Finally, Zacks Research raised shares of Cable One from a “strong sell” rating to a “hold” rating in a research report on Monday, January 12th. Five research analysts have rated the stock with a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $114.25.

Cable One Trading Up 6.1%

Shares of NYSE CABO opened at $96.47 on Friday. The stock has a market capitalization of $544.11 million, a P/E ratio of -1.51 and a beta of 0.74. The business has a fifty day moving average price of $99.38 and a 200 day moving average price of $130.73. Cable One has a 1-year low of $70.37 and a 1-year high of $290.48. The company has a debt-to-equity ratio of 1.88, a current ratio of 0.38 and a quick ratio of 0.38.

Cable One (NYSE:CABO) last announced its earnings results on Thursday, February 26th. The company reported ($1.35) earnings per share for the quarter, missing the consensus estimate of $7.60 by ($8.95). Cable One had a negative net margin of 23.74% and a positive return on equity of 7.26%. The firm had revenue of $363.74 million during the quarter, compared to analyst estimates of $368.59 million. Equities research analysts expect that Cable One will post 32.08 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in CABO. Baupost Group LLC MA purchased a new stake in Cable One in the third quarter valued at $12,068,000. Burgundy Asset Management Ltd. raised its stake in shares of Cable One by 18.0% during the 2nd quarter. Burgundy Asset Management Ltd. now owns 474,730 shares of the company’s stock valued at $64,473,000 after buying an additional 72,327 shares during the last quarter. Private Management Group Inc. lifted its holdings in shares of Cable One by 1.4% in the 4th quarter. Private Management Group Inc. now owns 320,620 shares of the company’s stock valued at $36,182,000 after buying an additional 4,375 shares during the period. DAVENPORT & Co LLC boosted its stake in shares of Cable One by 11.8% in the third quarter. DAVENPORT & Co LLC now owns 271,723 shares of the company’s stock worth $48,109,000 after buying an additional 28,761 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Cable One by 20.6% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 147,470 shares of the company’s stock worth $16,642,000 after acquiring an additional 25,191 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

More Cable One News

Here are the key news stories impacting Cable One this week:

• Positive Sentiment: Cable One is pursuing growth initiatives — a targeted Q1 2026 mobile launch, a proposed ~$480M MBI acquisition, and continued multi‑gig network upgrades that could drive revenue and ARPU upside if execution goes as planned. Read More.
• Positive Sentiment: TD Cowen reduced its price target from $260 to $142 but kept a “hold” rating — the new target still implies significant upside from current levels, which may be interpreted as support for the stock’s medium‑term recovery potential. Read More.
• Neutral Sentiment: The company granted inducement equity awards to its newly hired CEO (James A. Holanda) — this formalizes leadership transition but creates potential dilution and will be watched for alignment of incentives and retention. Read More.
• Neutral Sentiment: Full earnings call transcripts and analyst write‑ups are available — useful for investors parsing management commentary on subscriber trends, guidance and integration plans for the MBI deal. Read More.
• Negative Sentiment: Q4 CY2025 results were materially weaker than expected: EPS of ($1.35) vs. consensus $7.60 and revenue of $363.74M below estimates — this drove a negative net margin and is the primary near‑term headwind to the stock. Read More.
• Negative Sentiment: Wells Fargo cut its price target from $107 to $90 and moved to an “underweight” rating, signaling downside risk vs. current levels and adding selling pressure from institutional accounts. Read More., Read More.

About Cable One

Cable One, Inc (NYSE:CABO) is an American provider of broadband communications services, offering a suite of residential and business solutions over a hybrid fiber-coaxial network. The company delivers high-speed internet access, digital video, voice communications and mobile services, alongside advanced managed Wi-Fi and cybersecurity tools. Cable One’s infrastructure supports both traditional cable offerings and converged IP-based platforms designed to meet evolving customer needs.

In addition to consumer-focused services, Cable One caters to small and medium-sized enterprises with dedicated business-class connectivity, Ethernet solutions and cloud-based voice applications.