Lumen Technologies Stock Surges 46.3% in 2025 Driven by New Partnerships
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Fool
- Significant Stock Surge: Lumen's stock soared 46.3% in 2025, outperforming the S&P 500's 16.4% and Nasdaq's 20.4%, reflecting strong performance and market confidence in the company's AI network technologies.
- New Partnership Catalyst: The signing of a network-as-a-service (NaaS) deal with the Pac-12 college athletics conference in August marked a turning point, helping Lumen recover from a post-earnings sell-off and driving stock gains over the following two months.
- Major Deal Impact: A $200 million partnership with Palantir, integrating Lumen's connectivity technology into Palantir's Foundry and AI platform, significantly boosted market sentiment regarding Lumen's position in the AI sector.
- Strong Start in 2026: Lumen's stock is up approximately 8.8% early in 2026, significantly exceeding the S&P 500's 1.4% and Nasdaq's 1.2%, indicating robust demand expectations for AI hardware, particularly following TSMC's strong quarterly results that positively signal Lumen's Private Connectivity Fabric technology.
Analyst Views on LUMN
Wall Street analysts forecast LUMN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LUMN is 7.92 USD with a low forecast of 4.60 USD and a high forecast of 11.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
0 Buy
6 Hold
1 Sell
Hold
Current: 8.650
Low
4.60
Averages
7.92
High
11.00
Current: 8.650
Low
4.60
Averages
7.92
High
11.00
About LUMN
Lumen Technologies, Inc. is a networking company, which connects people, data, and applications quickly and securely. The Company is engaged in providing an array of integrated products and services to its domestic and global business customers and its domestic mass market customers. It operates through two segments: Business segment and Mass Markets segment. The Company conducts its operations under four brands: Lumen, which is its flagship brand for serving the enterprise and wholesale markets, including its Private Connectivity Fabric (PCF) network architecture, Lumen Digital products, and its priority services including Edge, Network-as-a-Service and cybersecurity; Quantum Fiber, which provides fiber-based broadband services to residential and small business customers; CenturyLink, which is engaged in providing primarily mass-marketed copper-based communications services, and Black Lotus Labs, which is its cyberthreat research and intelligence arm.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
