LUMN Lumen Technologies, Inc. Common Stock

The telecom giant showered its owners with cash while its stock trailed the market, raising a sharp question about what all that money actually bought.

A Lumen Technologies employee is about to see $100,000 in RSUs vest, but Social Security treats that windfall and any future gain on those same shares as two entirely different animals with separate rules that can quietly shrink his retirement checks.

A $10,000 stake in Verizon Communications (VZ) a year ago is now worth about $11,660, the top result in its group of five. Verizon ranks only third of the five on revenue growth and third again on operating margin. So are you paying for what Verizon earns today, or for a recovery it has only started to show.

Verizon Communications (VZ) trades at about 12 times earnings, against an S&P 500 median of 22.4. A discount that wide usually follows a collapse. Not here. The stock returned 14.1% over the past twelve months, behind the index's 17.9%, and management has raised parts of its 2026 guidance in two straight quarters. So is this a good business on sale or a fair price for a company that has stopped growing.

LUMN launches Intelligent Internet, offering flexible bandwidth, term-based pricing and security as enterprise AI workloads drive demand.

In September 2026, Lumen Technologies launched Lumen Intelligent Internet, an enterprise service that lets businesses digitally provision, scale, and secure high-capacity connectivity, up to 100 Gbps, across more than 10 million U.S. business locations. The offering’s combination of on-demand bandwidth control, term-based pricing, and integrated threat protection marks a meaningful step in making enterprise internet behave more like a programmable digital platform. We’ll now examine how...

AT&T (T) grows faster than Verizon, yet it trades at a far lower multiple of earnings. In its five-company peer group it ranks second on growth and margin but only third on its earnings multiple. Management calls that a disparity, and it has raised its buyback to take advantage of it.

Lumen Technologies (NYSE:LUMN) launched Lumen Intelligent Internet for enterprise customers in the United States. The service offers digital control, on demand bandwidth scaling, and built in security features tailored to business networks. Lumen Intelligent Internet is available at more than 10 million U.S. locations, targeting AI, cloud, and data heavy workloads. The launch of Lumen Intelligent Internet is important, but investors should weigh it alongside broader risks and fundamentals...

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

AT&T (T) is up 4.4% over the last five trading days, while the S&P 500 is down 1.1%. Strength in a weak tape pulls money in. That five-day move is not the question. The question is what holding AT&T does to your money when the market moves, because over the past year it has tended to go the other way.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Verizon Communications (VZ) has had a good year. The stock returned about 24% over the past twelve months against roughly 19% for the S&P 500, and at about $51 it sits at the top of its one-year range. The turnaround is real. What is not real yet is the revenue meant to pay for it.

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber

Corning (NYSE:GLW) executives said demand in optical communications, solar and selected glass applications is supporting momentum behind the company’s long-term “Springboard” growth plan, while new customer agreements are improving visibility into data-center connectivity demand. Speaking at Citi’s

Lumen Technologies (NYSE:LUMN) Chief Executive Officer Kate Johnson said the company is positioning its network and software capabilities around enterprise demand for artificial intelligence, arguing that customers increasingly need to move data among buildings, cloud platforms, data centers and edg

Lumen Technologies (NYSE:LUMN) is focusing its strategy on digitizing enterprise networking, expanding Network-as-a-Service offerings and managing its legacy operations for cash generation, President and CFO Chris Stansbury said at the Goldman Sachs Communacopia + Technology Conference. Stansbury s

Verizon Communications (VZ) shares sit at the top of a $36.56-to-$50.59 52-week range, up 22.7% over the past twelve months. The exciting part of that story is the dark fiber Verizon has begun selling into AI infrastructure builds. The part that can actually move the stock is duller. Verizon has finally started keeping its customers.

AT&T (NYSE:T) executives said the company’s second-quarter performance reflected the benefits of its fiber expansion, spectrum investments and recently closed acquisitions, while emphasizing a strategy centered on converged wireless and broadband customer relationships. Speaking at the 2026 Ban

GLW's multi-billion-dollar Verizon deal boosts optical fiber demand, supporting broadband expansion and AI infrastructure through 2032.

