New Street Research - Lumen Technologies Inc. (LUMN) LUMN: What is Lumen worth now?

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New Street Research

Jonathan Chaplin

EUR 9218.00 For Business Accounts Only

LUMN: What is Lumen worth now?

We skipped publishing on the implications of up to $12BN in new contracts for Lumen and others because we didn’t officially cover Lumen when the news broke, and we assumed others would get to the right insights before us (and we had our hands full with results for the companies we do cover).

13/08/2024 1 EN

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Lumen Technologies Inc.

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US5502411037 New York Stock Exchange United States

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Analysts

Jonathan Chaplin

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LUMN: What is Lumen worth now?

LUMN quick hit: Lumen and AWS sign PCF contract

LUMN Quick Hit: Lumen and Meta Sign PCF Contract

Vital Signs: Actionable charts

Meta Platforms (META, Buy, $595 target) First Take: A bit more color on ROI from Gen AI

Alphabet (GOOGL, Buy, $215 target) 3Q24 Model Update: Raising target to $215 from $210 on higher estimates

WLN (Neutral, TP: EUR8.5, +35%) Worldline Q3 revenue - Tough top line, but positive emerging catalysts

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