Lumen Technologies Gestion
Gestion contrôle des critères 1/4
Le PDG Lumen Technologies est Kate Johnson, nommé en Nov2022, a un mandat de 3.75 ans. La rémunération annuelle totale est $ 24.94M, composée du salaire de 5.4% et des bonus 94.6%, y compris les actions et options de la société. détient directement 1.18% des actions de la société, d'une valeur de $ 72.56M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.9 ans et 1.5 ans.
Informations clés
Kate Johnson
Directeur général
US$24.9m
Rémunération totale
| Pourcentage du salaire du PDG | 5.43% |
| Durée du mandat du directeur général | 3.8yrs |
| Propriété du PDG | 1.2% |
| Durée moyenne d'occupation des postes de direction | 2.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 1.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 21
LUMN: Lower Confidence And Execution Challenges Will Shape Future Return Potential
Lumen Technologies' analyst price target has shifted lower to a range of $7.25 to $8.25, down from the previous range of $8.50 to $10, as analysts factor in a reduced fair value estimate, a higher discount rate, and moderate adjustments to revenue growth, profit margin, and future P/E assumptions. Analyst Commentary on Lumen Technologies Recent analyst commentary on Lumen Technologies points to a more cautious stance on the stock, with reduced price targets reflecting concerns around execution, growth visibility, and valuation support.Seeking Alpha • Aug 20
Lumen: High-Risk AI Turnaround Worth Checking
Summary Lumen Technologies, Inc. is a highly speculative turnaround play, rated a speculative Buy due to deep value and potential AI-driven growth. Strategic and AI-driven services now comprise 53% of business revenue, growing 14.1% YoY, but legacy telecom declines remain steep at -15.1% YoY. Q2 2026 results beat expectations on revenue and EPS, but overall revenue fell 9.3% YoY, with Mass Markets revenue plunging 40% after asset sales. LUMN trades at 0.57x forward sales and 5.66x EV/EBITDA, but high leverage amplifies both upside potential and downside risk. I’d be careful with the LUMN position sizing, putting in as much as I’m ready to lose. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 07
LUMN: Future Upside Will Depend On Executing Digital Networking And AI Plans
The analyst price target for Lumen Technologies has been revised to $7.25 from $8.50 as analysts incorporate updated assumptions on discount rates, revenue trends, profitability, and future P/E expectations into their valuation work. Analyst Commentary Recent research on Lumen Technologies highlights a mix of optimism and caution as analysts reassess the stock's risk and reward profile.Mise à jour du récit • Jul 01
LUMN: Revised Fair Value And Execution Risks Will Shape Future Returns
The analyst price target for Lumen Technologies has increased from $6.00 to $7.00. Analysts cite updated fair value assumptions, a revised discount rate, and refreshed expectations for revenue trends, profit margins, and future P/E multiples to support the change.Mise à jour du récit • Jun 17
LUMN: Stock Will Rely On Execution As Modest Model Shifts Balance Risks
The analyst price target for Lumen Technologies has increased by a few dollars, with analysts generally citing updated assumptions around discount rates, revenue trends, margins, and a higher future P/E multiple as support for the new dollar-based targets. Analyst Commentary Recent research updates on Lumen Technologies focus on how revised assumptions for discount rates, revenue trends, margins, and future P/E multiples feed into valuation, rather than on any single short term trading call.Mise à jour du récit • Jun 02
LUMN: Liability Management And Revenue Pressure Will Limit Upside From AI Network Plans
The analyst price target for Lumen Technologies has increased from $7.68 to $8.29. Analysts attribute this change to updates in fair value estimates, discount rate assumptions, revenue decline expectations, profit margin forecasts, and future P/E level projections.Mise à jour du récit • Apr 28
LUMN: Execution Risk Around Profitability Will Limit Upside From AI Network Efforts
Analysts have adjusted their price targets on Lumen Technologies in a relatively tight range, with recent moves including $1 and $1.75 increases as well as a $1 cut, reflecting updated views on discount rates, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent Street research has clustered around a small set of price target changes and a rating downgrade, giving you a mixed but useful snapshot of how professionals are thinking about Lumen Technologies today.
