Polaris, Clarus, and Cable One Shares Plummet, What You Need To Know
Shares of Polaris, Clarus, and Cable One experienced significant drops due to a broader market sell-off, particularly impacting consumer discretionary stocks. This downturn is attributed to persistent inflation concerns, slowing demand, and high energy costs. The article highlights that despite these drops, large price movements can offer opportunities for investors to acquire high-quality stocks.
Director Deborah Kissire receives 3,031 Cable One (CABO) restricted stock units as equity award
Cable One, Inc. director Deborah J. Kissire was granted 3,031 restricted stock units, valued at $51.13 per share, which generally vest on the one-year anniversary of the grant date or the 2027 annual shareholders' meeting, contingent on her continued board service. Following this award, her direct holdings in Cable One common stock total 6,349 shares. The restricted stock units convert to common stock on a one-for-one basis upon vesting.
Cable One (NYSE: CABO) director awarded 3,031 restricted stock units
Cable One, Inc. director Katharine Weymouth was granted 3,031 restricted stock units (RSUs) with a reference price of $51.13 per share. These RSUs will generally vest in full on the one-year anniversary of the grant date or by the 2027 annual shareholders' meeting, provided she continues her service on the Board. Following this award, Weymouth holds 5,195 direct shares and 130 indirect shares of Cable One common stock.
Polaris, Clarus, and Cable One Shares Plummet, What You Need To Know
Shares of Polaris (PII), Clarus (CLAR), and Cable One (CABO) experienced significant drops in the afternoon session due to a broader market sell-off, heavily impacting consumer discretionary stocks. This decline was driven by persistent inflation concerns, slowing demand, and a general dip in technology stocks. The consumer discretionary sector, in particular, has been struggling with high energy costs and potential reductions in consumer spending, leading to underperformance compared to the S&P 500.
Director at Cable One (NYSE: CABO) granted 3,911 restricted stock units
Cable One (NYSE: CABO) director Brian Brad D. received an equity compensation grant of 3,911 restricted stock units, valued at $51.13 per share. These units are set to vest generally on the one-year anniversary of the grant date or earlier upon the 2027 annual shareholders' meeting, contingent on his continued service to the board. Following this grant, Brian Brad D. directly holds 8,201 shares of common stock, with an additional 50 shares held indirectly.
Cable One (NYSE: CABO) awards 5,035 restricted stock units to director
Cable One, Inc. director Mary E. Meduski was granted 5,035 restricted stock units (RSUs) as equity compensation, valued at $51.13 per share. This award, which generally vests in one year or at the 2027 annual shareholders' meeting subject to her continued board service, increases her direct holdings to 8,634 shares of Cable One common stock. The transaction is a compensation-related grant, not an open-market purchase, and is seen as a routine director equity grant that enhances alignment with the company's performance.
Restricted stock grant boosts Cable One (NYSE: CABO) director’s holdings
Cable One, Inc. director Wallace R. Weitz was awarded 4,986 restricted stock units (RSUs) of Common Stock, valued at $51.13 per share. This grant increases his direct holdings to 22,126 shares. The RSUs are set to vest one year from the grant date or earlier, upon the 2027 annual shareholders' meeting, contingent on his continued service on the Board.
Cable One (CABO) awards 3,031 restricted stock units to director
Cable One, Inc. director Robert P. Bartolo was granted 3,031 restricted stock units (RSUs) with a reference value of $51.13 per share. These RSUs will convert into an equal number of common shares and generally vest on the one-year anniversary of the grant date or earlier if tied to the company's 2027 annual shareholders' meeting. Following this award, Bartolo's direct holdings in Cable One common stock total 4,547 shares.
Cable One | 8-K: Current report
This article is a brief announcement from Cable One regarding an 8-K current report. It appears to be a disclosure document filed with the SEC, dated April 3. The content itself is very limited, primarily serving as a link to the full document.
D.E. Shaw reports 6.9% stake in Cable One (NYSE: CABO) via affiliated funds
D.E. Shaw has reported a 6.9% beneficial ownership stake in Cable One (NYSE: CABO) through its affiliated funds, totaling 392,351 shares. This disclosure, made via an amended Schedule 13G/A filing, indicates shared voting and dispositive power across various D. E. Shaw portfolios. David E. Shaw disclaims direct personal ownership but is deemed to share control through his roles within the management structures of these affiliated entities.
