Lumen Technologies（LUMN）株式概要
ネットワーク企業であるルーメン・テクノロジーズ社は、統合された製品とサービスを米国内外の企業や一般顧客に提供している。 詳細
LUMN Community Fair Values
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Analyst Price Targets
Lumen Technologies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$6.38 |
| 52週高値 | US$11.95 |
| 52週安値 | US$3.37 |
| ベータ | 1.77 |
| 1ヶ月の変化 | -10.77% |
| 3ヶ月変化 | -31.55% |
| 1年変化 | 71.97% |
| 3年間の変化 | 284.34% |
| 5年間の変化 | -45.70% |
| IPOからの変化 | 478.48% |
最新ニュース
Recent updates
Seeking Alpha • Jul 12
Lumen: A Patient Buy Where The Entry Is Urgent But The Payoff Isn't
Summary Lumen Technologies offers an asymmetric Buy setup after a 20% decline, with a strong downside floor and cheap upside optionality. LUMN's leverage is below 4x and falling, supported by a $13B PCF backlog and cost-cutting initiatives targeting ~$1B in annualized savings by 2027. EBITDA inflection is expected exiting 2026, with further upside from digital transformation and PCF monetization, though these drivers may take years to materialize. At ~5.6x EV/EBITDA, LUMN trades near its floor, with rerating potential as digital and PCF optionalities gain recognition. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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
新しいナラティブ • Mar 20
AI And Quantum Fiber Investments Will Compress Margins And Strain Cash Flow Until Returns Emerge
Heavy investment in infrastructure and cloud strategies may suppress immediate profits, increasing costs and impacting short-term cash flow.Seeking Alpha • Mar 11
Lumen Technologies: The Turnaround Goes On Well
Summary Lumen Technologies is transforming into a key AI player, securing $8.5 billion in deals with tech giants and partnering with OneVizion to streamline operations. Despite a 25% share price drop, Lumen's fundamentals and AI exposure are improving, making it a 'Strong buy' with a 43% upside potential. Positive developments include a $1 billion cost savings plan, credit rating upgrade, and successful debt restructuring, enhancing Lumen's strategic positioning. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Lumen Technologies' Q4 Earnings Review: Long-Term Growth Reaffirmed
Summary Lumen Technologies exceeded Q4 earnings and revenue expectations. The company is positioned to disrupt the industry by "cloudifying telecom" and supporting the AI economy. Short-term challenges are expected as the turnaround continues. Look out for Lumen's modernization efforts and new product announcements. Read the full article on Seeking Alpha株主還元
| LUMN | US Telecom | US 市場 | |
|---|---|---|---|
| 7D | 0.6% | -4.2% | 1.0% |
| 1Y | 72.0% | -5.5% | 19.1% |
業界別リターン: LUMN過去 1 年間で-5.5 % の収益を上げたUS Telecom業界を上回りました。
リターン対市場: LUMN過去 1 年間で19.1 % の収益を上げたUS市場を上回りました。
価格変動
| LUMN volatility | |
|---|---|
| LUMN Average Weekly Movement | 9.6% |
| Telecom Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: LUMN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LUMNの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1968 | 21,000 | Kate Johnson | www.lumen.com |
ネットワーキング・カンパニーであるルーメン・テクノロジーズ社は、統合された製品とサービスを米国内外のビジネスおよびマス顧客に提供している。同社はビジネス市場とマス市場の2つのセグメントで事業を展開している。ダークファイバーとコンジット、エッジクラウド、インターネットプロトコル（IP）、ボイスオーバーIP、マネージドセキュリティ、ソフトウェア定義広域ネットワーク、ユニファイドコミュニケーションとコラボレーション、光サービス、イーサネットとVPNデータネットワークサービス、キャッシュフローを管理するレガシーサービス（時分割多重音声と専用線）、その他のレガシーサービス（同期光ネットワーク（SONET）ベースのイーサネット、レガシーデータホスティングサービス、会議サービスなど）、マネージドサービスとプロフェッショナルサービスソリューションを提供し、通信機器も販売している。また、一般家庭や中小企業向けに高速・低速ブロードバンド・サービス、市内・長距離音声サービス、プロフェッショナル・サービス、その他の付帯サービス、連邦ブロードバンド・州支援プログラムも提供している。ルーメン、センチュリーリンク、ブラック・ロータス・ラボ、クォンタム・ファイバーのブランド名で製品とサービスを提供している。旧社名はCenturyLink, Inc.で、2020年9月にLumen Technologies, Inc.に社名変更した。ルーメン・テクノロジーズ・インクは1968年に法人化され、ルイジアナ州モンローに本社を置いている。
Lumen Technologies, Inc. 基礎のまとめ
| LUMN 基礎統計学 | |
|---|---|
| 時価総額 | US$6.76b |
| 収益（TTM） | -US$1.74b |
| 売上高(TTM) | US$12.12b |
0.5x
P/Sレシオ-3.8x
PER（株価収益率LUMN は割高か？
公正価値と評価分析を参照収益と収入
| LUMN 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.12b |
| 売上原価 | US$6.39b |
| 売上総利益 | US$5.73b |
| その他の費用 | US$7.47b |
| 収益 | -US$1.74b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 04, 2026
| 一株当たり利益（EPS） | -1.69 |
| グロス・マージン | 47.31% |
| 純利益率 | -14.34% |
| 有利子負債／自己資本比率 | -967.1% |
LUMN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/31 08:57 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lumen Technologies, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Paul De Sa | Bernstein |
| Peter Rhamey | BMO Capital Markets Equity Research |