We recently published 10 Big Names Crushing Wall Street. Lumen Technologies, Inc. (NYSE:LUMN) is one of the top-performing stocks on Monday. Lumen Technologies extended its winning streak to a third straight day on Monday, jumping 15.7 percent to close at $9.36 apiece as investors cheered a new milestone that its on-demand services are now present in 10 million new business locations across the US. In a statement during the day, Lumen Technologies, Inc. (NYSE:LUMN) said that its on-demand service enabled ...

Core Insights - Lumen Technologies, Inc. is set to report its Q3 2025 results on October 30, with a consensus estimate of a loss of $0.31 per share, compared to a loss of $0.13 in the same quarter last year, and total revenues expected to be $3.04 billion, reflecting a 5.5% year-over-year decline [1][10] Group 1: Financial Performance and Estimates - Lumen's earnings have exceeded the Zacks Consensus Estimate in the last four quarters, with an average surprise of 97.5% [2] - The company anticipates adjusted EBITDA to be between $3.2 billion and $3.4 billion for 2025, expecting to report near the high end of this range [10] - Cost-cutting measures are projected to yield $350 million in run-rate benefits for 2025, an increase from the previously targeted $250 million [10] Group 2: Growth Drivers - Lumen is benefiting from the rise of AI, with $9 billion in Private Connectivity Fabric (PCF) deals, up $500 million from the previous quarter, driven by demand for existing conduit and new route construction [3] - The adoption of Network-as-a-Service (NaaS) is increasing, with Lumen surpassing 1,000 customers and partnerships with the three largest cloud service providers [4] - A connected ecosystem is being developed to facilitate the purchase and management of network services, which is expected to accelerate client acquisition [5] Group 3: Strategic Initiatives - Lumen is pursuing a $5.75 billion sale of its Mass Markets fiber-to-the-home business to AT&T, expected to close in the first half of 2026, which will help reduce debt [8] - The company is focused on simplifying its capital structure and extending debt maturities, having executed a $2 billion refinancing that saves nearly $50 million in annual interest expenses [9] - Recent collaboration with Palantir Technologies aims to enhance AI deployment for enterprises in multi-cloud environments [13] Group 4: Challenges and Market Conditions - The legacy business continues to face secular headwinds, impacting top-line growth, particularly in the Wholesale segment [11] - Lumen expects Public Sector Harvest revenues to normalize in the second half of 2025 after elevated levels [12] - The company anticipates fluctuations in free cash flow as it navigates significant PCF builds, alongside concerns over higher costs, macro volatility, and competition in the AI sector [12] Group 5: Infrastructure Development - Lumen plans to add 34 million new intercity fiber miles by 2028, with over 2.2 million new miles deployed in 2025 alone [14] - Construction is ongoing at 176 In-Line Amplifier sites to enhance signal strength and scalability [14]

Core Insights - Identifying infrastructure creators is essential for investors to secure asymmetric upside in a new economic paradigm [1] Group 1: Investment Philosophy - The investment philosophy emphasizes simplicity, focusing on fundamental financial ratios and metrics for clear insights [1] - A strong educational background in finance and economics enhances the analysis of individual stocks [1] Group 2: Market Focus - There is a particular focus on market trends within the tech sector, indicating its significance for potential investment opportunities [1] Group 3: Community Engagement - Writing for Seeking Alpha allows for connection with a global community of investors, facilitating the sharing of ideas and gaining exposure [1]

Core Insights - Lumen Technologies Inc. experienced a significant stock increase of 17.25% week-on-week, primarily driven by a new partnership with Palantir Technologies Inc. [1][2] - The stock reached an 11-month high, surpassing the $8 mark, a level not seen since November of the previous year [1][2] Partnership Details - Lumen Technologies announced a collaboration with Palantir to integrate Lumen Connectivity Fabric into Palantir's Foundry and Artificial Intelligence Platform [2] - This partnership aims to facilitate AI adoption for enterprises by enabling secure and rapid data movement across multi-cloud and hybrid environments, while also enhancing AI applications with reduced latency and cost [2] - Lumen's CEO emphasized the synergy between the two companies, stating that they are positioned to help enterprises realize their AI ambitions with unprecedented scale and speed [2] Market Positioning - The article suggests that while Lumen Technologies has potential as an investment, there are other AI stocks that may offer higher returns with limited downside risk [2]

Palantir Technologies Inc. (NASDAQ:PLTR) and Lumen Technologies Inc. (NYSE:LUMN) have announced a “formative” multi-million dollar partnership to embed PLTR’s Artificial Intelligence Platform (AIP) into Lumen’s network infrastructure, a move executives say will unclog America’s “data super highways” and accelerate AI adoption for businesses.Check out PLTR and LUMN‘s price action. Partnership Could Make AI Data Processing ‘200x Faster’In a FOX Business interview, Palantir CEO Alex Karp and Lumen CEO Kate Joh ...

