Lumen Technologies (NYSE:LUMN) Director Sells $355,050.00 in Stock
Lumen Technologies Director Diankha Linear sold 45,000 shares of LUMN stock for $355,050.00 on February 20, 2026, reducing her stake by 18.5%. The company's stock is trading at $7.84, with a 52-week range of $3.01–$11.95, and reported Q4 EPS of $0.23, beating estimates, though revenue declined year-over-year. Analysts currently hold a "Hold" consensus rating with a $6.88 average price target, reflecting mixed sentiment despite some recent upgrades.
Lumen Targets AI Demand With Multi Cloud Gateway And Metro Expansion
Lumen Technologies has launched a new Multi Cloud Gateway and expanded its metro data center connectivity to cater to the growing enterprise demand for AI-ready infrastructure and cloud-native applications. This strategic move aims to position Lumen closer to where enterprise IT budgets are being spent, particularly on AI workloads across multiple public clouds, by offering centralized, software-defined routing on its fiber network. The company's stock, NYSE:LUMN, has seen significant returns over the past one and three years, and this development could drive further demand for its network, edge, and data center offerings.
Lumen to Host Investor Day on Feb. 25, 2026
Lumen Technologies will host an Investor Day on Wednesday, February 25, 2026, where its senior leadership team will present the company's transformation, product pipeline, financial framework, and multi-year growth strategy. The event aims to outline how Lumen plans to strengthen earnings power and create long-term value. A live webcast and post-event replay will be available on Lumen's Investor Relations website.
Lumen unveils network tools to counter AI traffic, offers tips for smaller providers
Lumen Technologies has launched its Multi-Cloud Gateway (MCGW) to address the challenge of moving AI-generated data quickly and securely across various cloud and data center environments in major U.S. markets. This new service, part of Lumen's cloud-based telecom strategy, provides private connectivity for data-rich sectors and aims to transform traditional telecom interconnections into programmable cloud fabrics. Lumen also offered advice for smaller providers, emphasizing the need for modernized network design, increased automation, and predictable private connectivity to manage growing AI traffic effectively.
Lumen Investor Day to detail multi-year growth, earnings plan
Lumen Technologies (NYSE: LUMN) will host an Investor Day on February 25, 2026, where its senior leadership will present the company's next phase of transformation. This will include outlining its commercial engine, product pipeline, financial framework, and a multi-year growth strategy aimed at strengthening earnings power and creating long-term value. The event will be webcast live and a replay, along with summary materials, will be available on Lumen’s Investor Relations website.
Lumen to Host Investor Day on Feb. 25, 2026
Lumen Technologies (NYSE: LUMN) will host an Investor Day on Wednesday, Feb. 25, 2026. Senior leadership will outline the company's next phase of transformation, including its commercial engine, product pipeline, financial framework, and multi-year growth strategy. A live webcast and post-event replay will be available on Lumen's Investor Relations website.
Lumen to Host Investor Day on Feb. 25, 2026
Lumen Technologies (NYSE: LUMN) announced it will host an Investor Day on Wednesday, February 25, 2026. During the event, Lumen's senior leadership will detail the company's transformation, including its commercial strategy, product pipeline, financial framework, and multi-year growth plan. The presentations aim to showcase how Lumen plans to strengthen its earnings power and create long-term value for investors.
Rhumbline Advisers Sells 167,223 Shares of Lumen Technologies, Inc. $LUMN
Rhumbline Advisers reduced its stake in Lumen Technologies, Inc. by 5.6% during the third quarter, selling 167,223 shares and now owning 2,793,274 shares worth $17,095,000. This institutional selling comes amidst mixed analyst ratings and recent insider buying by CEO Kathleen E. Johnson, who purchased 78,685 shares for nearly $500,000. The company's stock, currently trading at $8.09, has a market cap of $8.30 billion and recently reported earnings beating consensus estimates.
Lumen floats multi-cloud gateway
Lumen Technologies launched a new Multi-Cloud Gateway service and enhanced metro data center connectivity across major US cities. This software-defined gateway, built on Lumen's global fiber network, provides programmable cloud fabric for dynamic cloud-to-cloud and cloud-to-enterprise connections, optimizing traffic for AI workloads and reducing latency. The expanded high-capacity metro connectivity (up to 100 Gb/s and 400 Gb/s) aims to support distributed AI architectures and benefit service providers relying on high-capacity IP backhaul.