Cable One Shareholders Reelect Board, Approve Governance Measures
Cable One shareholders re-elected eight directors and ratified PricewaterhouseCoopers LLP as the independent auditor for 2026. They also approved the 2025 executive compensation program and the 2026 Omnibus Incentive Compensation Plan, indicating support for the company's governance and compensation strategies. Spark, TipRanks' AI Analyst, rates CABO as Neutral due to deteriorating financial performance and a technical downtrend, despite inexpensive valuation and management's focus on cost control.
Cable One (NYSE: CABO) investors approve directors, pay and 2026 incentive plan
Cable One, Inc. shareholders approved several key proposals at their Annual Meeting on May 14, 2026. These included the election of eight director nominees, the ratification of PricewaterhouseCoopers LLP as their independent registered public accounting firm, and the non-binding advisory approval of 2025 executive compensation. Additionally, shareholders approved the Cable One, Inc. 2026 Omnibus Incentive Compensation Plan, demonstrating broad support for the company's governance and compensation structures.
Cable One stock (US1270551013): focus on broadband expansion as video revenues decline
Cable One is strategically shifting its business model from traditional cable TV services to high-margin broadband and business services. The company's recent disclosures indicate a decline in video and voice revenues, but a corresponding increase in residential broadband revenue and continued investment in network infrastructure. This focus on data connectivity and commercial clientele aims to capitalize on cord-cutting trends and solidify its position in regional US markets.
Cable One stock (US1270551013): Analysts see 63% upside potential
Six Wall Street analysts have set an average 12-month price target of $101.50 for Cable One (CABO), indicating a significant 63% upside potential from its recent trading levels. The consensus reflects confidence in the company's ability to navigate market competition and leverage broadband demand, despite subscriber declines in traditional video services. Investors are advised to monitor ongoing market dynamics and company performance against these analyst expectations.
Stitch Fix, Oxford Industries, and Cable One Shares Plummet, What You Need To Know
Stitch Fix (SFIX), Oxford Industries (OXM), and Cable One (CABO) shares dropped following a surge in Brent crude prices and a dip in consumer sentiment. The University of Michigan's sentiment index hit a record low, raising concerns about reduced non-essential spending. Cable One's decline was exacerbated by missed revenue expectations and significant subscriber losses in its Q1 2026 results.
Cable One, Inc. (NYSE:CABO) Receives Consensus Rating of "Reduce" from Brokerages
Cable One, Inc. (NYSE:CABO) has received a consensus "Reduce" rating from six brokerage firms, with three analysts issuing a sell recommendation and three a hold. The average one-year price target is $101.50. The company recently reported quarterly earnings of $6.12 EPS, missing analyst estimates, and hedge funds have notably adjusted their holdings in CABO.
Cable One completes Clearwave Fiber merger, estimates $120 million equity value
Cable One, Inc. (NYSE:CABO) announced the completion of its merger of Clearwave Fiber LLC with Point Broadband Acquisition, LLC, valuing its equity interests in Point Broadband Holdings at approximately $120 million. This preliminary figure is subject to review. This news follows Cable One's first-quarter 2026 earnings report, where the company missed analyst expectations for both EPS and revenue.
Cable One reports $120M preliminary book value for equity in Point Holdings after Clearwave Fiber merger
Cable One (CABO) has announced a preliminary book value of $120 million for its equity in Point Holdings, following the completion of the Clearwave Fiber merger. This valuation comes after Cable One contributed its Clearwave equity to Point Holdings in exchange for interests, with the merger between Clearwave Fiber and Point Broadband closing on May 4, 2026. The estimated book value is preliminary and awaits audit.
Cable One Restructures Fiber Investments via Clearwave Merger
Cable One (CABO) has completed a strategic transaction, merging its Clearwave Fiber joint venture into a subsidiary of Point Broadband Acquisition, LLC. This move makes Clearwave Fiber a wholly owned unit of Point Parent. Cable One exchanged its Clearwave Fiber equity for an equity stake in Point Broadband Holdings, LLC, valuing its interest at approximately $120 million.
Cable One completes Clearwave Fiber merger, estimates $120 million equity value
Cable One, Inc. announced the completion of its merger of Clearwave Fiber LLC with Point Broadband Acquisition, LLC. As part of the transaction, Cable One contributed its Clearwave Fiber equity interests to Point Broadband Holdings, LLC, in exchange for equity interests estimated at approximately $120 million book value. This figure is preliminary and subject to review.
Cable One (NYSE:CABO) - Stock Analysis
This Simply Wall St report provides an in-depth analysis of Cable One (NYSE:CABO), highlighting its current valuation as undervalued by 24.6% according to analyst consensus. The company faces risks due to its debt not being well covered by operating cash flow and a volatile share price, but earnings are forecast to grow by 38.09% annually. Recent news includes lowered analyst price targets due to competitive pressures and softer broadband ARPU, alongside a recent acquisition announcement and the introduction of new services like Sparklight Mobile and eero Wi-Fi 7.
