Consolidated Communications Holdings, Inc. (CNSL)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Consolidated Communications Holdings, Inc. (CNSL) trades at $4.64 with AI Score 43/100 (Grade C). Consolidated Communications Holdings, Inc. provides broadband and business communication solutions in the United States. Market cap: $549.69M, Sector: Communication services.
Price live · AI analysis from May 10, 2026Analyst Coverage for CNSL: CNSL does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CNSL against Communication Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CNSL: the 1 perspectives are evenly split.
How is this calculated? →Consolidated Communications Holdings, Inc. (CNSL) Media & Communications Profile
Consolidated Communications delivers broadband and business communication solutions across the U.S., focusing on high-speed internet, VoIP, and data connectivity. With a history dating back to 1894, the company serves consumer, commercial, and carrier channels, navigating a competitive landscape with a mix of traditional and next-generation services.
What Is the Investment Thesis for CNSL?
Consolidated Communications presents a mixed investment case. The company's focus on expanding its fiber network and enhancing broadband services positions it to capitalize on increasing demand for high-speed internet. However, its negative profit margin of -22.6% raises concerns about profitability. Key growth catalysts include ongoing fiber expansion projects and increasing adoption of cloud-based services. Investors should monitor the company's ability to improve profitability and manage its debt load. The company's beta of 0.99 suggests market-correlated volatility. Successful execution of its strategic initiatives is crucial for long-term value creation.
Based on FMP financials and quantitative analysis
CNSL Key Highlights
- Market capitalization of $549.69M reflects its current valuation in the telecommunications market.
- Gross margin of 53.9% indicates a strong ability to manage the cost of services.
- Negative profit margin of -22.6% suggests challenges in achieving profitability.
- Beta of 0.99 indicates market-correlated volatility.
- Focus on expanding fiber network to capitalize on increasing demand for high-speed internet.
Who Are CNSL's Competitors?
CNSL is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| VZ Verizon Communications Inc. | $41.90 | -1.56% | $174.94B | 58 |
| T AT&T Inc. | $20.59 | +0.02% | $143.03B | 57 |
| CMCSA Comcast Corporation | $23.54 | -1.07% | $84.07B | 89 |
| GOGO Gogo Inc. | $3.83 | +7.28% | $517.96M | 71 |
| ATEX Anterix Inc. | $105.03 | -0.11% | $2.05B | 68 |
| TEO Telecom Argentina S.A. | $13.04 | +3.90% | $5.62B | 67 |
| ASTSW AST SpaceMobile, Inc. | $13.50 | +9.85% | $1.75B | 64 |
| SGRB SigmaBroadband Co. | $0.01 | -11.67% | $7.15M | 53 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CNSL's Key Strengths?
- Established network infrastructure.
- Comprehensive service portfolio.
- Strong local presence.
- Experience in serving diverse customer segments.
What Are CNSL's Weaknesses?
- Negative profit margin.
- High debt load.
- Competition from larger national providers.
- Dependence on legacy services.
What Could Drive CNSL Stock Higher?
- Expansion of fiber network to new markets.
- Increasing adoption of cloud-based services by businesses.
- Strategic partnerships to expand service offerings.
- Potential acquisitions to enhance geographic reach.
- Upgrades to network infrastructure to support higher bandwidth.
What Are the Key Risks for CNSL?
- Financial-distress signal — its Altman Z-Score of 0.18 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-27.7%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 2/9 flags soft profitability, leverage or efficiency.
- Increasing competition from larger national providers.
- Technological obsolescence of legacy services.
- Regulatory changes impacting the telecommunications industry.
- Economic downturn affecting customer spending.
- High debt load impacting financial flexibility.
What Are the Growth Opportunities for CNSL?
- Expansion of Fiber Network: Consolidated Communications can drive growth by expanding its fiber network to reach more customers and offer higher bandwidth services. The increasing demand for high-speed internet, driven by streaming video, cloud computing, and remote work, creates a significant market opportunity. Strategic investments in fiber infrastructure will enhance the company's competitive position and attract new customers. Timeline: Ongoing.
- Cloud-Based Services: The company can capitalize on the growing adoption of cloud-based services by offering a comprehensive suite of cloud solutions to businesses. This includes cloud storage, data backup, and disaster recovery services. The increasing reliance on cloud computing creates a significant market opportunity for Consolidated Communications. Timeline: Ongoing.
- Commercial Data Connectivity: Consolidated Communications can expand its commercial data connectivity services, including Ethernet, private line data, and SD-WAN, to meet the increasing demand for reliable and high-speed data connections from businesses. The growth of data-intensive applications and cloud services drives this demand. Timeline: Ongoing.