Is It Too Late To Consider Lumen Technologies (LUMN) After Its Strong Multi Year Rally
Lumen Technologies (LUMN) has experienced strong multi-year returns but a recent short-term pullback, prompting questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly overvalued at $8.39 per share, estimating its intrinsic value at $1.31. However, a Price vs. Sales (P/S) analysis indicates the stock might be undervalued compared to its industry and fair ratio model, trading at 0.69x P/S against a fair ratio of 1.57x.
Lumen launches new gateway to simplify multi-cloud for enterprise
Lumen Technologies has introduced a new Multi-Cloud Gateway to streamline enterprise connectivity to various cloud providers and enhance multi-cloud management. This offering, an evolution of their existing Cloud Connect service, provides a programmable fabric for controlled cloud-to-cloud and cloud-to-enterprise connections. Additionally, Lumen is upgrading its network with 100G and 400G capabilities across 16 U.S. cities, building on its recent strategic divestiture to focus on enterprise AI growth.
Lumen lightens multicloud network management, expands intercity abilities
Lumen Technologies is enhancing its enterprise network services with a new Multi-Cloud Gateway service and upgraded metro data center connectivity, aiming to simplify multicloud network management and expand intercity capabilities. The Multi-Cloud Gateway provides a programmable fabric for dynamically managing connectivity routes to hyperscalers and on-premises environments, while network expansions include 100 Gb/s speeds in 16 US markets and plans to grow fiber assets to 58 million miles by 2031. This initiative follows Lumen's strategic divestiture of its consumer fiber business, allowing it to focus investments on digital network services for enterprise customers.
Lumen builds ‘air-traffic control’ for AI data, boosting speeds to 400Gbps
Lumen Technologies (NYSE: LUMN) has introduced its new Multi-Cloud Gateway and expanded metro data center connectivity to address the bottlenecks in AI data movement. These enhancements aim to accelerate data transfer across hybrid environments, offering speeds up to 400Gbps in key cloud data centers and simplifying connectivity for enterprises dealing with increasing AI-driven data demands. The solution focuses on reducing complexity, improving performance, and lowering the total cost of ownership for AI workloads across various industries.
Lumen Targets AI Bottlenecks with New Multi-Cloud Gateway and Metro Expansion
Lumen Technologies is expanding its enterprise networking portfolio with the introduction of Lumen Multi-Cloud Gateway and enhanced metro data center connectivity across major U.S. markets. This expansion aims to simplify data movement across hybrid cloud environments, reduce complexity, and lower costs for AI-driven operations. The new offerings provide high-capacity, private connectivity for enterprises, hyperscalers, and cloud platforms, addressing the increasing demands of AI workloads.
Citi Lowers Lumen (LUMN) Price Target, Raymond James Downgrades
Citi lowered its price target for Lumen Technologies (LUMN) to $10 from $11 while maintaining a Neutral rating, citing mixed fourth-quarter results. Raymond James downgraded LUMN from Outperform to Market Perform, expressing concerns about the company's revenue trajectory and leadership changes post-sale of its Mass Markets unit. Lumen, a telecommunications and technology company, faces challenges despite reducing its debt significantly through the asset sale.
Assessing Lumen Technologies (LUMN) Valuation After CEO Share Purchase And AI Infrastructure Pivot
Lumen Technologies (LUMN) is under investor scrutiny after its CEO purchased stock following a price drop and the company's strategic pivot toward AI infrastructure. Although the stock has seen strong returns over the past year, current valuations from Simply Wall St suggest it might be overvalued, with fair value estimates ranging from $1.31 to $7.23 per share compared to the current $8.39, raising questions about potential entry points. The company's AI infrastructure contracts could drive long-term recurring revenue, but declining legacy products and significant debt pose risks.
Lumen Technologies (NYSE: LUMN) Stock Price Prediction and Forecast 2026-2030 (Feb 2026)
Lumen Technologies (NYSE: LUMN) has faced significant financial challenges, including net income losses and declining revenue, yet recent strategic shifts and partnerships offer a potential turnaround. The company is focusing on strengthening its balance sheet through debt reduction and expanding its AI-focused fiber infrastructure, securing deals with major tech companies like Microsoft and Google Cloud. While analysts currently show limited upside, 24/7 Wall St. forecasts a return to positive EPS and a stock price of $9.88 by 2030, driven by AI demand and successful debt restructuring.