Mise à jour du récit • Apr 14
LUMN: Network Modernization And AI Adoption Will Support Future Re Rating
Analysts have nudged their blended price target for Lumen Technologies higher by $0.75. This reflects recent mixed research in which some firms lifted their targets, while others turned more cautious on the stock's risk and earnings profile.Mise à jour du récit • Mar 31
LUMN: Balance Sheet Repair And AI Network Initiatives Will Reshape Turnaround Prospects
Analysts have nudged their price targets on Lumen Technologies higher by about $0.45 on average, citing updated assumptions around fair value, discount rates, revenue trends, profit margins, and a slightly higher future P/E multiple as reflected in recent UBS, Citi, Goldman Sachs, and BofA research. Analyst Commentary Recent Street research on Lumen Technologies reflects a mix of optimism around balance sheet repair and valuation, alongside caution on revenue execution and the pace of any turnaround.Mise à jour du récit • Mar 16
LUMN: Balance Sheet Repair Will Not Resolve Ongoing Revenue Execution Concerns
Analysts have raised the Lumen Technologies price target by $1 to a new fair value estimate of $6.00. This reflects a combination of higher applied multiples, ongoing balance sheet repair, asset sale proceeds, and cost cutting, partially offset by a higher discount rate and continued caution around revenue trends.Mise à jour du récit • Mar 02
LUMN: Balance Sheet Repair And Cost Cuts Will Support Re Rating
Our updated Lumen Technologies price target moves modestly higher by a few dollars, as analysts balance mixed rating changes with expectations for slightly less severe revenue contraction, a similar margin profile, and a higher assumed future P/E multiple, supported by recent balance sheet repair and cost cutting progress. Analyst Commentary Recent Street research around Lumen paints a mixed but generally constructive picture, as several bullish analysts lift their price targets while one firm takes a more cautious stance with a downgrade.Mise à jour du récit • Feb 16
LUMN: Balance Sheet Repair And Cost Cuts Will Drive Re Rating
Our analyst price target for Lumen Technologies has been reset higher by about $1.70 per share, as analysts factor in balance sheet repair, asset sale proceeds, cost cutting efforts, and updated earnings multiples reflected in recent price target revisions across the Street. Analyst Commentary Recent research on Lumen Technologies reflects a mixed but generally constructive shift in sentiment, with several bullish analysts lifting price targets while others stay more cautious on execution and revenue trajectory.Mise à jour du récit • Feb 02
LUMN: Balance Sheet Repair Will Likely Not Offset Execution And Revenue Risks
Analysts have raised their price target for Lumen Technologies to a range of about US$7 to US$8, up from prior targets around US$2 to US$4.25. They cite balance sheet repair, proceeds from the Consumer Fiber divestment and PCF deals, cost reductions, and management’s reiterated 2025 outlook as key factors.Mise à jour du récit • Jan 19
LUMN: Balance Sheet Repair Will Likely Fail To Sustain Recent Rebound
Analysts have lifted their price targets on Lumen Technologies sharply, with recent moves such as BofA's jump from US$2 to US$7 and RBC Capital's shift from US$4.25 to US$8, citing balance sheet repair, asset sale proceeds, cost reductions, and maintained 2025 guidance as key supports, even as they remain cautious on the company's revenue growth plans and timing. Analyst Commentary Recent Street research on Lumen highlights a split view.Mise à jour du récit • Jan 05
LUMN: Turnaround And Modernization Efforts Will Face Ongoing Revenue And Execution Risks
Analysts have lifted their price target on Lumen Technologies to $8.00 from $4.25, citing stronger than expected Q3 performance across revenue, EBITDA, and free cash flow, along with reaffirmed 2025 guidance and ongoing modernization and stabilization efforts. Analyst Commentary Analyst reactions to the latest results highlight a mix of optimism on execution and cash generation, balanced by caution around sustainability and long term growth.Mise à jour du récit • Dec 14
LUMN: Rising Debt Costs Will Likely Undermine Recent Free Cash Flow Gains
