Lumen Technologies: Deleveraging And AI, A Speculative Setup With Asymmetric Upside
Lumen is a high-risk, high-reward turnaround, with deep value at $4.20 and fair value estimated near $21 per share. The AT&T fibre sale will slash debt, boost free cash flow, and let Lumen focus on enterprise fibre for AI/cloud demand, driving long-term growth. Aggressive cost cuts, modernization, and AI-driven efficiencies are improving margins and cash flow, with EBITDA growth targeted for 2026.
Lumen Technologies (NYSE: LUMN) Stock Price Prediction and Forecast 2025-2030 (June 2025)
Concerns about the future prospects for Lumen Technologies Inc. (NYSE: LUMN) have lingered.
Lumen Stock Soars on Powering the JUNO Trans-Pacific Cable System
LUMN stock jumps 6.75% after securing a key role in the JUNO cable, linking Japan and the United States with record bandwidth.
4 Sizzling Stocks Rated Buy and Trading Under $10 That Everyone Knows
While most of Wall Street focuses on large and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.
Lumen Technologies, Inc. (LUMN) TD Cowen 53rd Annual Technology, Media & Telecom Conference - (Transcript)
Lumen Technologies, Inc. (NYSE:LUMN ) TD Cowen 53rd Annual Technology, Media & Telecom Conference Call May 28, 2025 1:50 PM ET Company Participants Chris Stansbury - Executive Vice President and Chief Financial Officer Conference Call Participants Gregory Williams - TD Cowen Gregory Williams Good afternoon. Welcome to Day One of our 53rd Annual TMT TD Cowen Conference.
Lumen: Climbing Out Of The 'Junk Yard,' A Fair Value Upgrade
Asset Sale & Strategic Shift: Lumen Technologies, Inc. is selling its Mass Markets fiber-to-home business to AT&T for $5.75B, pivoting fully toward enterprise and data center connectivity. Improved Balance Sheet: Sale proceeds will reduce $4.8B in high-interest debt, lowering annual interest expense by ~$300M and cutting net debt-to-EBITDA from 4.9x to 3.9x—paving the way toward investment-grade ratings. Revised Valuation Method: With improved financial stability, the analyst now values LUMN stock at $9.76/share, based on gross PP&E minus liabilities, up from a previous fire-sale valuation of $5/share.
AT&T to acquire Lumen Technologies' fiber business
AT&T Inc (NYSE:T, ETR:SOBA) has agreed to acquire Lumen Technologies' Mass Markets fiber business for $5.75 billion in an all-cash transaction, significantly expanding its fiber network footprint. Lumen's fiber business currently serves about 1 million fiber customers and reaches across 4 million fiber locations across 11 US states, including major cities such as Denver, Las Vegas, Minneapolis, Phoenix, Portland, Salt Lake City, and Seattle.
LUMN Sells Consumer Fiber Business to AT&T to Sharpen Enterprise Focus
Lumen offloads consumer fiber assets to AT&T in an all-cash deal, aiming to boost enterprise growth, reduce debt and enhance digital services.
AT&T Agrees to Buy Lumen's Mass Markets Fiber Internet Business for $5.75B
AT&T (T) agreed to buy Lumen Technologies' (LUMN) Mass Markets fiber internet connectivity business for $5.75 billion in cash, sending shares of the Denver-based firm soaring in premarket trading Thursday.
AT&T CEO John Stankey talks acquiring Lumen's mass market fiber business
AT&T Chairman and CEO John Stankey joins 'Closing Bell Overtime' to talk its recent announcement of acquiring Lumen's fiber business.
Lumen Surges 30% in a Month: Where Will the Stock Head From Here?
Higher demand for LUMN's PCF solutions bodes well, but a debt-laden balance sheet and competition in the AI space remain overhangs.
Lumen Technologies, Inc. (LUMN) Annual JPMorgan Global Technology, Media and Communications Conference (Transcript)
Lumen Technologies, Inc. (NYSE:LUMN ) Annual JPMorgan Global Technology, Media and Communications Conference Call May 15, 2025 8:40 AM ET Company Participants Chris Stansbury - Executive Vice President and Chief Financial Officer Conference Call Participants Sebastiano Petti - JPMorgan Chase & Co. Sebastiano Petti Good morning, everyone. I'm Sebastiano Petti, and I cover the telecom, cable and satellite space at JPMorgan.
