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Lumen Technologies, Inc.

Communication Services Updated August 11, 2026
$6.38
52W $3.75 – $11.95
43/100
$6.57B
-6.2
1.81
AI Committee Verdict
Reduce
43/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is LUMN Bullish or Bearish?

Mixed. Innellis AI committee rates Lumen Technologies, Inc. (LUMN) Reduce with a composite score of 43/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Watch
Requires a committee score of 45.0 — +2.45 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Sell
Requires the score to fall below 25.0 — -17.55 from today. The band boundary is 30.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -7.7% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.86 means this name should amplify a favorable market regime — Macro
Bear Case
  • Price-to-book of 11.6x prices in significant intangible value — Value
  • ROE of only -80.2% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 38.59 adds balance-sheet risk to the value case — Value
  • Revenue declining -7.7% YoY -- this is not a growth story right now — Growth
  • Price structure making lower highs and lower lows — Technical
  • Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
43/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 100%
of 51 Communication Services peers
Value Analyst bearish
32 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 11.6x prices in significant intangible value
Growth Analyst bearish
15 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -7.7% YoY -- this is not a growth story right now
Technical Analyst neutral
45 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 38.59) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
56 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
49.2
Neutral
MACD Histogram
0.079
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$6.28
Resistance
$9.71
Bollinger %B
0.48
Inside Bands
Price vs Moving Averages
EMA 9
$6.36 Above
EMA 21
$6.52 Below
EMA 50
$7.12 Below
EMA 200
$7.43 Below

Fundamental Analysis

Valuation
100
Profitability
42
Financial Health
57
Cash Flow
70
Valuation
P/E Ratio -6.2×
P/B Ratio -4.31×
PEG Ratio 0.32
Dividend Yield 0.00%
52W High $11.95
52W Low $3.75
Quality & Growth
ROE 15568.5%
ROA -506.4%
Gross Margin 4779.4%
Operating Margin -336.4%
Revenue Growth YoY
Debt / Equity -8.88
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -6.2 (inexpensive relative to a 15-40x range); Price-to-book of -4.3x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 155.7%; Return on assets of -5.1%; Net margin of -8.7%; Gross margin of 47.8%; Current ratio of 0.96 (tight short-term liquidity); Debt-to-equity of -8.88; Free cash flow per share is positive (0.83); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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