- Strategic Acquisitions: Consolidated Communications can pursue strategic acquisitions to expand its geographic reach, enhance its service offerings, and gain access to new technologies. Acquisitions can provide the company with a competitive advantage and accelerate its growth. Timeline: Ongoing.
- 5G and Wireless Solutions: As 5G technology becomes more prevalent, Consolidated Communications can explore opportunities to offer 5G-based wireless solutions to its customers. This includes fixed wireless access and mobile broadband services. The increasing demand for wireless connectivity creates a significant market opportunity. Timeline: Ongoing.
What Opportunities Does CNSL Have?
- Expansion of fiber network.
- Growth of cloud-based services.
- Strategic acquisitions.
- Adoption of 5G technology.
What Threats Does CNSL Face?
- Increasing competition.
- Technological obsolescence.
- Regulatory changes.
- Economic downturn.
What Are CNSL's Competitive Advantages?
- Established Infrastructure: Consolidated Communications has an established network infrastructure in its service areas, providing a barrier to entry for new competitors.
- Customer Relationships: The company has built long-standing relationships with its customers, creating customer loyalty and reducing churn.
- Service Portfolio: Consolidated Communications offers a comprehensive portfolio of services, providing a one-stop shop for its customers' communication needs.
- Local Presence: The company has a strong local presence in its service areas, allowing it to provide personalized service and support.
What Does CNSL Do?
Consolidated Communications Holdings, Inc. was founded in 1894 and is headquartered in Mattoon, Illinois. The company has evolved from a traditional telephone service provider to a modern broadband and communication solutions provider. It offers a comprehensive suite of services, including high-speed broadband Internet access, voice over Internet protocol (VoIP) phone services, and commercial data connectivity services. These data services include Ethernet, private line data, software-defined wide area network (SD-WAN), and multi-protocol label switching (MPLS) services. Consolidated Communications also provides networking, cloud-based, data center, and disaster recovery solutions. The company serves consumer, commercial, and carrier channels across the United States. Its carrier services include cellular backhaul and other fiber transport solutions for regional and national interexchange and wireless carriers. The company also offers traditional voice services, business equipment sales, video services, and network access services. Consolidated Communications aims to provide reliable and advanced communication solutions to its diverse customer base.
What Products and Services Does CNSL Offer?
- Provides high-speed broadband internet access to residential customers.
- Offers voice over Internet protocol (VoIP) phone services.
- Delivers commercial data connectivity services, including Ethernet and private line data.
- Provides networking and cloud-based services to businesses.
- Offers data center and disaster recovery solutions.
- Provides wholesale services to regional and national carriers, including cellular backhaul.
- Sells business equipment and offers related hardware and maintenance support.
- Offers video services, including high-definition television and on-demand streaming.
How Does CNSL Make Money?
- Generates revenue from subscription-based broadband and VoIP services.
- Earns revenue from commercial data connectivity services and cloud solutions.
- Receives revenue from wholesale services provided to other carriers.
- Generates revenue from the sale of business equipment and related support services.
What Industry Does CNSL Operate In?
Consolidated Communications operates in the competitive telecommunications services industry. The industry is characterized by rapid technological advancements, increasing demand for high-speed internet, and evolving customer expectations. Companies are investing heavily in fiber optic networks and cloud-based services to meet these demands. Consolidated Communications competes with larger national players and regional providers, differentiating itself through its focus on providing tailored solutions to consumer, commercial, and carrier customers. The industry is expected to continue growing, driven by increasing data consumption and the proliferation of connected devices.
Who Are CNSL's Key Customers?
- Residential customers seeking high-speed internet and VoIP services.
- Commercial customers requiring data connectivity and cloud solutions.
- Regional and national carriers utilizing wholesale services.
- Businesses needing business equipment and related support.
FY2026 estForward Outlook
Wall Street analysts project Consolidated Communications Holdings, Inc. revenue of about $1.14B for fiscal 2026, with EPS near $-1.90.
F-Score 2/9Financial Health
Consolidated Communications Holdings, Inc.'s Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 0.18 places it in the distress zone, a signal of elevated financial risk.
ROE -28%Key Financial Metrics
Return on equity for Consolidated Communications Holdings, Inc. stands at -27.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -6.9%, showing how much profit it generates from its asset base. Its free cash flow yield is -72.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.81 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -47.7%, the inverse of the P/E and a quick read on earnings relative to price.
Consolidated Communications Holdings, Inc. (CNSL) Valuation Context
Valued at $549.69M, CNSL is classified as a small-cap stock. Relative to its peer group, CNSL's quantitative score of 43/100 is below the peer average of 69/100.