Lumen Technologies, Inc. (NYSE:LUMN) Sees Significant Decrease in Short Interest
Lumen Technologies (NYSE:LUMN) experienced a significant 25.6% decrease in short interest by January 30th, totaling 47,193,849 shares, representing about 4.7% of its shares short. The company recently reported an EPS beat of $0.23 against a consensus of -$0.21 and revenue of $3.04 billion, leading to a 4.8% stock jump. Despite mixed analyst ratings, CEO Kathleen Johnson bought additional shares, signaling insider confidence.
Lumen Technologies, Inc. $LUMN Shares Bought by Public Sector Pension Investment Board
Public Sector Pension Investment Board significantly increased its stake in Lumen Technologies, now owning 0.36% of the company. Despite reporting an EPS beat in its last quarterly earnings, Lumen Technologies remains unprofitable with negative net margin and return on equity. Insiders, including CEO Kathleen E. Johnson, have also been buying shares, collectively owning 2.30% of the stock.
Assessing Whether Lumen Technologies (LUMN) Is Overvalued After Its Recent Share Price Surge
Lumen Technologies (LUMN) has experienced a significant 28.4% share price gain recently, leading to questions about whether it is overvalued. While analysts have raised their price target for LUMN to $8.00 due to strong Q3 performance and a "most popular narrative" suggesting it's 10.6% overvalued with a fair value of $7.23, Simply Wall St's Discounted Cash Flow model indicates it is significantly overvalued at $1.29 per share. The article suggests investors consider their own assumptions and risks like legacy revenue declines and debt load.
Lumen, Amentum, DXC, EchoStar, and ScanSource Shares Are Soaring, What You Need To Know
Shares of Lumen, Amentum, DXC, EchoStar, and ScanSource surged following a softer-than-anticipated Consumer Price Index (CPI) report, which increased investor optimism for interest rate cuts by the Federal Reserve. The CPI report showed a 0.2% rise from December to January and an annual inflation rate of 2.4%, both below forecasts, leading to a rally in stocks and Treasuries. This trend suggests potential multiple rate reductions by year-end, specifically benefiting the Russell 2000 index and several individual stocks mentioned.
Lumen CEO Share Purchase Highlights AI Infrastructure Reset And New Leadership
Lumen Technologies' CEO recently purchased shares, signaling confidence in the company's strategic shift. Lumen is repositioning itself as a key AI infrastructure provider, supported by new commercial leadership from Cisco and large contracts with major tech companies. The company is divesting its Mass Markets business to focus on enterprise and AI services, despite current valuations showing the stock trading at a high premium over its estimated fair value.
Buy These 3 Mid-Sized AI Infrastructure Stocks on Strong Q4 Earnings
The artificial intelligence (AI) infrastructure market is expected to maintain its momentum in 2026, with several small and mid-sized AI stocks poised for significant growth. Despite concerns about overstretched valuations of large AI companies, a closer look suggests opportunities in strong Q4 2025 performers. Calix Inc. (CALX), Teradata Corp. (TDC), and Lumen Technologies Inc. (LUMN) are highlighted as strong buy candidates, having reported robust quarterly earnings and possessing innovative AI-powered solutions.
Lumen Subsidiary Wins Mixed NLRB Ruling on Information Requests
The National Labor Relations Board issued a split ruling regarding a Lumen Technologies subsidiary, Qwest Corp., and its alleged failure to provide information requested by unions in relation to three grievances. The NLRB upheld part of a 2023 ruling that Qwest Corp. should have disclosed information from a management handbook concerning technician performance. However, the Board reversed another finding and vacated a third against the company, sending that allegation back for further review.
Lumen Technologies (LUMN) Stock Gains 29% After CEO Buys $500,000 in Shares
Lumen Technologies (LUMN) stock surged 29% after CEO Kathleen Johnson purchased $500,000 worth of shares, signaling strong confidence in the company's strategy. This insider buy reversed a 21% post-earnings decline, despite the company reporting a Q4 net loss, as Lumen beat analyst estimates on operating profit. Johnson's investment highlights her belief in Lumen's pivot towards AI infrastructure and its $13 billion in contracts with major tech companies, despite carrying significant long-term debt.