Cable One, Inc. (NYSE:CABO) Q1 2026 Earnings Call Transcript
Cable One, Inc. (NYSE: CABO) reported its Q1 2026 earnings, missing EPS expectations with $6.12 against an anticipated $7.77. CEO Jim Holanda, who has been in the role for 70 days, discussed ongoing challenges in competitive markets leading to customer retention pressures, visible in the 12,600 net residential broadband customer losses. Despite this, the company saw improved "connects" year-over-year and is implementing strategies to improve retention and execution, while CFO Todd Koetje highlighted substantial free cash flow generation and continued debt reduction efforts.
Cable One (CABO) Q1 Profit Revives Margin Recovery Narrative Despite Heavy Trailing Losses
Cable One (CABO) reported Q1 2026 revenue of US$353 million and net income of US$35.8 million, showing a short-term improvement after recent volatility. Despite this Q1 profit, the company still faces heavy trailing losses of US$323.3 million over the last twelve months, fueling both bullish arguments for margin recovery and bearish concerns about persistent losses and debt coverage. The stock appears inexpensive with a low P/S ratio compared to industry averages, but its valuation depends heavily on the projected recovery in earnings.
Cable One (CABO) Stock Trades Down, Here Is Why
Cable One (CABO) shares dropped 19.5% after reporting mixed first-quarter 2026 results, with revenue missing expectations and a significant decline in residential data subscribers. While the company posted a slight GAAP profit beat, the revenue miss and subscriber loss overshadowed this, leading to negative investor sentiment. The stock has been highly volatile, with a substantial previous drop 12 months ago, and is currently trading significantly below its 52-week high.
Cable One (CABO) Stock Trades Down, Here Is Why
Cable One (CABO) shares dropped 19.5% after reporting mixed first-quarter 2026 results, with revenue missing expectations and a significant decline in residential data subscribers. While GAAP profit slightly beat estimates, the revenue miss and subscriber losses overshadowed this, leading to negative investor sentiment. The company has experienced high volatility and is trading significantly below its 52-week high, with substantial losses for long-term investors.
Cable One seeing inconsistent competition from Starlink
Cable One is experiencing inconsistent competition from Starlink, with varied pricing and offers across different markets, although CEO Jim Holanda considers satellite broadband a formidable competitor. The company shed more broadband subscribers than expected in Q1, attributed to fiber and fixed wireless access competition, despite efforts to improve its broadband business through new packages and retention offers. Cable One's broadband ARPU remains higher than many competitors, and it plans to monitor satellite broadband closely to respond to this emerging threat.
Cable One (NYSE: CABO) Q1 2026 profit surges on asset sale gains
Cable One (CABO) reported a significant jump in net income for Q1 2026 to $35.8 million, up from $2.6 million in Q1 2025, primarily due to a $26.6 million gain from selling fiber-to-the-tower contract rights and lower equity investment losses. Despite this profit surge, total revenues declined by 7.3% year-over-year to $353.0 million, and Adjusted EBITDA fell to $183.3 million, reflecting pressure on core operating profitability from declining residential data and video subscribers. The company also actively managed its liabilities by repaying $90.6 million in debt and refinancing $575.0 million of convertible notes.
Earnings Call Summary | Cable One(CABO.US) Q1 2026 Earnings Conference
This document is an earnings call summary for Cable One (CABO.US) for their Q1 2026 results. It lacks specific financial details or commentary, indicating it's likely a placeholder or an incomplete document.
Cable One (NYSE:CABO) Posts Earnings Results, Misses Expectations By $0.15 EPS
Cable One (NYSE:CABO) announced its Q1 earnings, reporting an EPS of $6.12, missing the consensus estimate of $6.27 by $0.15, and revenue of $352.96 million, below the anticipated $360.01 million. The company experienced a decline in residential broadband subscribers and revenue, leading to negative net margins, despite generating free cash flow and reducing debt. Management is implementing various strategies, including retention programs, a new CRM, and multi-gig upgrades, to address competitive pressures and churn, while also preparing for the acquisition of MBI.
Cable One: Q1 Earnings Snapshot
Cable One Inc. (CABO) reported Q1 net income of $35.8 million, or $6.12 per share, missing Wall Street expectations of $7.77 per share. The telecommunications company also fell short on revenue, posting $353 million against an expected $359.7 million. Cable One shares have experienced a significant decline, falling 19% year-to-date and 66% over the last 12 months.
