Cable One (CABO)

• Market cap: $1.51B
• 1 day: 0.78%
• 5 days: 1.75%
• 1 month: 10.57%
• 3 months: -26.75%
• 6 months: -23.13%
• Year to date: -26.75%
• 1 year: -36.52%
• 5 years: -82.62%
• 10 years: -33.01%
• Sector: Communication Services
• Industry: Cable & Other Pay Television Services

About: Cable One Inc. is a telecommunications company that generates revenue from providing broadband, voice, and video services to both residential and business customers. From a product standpoint, the majority of revenue comes from data and video services, which are subscription-based and billed monthly. The company also offers Sparklight TV, an Internet Protocol Television (IPTV) service that enables customers using the Sparklight TV app to stream video channels from the cloud. Additionally, the company earns advertising revenue by selling airtime on its video channels, and it provides voice services over Internet protocols. Cable One Inc. owns its telecommunications infrastructure.

Employees: 2,817

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

1% more capital invested

Capital invested by funds: $2.09B [Q3] → $2.12B (+$28M) [Q4]

0% less funds holding

Funds holding: 284 [Q3] → 283 (-1) [Q4]

2.24% less ownership

Funds ownership: 106.41% [Q3] → 104.17% (-2.24%) [Q4]

22% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 109

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $240 10% downside
• Avg. target: $405 51% upside
• High target: $650 143% upside

3 analyst ratings

• positive: 1 33%
• neutral: 1 33%
• negative: 1 33%

JP Morgan Sebastiano Petti 93% 1-year accuracy 14 / 15 met price target	21% upside $325	Neutral Maintained	3 Mar 2025
Wells Fargo Steven Cahall 61% 1-year accuracy 23 / 38 met price target	10% downside $240	Underweight Maintained	28 Feb 2025
Keybanc Brandon Nispel 61% 1-year accuracy 11 / 18 met price target	143% upside $650	Overweight Maintained	28 Feb 2025