Jun. 24 at 7:49 PM
$LUMN
2 bullish opinions on S.A.
LUMN is a high-risk, high-reward turnaround, with deep value at
$4.20
fair value estimated near
$21 per share.
The AT&T fibre sale will slash debt, boost free cash flow, let LUMN focus on enterprise fibre for AI/cloud demand, driving long-term growth.
Aggressive cost cuts, modernization, AI-driven efficiencies are improving margins + cash flow, with EBITDA growth targeted for 2026.
Risks remain high: legacy declines, competition, and execution missteps could derail the story, but the upside justifies a Buy for risk-tolerant investors.
https://seekingalpha.com/article/4796927-lumen-technologies-deleveraging-and-ai-a-speculative-setup-with-asymmetric-upside
Upgrading Lumen Technologies from hold to buy, raising LUMN stock's price target to
$5.64, representing a 33% upside, based on improved cost efficiency and strategic clarity.
Confirmed sale of LUMN’s mass markets fiber business to AT&T brings in
$5 billion in cash, reduces debt by
$4.8 billion, allows the company to focus on enterprise.
“Grow” portfolio has increased nearly 10% y/y
https://seekingalpha.com/article/4796959-lumen-technologies-finally-has-room-to-breathe-rating-upgrade
