Recent chatter on X about Lumen Technologies (LUMN) has centered on the company's milestone of surpassing 1,000 customers on its Network-as-a-Service (NaaS) platform, a significant achievement since its launch in late 2023. Many users have expressed optimism about this growth, viewing it as a potential turning point for the telecommunications infrastructure firm amidst its ongoing strategic shifts. The buzz reflects a renewed interest in Lumen’s role in supporting AI-driven data center demands.
However, not all discussions are uniformly positive, with some voices on X raising concerns about the company’s long-term financial health and past decisions, including debt management strategies. A few posts have highlighted analyst downgrades and skepticism about cash flow metrics, suggesting that challenges remain despite the recent upbeat news. This mix of perspectives keeps the conversation dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
Lumen Technologies Insider Trading Activity
Lumen Technologies insiders have traded $LUMN stock on the open market 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LUMN stock by insiders over the last 6 months:
- KATHLEEN E JOHNSON (President & CEO) purchased 135,870 shares for an estimated $501,781
- CHRISTOPHER STANSBURY (EVP and CFO) has made 6 purchases buying 82,000 shares for an estimated $357,753 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lumen Technologies Hedge Fund Activity
We have seen 224 institutional investors add shares of Lumen Technologies stock to their portfolio, and 297 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PALESTRA CAPITAL MANAGEMENT LLC added 7,417,585 shares (+197.8%) to their portfolio in Q2 2025, for an estimated $32,489,022
- JPMORGAN CHASE & CO added 6,204,619 shares (+121.3%) to their portfolio in Q2 2025, for an estimated $27,176,231
- UBS GROUP AG removed 5,862,161 shares (-56.3%) from their portfolio in Q2 2025, for an estimated $25,676,265
- MORGAN STANLEY removed 5,825,011 shares (-34.1%) from their portfolio in Q2 2025, for an estimated $25,513,548
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 5,273,607 shares (-23.3%) from their portfolio in Q2 2025, for an estimated $23,098,398
- D. E. SHAW & CO., INC. removed 4,248,889 shares (-57.0%) from their portfolio in Q2 2025, for an estimated $18,610,133
- DIMENSIONAL FUND ADVISORS LP added 4,076,054 shares (+29.9%) to their portfolio in Q2 2025, for an estimated $17,853,116
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lumen Technologies Government Contracts
We have seen $354,358,865 of award payments to $LUMN over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ENTERPRISE DATA NETWORK SERVICES CARRIER A: $76,198,217
- USDANET ENTERPRISE INFRASTRUCTURE SOLUTIONS: $68,897,603
- DOI EIS DATA SERVICES: $57,590,435
- ENTERPRISE INFRASTRUCTURE SOLUTIONS (EIS) PROGRAM - SSA DATA NETWORK SERVICES (SSANET): $45,379,929
- THE PURPOSE OF THIS ACTION IS TO ESTABLISH A TASK ORDER AGAINST GSAS ENTERPRISE INFRASTRUCTURE SOLUTIONS (E...: $9,512,798
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Lumen Technologies Analyst Ratings
Wall Street analysts have issued reports on $LUMN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 05/05/2025
- Citigroup issued a "Buy" rating on 02/26/2025
To track analyst ratings and price targets for Lumen Technologies, check out Quiver Quantitative's $LUMN forecast page.
Lumen Technologies Price Targets
Multiple analysts have issued price targets for $LUMN recently. We have seen 3 analysts offer price targets for $LUMN in the last 6 months, with a median target of $5.0.
Here are some recent targets:
- Frank Louthan from Raymond James set a target price of $5.0 on 08/01/2025
- Michael Rollins from Citigroup set a target price of $6.5 on 02/26/2025
- Eric Luebchow from Wells Fargo set a target price of $5.0 on 02/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