Cable One Reports First Quarter 2026 Results
Cable One, Inc. (NYSE: CABO) reported its first quarter 2026 financial results, showing a decrease in total revenues to $353.0 million, down from $380.6 million in Q1 2025. Despite the revenue decline, net income significantly increased to $35.8 million, up from $2.6 million in the prior year quarter, largely due to a gain on the sale of a fiber-to-the-tower contract and lower equity investment losses. The company's CEO, Jim Holanda, emphasized a focus on sharpening execution, customer retention, and simplifying product offerings to drive improved performance.
Cable One Q1 Earnings Announcement Scheduled
Cable One is scheduled to announce its Q1 earnings on April 30 after market close, with an estimated EPS of $10.23, marking a significant year-over-year increase. Despite this, revenue is expected to decline by 5.5% to $359.59 million, suggesting challenges in revenue growth. Analysts have shown increased confidence in EPS with one upward revision, but revenue estimates have faced two downward revisions, highlighting concerns about future sales.
Cable One, Inc. 1Q 2026: Revenue $352.96M, EPS $6.12— 10-Q Summary
Cable One, Inc. (CABO) reported first-quarter 2026 results, with revenue declining to $352.96M from $380.6M a year prior, a 7.3% year-over-year decrease driven by declines in video and voice revenues and lower subscriber counts. Despite this, diluted EPS significantly increased to $6.12 from $0.46 in the prior-year quarter. The company continues its strategic shift towards higher-margin residential and business data services and expanded broadband offerings.
Cable One (CABO) Research Report
StockStory rates Cable One (CABO) as "Underperform" due to its weak sales, low returns on capital, and insufficient growth opportunities. The company significantly missed Q4 CY2025 revenue and EPS estimates, with declining subscriber numbers and regressing cash profitability. StockStory advises against buying CABO, citing shaky fundamentals despite seemingly cheap valuation multiples.
Cable One appoints CEO Jim Holanda as Julia Laulis retires; CFO Todd Koetje named interim chief
Cable One has announced a change in its leadership, with CEO Jim Holanda taking on the additional role of Chairman of the Board as Julia Laulis retires. Concurrently, CFO Todd Koetje has been appointed as interim CEO. The company anticipates conducting a search for a permanent CEO.
Cable One, Inc. $CABO Shares Purchased by Caprock Group LLC
Caprock Group LLC significantly increased its stake in Cable One, Inc. (NYSE:CABO) by 107.2% in the fourth quarter, bringing its total holdings to 21,860 shares valued at approximately $2.47 million. This increase occurred despite Cable One missing analyst earnings expectations, reporting an EPS of ($1.35) against an anticipated $7.60, and having several research firms downgrade its stock with a consensus "Reduce" rating. Cable One's stock currently trades around $102 with a market capitalization of about $582 million.
Cable One (NYSE:CABO) Stock Price Down 6.4% - Here's What Happened
Cable One (NYSE:CABO) saw its stock price drop by 6.4% on Friday after reporting a significant earnings miss, with EPS of ($1.35) against an estimated $7.60. Following this news, multiple brokerage firms downgraded the stock and lowered their price targets, contributing to a consensus "Reduce" rating. The company's revenue also fell short of expectations, and institutional investors have recently adjusted their positions in CABO.
COO transition package outlined by Cable One (NYSE: CABO) in 8-K/A
Cable One, Inc. (NYSE: CABO) filed an amended report detailing the transition plan for its Chief Operating Officer, Kenneth E. Johnson. His COO role concludes on May 1, 2026, after which he will serve as a senior advisor until his employment terminates on January 3, 2027. The transition, which is not due to any disagreements over company operations, includes an annualized base salary of $246,000 during his advisory period and severance benefits upon separation, structured according to the 2025 Executive Severance Plan.
Cable One to Host Conference Call to Discuss First Quarter 2026 Results
Cable One, Inc. (NYSE: CABO) announced it will host a conference call on Thursday, April 30, 2026, at 5 p.m. ET to discuss its first quarter 2026 financial results. The company will issue a press release with its results after market close on the same day. A live audio webcast and replay will be available through the Cable One Investor Relations website.
Cable One Inc stock (US1270551013): Is its broadband stronghold strong enough for growth in a compet
Cable One Inc. (US1270551013) is a broadband provider serving over one million customers in underserved U.S. markets, focusing on high-speed internet, video, and phone services. The company's business model prioritizes profitability over scale by targeting smaller markets, which allows for premium pricing and stable cash flows. While facing risks from accelerating fiber deployments and regulatory scrutiny, its strategic acquisitions and superior customer service in its core territories contribute to its strong competitive position.
