Lumen Technologies, Inc. ( LUMN ) is a telecommunications company in the middle of the Artificial Intelligence boom. For years, I advocated for the company’s debt, which traded at steep discounts for some time. In 2025, Lumen’s debt rebounded toOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a ...

Lumen Technologies, Inc. ( LUMN ) is a telecommunications company in the middle of the Artificial Intelligence boom. For years, I advocated for the company’s debt, which traded at steep discounts for some time. In 2025, Lumen’s debt rebounded toOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a ...

Last October, I turned bullish on Lumen Technologies, Inc. ( LUMN ) after claiming that adjusted EBITDA was on pace to grow in 2026. Soon after I turned bullish, Palantir Technologies ( PLTR ) announcedDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, wit ...

Last October, I turned bullish on Lumen Technologies, Inc. ( LUMN ) after claiming that adjusted EBITDA was on pace to grow in 2026. Soon after I turned bullish, Palantir Technologies ( PLTR ) announcedDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sectors, wit ...

DENVER--(BUSINESS WIRE)--Lumen Technologies, Inc. ("Lumen,†"us,†"we†or "our†) (NYSE: LUMN) today announced that its wholly-owned subsidiary, Level 3 Financing, Inc. ("Level 3 Financing†), has agreed to sell $650 million aggregate principal amount of its 8.500% Senior Notes due 2036 (the "Additional Notes†), which represents a $50 million increase from the previously announced size of the offering. The Additional Notes are being offered as a further issuance of Level 3 Financing's 8.500% Senior Notes d ...

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. ...

We recently published 10 Stocks on Fire Ahead of 2026. Lumen Technologies Inc. (NYSE:LUMN) is one of the best performers on Tuesday. Lumen Technologies rebounded by 3.44 percent on Tuesday to close at $7.81 apiece as investors resorted to bargain-hunting following a three-day drop. Month-to-date,  the stock was down by 3.7 percent. In recent news, Lumen Technologies Inc. (NYSE:LUMN) announced the early redemption of its entire note series due 2029, 2030, and 2031, removing its earlier cap to redeem only ...

公司股价表现与市场定位 - 公司前身为CenturyLink，自2020年起在人工智能热潮中进行品牌重塑与业务转型 [1] - 截至12月22日，公司股价年内上涨38%，表现远超同期标普500指数17%的涨幅 [1] - 公司当前股价为7.69美元，市值为79亿美元，52周价格区间为3.01美元至11.95美元 [5][6] 业务转型与市场预期 - 市场炒作主要围绕公司与微软和Alphabet等达成的协议，使其成为这些公司网络能力的主要提供商 [4] - 公司首席执行官称其正在“构建人工智能经济的支柱” [4] - 公司被视为人工智能基础设施支出增长的潜在受益者 [4] 财务状况与债务压力 - 公司长期债务超过175亿美元，是其当前约79亿美元市值的两倍多 [7] - 公司已对24亿美元债务进行再融资，每年节省1.35亿美元利息，但预计今年仍需支付超过10亿美元的利息 [7] - 第三季度公司营收为30.8亿美元，但净亏损达6.21亿美元，现金消耗速度快于其人工智能业务的回报速度 [8] 增长前景与盈利挑战 - 管理层在最新财报电话会议上表示，预计到2028年才能恢复营收增长 [10] - 公司并非初创企业，而是自1968年成立的老牌公司，正试图从陷入困境的传统业务转向高增长行业 [11] - 投资者需看到公司实现持续盈利并削减巨额债务的实质进展，其宏大愿景才具有可信度 [12]

公司股价表现与事件 - 公司股价在周一结束了连续两日的上涨，大幅下跌5.13%，收于每股7.77美元 [1] - 股价下跌的直接原因是公司宣布了一项提前赎回部分债务的计划，引发了投资者的谨慎情绪 [1] 债务管理举措详情 - 公司计划提前赎回其所有2029年、2030年和2031年到期的票据 [1] - 为实施此赎回计划，公司本月早些时候计划通过发行2036年到期的优先票据筹集12.5亿美元新资金 [2] - 最终发行的2036年票据规模比初始计划增加了5亿美元，票面收益率为8.5% [3] - 发行新票据所筹集的资金将专门用于回购2029、2030和2031年到期的票据 [3] 新发行票据条款 - 2036年票据向投资者的发行价格为总本金额的100% [4] - 该票据将于2036年1月15日到期 [4] - 票据发行后，将由Level 3 Parent, LLC（Level 3 Financing的直接母公司）及Level 3 Financing的某些非受监管子公司提供完全、无条件、连带、非次级且无担保的担保 [4] 市场反应与担忧 - 尽管债务提前赎回提议对债券持有人有利，但该举措引发了股东对公司可能消耗更多现金的担忧 [2] - 投资者担心公司为实施该计划可能需要发行新的票据 [2]

公司业务与近期动态 - 公司提供网络和通信产品及服务，包括光纤、云、IP、托管安全和传统数据解决方案 [1] - 公司于12月1日宣布推出面向AWS网络防火墙的Lumen Defender托管规则，将威胁情报直接提供给AWS客户，以便在网络受到攻击前检测和阻止网络威胁 [1] - 公司运营着全球连接最深的网络之一，其Defender威胁情报能在恶意基础设施攻击客户之前提供上游视图，通过将此情报直接集成到AWS网络防火墙，能够更早地检测和破坏僵尸网络、恶意软件及国家级活动 [1] 市场观点与股价表现 - 知名评论员Jim Cramer在闪电回合中被问及该公司股票时表示，该股票上涨过多，尽管是8美元的股票，人们认为不会造成伤害，但它确实可能带来风险，建议投资者保持谨慎 [1]