Lumen Technologies, Inc. (LUMN)

Lumen Technologies' stock has experienced significant movement in the past six months. As of October 24, 2025, the stock price was $8.09 per share, marking a 26.21% increase from $6.41 per share on October 28, 2024. Over the last year, the stock has seen a 48.10% increase, with a 49.75% rise in the past month and a 26.21% rise in the past week. The stock surged by 540% from $1.11 at the start of Q3 2024 to the end of Q3 2024. Recent positive events include a strategic partnership with Palantir Technologies to integrate AI, expansion of its Internet On-Demand service, and a multi-billion-dollar network expansion to address AI infrastructure demand. Analyst ratings and price targets have been adjusted by Citigroup, Raymond James Financial, Wall Street Zen, and The Goldman Sachs Group. CFO Christopher Stansbury purchased 42,000 shares of the company's stock on August 14th. Lumen Technologies is scheduled to report its Q3 2025 earnings on October 30, 2025, with analysts anticipating a loss of $0.31 per share.

Demand seasonality exists for Lumen Technologies' products and services, particularly for its Internet On-Demand offering, which allows businesses to scale connectivity based on changing needs, including seasonal demand. Lumen Technologies tracks and displays mean and median monthly returns to identify seasonal patterns in its stock performance.

Lumen Technologies, Inc. is an American telecommunications company providing integrated products and services globally to business and mass market customers. Its offerings include network, security, cloud, voice, and managed communications services delivered through its fiber optic and copper networks, data centers, and cloud computing infrastructure. The company provides services like SD-WAN, MPLS/IPVPN, Ethernet, Internet access, wavelength services, dark fiber, and private lines for enterprises. Lumen also offers cloud services such as big data, IoT solutions, multi-cloud management, and security services including DDoS mitigation and web security. For residential and small business customers, Lumen provides broadband and voice services under brands like Lumen, Quantum Fiber, CenturyLink, and Black Lotus Labs.

Lumen Technologies serves customers worldwide, operating in over 60 countries and headquartered in Monroe, Louisiana. Its physical network directly reaches approximately 170,000 buildings. Through 'Project Berkeley,' Lumen aims to expand its reach to over 10 million additional off-net buildings. The Internet On-Demand service has been expanded to cover more than 10 million new business locations across the United States, utilizing partnerships for last-mile connections.

Lumen Technologies has been recognized as one of Fortune's Most Innovative Companies for 2025, indicating a positive perception of its innovation. The company's recent strategic partnership with Palantir Technologies and the significant expansion of its Internet On-Demand service have also positively impacted its brand. However, the company has underperformed its industry peers in terms of news mentions and has faced challenges due to stock price volatility, declining revenues, profitability issues, and a substantial debt burden.

Lumen Technologies' ownership is primarily dominated by institutional investors, holding approximately 70.73% of the company's shares, with 15.00% owned by Lumen Technologies insiders and 14.27% by retail investors. Major institutional owners include BlackRock Inc., Vanguard Group Inc, and State Street Corp. Temasek Holdings Private Ltd is the largest individual shareholder, holding 10.45% of the company. CEO Kathleen Johnson directly holds 0.9% of the total shares outstanding.