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GOVT-CONTRACT ·Filed Oct 1, 2026

LUMN

Lumen Technologies, Inc.
BULLISH
Impact 5/10
Horizonmonths Processed26d 3h ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

This modification adds to Lumen's growing backlog with the VA, a key federal customer. Monitor future VA task orders under the EIS vehicle for sustained revenue visibility.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+5d
LUMN ▼ -8.17% at T+5d
LONG call ✗ call lost -8.17% · α vs SPY -9.33% · entry $5.75 → $5.28
Next anchor: T+20d in 3d
Latest observation: T+15 -14.06% FF3 residual α
Entry = T+0 close
Oct 2, 2026
via day close
T+1d
-2.26%
call -2.26% · α -2.94%
$5.62
settled 22d ago
T+5d
-8.17%
call -8.17% · α -9.33%
$5.28
settled 18d ago
T+20d
Pending
in 3d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Lumen Technologies Government Solutions received a $77.6M contract modification from the Department of Veterans Affairs for data services under the EIS program. This is a material award for Lumen's government segment, reinforcing its position as a key telecom infrastructure provider to the VA.

Key Financial Metrics

Award Amount
$77.6M
Agency
Department of Veterans Affairs
Contract Type
modification

Key Facts

  • Contract modification P00094 under vehicle 36C10A20F0326
  • Obligation amount of $77,618,369
  • Awarding agency: Department of Veterans Affairs
  • Recipient: Lumen Technologies Government Solutions, Inc.
  • Action date: October 1, 2026
  • Description: EO 14398 EIS Data Services Carrier A

Financial Impact

$77.6M contract modification from the VA for data services

revenuebacklog

Risk Factors

  • Government funding risk from continuing resolutions or budget cuts
  • Execution risk on large-scale telecom infrastructure projects

Investment Themes

Media & Telecom

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C10A20F0326
11 reports for LUMN
Performance horizon
100% Hit rate @ T+5 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+5▲ +16.76%May 20, 2026
Filters
Rows
Reports for LUMN — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
8-K
NEUTRAL ★ 3/10
$4.57awaiting T+5—$4.43 (−2.97%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
BULLISH ★ 5/10
$5.75 $5.28▼ −8.17%▼ −9.33%$4.43 (−22.96%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$5.59 $5.56▼ −0.54%▼ −1.84%$4.43 (−20.75%)
Sep 25, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$5.71 $5.75▲ +0.70%▲ +0.92%$4.43 (−22.42%)
Aug 8, 2026
11w ago
Institutional Cluster
MIXED ★ 5/10
$6.64 $6.58▼ −0.90%▼ −0.86%$4.43 (−33.28%)
Aug 6, 2026
11w ago
Insider Buy
BULLISH ★ 5/10
$6.24 $6.72▲ +7.69%▲ +7.29%$4.43 (−29.01%)
May 27, 2026
21w ago
8-K
NEUTRAL ★ 3/10
$10.87 $9.98▼ −8.19%▼ −8.66%$4.43 (−59.25%)
May 20, 2026
22w ago
8-K
BULLISH ★ 5/10
$9.31 $10.87▲ +16.76%▲ +15.52%$4.43 (−52.42%)
May 13, 2026
23w ago
8-K
NEUTRAL ★ 4/10
$10.34 $9.44▼ −8.70%▼ −7.99%$4.43 (−57.16%)
Apr 16, 2026
27w ago
8-K
NEUTRAL ★ 4/10
$8.51 $9.01▲ +5.88%▲ +4.89%$4.43 (−47.94%)
Showing 10 of 11

US Market Status

Market Closed — Opens Wed (9h 31m)

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Report published Oct 1, 2026