Cable One Inc (CABO) Shares Surge 7.9% -- What GF Score of 51 Te
Cable One Inc (CABO) saw its shares surge by 7.9% to $116.06 on April 20, 2026, despite a challenging year for the stock. Despite a low GF Score of 51/100, indicating areas for improvement, the company appears undervalued according to GuruFocus' GF Value™ estimate of $360.85, trading at a 67.8% discount. Insider buying has also been noted, suggesting confidence in the company's future prospects.
Cable One Inc stock (US1270551013): Is broadband resilience strong enough for growth in a competitiv
Cable One Inc (US1270551013) offers exposure to the U.S. broadband sector, focusing on mid-sized and rural markets. The company's strategy involves providing high-speed internet, video, and telephony services, with recurring revenue from monthly subscriptions. Despite fiber competition, Cable One aims for stability and growth through a disciplined capital approach and network upgrades, appealing to investors seeking a defensive play with dividend potential.
Zacks Research Downgrades Cable One (NYSE:CABO) to Hold
Zacks Research downgraded Cable One (NYSE:CABO) from a "strong-buy" to a "hold" rating following a significant quarterly earnings miss and negative net margin. Other analysts have also cut ratings and price targets, resulting in a MarketBeat consensus rating of "Reduce" with a $114.25 price target. The company faces high institutional ownership and a notable debt-to-equity ratio amidst its stock trading around $107.
Rothschild reports 4.94% stake in Cable One (NASDAQ: CABO)
Rothschild and Co Wealth Management UK Limited has filed an amended Schedule 13G/A, disclosing a beneficial ownership of 280,032 shares in Cable One, Inc. (NASDAQ: CABO), which represents 4.94% of the company's common stock. The filing indicates that Rothschild holds sole voting and dispositive power over these shares. This amendment updates their previously reported position, signaling a passive investment stance.
Cable One to Host Conference Call to Discuss First Quarter 2026 Results
Cable One, Inc. (NYSE: CABO) announced it will host a conference call on Thursday, April 30, 2026, at 5 p.m. ET to discuss its first-quarter 2026 financial results. The company will release its earnings report after market close on the same day. Interested parties can access the call via live audio webcast on Cable One's investor relations website or by dialing in using a provided meeting ID.
Cable One to Host Conference Call to Discuss First Quarter 2026 Results
Cable One, Inc. (NYSE: CABO) announced it will host a conference call on Thursday, April 30, 2026, at 5 p.m. ET to discuss its first-quarter 2026 financial results. The company will release its financial results after market close on the same day. Investors can access the call via live audio webcast on Cable One's Investor Relations website or by phone, with a replay available until May 28, 2026.
Cable One to Host Conference Call to Discuss First Quarter 2026 Results
Cable One, Inc. (NYSE: CABO) announced it will host a conference call on Thursday, April 30, 2026, at 5 p.m. Eastern Time to discuss its first-quarter 2026 financial results. A press release detailing the results will be issued after the market close on the same day. The public can access the call via a live audio webcast on Cable One's Investor Relations website or by dialing in.
Cable One, Inc. (NYSE:CABO) Given Consensus Rating of "Reduce" by Analysts
Eight analysts covering Cable One, Inc. (NYSE:CABO) have given the stock a consensus rating of "Reduce," with an average 12-month price target of $114.25. The company recently reported a significant quarterly EPS miss of ($1.35) against an expected $7.60, currently has a negative net margin and P/E, and a market cap of approximately $548 million. Several institutional investors have recently increased their holdings in Cable One, despite its current valuation and analyst sentiment.
Are Investors Undervaluing Cable One (CABO) Right Now?
Cable One (CABO) appears to be undervalued based on several key financial metrics, according to Zacks Investment Research. The stock currently holds a Zacks Rank #2 (Buy) and an 'A' grade for Value, with its P/E, P/B, and P/S ratios all indicating a lower valuation compared to its industry averages. This analysis suggests CABO could be an impressive value stock, especially when considering its strong earnings outlook.
Cable One (CABO) struggles with subscriber growth and competitive pressures
This article highlights Cable One's challenges with declining subscriber numbers across its residential internet, video, and voice segments, coupled with increasing competitive pressures. The company's financial performance has been negatively impacted by higher interest rates and elevated programming costs, contributing to a significant year-over-year stock price decline. These factors raise concerns about CABO's future growth and profitability.