CNSL Revenue & Earnings Trend
In Q3 2024, CNSL generated $271.1M in top-line revenue, marking a sequential increase of 0.9%. The company recorded a net loss of $49.1M, with diluted EPS of $-0.54. Quarter-over-quarter revenue has been mixed, typical for a small-cap company operating in Communication Services.
Company Profile
Consolidated Communications Holdings, Inc. operates in the Telecommunications Services industry within the Communication Services sector. It is headquartered in Mattoon, US. The company is led by CEO C. Robert Udell Jr.. CNSL has traded publicly since 2005.
CNSL Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future performance, indicating a positive outlook from those closest to the business.
- Community sentiment has shifted positively, with discussions highlighting improved service offerings and customer satisfaction.
- Investors are optimistic about potential growth in fiber broadband services, aligning with broader market trends favoring high-speed internet.
- Recent strategic partnerships have strengthened Consolidated's market position, enhancing its competitive edge in the telecommunications sector.
Bear Case
- Concerns about rising operational costs have been prevalent, with some community members expressing doubts about profitability in a competitive market.
- Market perception remains cautious due to historical performance, as some investors recall previous struggles with revenue growth.
- Negative sentiment has emerged around regulatory challenges, which could impact long-term business stability and investor confidence.
- Recent earnings reports have not met expectations, leading to skepticism about the company's ability to execute its growth strategy effectively.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2024 | $271M | -$49M | -$0.54 |
| Q2 2024 | $269M | -$55M | -$0.48 |
| Q1 2024 | $275M | -$35M | -$0.31 |
Based on FMP financials and quantitative analysis
CNSL Latest News
No recent news available for CNSL.
CNSL Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CNSL.
Price Targets
Wall Street price target analysis for CNSL.
CNSL MoonshotScore
What does this score mean?
The MoonshotScore rates CNSL's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: C. Robert Udell Jr.
CEO
C. Robert Udell Jr. serves as the CEO of Consolidated Communications Holdings, Inc. His background includes extensive experience in the telecommunications industry. He has held various leadership positions in sales, marketing, and operations. His expertise lies in driving growth, improving operational efficiency, and enhancing customer satisfaction. He is responsible for leading the company's strategic direction and overseeing its day-to-day operations. He manages a workforce of approximately 3180 employees.
Track Record: Under C. Robert Udell Jr.'s leadership, Consolidated Communications has focused on expanding its fiber network and enhancing its broadband services. He has overseen strategic initiatives to improve the company's financial performance and strengthen its competitive position. Key milestones include the integration of acquired companies and the launch of new cloud-based services. He has also focused on improving customer service and enhancing the company's brand reputation.
Common Questions About CNSL (Communication Services)
What does Consolidated Communications Holdings, Inc. do?
Consolidated Communications Holdings, Inc. provides a range of communication services, including high-speed internet, voice, and data solutions, to residential, commercial, and carrier customers across the United States. The company focuses on delivering reliable and advanced communication technologies, including fiber-optic networks, cloud services, and business communication solutions. It aims to meet the evolving needs of its customers by providing tailored solutions and exceptional customer service.
What do analysts say about CNSL stock?
Analyst ratings on CNSL stock reflect a mixed outlook. Some analysts highlight the company's potential for growth in the broadband market, driven by its fiber expansion initiatives. Others express concerns about its profitability and debt levels. Valuation metrics, such as price-to-earnings and price-to-sales ratios, are compared to industry averages to assess the stock's relative value. Investors may want to evaluate these factors and conduct their own due diligence before making investment decisions.
What are the main risks for CNSL?
Consolidated Communications faces several risks, including increasing competition from larger national providers, technological obsolescence of legacy services, and regulatory changes impacting the telecommunications industry. The company's high debt load also poses a risk to its financial flexibility. An economic downturn could negatively affect customer spending and demand for its services. Effective risk management and strategic adaptation are crucial for the company's long-term success.
What are the key factors to evaluate for CNSL?
Consolidated Communications Holdings, Inc. (CNSL) holds an AI score of 43/100 (low). Not financial advice.
How frequently does CNSL data refresh on this page?
CNSL prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CNSL's recent stock price performance?
Consolidated Communications Holdings, Inc. (CNSL) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established network infrastructure. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CNSL overvalued or undervalued right now?
Valuing Consolidated Communications Holdings, Inc. (CNSL) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CNSL?
Before investing in Consolidated Communications Holdings, Inc. (CNSL), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are based on the most recent reporting period.