LUMN focused on AI partnerships, while CCOI excels in high-speed Internet; LUMN stock more compelling.

From Nasdaq: 2025-04-22 10:24:00

Lumen Technologies, Inc. (LUMN) and Cogent Communications Holdings, Inc. (CCOI) are enterprise-focused fiber network providers meeting the demand for bandwidth-intensive applications such as AI and cloud services.

Lumen (LUMN) has shifted focus to AI, securing $8.5 billion in PCF deals in 2024 and partnering with tech giants like Microsoft, Amazon, and Google Cloud for AI innovation.

Cogent (CCOI) excels in providing high-speed Internet access and private network services, benefiting from the acquisition of Sprint network assets and achieving over 90% of targeted $220 million in annual savings.

LUMN and CCOI stocks have declined recently, with LUMN having a better valuation score and lower Price/Book ratio compared to CCOI.

Analysts have revised earnings estimates upwards for CCOI, while there have been no changes for LUMN.

Considering debt concerns and market competition, LUMN appears to be a more compelling investment opportunity at the moment compared to CCOI.



Read more at Nasdaq: LUMN vs. CCOI: Which Enterprise Fiber Stock is the Better Buy?