LumenLUMN
LUMN
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
77% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 64
9% more funds holding
Funds holding: 498 [Q3] → 541 (+43) [Q4]
5.35% more ownership
Funds ownership: 63.56% [Q3] → 68.91% (+5.35%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 155
19% less capital invested
Capital invested by funds: $4.59B [Q3] → $3.72B (-$867M) [Q4]
24% less call options, than puts
Call options by funds: $137M | Put options by funds: $182M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$4.25
10%
upside
Avg. target
$5.25
36%
upside
High target
$6.50
69%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Citigroup Michael Rollins 80% 1-year accuracy 20 / 25 met price target | 69%upside $6.50 | Buy Upgraded | 26 Feb 2025 |
Wells Fargo Eric Luebchow 36% 1-year accuracy 16 / 45 met price target | 30%upside $5 | Equal-Weight Upgraded | 21 Feb 2025 |
RBC Capital Bora Lee 0% 1-year accuracy 0 / 2 met price target | 10%upside $4.25 | Sector Perform Reiterated | 10 Feb 2025 |
Financial journalist opinion
Based on 16 articles about LUMN published over the past 30 days
Neutral
PRNewsWire
4 days ago
Lumen Announces a Refinancing of its Term Loans under the Level 3 Financing, Inc. Credit Agreement
DENVER , March 27, 2025 /PRNewswire/ -- Lumen Technologies, Inc. (NYSE: LUMN) ("Lumen" or the "Company") today announced the successful completion of a refinancing transaction at Level 3 Financing, Inc. ("Level 3"), giving it greater financial flexibility and stability to fund its transformation. All of Level 3's existing term loans under its Credit Agreement, dated March 22, 2024 (the "Credit Agreement"), were replaced with a new $2.4 billion term loan maturing in 2032 and priced at Term SOFR + 4.25%.
Neutral
PRNewsWire
5 days ago
Lumen and Ciena Transmit Record-breaking 1.2 Tbps Wavelength Service Across 3,050 Kilometers
Network trial paves the way for hyperscalers and enterprises to have the bandwidth agility and cost-efficiency needed for AI and next-gen applications DENVER , March 27, 2025 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) and Ciena (NYSE: CIEN) have successfully established a 1.2 terabit wavelength service trial across 3,050 kilometers (more than 1,800 miles) on Lumen's Ultra-Low-Loss (ULL) fiber network, making it the world's longest 1.2 terabit non-regenerated signal. Using 800G interfaces, Lumen and Ciena successfully tested and qualified the services to support wavelength, Ethernet, and IP services over the 1.2 Tbps single carrier channel.
Neutral
Seeking Alpha
5 days ago
Lumen Technologies, Inc. (LUMN) NewStreet Research and BCG Future of Connectivity Leaders Conference (Transcript)
Lumen Technologies, Inc. (NYSE:LUMN ) NewStreet Research and BCG Future of Connectivity Leaders Conference March 26, 2025 1:45 PM ET Company Participants Chris Stansbury - EVP, CFO Conference Call Participants Brandon Magsamen - Boston Consulting Group Brandon Magsamen Well, good afternoon. Thanks for joining us.
Positive
Seeking Alpha
6 days ago
Lumen: A High-Risk, High-Reward Fiber Play
Lumen Technologies has faced top line contraction due to past asset sales, but expects positive free cash flow by FY 2025. The company's fiber broadband business is a key growth driver, adding 42k new subscribers and generating 19% higher revenues in the last quarter. Despite a free cash flow rebound in FY 2024, Lumen remains overleveraged compared to rivals like AT&T and Verizon.
Negative
The Motley Fool
6 days ago
Why Lumen Technologies Stock Plummeted Today
Lumen (LUMN -9.26%) stock got hit hard in Tuesday's trading. Its share price was down 10% just before market close on news that the company could wind up selling one of its units to AT&T.
Positive
Reuters
1 week ago
AT&T in talks to buy lumen's consumer fiber unit, Bloomberg News reports
AT&T is in talks to acquire Lumen Technologies' consumer fiber operations, Bloomberg News reported on Tuesday, according to people with knowledge of the matter.
Positive
Seeking Alpha
3 weeks ago
Lumen Technologies: The Turnaround Goes On Well
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.
Positive
The Motley Fool
3 weeks ago
Why Lumen Stock Is Surging Today
Lumen (LUMN 6.66%) stock is soaring in Friday's trading. The company's share price was up 7.8% as of 3 p.m.
Positive
Zacks Investment Research
3 weeks ago
Lumen Skyrockets 176% in a Year: Should Investors Still Buy the Stock?
Higher demand for Lumen's PCF solutions amid rapid AI proliferation is an encouraging development.
Neutral
PRNewsWire
3 weeks ago
Lumen Technologies to Attend Investor Conferences
DENVER , March 6, 2025 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN), will attend the following investor conferences: J.P. Morgan Global Technology, Media & Communications Conference on May 15.
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