NYSE:NOK

Nokia (NOK)

12.06
-0.01 (0.08%)
as of Jul 2, 2026, 11:59:28 pm Market Open.
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Investor Insights
star iconJul 5, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Nokia (NOK) has made a remarkable comeback in the past year, tripling in value largely due to its pivot towards AI infrastructure, which is critical in enhancing data center efficiency. The company has seen substantial growth in its AI and cloud businesses, with a 49% increase in net sales and a significant order intake of 1 billion euros in Q1. The partnership with Nvidia, which involves a $1 billion investment, further solidifies Nokia's position in the AI radio-access networks market. While the new CEO sets ambitious profit targets, the lingering legacy telco business poses risks due to its inherent volatility. Despite the stock’s impressive rise, analysts remain cautious about the future, suggesting potential investors consider waiting for a pullback before entering the market.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
Ericsson, ERIC
WEAK BUY
Lost market share earlier this year. Starting to gain some market share back. Talking about hiking their dividends. We'll continue to be tough going. OK as a long-term buy.
DON'T BUY
Stock is below its 200 day moving average. Trying to find a base.
WAIT
Making steps to new product line. Might want to buy in fourth quarter
SELL
This company is selling into a market that is awash with supply.
WAIT
Their market share in cell phones has been collapsing. Down from 35% to the low 30's. The valuation is a very interesting. Probably will be under pressure for a few more months.
DON'T BUY
Management seems to be perennially optimistic about handset sales. A good company and they will turn it around but it may go lower because of people who overbought, selling.
HOLD
An inexpensive stock now. Has had problems competing with companies like Motorola and Ericsson. Has had to cut prices on inventory which is cut into profits.
DON'T BUY
Not that much of a fan of this stock at this time. Seemed to have missed a couple of product launches and lost some market share. Longer term, it has an excellent track record.
DON'T BUY
Still too early to buy this stock. Market has gravitated towards competitions' cell phones. Have a tough slog ahead of them.
STRONG BUY
Valuation, growing at GDP is $18 to $25. They had to reduce margins to get their market share back. The demand will be strong in emerging markets.
WEAK BUY
Got hit when they lost market share in the first quarter, not having a good midrange cellphone. Have cut prices and there is evidence that they are beginning to market share. Well-managed company.
WAIT
China is the key to this stock. Share price has taken a bit of a hit, but don't underestimate them. Shorter-term, will probably be volatile.
BUY ON WEAKNESS
At this level, the valuation is more reasonable. Cell phone sector is a very competitive space. Have a phenomenal balance sheet. $3 a share in cash. Look at it as a value play. Buy at $12/13 for a long-term hold.
WEAK BUY
Has been struggling lately. The issue is, do they have a product strategy that is viable. Response has been underwhelming on their new products. OK 6/12 months out.
WATCH
An ADR. Come down a fair ways, a lot of conroversy around company. Prefers Motorola
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