Lumen Technologies (LUMN) Deep Dive: The AI Pivot and CEO Kate Johnson’s Multi-Million Dollar Vote of Confidence
Lumen Technologies (LUMN) is undergoing a significant transformation, pivoting from a traditional telecommunications company to a specialized provider of AI infrastructure. This strategic shift is underscored by CEO Kate Johnson's consistent multi-million dollar open-market share purchases, signaling strong internal confidence. The company aims to capitalize on the increasing demand for high-bandwidth, low-latency connectivity crucial for AI workloads, positioning itself as a foundational "plumbing" provider for the AI economy.
Lumen Technologies (LUMN) Stock Rallies 29% After CEO’s $500,000 Share Purchase
Lumen Technologies (LUMN) stock surged 29% after CEO Kathleen Johnson invested $500,000 in shares following a 21% dip, demonstrating strong confidence in the company's future despite a recent net loss. Johnson's purchase, increasing her stake to approximately $96 million, signals a belief in Lumen's transformation strategy to become a digital networking services leader for AI data centers. The company, which has secured over $13 billion in deals with tech giants, faces the challenge of servicing over $17 billion in long-term debt.
Lumen CEO Johnson Sparks 30% Rally With $500,000 Share Purchase
Lumen Technologies CEO Kathleen Johnson's recent purchase of $500,000 worth of company stock has significantly boosted investor confidence, leading to a nearly 30% rally in shares. This move helped reverse a major selloff, signaling a strong vote of confidence from leadership.
Lumen Technologies, Inc. (NYSE:LUMN) Given Consensus Rating of "Hold" by Analysts
Lumen Technologies (NYSE: LUMN) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $6.88. The company reported an EPS beat and notable insider buying by CEO Kathleen Johnson, alongside a slight revenue decline. Risks include mixed analyst target adjustments and elevated bearish trading activity.
Lumen Exploded 29% on AI Fiber Boom: Why the Stock Could Reach $11 in 2026
Lumen Technologies (LUMN) stock surged 29.4% to nearly $8 after a significant Q4 earnings beat, driven by strong demand for its fiber networks from hyperscalers in the AI sector. The company announced $2.5 billion in new Private Connectivity Fabric deals and used proceeds from a $5.75 billion fiber sale to AT&T to pay down $4.8 billion in debt, improving its financial position. Analysts see further upside, with Goldman Sachs citing "meaningful upside" and a street high target of $10, as Lumen positions itself as a critical infrastructure player for the AI economy, potentially reaching $11 by 2026.
Lumen CEO buys ~$500K in company shares
Lumen Technologies' CEO, Kate Johnson, recently purchased approximately $500,000 worth of company shares, acquiring 263,750 shares at an average price of $1.91 each. This significant insider transaction follows a similar purchase by Johnson in November 2023 and comes after the company completed its reverse stock split in late January. The move is often seen as a sign of confidence from leadership in the company's future prospects.
Kathleen Johnson Buys Handful Of Shares In Lumen Technologies
Kathleen Johnson, President of Lumen Technologies (NYSE:LUMN), recently purchased US$500k worth of company shares at US$6.35 each. This follows an earlier purchase this year of US$502k at a lower price of US$3.69 per share. While the recent buy is positive, the company incurred a loss last year, prompting some caution despite significant insider ownership of 7.9%.
Is Lumen Technologies Stock Outperforming Its Rivals?
Lumen Technologies (LUMN) stock has significantly outperformed its peers over the past year, gaining 61%, despite facing challenges like negative revenue growth and slim operating margins. The company is undergoing a strategic transition, investing in network infrastructure and AI-driven services, aiming for revenue growth turnaround. While its recent rally may not be entirely due to fundamental strength, its focus on strategic repositioning and strong free cash flow generation are key factors to watch.
Lumen’s stock soars after a purchase by the CEO, who has a good track record
Lumen Technologies' stock experienced a significant rise after CEO Kate Johnson purchased approximately $500,000 worth of shares following a sharp selloff. This move, which investors are noting, builds on Johnson's track record of well-timed insider stock purchases. The telecommunications company's stock had recently suffered its worst drop in years.