Group 1: Partnership and Collaboration - Palantir and Lumen have announced an expanded multi-year, multi-million dollar partnership to enhance Lumen's digital networking infrastructure using Palantir's AI technology [4][5] - The partnership aims to deliver real-time intelligence by efficiently moving large volumes of data securely and quickly, which is essential for businesses leveraging AI [5][10] - Lumen expects to achieve 17 million fiber miles by the end of 2025 in the U.S., and the partnership with Palantir is expected to help speed up the currently clogged data system [9][11] Group 2: Infrastructure and AI Integration - The collaboration is seen as a transformative effort to modernize older telecommunications infrastructures to support the demands of AI applications [7][14] - Palantir's platform is designed to free trapped data from various applications, enabling businesses to reduce costs and accelerate their AI transformation [10][12] - The integration of Palantir's AI with Lumen's infrastructure is projected to make data processing hundreds of times faster and cheaper, enhancing the overall efficiency of AI use cases [13][14] Group 3: Government and Security - Both companies have significant government clients, including the Department of Homeland Security, emphasizing the importance of speed, security, and data veracity in their services [15][16] - The partnership is positioned as crucial for supporting U.S. national security efforts, particularly in the context of modern warfare and intelligence [24][29] - Palantir's technology has been credited with aiding Ukraine in its defense against Russia, showcasing its application in critical geopolitical scenarios [39][41]

Core Insights - Palantir Technologies (PLTR) has established a multi-year, multi-million-dollar strategic partnership with Lumen Technologies (LUMN) to enhance enterprise AI deployment [1][8] - The collaboration integrates Palantir's Foundry and AI Platform with Lumen's Connectivity Fabric, aiming to streamline data movement across multi-cloud environments [2][8] - This partnership strengthens Palantir's presence in commercial markets and enhances Lumen's capabilities as a digital networking provider [3][8] Company Performance - Palantir's stock has surged 139% year to date, significantly outperforming the industry's 19% rally [6] - The stock currently trades at a forward price-to-sales ratio of 80X, which is considerably higher than the industry's 5.6X [9] Earnings Estimates - The Zacks Consensus Estimate for Palantir's 2025 earnings has remained unchanged over the past 30 days, with estimates of $0.66 for the current year and $0.86 for the next year [10][11]

Core Insights - Palantir (PLTR) has entered into a $200 million strategic partnership with Lumen Technologies (LUMN) to enhance the deployment of technologies [1] - The collaboration will integrate Palantir's Foundry and Artificial Intelligence Platform (AIP) with Lumen's Connectivity Fabric, improving data management and decision-making capabilities [2] Company Overview - Lumen Technologies specializes in networking equipment and operates in two segments: Business and Mass Markets, previously known as CenturyLink [4] - The company is headquartered in Monroe, Los Angeles and has a significant presence in the U.S. and global markets [4] Financial Performance - LUMN's stock has increased nearly 55% year-to-date, outperforming the S&P 500 Index's 16% return [5] - The stock is currently trading 173% above its low of $3.01 from April, but remains at a 25% discount to its 3-year high of $10.33 in November 2024 [5] - Over a 5-year period, LUMN's stock shows a 53% discount to its high of $16.60 in January 2021 [5]

Core Insights - Lumen Technologies stock surged 11% following a strategic alliance with Palantir Technologies valued at over $200 million, marking a significant shift towards becoming a technology infrastructure firm [2][10] - The partnership integrates Palantir's AI capabilities with Lumen's network infrastructure, aiming to deliver advanced enterprise AI solutions [3][4] - Lumen's CEO highlighted the collaboration as a solution for secure and efficient data transfer across multi-cloud environments, addressing a critical market need [4] Financial Performance - Lumen's financial metrics indicate significant undervaluation, with a price-to-sales ratio of 0.6x compared to 3.2x for the S&P 500, and a price-to-free cash flow ratio of 8.4x versus 21.1x for the S&P 500 [7][6] - The company has faced a three-year average revenue decline of 12.2%, with the most recent 12-month revenues decreasing from $14 billion to $13 billion, and quarterly revenues dropping 5.4% year-over-year to $3.1 billion [13] - Total debt stands at $18 billion against a market capitalization of $7.7 billion, resulting in a debt-to-equity ratio of 230.7% compared to 21.1% for the S&P 500 [14] Strategic Outlook - The partnership with Palantir is expected to provide revenue visibility through the $200 million commitment and supports Lumen's goal of achieving $1 billion in cost reductions by 2027, positioning the company for potential margin growth [10] - Despite the positive developments, Lumen's stock may be overvalued at $8, with analyst price targets averaging around $5, reflecting concerns over the company's debt load and declining revenues [11][12]

Core Insights - Lumen Technologies, Inc. (LUMN) has formed a significant partnership with Palantir Technologies Inc. to enhance enterprise AI adoption, aiming to connect advanced intelligence with high-performance network infrastructure for digital transformation [1][8] - The collaboration is a multi-year, multi-million-dollar initiative designed to facilitate faster and more secure AI deployment across complex, multi-cloud environments [2][3] Partnership Details - The partnership integrates Lumen's Connectivity Fabric with Palantir's Foundry and Artificial Intelligence Platform (AIP), providing enterprises with streamlined access to AI capabilities and infrastructure [2][3] - This collaboration supports Lumen's connected ecosystem strategy, allowing organizations to efficiently manage data across hybrid and multi-cloud environments while enhancing AI applications with lower latency and costs [3][4] Financial Projections - For 2025, Lumen anticipates adjusted EBITDA to be between $3.2 billion and $3.4 billion, with expectations leaning towards the higher end of this range due to improved cost controls and performance from legacy services [6][8] - The company expects EBITDA to rebound in 2026, indicating a positive outlook following the current transformation efforts [6] Market Performance - LUMN currently holds a Zacks Rank 3 (Hold) and has seen its shares increase by 21% over the past year, outperforming the Zacks Diversified Communication Services industry's growth of 3.8% [7]