Compare · CCOI vs LITE
CCOI vs LITE
Side-by-side comparison of Cogent Communications Holdings Inc. (CCOI) and Lumentum Holdings Inc. (LITE): market cap, price performance, sector, and recent activity on the wire.
Summary
- CCOI operates in Consumer Discretionary, while LITE operates in Telecommunications - the two are in different parts of the market.
- LITE is the larger of the two at $80.28B, about 165.3x CCOI ($485.5M).
- Over the past year, CCOI is down 75.2% and LITE is up 573.5% - LITE leads by 648.7 points.
- LITE has been more active in the news (37 items in the past 4 weeks vs 6 for CCOI).
- Both have 25 recent analyst ratings on file.
- Company
- Cogent Communications Holdings Inc.
- Lumentum Holdings Inc.
- Price
- $9.48-2.01%
- $894.52-6.34%
- Market cap
- $485.5M
- $80.28B
- 1M return
- -28.33%
- +29.07%
- 1Y return
- -75.20%
- +573.48%
- Industry
- Telecommunications Equipment
- Telecommunications Equipment
- Exchange
- NASDAQ
- NASDAQ
- IPO
- News (4w)
- 6
- 37
- Recent ratings
- 25
- 25
Cogent Communications Holdings Inc.
Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Asia, South America, Australia, and Africa. The company offers on-net Internet access and private network services to law firms, financial services firms, advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, Web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. It also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, the company offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, it operates data centers that allow its customers to collocate their equipment and access the network. The company operates 54 data centers and provides facilities to 2,914 buildings and on-net services to 1,792 to multi-tenant office buildings. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia.
Lumentum Holdings Inc.
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.
Latest CCOI
- Saragon Launches as New U.S. Data Center Company Purpose-Built for AI Inference and Edge Colocation
- Cogent Communications downgraded by Analyst with a new price target
- SEC Form SCHEDULE 13G filed by Cogent Communications Holdings Inc.
- SEC Form 10-Q filed by Cogent Communications Holdings Inc.
- Cogent Communications Holdings Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Cogent Communications Reports Second Quarter 2026 Results
- Cogent Communications CEO to Present at Three Upcoming Conferences
- Cogent Communications to Host Second Quarter 2026 Earnings Call on August 6, 2026
- Director Howell Deneen C was granted 3,445 shares, increasing direct ownership by 12% to 32,330 units (SEC Form 4)
- Director Brooks Steven D was granted 3,445 shares, increasing direct ownership by 6% to 58,693 units (SEC Form 4)
Latest LITE
- SEC Form 144 filed by Lumentum Holdings Inc.
- President and CEO Hurlston Michael E. was granted 7,941 shares and sold $525,346 worth of shares (548 units at $958.66) as part of a pre-agreed trading plan, increasing direct ownership by 4% to 186,951 units (SEC Form 4)
- President and CEO Hurlston Michael E. was granted 66,764 shares, increasing direct ownership by 56% to 185,743 units (SEC Form 4)
- PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen was granted 5,138 shares and sold $479,330 worth of shares (500 units at $958.66) as part of a pre-agreed trading plan, increasing direct ownership by 3% to 119,127 units (SEC Form 4)
- Officer Retort Vincent sold $32,963,734 worth of shares (38,663 units at $852.59) as part of a pre-agreed trading plan, decreasing direct ownership by 33% to 78,440 units (SEC Form 4)
- SVP, GENERAL COUNSEL Kim Jae sold $10,231,015 worth of shares (12,000 units at $852.58) as part of a pre-agreed trading plan and was granted 1,635 shares, decreasing direct ownership by 21% to 39,439 units (SEC Form 4)
- Officer Chang Eric was granted 900 shares, increasing direct ownership by 18% to 5,906 units (SEC Form 4)
- PRESIDENT, GLOBAL BUS. UNITS Wupen Yuen was granted 22,760 shares, increasing direct ownership by 29% to 100,507 units (SEC Form 4)
- EVP & CHIEF FINANCIAL OFFICER Ali Wajid was granted 5,005 shares, increasing direct ownership by 5% to 99,616 units (SEC Form 4)
- Officer Retort Vincent was granted 15,174 shares, increasing direct ownership by 18% to 101,438 units (SEC Form 4)