Lumen Technologies (LUMN) Hisse Özeti
Bir ağ şirketi olan Lumen Technologies, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda ticari ve kitlesel müşterilere entegre ürünler ve hizmetler sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
LUMN Community Fair Values
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Analyst Price Targets
Lumen Technologies, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$8.34 |
| 52 Haftanın En Yüksek Seviyesi | US$11.95 |
| 52 Haftanın En Düşük Seviyesi | US$3.37 |
| Beta | 1.66 |
| 1 Aylık Değişim | 12.10% |
| 3 Aylık Değişim | 7.20% |
| 1 Yıllık Değişim | 89.55% |
| 3 Yıllık Değişim | 234.94% |
| 5 Yıllık Değişim | -42.68% |
| Halka arzdan bu yana değişim | 656.20% |
Son Haberler & Güncellemeler
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
Analiz Güncellemesi • 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.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 AlphaAnaliz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Makalesi • 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
Yeni Analiz • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| LUMN | US Telecom | US Pazar | |
|---|---|---|---|
| 7D | -10.6% | -2.7% | 2.2% |
| 1Y | 89.5% | 0.1% | 31.1% |
Getiri vs. Endüstri: LUMN geçen yıl % 0.1 oranında getiri sağlayan US Telecom sektörünü aştı.
Getiri vs Piyasa: LUMN geçen yıl % 31.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| LUMN volatility | |
|---|---|
| LUMN Average Weekly Movement | 8.5% |
| Telecom Industry Average Movement | 7.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: LUMN son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: LUMN 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1968 | 21,000 | Kate Johnson | www.lumen.com |
Bir ağ şirketi olan Lumen Technologies, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda ticari ve kitlesel müşterilere entegre ürünler ve hizmetler sunmaktadır. Şirket, İş ve Kitle Pazarları olmak üzere iki segmentte faaliyet göstermektedir. Karanlık fiber ve kanal, uç bulut, internet protokolü (IP), IP üzerinden ses, yönetilen güvenlik, yazılım tanımlı geniş alan ağları, birleşik iletişim ve işbirliği ve optik hizmetler; ethernet ve VPN veri ağları hizmetleri; ve zaman bölmeli çoklama ses ve özel hat dahil olmak üzere nakit akışını yönetmek için eski hizmetler; Senkron Optik Ağ (SONET) tabanlı ethernet, eski veri barındırma hizmetleri ve konferans hizmetleri gibi diğer eski hizmetler; ve yönetilen ve profesyonel hizmet çözümlerinin yanı sıra iletişim ekipmanı satmaktadır.
Lumen Technologies, Inc. Temel Bilgiler Özeti
| LUMN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$8.74b |
| Kazançlar(TTM) | -US$1.74b |
| Gelir(TTM) | US$12.12b |
0.7x
P/S Oranı-4.9x
F/K OranıLUMN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| LUMN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$12.12b |
| Gelir Maliyeti | US$6.39b |
| Brüt Kâr | US$5.73b |
| Diğer Giderler | US$7.47b |
| Kazançlar | -US$1.74b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -1.69 |
| Brüt Marj | 47.31% |
| Net Kâr Marjı | -14.34% |
| Borç/Özkaynak Oranı | -967.1% |
LUMN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 01:13 |
| Gün Sonu Hisse Fiyatı | 2026/05/11 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Lumen Technologies, Inc. 36 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Paul De Sa | Bernstein |
| Peter Rhamey | BMO Capital Markets Equity Research |