Strategic revenue grew 9.6% to $1.28 billion on AI connectivity demand and now makes up 55% of business revenue, while legacy and the divested fiber-to-the-home unit drag total sales lower year over year. Management reiterated full-year adjusted EBITDA guidance, but shares slid after hours anyway.
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LUMN Coverage
Prediction: AT&T Could Have More Upside Than Its Dividend Suggests
AT&T shares just got hammered by a Starlink spectrum deal that spooked the entire telecom sector, but the selloff may have created something unexpected for investors willing to look past the dividend.
Lumen Is Moving to Nasdaq. His RSUs Will Count as Wages When They Vest, but the Next $50,000 Gain Won’t Count for Social Security
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…
AI Networking Stocks Are Rallying on Monday. Marvell Up 8%, Credo Up 8%, Ciena Joins the Move
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…
The venture fund paying 8% yield while quietly liquidating in five years
The BlackRock Science and Technology Term Trust (NYSE:BSTZ) is an unusual tech vehicle: a closed-end fund with a 2031 liquidation date, an expense ratio near 1.4%, and over 30% of its portfolio…
Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
Lumen Technologies (NYSE: LUMN) Stock Price Prediction and Forecast 2026-2030 (Feb 2026)
After struggling for years, Lumen Technologies' stock skyrocketed in 2024. Here's our price prediction for the shares through 2030.
Up 80% Over the Past Year, Can Lumen Technologies Keep the Momentum Going
Lumen Technologies (NYSE: LUMN) reports FY2025 full-year and Q4 earnings today after market close at 4:01 p.m. EST. Wall Street expects a loss of 21 cents to 27 cents per share on…
Quiet Excellence: 3 Stocks That Have Beaten the Market, and No One Has Heard of Them
Investors who are looking for top-tier growth stocks with the potential to beat the market have plenty of options to choose from, particularly among the largest-cap names. That said, there are also…
Verizon Posts $5 Billion Profit While Lumen Loses $621 Million Chasing AI Infrastructure
Lumen Technologies (NYSE: LUMN) and Verizon Communications (NYSE: VZ | VZ Price Prediction) just closed their Q3 2025 earnings reports, and the contrast is stark. Verizon posted $5.06 billion in net income…
Lumen Technologies Rises Despite Q3 Revenue Falling Short
Lumen Technologies (NYSE: LUMN) beat adjusted earnings expectations and delivered cash flow ahead of forecast in Q3, but revenue fell short of estimates as legacy telecom segments continued to decline. The stock…
Lumen Technologies (LUMN) Rallies After Hours After Earnings Beat
Lumen Technologies (NYSE: LUMN) beat adjusted earnings expectations and delivered cash flow ahead of forecast in Q3, but revenue fell short of estimates as legacy telecom segments continued to decline. The stock…
4 Sizzling Stocks Rated Buy and Trading Under $10 That Everyone Knows
While most of Wall Street focuses on large and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.…
The 4 Biggest Risks to AT&T’s (NYSE: T) 4.1% Yield
AT&T (NYSE:T | T Price Prediction) is tempting income investors with a tantalizing 4.1% dividend yield that pays $0.28 quarterly, especially attractive in a jittery market. With a $193 billion market cap…
Is Lumen Stock Headed to Bankruptcy or Massive Gains?
Lumen Technologies (NYSE:LUMN) is a company that’s most prominently known for its extensive wireline and cable assets. A key player in the telecommunications sector, Lumen is a company that’s neither “sexy” nor…
Before the Bell: Change in the S&P 500, Rivian to Issue More Debt
U.S. equities are trading somewhat higher in Tuesday's premarket session as investors wait to hear what Federal Reserve chief Jerome Powell has to say to Congress.