Lumen Technologies, Inc.

Report azionario NYSE:LUMN

Capitalizzazione di mercato: US$6.2b

Lumen Technologies Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Lumen Technologies sono diminuiti a un tasso medio annuo di -12%, mentre il settore Telecom ha visto gli utili crescere a un tasso medio annuo di 18.4%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 12%.

Informazioni chiave

-11.96%

Tasso di crescita degli utili

-11.86%

Tasso di crescita dell'EPS

Telecom Crescita del settore6.72%
Tasso di crescita dei ricavi-11.95%
Rendimento del capitale proprion/a
Margine netto-8.65%
Ultimo aggiornamento sugli utili30 Jun 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa 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
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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 Alpha

Ripartizione dei ricavi e delle spese

Come Lumen Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:LUMN Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 2611,832-1,0243,4200
31 Mar 2612,119-1,7383,4180
31 Dec 2512,402-1,7393,3190
30 Sep 2512,690-1,6523,0160
30 Jun 2512,824-1,1792,8750
31 Mar 2513,000-3132,8530
31 Dec 2413,108-552,9940
30 Sep 2413,296-2,1353,2380
30 Jun 2413,716-2,0653,3340
31 Mar 2414,109-10,7523,3840
31 Dec 2314,557-10,2983,3550
30 Sep 2314,840-11,3723,0710
30 Jun 2315,589-10,7163,0430
31 Mar 2316,540-1,6363,0220
31 Dec 2217,478-1,5483,0780
30 Sep 2218,5252,0293,4410
30 Jun 2219,0221,9953,3250
31 Mar 2219,3342,1573,2520
31 Dec 2119,6872,0332,8950
30 Sep 2119,965-7642,8660
30 Jun 2120,245-9423,0320
31 Mar 2120,513-1,0713,1980
31 Dec 2020,712-1,2323,3880
30 Sep 2020,8931,2803,5540
30 Jun 2021,0761,2163,5710
31 Mar 2021,2591,2103,6700
31 Dec 1921,458-5,2693,5570
30 Sep 1921,930-7,9043,2130
30 Jun 1922,398-7,9343,3100
31 Mar 1922,925-8,0133,4250
31 Dec 1822,580-1,7334,1650
30 Sep 1822,9881,7963,9360
30 Jun 1821,2041,6163,6990
31 Mar 1819,3921,3413,5050
31 Dec 1717,6561,3893,8440
30 Sep 1716,6223143,7500
30 Jun 1716,9703743,8660
31 Mar 1717,2785533,8530
31 Dec 1617,4706263,3770
30 Sep 1617,6579223,8230
30 Jun 1617,8299753,8340
31 Mar 1617,8509223,7890
31 Dec 1517,9008783,9570
30 Sep 1517,8627283,8230

Guadagni di qualità: LUMN al momento non è redditizia.

Margine di profitto in crescita: LUMN al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: LUMN non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 12% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di LUMN nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: LUMN non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Telecom ( -16.2% ).


Rendimento del capitale proprio

ROE elevato: Le passività di LUMN superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/21 19:44
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lumen Technologies, Inc. è coperta da 34 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Paul De SaBernstein
Peter RhameyBMO Capital Markets Equity Research