Of the stocks I have covered on this site, one of the biggest rallies we saw last year came from Lumen Technologies ( LUMN ). The communication services company went from a low of $3.01I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for s ...

Of the stocks I have covered on this site, one of the biggest rallies we saw last year came from Lumen Technologies ( LUMN ). The communication services company went from a low of $3.01I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for s ...

DENVER--(BUSINESS WIRE)--Lumen Technologies, Inc. ("Lumen,†"us,†"we†or "our†) (NYSE: LUMN) today announced that the previously announced cash tender offers (each, a "Tender Offer†and collectively, the "Tender Offers†) by its wholly-owned subsidiary, Level 3 Financing, Inc. ("Level 3 Financing†) to purchase the outstanding notes described below, in each case subject to certain terms and conditions set forth in the Offers to Purchase and Solicitations of Consents dated Dec. 8, 2025, as amende. ...

Core Viewpoint - Goldman Sachs maintains a "neutral" rating on Lumen Technologies Inc. and raises its 12-month price target from $5 to $5.5 [1] Financial Forecast and Recent Outlook - Goldman Sachs predicts Lumen's Q4 adjusted EBITDA will reach $806 million, slightly above the market consensus of $792 million; quarterly revenue is expected to be $3.02 billion, slightly below the consensus of $3.04 billion [2] - For the full year 2025, EBITDA is projected to be $3.4 billion, at the upper end of the management's guidance range of $3.2 to $3.4 billion, driven by cost control measures and improved performance in traditional business [2] - Free cash flow (FCF) for Q4 is expected to be -$435 million, with an annual FCF of $1.37 billion, aligning with the company's guidance of $1.2 to $1.4 billion; however, there is a downside risk due to potential delays in tax refunds from the U.S. federal government shutdown [2] - Goldman Sachs slightly lowers the FCF expectations for 2026-2027 due to anticipated higher interest rates for debt refinancing [2] 2026 Performance Guidance - Lumen's management expects 2026 EBITDA to exceed $3.5 billion, including a contribution of $200 to $250 million from the mass market business; excluding the impact of the $5.75 billion sale of consumer fiber assets to AT&T, EBITDA is still expected to exceed $3.2 billion [3] - Free cash flow for 2026 is projected at $1 billion, with significant tax expenses offsetting capital expenditure savings [3] 2026 Investor Day - Lumen plans to hold an Investor Day on February 25, 2026, which is seen as a key catalyst; management is expected to provide targets for EBITDA margins, interest expenses, and capital expenditures for the next five years [4] - The event will also disclose operational data for the PCF business and Lumen Digital, enhancing transparency regarding growth initiatives and the slowdown in traditional business [4] - If the asset sale to AT&T proceeds smoothly, management may announce a subsequent capital allocation framework, including increased investments in network infrastructure to support AI workload growth and strategic acquisitions in high-growth areas like AI security and edge computing [4]

Lumen Technologies, Inc. ( LUMN ) is a telecommunications company in the middle of the Artificial Intelligence boom. For years, I advocated for the company’s debt, which traded at steep discounts for some time. In 2025, Lumen’s debt rebounded toOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a ...

Core Viewpoint - Lumen Technologies, Inc. is positioned within the booming Artificial Intelligence sector, with a notable recovery in its debt value anticipated by 2025 [1]. Group 1: Company Overview - Lumen Technologies operates in the telecommunications industry and has been recognized for its significant debt trading at steep discounts in previous years [1]. - The company is currently focusing on income investing through various financial instruments, including common shares, preferred shares, and bonds [1]. Group 2: Investment Perspective - The analyst has maintained a beneficial long position in Lumen's shares and also owns its debt, indicating confidence in the company's financial recovery and growth potential [2].

Last October, I turned bullish on Lumen Technologies, Inc. ( LUMN ) after claiming that adjusted EBITDA was on pace to grow in 2026. Soon after I turned bullish, Palantir Technologies ( PLTR ) announcedDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, wit ...

Last October, I turned bullish on Lumen Technologies, Inc. ( LUMN ) after claiming that adjusted EBITDA was on pace to grow in 2026. Soon after I turned bullish, Palantir Technologies ( PLTR ) announcedDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, wit ...

DENVER--(BUSINESS WIRE)--Lumen Technologies, Inc. ("Lumen,†"us,†"we†or "our†) (NYSE: LUMN) today announced that its wholly-owned subsidiary, Level 3 Financing, Inc. ("Level 3 Financing†), has agreed to sell $650 million aggregate principal amount of its 8.500% Senior Notes due 2036 (the "Additional Notes†), which represents a $50 million increase from the previously announced size of the offering. The Additional Notes are being offered as a further issuance of Level 3 Financing's 8.500% Senior Notes d ...

Core Viewpoint - Investors have a wide range of options for top-tier growth stocks, particularly among large-cap companies, that have the potential to outperform the market [1] Group 1 - The market offers numerous opportunities for investors seeking high-growth stocks [1] - Large-cap companies are highlighted as having significant potential for growth [1]