B+
Bull case
20%
Probability
Target price
$78.00
+53.8% vs current
CABO
Cable OneDNYSE / Media & Entertainment
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$54.00
+6.5% vs current
B-
Bear case
30%
Probability
Target price
$32.00
-36.9% vs current
AI sentiment snapshot
Latest data as of 2026-05-27
Recent news sentiment (30D)
-0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+51.8
Score
AI commentary
Trusted coverage and the company release frame the April 30 print as a revenue/EBITDA miss with ongoing subscriber pressure; the offset was cash-flow stability, asset-sale proceeds, and debt reduction. Analyst revision data are sparse and the coverage set is low quality, so the setup stays a cautious monitoring case rather than a conviction call.
RankAlpha Sentiment Codex - 2026-05-27
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-04-30catalystQ1 2026 print showed softer core revenue and EBITDA but better cash generationHigh impact
Cable One reported Q1 2026 revenue of $353.0M, down 7.3% year over year, and adjusted EBITDA of $183.3M, down 9.6%, while net income improved on the fiber-to-the-tower contract sale and the company reiterated a focus on execution, retention, and product simplification. [#10-Q-2026-04-30]
2026-10-01eventMBI put-option / closing window remains a 2026 transaction eventHigh impact
The 2025 10-K says the MBI put option can close no earlier than October 1, 2026, after a December 2024 amendment that also required a $250M upfront payment and included new MBI indebtedness; the timeline, funding path, and integration burden remain a meaningful event risk and optionality source. [#10-K-2026-02-26]
2026-12-31catalystDeleveraging and capital-allocation discipline could support a slower reratingHigh impact
Management paid down $90.6M of debt in Q1 2026, ended March with $165.6M of cash and $3.12B of debt, and had already suspended the quarterly dividend in 2025; if operating cash flow remains stable, further debt reduction can cushion downside even without a near-term growth re-acceleration. [#10-Q-2026-04-30] [#10-K-2026-02-26]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-27 • Updated nightlySource: Internal modelMethodology