Added to YB: 2026-07-13
Pitch date: 2026-06-29
LUMN [bullish]
Lumen Technologies, Inc.
-14.27%
current return
Author Info
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Company Info
Lumen Technologies, Inc., a networking company, provides integrated products and services to business and mass customers in the United States and internationally.
Market Cap
$6.9B
Pitch Price
$7.85
Price Target
44.00 (+554%)
Dividend
N/A
EV/EBITDA
6.87
P/E
-3.85
EV/Sales
1.53
Sector
Diversified Telecommunication Services
Category
turnaround
Lumen Technologies (LUMN) Deep Dive
LUMN: Premier US long-haul fiber network mispriced as declining telecom. AI/cloud data demand re-rating asset; PCF wins ~$13B signed since '24, NaaS scaling at software margins. Balance sheet de-risked post $5.75B FTTH sale to AT&T, leverage <4x. Strategic rev >50%, +8-9% y/y. Base case $17 (8x '29 EBITDA) vs ~$8, upside $25-44; bear ~today. ~10% FCF yield. Author long.
Read full article (12 min)