AT&T (T) trades at 8.2 times earnings against an S&P 500 median of 23.0, and it got there the hard way: the stock returned -9.4% over the past year while the index returned +19.3%. A profitable telecom throwing off cash at that discount is what value buyers hunt for.

This telecom giant is on a tear, but for investors arriving at the high, the real question is whether the engine has enough fuel left for another lap.

Lumen (LUMN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

T gains 4.7% YTD as fiber and wireless growth support momentum, while heavy investment, competition and debt remain key challenges.

The financial line management once put first now gets far less airtime than a business that has yet to reach the revenue line.

The satellite scare has defined the telecom debate, but the profit line moved on operating leverage and the legacy costs coming out with the copper.

LUMN expands Multi-Cloud Gateway to more than 10M U.S. business locations, broadening private cloud access and supporting enterprise AI workloads.

Lumen Technologies (LUMN) is drawing attention after expanding access to its Multi-Cloud Gateway service. The service now reaches more than 10 million U.S. business locations, including sites beyond its existing fiber footprint. The Multi-Cloud Gateway expansion lands at a tricky time for Lumen Technologies, with the share price at US$5.89 after a 1-day share price return of 3.88% but a 90-day share price return that declined 45.81%. While short term momentum has faded, the 1-year total...

Lumen Technologies recently expanded access to its Multi-Cloud Gateway service, allowing enterprises at more than 10 million U.S. business locations, including sites beyond its fiber footprint, to connect into a unified, private, high-performance cloud networking environment. This move gives organizations a way to apply consistent routing, segmentation, and digital management across dispersed locations and clouds, potentially simplifying network operations for sectors such as healthcare,...

The market has crowned Verizon the winner in its telecom peer group, but its operating report card tells a different story.

Lumen Technologies (NYSE:LUMN) announced wider access to its Multi-Cloud Gateway service for U.S. businesses. The service now reaches more than 10 million business locations, including sites outside Lumen's original fiber footprint. The expansion is aimed at providing consistent, high-performance private cloud networking for enterprises running critical and AI workloads. For readers comparing how other companies are building the networks and hardware that support AI workloads, the next step...

AT&T is outperforming many of its telecom rivals, but its stock price doesn't seem to reflect that success.

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.

Cogent Communications' 14% weekly rebound follows a narrower Q2 loss and margin gains, but revenue declines, Sprint runoff and debt risks keep the setup mixed.

The CMO-CRO-CTO trio is an important C-suite partnership to manage the current tech and AI landscape, Lumen finance chief says.

The market is offering one of America's largest communications companies at a steep discount, but the price tag comes with a critical question about its path to growth.

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how telecommunication services stocks fared in Q2, starting with Lumen (NYSE:LUMN).

AT&T stock's strongest upside lever is not the customers it keeps adding, but the cost of the copper network it is finally switching off.

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

The telecom giant sent a torrent of cash to its owners, yet the stock went nowhere. Here is the accounting of what that trade-off bought, and what it means now.

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 20.5% gain over the past six months, beating the S&P 500 by 8.8 percentage points.

Lumen’s second quarter was marked by a sharper-than-expected decline in sales and a negative market reaction, despite delivering revenue and non-GAAP earnings above Wall Street expectations. Management attributed the results to continued progress in shifting the business mix toward strategic and digital services, highlighted by robust growth in Network-as-a-Service (NaaS) adoption and the initial integration of Alkira. CEO Kate Johnson noted, “Our NaaS growth rates exceeded even our own internal

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

Lumen Technologies (LUMN) is back in focus after its latest quarterly report, which showed a smaller net loss alongside lower sales and highlighted a deeper shift toward digital platforms and services. See our latest analysis for Lumen Technologies. Despite the smaller net loss and growing focus on digital platforms, the share price has come under pressure, with the 90 day share price return down 32.13% and the year to date share price return down 17.04%, even as the 1 year total shareholder...

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

Lumen Technologies has delivered a very large 277.5% return over the past three years, yet its current checks send mixed signals on whether the stock still offers value. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium to current fundamentals, while market based multiples suggest the shares may be cheap. Lumen Technologies has returned 277.5% over three years, which puts extra focus on whether recent gains already reflect the underlying cash flow outlook. Investor...

Strategic revenue hits 53% of total as company pivots to digital platforms.