Lumen Technologies, Inc.

NYSE:LUMN Aktierapport

Börsvärde: US$10.1b

Lumen Technologies Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

Lumen Technologies betalar för närvarande ingen utdelning.

Viktig information

0%

Avkastning på utdelning

n/a

Återköpsavkastning

Total avkastning till aktieägarnan/a
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandel0%

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

Recent updates

Seeking Alpha May 06

Lumen Just Reported Q1 2026 Earnings And Quietly Made A Move That Could Reprice The Stock

Summary Lumen Technologies is executing a strategic pivot from legacy telecom to a high-margin, software-driven network platform, despite ongoing revenue declines. Raised full-year free cash flow guidance to $1.9–$2.1 billion, signaling stronger cash generation and an improved balance sheet with leverage now below 4x. Strategic revenue now comprises 51% of business, driven by strong Network-as-a-Service adoption and the transformative Alkira acquisition. Valuation remains deeply discounted on sales and cash flow, reflecting market skepticism about turnaround execution and long-term cash flow durability. Read the full article on Seeking Alpha
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysartikel Jul 29

Lumen Technologies, Inc.'s (NYSE:LUMN) Business And Shares Still Trailing The Industry

Lumen Technologies, Inc.'s ( NYSE:LUMN ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing...
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
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Ny analys 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 Alpha
Seeking 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
Seeking Alpha Jan 30

Lumen Technologies: The Turnaround Goes On Well

Summary Lumen Technologies' new management's AI-focused strategy and turnaround plan show promise, with a potential 70% upside, making LUMN a BUY. The company has faced significant financial losses due to previous management's strategic errors but is now improving free cash flow and reducing debt. Lumen's partnerships in AI and cybersecurity, along with fiber expansion, position it well for future growth despite industry competition. Attractive valuation metrics and a conservative DCF model indicate substantial upside potential, though competition and potential earnings misses pose risks. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Lumen Technologies: Shrinking Unlikely To Work

Summary Lumen Technologies, Inc. faces a bearish outlook due to shrinking financials and a potential sale of its mass market business, which would further reduce EBITDA. The telecom's mass market unit sale could fetch up to 10x EBITDA, but declining revenues suggest a much lower valuation is more realistic. The company is likely to guide for weaker EBITDA in 2025 and limited long-term benefits from AI deals indicate the stock is fully priced with downside risk. Read the full article on Seeking Alpha
Seeking Alpha Dec 25

Lumen: The Crown Castle Fiber Sale Serves As Cautionary Tale

Summary Lumen Technologies' stock surged 200% due to successful debt restructuring and more convexity being priced in the equity. Crown Castle's fiber business sale at a lower-than-expected valuation highlights the sector's weak pricing power and competitive challenges. In light of the transaction comparison, Lumen's fair valuation should be adjusted to 5.85x EBITDA, indicating a fair equity value of $5.1 billion or $5.10 per share. Investors should be cautious as Lumen's equity appears overvalued; better entry points may arise in the future. Read the full article on Seeking Alpha
Seeking Alpha Nov 06

Why Lumen Technologies Gained 18% After Q3 2024 Report

Summary Lumen Technologies' Q3 results showed a revenue decline but a significant increase in free cash flow, driven by strong private connectivity fabric (PCF) sales. The stock rallied 18% post-earnings, with a "Hold" quant rating, despite previous "Strong Buy" recommendations, due to positive cash flow and AI infrastructure opportunities. Lumen's business model transformation is validated by increased FCF projections and substantial PCF deals, positioning it well for future growth and debt reduction. Discussion of short-term buying risks and long-term gains from AI-related infrastructure investments discussed. Read the full article on Seeking Alpha
Seeking Alpha Oct 21

Lumen: Turnaround Gaining Steam But This Stock Ain't Cheap

Summary Lumen Technologies is up 400% after securing fiber deals for its conduit network. LUMN has executed a masterful turnaround with more work left to do. A leveraged balance sheet and high valuation remain pertinent risks. Read the full article on Seeking Alpha
Seeking Alpha Oct 14

Lumen Technologies: Not So Undervalued Anymore

Summary Lumen Technologies' stock surged 350% since our initial buy rating but lacks fundamental operational improvements, prompting a downgrade to "Hold" from "Buy." Despite increased fiber revenue, Lumen's mass market and N.A. Enterprise segments show declining legacy product revenues, questioning the effectiveness of their turnaround strategy. Recent AI-driven business opportunities boosted stock prices, but details are unclear, and skepticism remains about the long-term viability and cost structure. With $18 billion in debt and no tangible turnaround success, the current risk/reward ratio is unattractive; we sold our LUMN position. Read the full article on Seeking Alpha
Seeking Alpha Sep 26

Lumen Technologies: Turnaround Efforts Bear Fruit

Summary My initial Buy recommendation for Lumen Technologies, Inc. has been my most successful to date, with the stock soaring nearly 400% since January. The reasons for this optimism are rooted in management's successful execution of its turnaround plan. Management has pledged to deliver further cost efficiencies soon, and recent developments in expanding AI exposure appear extremely promising. Valuation analysis indicates that it's still not too late to invest in this major winner. Read the full article on Seeking Alpha
Seeking Alpha Sep 13

Lumen Technologies: A Deep Dive Into Another Debt Exchange

Summary Lumen Technologies is undergoing debt exchanges to defer maturities and reduce indebtedness, impacting interest expenses and potentially earnings. The new exchange offers involve swapping existing notes for new 10% secured notes due in 2032, affecting both Lumen and Level 3 debt. The exchanges will add $30-$35 million in annual interest expenses, posing a headwind for earnings but likely not affecting share prices significantly. The growing secured debt holder class poses risks to unsecured note holders, but the shrinking unsecured debt class mitigates this risk somewhat. Read the full article on Seeking Alpha
Seeking Alpha Aug 28

Lumen Technologies Has Sailed Past Fair Value (Rating Downgrade)

Summary I am lowering my rating on Lumen Technologies, Inc. from buy to sell due to the recent 400% price surge, which, I believe, is unsustainable. My updated DCF analysis, considering lower-end management guidance and a 7.9% discount rate, yields a price target of $3.57, indicating a 32% downside. The AI market's overvaluation and unrealistic growth expectations do not support Lumen's current price, despite potential from data centers and fiber business. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om LUMN s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om LUMN s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

Lumen Technologies Utdelningsavkastning jämfört med marknaden
Hur är LUMN:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (LUMN)0%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Telecom)5.1%
Prognosanalytiker (LUMN) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera LUMN s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera LUMN s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: LUMN betalar ingen anmärkningsvärd utdelning för US marknaden.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom LUMN inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 18:45
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Lumen Technologies, Inc. bevakas av 36 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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