Allianz Asset Management GmbH Purchases 536,324 Shares of Lumen Technologies, Inc. $LUMN
Allianz Asset Management GmbH increased its stake in Lumen Technologies (NYSE:LUMN) by 5.6% in the third quarter, purchasing an additional 536,324 shares to hold a total of 10,056,824 shares valued at approximately $61.55 million. Institutional investors now own 66.19% of the company. Lumen Technologies recently beat Q4 earnings estimates, driven by a $5.75 billion AT&T deal that reduced debt and freed up capital, though revenue declined year-over-year.
Lumen Technologies (NYSE: LUMN) appoints new chief revenue officer
Lumen Technologies (NYSE: LUMN) has announced a significant leadership change in its sales organization, appointing Jeffery S. Sharritts as the new Executive Vice President and Chief Revenue Officer, effective February 4, 2026. This appointment follows the departure of Ashley Haynes-Gaspar, who will provide transition services until March 6, 2026, receiving her salary, a short-term incentive bonus for fiscal year 2025, and accelerated vesting of certain equity awards. The company notes this as a neutral event, focusing on maintaining stability in its commercial strategy with an immediate successor.
Lumen Technologies, Inc. (NYSE:LUMN) Q4 2025 Earnings Call Transcript
Lumen Technologies (NYSE:LUMN) held its Q4 2025 earnings call, discussing its strategic pivot to an enterprise-focused technology infrastructure company. The company announced the closure of its transaction with AT&T, which significantly reduced its debt and interest expenses, and outlined its plan to become a trusted network for AI by cloudifying and agentifying its network. Lumen also highlighted strong financial results for 2025, successful cost reduction efforts, and significant progress in its pre-funded fiber (PCF) deals and Network-as-a-Service (NAS) adoption, projecting adjusted EBITDA growth in 2026 and business revenue growth by 2028.
Form 8-K/A Lumen Technologies, Inc. For: Feb 02
Lumen Technologies, Inc. filed an amended Form 8-K/A on February 4, 2026, to provide pro forma financial information related to the sale of its Mass Markets fiber-to-the-home business. This amendment supplements the original Form 8-K filed on February 2, 2026, which announced the completion of the sale to indirect wholly-owned subsidiaries of AT&T Inc. The pro forma financial statements include an unaudited condensed consolidated balance sheet as of September 30, 2025, and unaudited consolidated statements of operations for the fiscal year ended December 31, 2024, and the interim period ended September 30, 2025.
What To Know From Lumen 4Q25 Earnings And Why I'm Bullish For 2026 (NYSE:LUMN)
Lumen Technologies exceeded non-GAAP EPS expectations in Q4 2025, largely due to aggressive cost controls despite a year-over-year revenue decline. The company's AT&T transaction significantly cut debt and interest expenses, boosting financial flexibility for network modernization initiatives. Lumen is strategically shifting its revenue focus towards higher-margin enterprise and digital infrastructure products, with strong adoption noted in PCF and NaaS.
Lumen (NYSE:LUMN) Reports Q4 CY2025 In Line With Expectations
Lumen Technologies (NYSE:LUMN) met Wall Street's revenue expectations for Q4 CY2025 with $3.04 billion, though sales declined 8.7% year-on-year. The company reported a non-GAAP profit of $0.23 per share, significantly beating analyst estimates, despite missing Adjusted EBITDA expectations and providing lower-than-anticipated EBITDA guidance for FY2026. This mixed performance highlights ongoing challenges in revenue growth and profitability for the telecommunications infrastructure giant.
Lumen Technologies Q4 Earnings Call Highlights
Lumen Technologies discussed a major portfolio shift and reshaped balance sheet during its fourth-quarter and full-year 2025 earnings call. The company closed its fiber-to-the-home divestiture to AT&T, receiving $4.8 billion in net proceeds, which significantly reduced debt and annual interest expenses. Lumen is pivoting to an enterprise-focused "trusted network for AI," with substantial pre-funded capacity expansion deals and a goal for adjusted EBITDA to inflect to growth in 2026.