Analysts have raised their price target on Lumen Technologies to about $2.24 from $2.00 per share, citing stronger than expected Q3 execution, reaffirmed 2025 guidance, and balance sheet tailwinds from debt refinancing and a more favorable interest rate backdrop. Analyst Commentary While recent results and balance sheet actions have prompted upward revisions to price targets, not all market participants view Lumen's trajectory as uniformly positive.Mise à jour du récit • Nov 29
LUMN: Debt Refinancing May Not Offset Ongoing Margin And Revenue Pressures
Analysts have raised their price target for Lumen Technologies from approximately $6.86 to $7.23 per share. They cite recent earnings outperformance, positive impacts from debt refinancing, and ongoing operational improvements as reasons for this adjustment.Article d’analyse • Nov 28
Revenues Working Against Lumen Technologies, Inc.'s (NYSE:LUMN) Share Price Following 26% Dive
The Lumen Technologies, Inc. ( NYSE:LUMN ) share price has softened a substantial 26% over the previous 30 days...Mise à jour du récit • Nov 15
LUMN: High Leverage And Debt Refinancing Will Weigh On Future Performance
Analysts have raised their price target for Lumen Technologies from $6.00 to $7.50. They cite improved debt refinancing and expectations of lower interest rates as key factors in the company's brighter outlook.Mise à jour du récit • Nov 01
LUMN: Debt Refinancing Will Face Persistent Industry Competition And Execution Risks
Analysts have increased their price target for Lumen Technologies from $6.00 to $7.50 per share, citing lower interest rates and recent debt refinancings as key factors for the upward revision. Analyst Commentary Recent analyst assessments highlight both opportunities and risks for Lumen Technologies as its outlook improves following debt refinancings and changes in market conditions.Mise à jour du récit • Sep 26
AI-Driven Networks And Cloud Integrations Will Transform Infrastructure
Analysts have raised Lumen Technologies’ price target from $5.06 to $5.20, citing anticipated benefits from lower interest rates, successful debt refinancing, and an improved capital structure as key drivers of increased confidence in the company’s recovery prospects. Analyst Commentary Bullish analysts cite expectations for lower interest rates improving Lumen’s financial position.Article d’analyse • Sep 16
Lumen Technologies, Inc.'s (NYSE:LUMN) Price Is Right But Growth Is Lacking After Shares Rocket 32%
Despite an already strong run, Lumen Technologies, Inc. ( NYSE:LUMN ) shares have been powering on, with a gain of 32...Mise à jour du récit • Sep 02
AI-Driven Networks And Cloud Integrations Will Transform Infrastructure
The upward revision in Lumen Technologies' price target reflects improved consensus revenue growth forecasts—from -4.0% to -2.7% per annum—driving the fair value estimate higher from $4.82 to $5.14. What's in the News Pac-12 Enterprises is deploying Lumen's Network-as-a-Service (NaaS) and network solutions to enable scalable, cost-efficient, high-quality remote sports broadcasting, reducing costs and supporting real-time production needs.Seeking Alpha • Mar 27
Lumen Technologies Is Playing A Waiting Game (Rating Upgrade)
Summary Despite Lumen’s push into AI and fiber infrastructure, macro data shows both markets may not be strong enough to offset legacy declines. AI growth projections seem overly optimistic. News that AT&T may acquire Lumen’s consumer fiber business could be a much-needed catalyst. A deal would help Lumen deleverage and refocus on business services, aligning better with its core. Updated DCF model yields a price target of $3.66, reflecting a 10% downside—better than my previous 32%. While the AI hype has proven overblown, there’s still a stable cash-flowing business. Given the reduced downside and a potentially favorable deal with AT&T, I'm upgrading Lumen from sell to hold, pending more detail on the transaction. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$1b |
| Mar 31 2026 | n/a | n/a | -US$2b |
| Dec 31 2025 | US$25m | US$1m | -US$2b |
| Sep 30 2025 | n/a | n/a | -US$2b |
| Jun 30 2025 | n/a | n/a | -US$1b |
| Mar 31 2025 | n/a | n/a | -US$313m |
| Dec 31 2024 | US$10m | US$1m | -US$55m |
| Sep 30 2024 | n/a | n/a | -US$2b |
| Jun 30 2024 | n/a | n/a | -US$2b |
| Mar 31 2024 | n/a | n/a | -US$11b |
| Dec 31 2023 | US$10m | US$1m | -US$10b |
| Sep 30 2023 | n/a | n/a | -US$11b |
| Jun 30 2023 | n/a | n/a | -US$11b |
| Mar 31 2023 | n/a | n/a | -US$2b |
| Dec 31 2022 | US$5m | US$181k | -US$2b |
Rémunération vs marché: La rémunération totale de Kate ($USD 24.94M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.35M ).
