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GOVT-CONTRACT ·Filed Sep 30, 2026

LUMN

Lumen Technologies, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed27d 9h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine option year exercise on an existing contract, not a new competitive win. Monitor for additional option exercises or new task orders under the EIS program, as well as any competitive recompete announcements that could affect long-term revenue visibility.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d ⚠ clustered
LUMN ▼ -0.54% at T+5d
NEUTRAL call -0.54% · α vs SPY -1.84% · entry $5.59 → $5.56
Next anchor: T+20d in 2d
Latest observation: T+16 -13.34% FF3 residual α
Entry = T+0 close
Oct 1, 2026
via day close
T+1d
+2.86%
call +2.86% · α +2.12%
$5.75
settled 25d ago
T+5d
-0.54%
call -0.54% · α -1.84%
$5.56
settled 19d ago
T+20d
Pending
in 2d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Lumen Technologies Government Solutions received a $34.2 million contract modification from the Social Security Administration to exercise Option Year 7 under the Enterprise Infrastructure Solutions (EIS) program for data network services. This represents a continuation of existing business rather than a new award, providing revenue visibility for another year.

Key Financial Metrics

Award Amount
$34.2M
Agency
Social Security Administration
Contract Type
modification

Key Facts

  • Contract modification P00071 exercises Option Year 7 under the EIS program
  • Award amount: $34,168,959.6
  • Awarding agency: Social Security Administration
  • Recipient: Lumen Technologies Government Solutions, Inc. (subsidiary of Lumen Technologies, Inc.)
  • Action date: September 30, 2026

Financial Impact

$34.2 million contract modification for Option Year 7 of existing SSA data network services task order

revenue

Risk Factors

  • Option year exercise does not guarantee future option years or follow-on contracts
  • Government funding subject to appropriations and continuing resolutions
  • No revenue impact percentage calculable as company annual revenue is not provided

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-28321319FDX030432
11 reports for LUMN
Performance horizon
75% Hit rate @ T+5 3 of 4 directional calls Went positive at some point 3 of 4 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

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Report published Sep 30, 2026