Lumen Technologies, Inc. remains a Strong Buy as its turnaround accelerates ahead of expectations, with shares up 44% YTD. LUMN management's cost-cutting and strategic focus are driving improved fundamentals, targeting $350M in FY2025 savings and $1B incremental digital/PCF revenue by FY2028. LUMN trades at a P/S far below 1 and P/FCF below 2, suggesting significant upside as valuation normalizes post-turnaround.
LUMN's shares are up nearly 25.9% in a year as its AI-driven PCF deals, NaaS growth and balance sheet repair fuel a high-stakes turnaround.
Lumen (LUMN) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Lumen Technologies (NYSE: LUMN) and Verizon Communications (NYSE: VZ) just closed their Q3 2025 earnings reports, and the contrast is stark.
The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. TEF, RCI and LUMN are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.
Lumen Technologies is executing a promising turnaround, driven by strong digital platform growth and strategic NaaS expansion. LUMN's management targets $1 billion in incremental revenue by 2028, leveraging new partnerships and a robust AI ecosystem strategy. Despite an 80%+ rally, LUMN remains undervalued with low P/S and Price/FCF ratios, and ongoing deleveraging enhances financial health.
Lumen Technologies, Inc. ( LUMN ) Wells Fargo's 9th Annual TMT Summit November 19, 2025 2:00 PM EST Company Participants Christopher Stansbury - Executive VP & CFO Conference Call Participants Eric Luebchow - Wells Fargo Securities, LLC, Research Division Presentation Eric Luebchow Wells Fargo Securities, LLC, Research Division All right. Good afternoon, everybody.
LUMN's collaboration with Meter debuts a unified WAN-to-LAN solution built to simplify AI-ready enterprise connectivity and operations.
Lumen (LUMN) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Lumen (LUMN) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
Concerns about the prospects for Lumen Technologies Inc. (NYSE: LUMN) have lingered.
Lumen Technologies announced a partnership with Palantir last week and had two additional partnerships to announce this week. The company reported better-than-expected sales and earnings for Q3 but was hit with a post-earnings sell-off.