Rémunération et revenus: La rémunération de Kate a augmenté alors que l'entreprise n'est pas rentable.
PDG
Kate Johnson (58 yo)
3.8yrs
Titularisation
US$24,936,641
Compensation
Ms. Kathleen E. Johnson, also known as Kate, serves as President of Lumen Technologies, Inc. since November 7, 2022 and serves as its Director from October 2025. She had been Chief Executive Officer of Lum...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 3.8yrs | US$24.94m | 1.18% $ 72.6m | |
| President & CFO | 4.3yrs | US$13.08m | 0.56% $ 34.0m | |
| Executive VP and Chief Technology & Product Officer | less than a year | US$354.01k | 0.16% $ 9.6m | |
| Chief Accounting Officer & Controller | less than a year | pas de données | 0.016% $ 989.5k | |
| Senior Vice President of Investor Relation | no data | pas de données | pas de données | |
| Executive VP & Chief Legal Officer | less than a year | pas de données | 0.038% $ 2.3m | |
| Senior VP & Chief Communications Officer | less than a year | pas de données | pas de données | |
| EVP and Chief Strategy & Marketing Officer | 2.4yrs | pas de données | pas de données | |
| Executive VP | 2.9yrs | pas de données | pas de données | |
| Senior Vice President of Public Policy & Government Relations | 11.3yrs | pas de données | pas de données | |
| Managing Director of Europe | 11.2yrs | pas de données | pas de données | |
| Managing Director of Asia Pacific | 4.4yrs | pas de données | pas de données |
2.9yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de LUMN est considérée comme expérimentée (ancienneté moyenne 2.9 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | less than a year | US$24.94m | 1.18% $ 72.6m | |
| Independent Director | 1.3yrs | US$320.88k | 0.0074% $ 455.2k | |
| Independent Director | 10.6yrs | US$369.01k | 0.036% $ 2.2m | |
| Independent Director | 5.5yrs | US$382.13k | 0.0017% $ 101.7k | |
| Independent Director | no data | pas de données | 0.000040% $ 2.5k | |
| Independent Director | 1.8yrs | US$356.51k | 0.0089% $ 547.7k | |
| Independent Chairman | 8.8yrs | US$369.01k | 0.0092% $ 565.5k | |
| Independent Director | less than a year | pas de données | 0.000050% $ 3.1k | |
| Independent Director | 1.3yrs | US$330.88k | 0.0074% $ 455.2k | |
| Independent Director | 2.5yrs | US$361.51k | 0.014% $ 872.5k |
1.5yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la LUMN n'est pas considéré comme expérimenté ( 1.5 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/23 10:51 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Lumen Technologies, Inc. est couverte par 34 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Paul De Sa | Bernstein |
| Peter Rhamey | BMO Capital Markets Equity Research |