Lumen Technologies: What To Know From 4Q25 Earnings And Why I'm Bullish For 2026 [Seeking Alpha]
Lumen Technologies, Inc. (LUMN)
Company Research
Source: Seeking Alpha
LUMN's $5.75B AT&T transaction materially reduced debt, cut interest expense by 45%, and improved financial flexibility for network modernization. Strategic revenue mix is shifting toward higher-margin enterprise and digital infrastructure products, with PCF and NaaS showing strong adoption. Valuation remains depressed despite improved fundamentals, with execution risk now centered on adoption pace, delivery, and cost discipline. alxpin/iStock via Getty Images Thesis Lumen Technologies ( LUMN ) reported a 4Q25 non-GAAP EPS of $0.23, beating analyst expectations by about $0.50. Revenue, however, came in at $3.04 billion, declining about 8.7% year-over-year but still landing in line with consensus estimates. I think this earnings beat reflects some much stronger This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.
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LUMN
News
- Lumen Technologies (NYSE:LUMN) had its price target raised by analysts at UBS Group AG from $5.00 to $6.00. They now have a "neutral" rating on the stock.MarketBeat
- Lumen Technologies (NYSE:LUMN) had its price target raised by analysts at The Goldman Sachs Group, Inc. from $5.50 to $7.25. They now have a "neutral" rating on the stock.MarketBeat
- Lumen Technologies (NYSE:LUMN) had its "market perform" rating reaffirmed by analysts at Raymond James Financial, Inc..MarketBeat
- Lumen (NYSE:LUMN) Reports Q4 CY2025 In Line With Expectations [Yahoo! Finance]Yahoo! Finance
- Lumen Technologies Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
LUMN
Earnings
- 2/3/26 - Beat
LUMN
Sec Filings
- 2/4/26 - Form 8-K/A
- 2/3/26 - Form 8-K
- 2/2/26 - Form 8-K
- LUMN's page on the SEC website