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Cautious Optimism: Assessing Lumen Technologies’ Mixed Performance and Future Projections
Ratings

Cautious Optimism: Assessing Lumen Technologies’ Mixed Performance and Future Projections

In a report released yesterday, Gregory Williams from TD Cowen maintained a Hold rating on Lumen Technologies (LUMNResearch Report), with a price target of $6.00.

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Gregory Williams has given his Hold rating due to a combination of factors including Lumen Technologies’ recent financial performance and future projections. The company showed a slight improvement in its fourth-quarter results for 2024, with mixed outcomes across different segments. Key positives included growth in the Large Enterprise and Public Sector segments, though there were challenges in the Mid-Markets and some cautious expectations for the first half of 2025.
Despite these mixed results, Lumen offered much-needed transparency for the upcoming year, forecasting a modest decline in EBITDA and higher capital expenditures but optimistic free cash flow figures. While Lumen foresees significant EBITDA growth by 2026, and a potential long-term revenue upswing by 2028 or 2029, Williams remains cautious. This cautious outlook stems from the historical context of previous revenue inflection projections which have not yet materialized, prompting a Hold rating until more concrete evidence of sustainable growth is visible.