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Lumen Technologies Finally Has Room To Breathe (Rating Upgrade)
LumenLumen(US:LUMN) Seeking Alphaยท2025-06-24 18:50

Group 1 - The article updates the analysis on Lumen Technologies, Inc. following the confirmation of the AT&T deal, indicating a shift in the investment outlook [1] - The previous rating for Lumen was a hold, based on the assessment of market reactions to news and the importance of cash flow for both companies and investors [1] Group 2 - Michael Dion, an FP&A leader with diverse industry experience, emphasizes the significance of strong fundamentals and dividends in investment decisions [1] - The investment approach focuses on identifying value opportunities where market reactions may be disproportionate to the actual news [1]