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Cogeco Upgraded to 'Buy' Amid Strong Cash Flow

4/13/2026

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Story summary
  • Cogeco Communications shows free cash flow despite market sentiment, according to TD Cowen analyst Vince Valentini.
  • Valentini says investors focus on the U.S. segment and overlook Cogeco’s spectrum value and cash flow.
  • The stock is down 6.4% year-to-date and shows a 19.3% free cash flow yield for 2027 that could reach 25% with buybacks.
  • Valentini upgrades the stock to a 'buy' rating, stating the target price cannot justify a 'hold'.