TickerTalks
Browse all tickers →
TickerTalks›$LUMN
LULUMN

Lumen Technologies, Inc.

$LUMN·$5.9B·Telecommunications Services·Communication Services
$5.53-0.1%YTD-30.0%1Y-6.1%
Price updated 20m ago·X counts updated 2d ago
LULUMN
$LUMNLumen Technologies, Inc.
$5.53-0.09%102 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $LUMN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

102X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LUMN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-13

X users are bullish on Lumen Technologies after CEO Kathleen Johnson purchased 100,000 shares worth $612,680, viewed as a strong insider signal at the recent dip. Traders describe a daily bullish divergence building with a strong candle recently and note the weekly 200 EMA holding as support.

Read what X is saying about $LUMN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LUMN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

CEO bought 100k shares at the lows, listing moving to Nasdaq, and Intelligent Internet is the AI-connectivity pitch.

The setup is thin but coherent: insider conviction, listing upgrade, and a product refresh — against a still-broken balance sheet.

  • Tape: -27.7% YTD, -4.0% t12m, 5.3% of 52w range — parked at lows despite the news flow.
  • CEO Kathleen Johnson bought 100,000 shares for $612,680 — the kind of open-market print that changes narratives.
  • Listing transfer to Nasdaq announced; John M. Hinshaw joined the board on 8/4/26.
  • Intelligent Internet launch positions LUMN as an AI-cloud connectivity spine (Comcast/AWS analog).
  • Balance sheet still stressed: -4.6% RoIC, D/E 1.14, FY26 EPS est -$0.89, FY29 barely turning positive.

Watch 10/29 print for Intelligent Internet customer wins and any commentary on debt-refi progress.

Agrees with X sentimentBulls have the setup right — CEO buy, listing move, technical divergence — but the fundamentals still need actual revenue mix inflection before this converts.

What to watch: 10/29 earnings, Intelligent Internet enterprise wins, debt-refinancing progress, and any follow-through insider buying.

On the calendar: 2026-10-29

Read the AI verdict on $LUMN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Fiber network and enterprise connectivity provider offering internet, cloud, and telecom services under Quantum Fiber and CenturyLink brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $LUMN.

Telecommunications Services · Communication Services

No material change from last week — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $LUMN

Neutral — Fiber network and enterprise connectivity provider offering internet, cloud, and telecom services under Quantum Fiber and CenturyLink brands.

Industry benchmark

18-name peer basket
+6.7%YTD
+21.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-79.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-0.07$-0.13+47.7%
Q1 2026May 5, 2026$-0.47$-0.10-389.1%
Q4 2025Feb 3, 2026$0.23$-0.21+209.5%
Q3 2025Oct 30, 2025$-0.20$-0.31+35.5%
Next earningsThu, Oct 29·consensus EPS $-0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.9B-8.9%50.5%0.2%$-0.20$380.0M
Q4 FY25$3.0B-8.7%46.5%-6.6%$-0.00$-1.1B
Q3 FY25$3.1B-4.2%44.9%-3.8%$-0.62$1.5B
Q2 FY25$3.1B-5.4%47.5%-19.5%$-0.92$-321.0M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.1B$11.1B – $11.1B-$0.89-$1.36 – -$0.418
FY27$10.7B$10.6B – $10.8B-$0.32-$0.68 – $0.168
FY28$10.5B$10.3B – $10.9B-$0.22-$0.61 – -$0.069
FY29$10.3B$10.1B – $10.4B-$0.08-$0.08 – -$0.084
FY30$10.3B$10.2B – $10.5B-$0.03-$0.03 – -$0.034

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 948.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 6Kathleen E JohnsonCEO100.0K sh$613K
+ 13 other (10 awards · 2 inkinds · 1 gift) in window

See when $LUMN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KListing / delisting noticeSep 258-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

Lumen Technologies, Inc. filed an 8-K disclosing a transfer of listing notification under Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule) along with a Regulation FD disclosure (Item 7.01) and attached press release. The filing indicates Lumen has received or initiated a formal notification related to its listing status. The combination of a listing-related notice and a simultaneous public press release suggests the company is proactively communicating the details of this development to investors. Full terms and implications are in the attached exhibit.

3New insider — initial holdingsAug 63
AI summary

John M. Hinshaw filed an initial Form 3 for Lumen Technologies, Inc. on August 6, 2026, following his appointment as a Director effective August 4, 2026. He holds 379 shares of common stock indirectly through The EAG Family Trust dated April 19, 2012, of which he is a trustee. Routine director ownership disclosure; the position is negligible in size and carries no market impact beyond confirming the new board appointment.

8-KOfficer or director changeAug 48-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

LUMN reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from LUMN management.

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Lumen Technologies' 2026 Annual Meeting on May 20, 2026 approved the Amended and Restated 2024 Equity Incentive Plan, increasing the authorized share count by 45.6M shares (from 43M to 88.6M shares). Significant equity plan expansion approximately doubling authorized shares; material ongoing dilution potential.

3New insider — initial holdingsMay 263
AI summary

Michael Collins (100 CenturyLink Drive, Monroe LA) filed a Form 3 initial beneficial ownership statement for Lumen Technologies as of May 20, 2026. Administrative initial ownership disclosure.

8-KMaterial agreementMay 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Level 3 Financing (Lumen subsidiary) completed a $1.0B offering of 7.500% Senior Notes due 2037 on May 21, 2026, using proceeds to fund concurrent tender offers for existing Level 3 unsecured notes and related fees. Debt refinancing extending duration at 7.5% coupon; tender offer removes near-term maturities.

8-KMaterial agreementMay 208-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Lumen Technologies and Qwest Corporation entered into a Support Agreement dated May 18, 2026 with certain holders of Qwest's 6.5% Notes due 2056 and 6.75% Notes due 2057, providing noteholder consent to the previously announced Qwest Exchange Offers. Key milestone — major noteholder support secured for the Qwest debt exchange.

8-KMaterial agreementMay 148-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Level 3 Financing refinanced its outstanding secured Term B-4 loan facilities under the existing Credit Agreement via a Third Amendment on May 13, 2026, reducing borrowing costs and extending maturity. Level 3 term loan refinancing at improved terms.

+ 31 other (9 routine 8-Ks · 4 8-Ks · 3 425s · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Lumen Technologies to move stock listing to Nasdaqreuters.com·4d agoLumen Technologies Announces Intention to Transfer Stock Exchange Listing to Nasdaqbusinesswire.com·4d agoState Street Corp Increases Stake in Lumen Technologies, Inc. $LUMNdefenseworld.net·6d agoLumen Unveils Intelligent Internet to Transform Enterprise Networkingzacks.com·7d agoLumen Launches Intelligent Internet, Bringing Cloud-Like Agility to Enterprisesbusinesswire.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ASTS$AD$T$CABO$VZ$FNGR$CMCSA$TMUS
Voices on X · last 7 days

No standout posts about $LUMN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport