Dec 31, 2025 • AD HOC NEWS
NEUTRAL
Lumen Technologies Is Skyrocketing Online – But Is LUMN Stock a Secret Trap or a Come-Up?
Lumen Technologies (LUMN) is generating buzz online, with many discussing its potential as a deep value recovery play despite a history of price declines. The company, an old-school telecom and fiber player, is attempting to rebrand as a modern tech and network powerhouse by focusing on its fiber network and enterprise services, while selling off legacy assets and reducing debt. This article explores whether LUMN is a genuine turnaround opportunity or still a high-risk bet given its volatile past and strong competition.
Dec 27, 2025 • Yahoo Finance
NEUTRAL
Don't Buy Lumen Technologies Stock Until Reality Backs Up the Hype
Lumen Technologies is attempting to pivot from a telecom company to an AI infrastructure provider, a move that has generated significant hype and boosted its stock price by 38% this year. However, the company faces substantial challenges, including over $17.5 billion in long-term debt and persistent losses, with revenue growth not anticipated until 2028. Investors are cautioned to wait for Lumen to demonstrate sustained profitability and debt reduction before investing.
Dec 27, 2025 • The Motley Fool
SOMEWHAT-BEARISH
Don't Buy Lumen Technologies Stock Until Reality Backs Up the Hype
Lumen Technologies is attempting to pivot from a telecom company to an AI infrastructure provider, securing deals with major tech firms. However, the company is burdened with over $17.5 billion in debt and continues to operate at a loss, not expecting revenue growth until 2028. Investors should wait for solid evidence of profitability and debt reduction before investing, rather than relying solely on the hype surrounding its AI ambitions.
Dec 23, 2025 • Business Wire
NEUTRAL
Lumen Technologies, Inc. Announces Early Results and Amendments of Previously Announced Tender Offers and Consent Solicitations
Lumen Technologies, Inc. announced early results and amendments to its previously declared cash tender offers by its subsidiary, Level 3 Financing, Inc., to repurchase outstanding debt notes. The amendments eliminate the Former Aggregate Maximum Tender Cap and modify eligibility for the Total Consideration for specific notes. The company also reported progress on consent solicitations for indenture amendments, with most requisite consents received for the 2031, 3.875% 2030, and 4.500% 2030 Notes.
Dec 23, 2025 • MarketBeat
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Thrivent Financial for Lutherans Sells 165,982 Shares of Lumen Technologies, Inc. $LUMN
Thrivent Financial for Lutherans has reduced its stake in Lumen Technologies Inc. (NYSE:LUMN) by 18%, selling 165,982 shares and now owning 756,150 shares valued at $3.31 million. Despite this, other institutions like State of New Jersey and Credit Capital have increased their holdings, with institutional investors now owning 66.19% of Lumen. The company currently trades near $8, has a market cap of $8.37 billion, and analysts have a "Hold" rating with an average price target of $6.72.
Dec 23, 2025 • Simply Wall Street
NEUTRAL
Lumen Technologies (LUMN): Revisiting Valuation After Jim Cramer’s Caution on an Overstretched Rally
Jim Cramer recently cautioned investors about Lumen Technologies (LUMN), suggesting its stock has risen too quickly, prompting a re-evaluation of its valuation. Despite recent strong share price performance and ongoing strategic refinancing efforts to strengthen its balance sheet, the stock is considered "7.4% Overvalued" by the "Most Popular Narrative" at $7.77, with a calculated fair value of $7.23. However, a Discounted Cash Flow (DCF) model suggests a fair value closer to $11.28, indicating potential undervaluation.