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Citi analysts increased their target price on shares of Lumen Technologies (NYSE: LUMN) to $7.50 from $6 per share on Thursday, believing its stock can benefit from “several potentially positive catalysts” over the next 12 months. During webcasted presentations to industry analysts on Wednesday, company management reaffirmed “high-level long-term targets and financial aspirations to turnaround revenue performance,” the analysts wrote.
Lumen Technologies, Inc. (NYSE:LUMN ) Shareholder/Analyst Call September 23, 2025 11:00 AM EDT Company Participants Claudine Ruscetta Kathleen Johnson - President & CEO Christopher Stansbury - Executive VP & CFO Kye Prigg - Executive Vice President of Enterprise Operations David Ward - Executive VP and Chief Technology & Product Officer David Shacochis Ashley Haynes-Gaspar - Executive VP & Chief Revenue Officer Ana White - Executive VP & Chief People Officer Ryan Asdourian - Executive VP and Chief Marketing & Strategy Officer Conference Call Participants AL Pranay Ahlawat - Commvault Systems, Inc. Jeremiah Caron - GlobalData UK Ltd Camille Mendler - Informa UK Limited Gary Barton Craig Robinson - International Data Corporation Ray Mota - ACG Research Irma Fabular Scott Crawford - 451 Research, LLC Presentation AL Good morning, everyone. I'm Al, your AI assistant for the Lumen Analyst Forum.
LUMN is rapidly expanding its intercity fiber network, boosting AI-ready capacity with next-gen upgrades and 400G connectivity.
Lumen Technologies, Inc. (NYSE:LUMN ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 6:45 PM EDT Company Participants Kathleen Johnson - President & CEO Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Research Analyst Good afternoon, everybody. Welcome to the Lumen Technologies fireside chat at the Goldman Sachs Communacopia and Technology Conference.
Lumen Technologies is transforming via AI-driven deals, boosting deferred revenue and setting up for future earnings growth despite current revenue declines. The company's improved free cash flow outlook, supported by Congressional legislation, enhances its ability to reduce debt and/or invest in growth. Recent debt refinancing and the pending AT&T consumer fiber sale will significantly lower interest expenses and strengthen the balance sheet.
Lumen Technologies, Inc. (NYSE:LUMN ) TD Cowen Communications Infrastructure Summit Conference August 12, 2025 1:15 PM ET Company Participants Christopher David Stansbury - Executive VP & CFO Conference Call Participants Gregory Bradford Williams - TD Cowen, Research Division Gregory Bradford Williams Good afternoon. Welcome to our 11th Annual TD Cowen Communications Infrastructure Service Conference.
Lumen Technologies Inc. (LUMN) is facing revenue declines, heavy debt, and industry challenges through asset sales and refinancing, with its rebound from a 50-year low leaving the outlook split between recovery and renewed decline.
Lumen's Q2 results showed ongoing revenue declines, but significant cost reductions and debt restructuring signal improving fundamentals. The AT&T fiber sale will reduce annual interest and capex by ~$300M and $1B, respectively, supporting free cash flow and debt reduction. Shares trade at a reasonable valuation given ongoing revenue struggles, but the turnaround story is progressing nicely so far.
Lumen Technologies, Inc. is a turnaround story that markets overlook, as it focuses on balance sheet health, EBITDA growth, and returning to revenue growth driven by AI infrastructure investments. Despite a Q2 loss and revenue decline, Lumen raised its free cash flow outlook and continues executing on major contracts, including an $8.5 billion private connectivity fiber deal. Debt remains a manageable risk, with recent refinancing reducing interest expenses and extending maturities, supporting the company's transformation efforts.
LUMN posts narrower-than-expected loss in the second quarter, lifts 2025 free cash flow outlook and has now about $9 billion in AI-fueled fiber deals.
Lumen Technologies, Inc. (NYSE:LUMN ) Q2 2025 Earnings Conference Call July 1, 2025 5:00 PM ET Company Participants Christopher David Stansbury - Executive VP & CFO Jim Breen - Corporate Participant Kathleen E. Johnson - President & CEO Conference Call Participants Batya Levi - UBS Investment Bank, Research Division Eric Thomas Luebchow - Wells Fargo Securities, LLC, Research Division Frank Garrett Louthan - Raymond James & Associates, Inc., Research Division Gregory Bradford Williams - TD Cowen, Research Division Michael Ian Rollins - Citigroup Inc., Research Division Nicholas Ralph Del Deo - MoffettNathanson LLC Sebastiano Carmine Petti - JPMorgan Chase & Co, Research Division Operator Ladies and gentlemen, greetings, and welcome to Lumen Technologies Second Quarter 2025 Earnings Call.