Lumen: Buy The Earnings Pullback (NYSE:LUMN)
Lumen Technologies is undergoing a significant turnaround, divesting legacy assets and focusing on AI-driven growth. The company used capital from a recent fiber sale to AT&T to reduce debt, thereby lowering interest expenses. Despite its strategic initiatives, LUMN trades at a discounted valuation of 0.80 times expected sales compared to industry leaders like AT&T and Verizon.
Up 80% Over the Past Year, Can Lumen Technologies Keep the Momentum Going
Lumen Technologies (NYSE: LUMN) is reporting its Q4 2025 earnings today, with shares having surged 80% over the past year despite expected revenue declines. The company recently closed a significant asset sale to AT&T, reducing debt and annual interest expenses. Investors are closely watching adjusted EBITDA figures to gauge if cost discipline and new AI-focused infrastructure growth can offset traditional telecom business erosion.
Lumen Technologies CEO On Consumer Business Sale As A ‘Defining Moment’ For Company’s Enterprise Pivot
Lumen Technologies is pivoting entirely to the enterprise market after completing the $5.75 billion sale of its consumer business to AT&T. CEO Kate Johnson described this as a "defining moment" for the company, which will now focus on serving public and private enterprises as a trusted network for AI. The company also announced the appointment of Cisco veteran Jeff Sharritts as its new Chief Revenue Officer and discussed its fourth-quarter and full-year 2025 financial results.
Why Is LUMN Stock Down Despite Q4 Earnings Beating Wall Street Estimates?
Lumen Technologies (LUMN) shares fell 4% after hours despite beating Q4 earnings estimates, primarily due to a significant drop in revenue and a disappointing adjusted core profit outlook for fiscal year 2026, which is below analyst expectations. The company highlighted exceeding cost reduction targets and the completion of its Mass Markets fiber-to-the-home business sale to AT&T, using proceeds to reduce debt. While retail sentiment on Stocktwits was "extremely bullish," some users expressed disappointment over the 2026 guidance.
Lumen’s (NYSE:LUMN) Q1 CY2026 Sales Top Estimates
Lumen Technologies (NYSE:LUMN) reported Q1 CY2026 results with sales of $3.04 billion, exceeding analyst revenue expectations, and an EPS of $0.23, significantly beating estimates. Despite these beats, revenue declined 4.4% year-over-year, and Adjusted EBITDA and its full-year guidance missed expectations, leading to a 4.6% drop in stock price post-results. The company has faced long-term revenue declines and negative operating margins, indicating poor business quality and cost management.
AIGH Capital Dumps 2.6 Million Lumen Technologies Shares In $15.6 Million Exit
AIGH Capital Management LLC has completely sold its 2.55 million share stake in Lumen Technologies (NYSE: LUMN) for an estimated $15.61 million. This exit comes despite Lumen Technologies' stock appreciation, as the company faces significant long-term debt and the high costs associated with its strategic transformation towards AI-driven fiber networks. Investors are advised to consider Lumen's financial burdens despite its recent positive performance.
Lumen Technologies Appoints New Chief Revenue Officer
Lumen Technologies announced a leadership change in its revenue organization, with Ashley Haynes-Gaspar departing as Executive Vice President and Chief Revenue Officer by March 6, 2026. Jeffery S. Sharritts will assume the CRO role effective February 4, 2026. Spark, TipRanks’ AI Analyst, rates LUMN as Neutral, citing fundamental risks but also improving trajectory signals and recent corporate events supporting deleveraging.
Lumen Technologies Appoints Jeff Sharritts as Chief Revenue Officer
Lumen Technologies has announced the appointment of Jeff Sharritts as Executive Vice President and Chief Revenue Officer, effective February 4, 2026. Sharritts, a former 25-year Cisco executive, will lead Lumen's commercial strategy, focusing on customer relationships and profitable growth. CEO Kate Johnson highlighted Sharritts' expertise in the networking industry and his proven track record in commercial operations as key to accelerating Lumen's transformation.
Lumen Technologies Appoints Jeff Sharritts as Chief Revenue Officer
Lumen Technologies has appointed Jeff Sharritts as Executive Vice President and Chief Revenue Officer, effective February 4, 2026. Sharritts, a veteran from Cisco with extensive experience in commercial strategy and customer relationships, will report to CEO Kate Johnson and focus on driving profitable growth and deepening customer engagement for Lumen. His appointment aims to accelerate Lumen's transformation and position it as a trusted network for AI.
