NYSE:NOK

Nokia (NOK)

9.10
-0.63 (6.47%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 25, 2026, 12:00 am

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

Nokia (NOK) has seen a remarkable resurgence, tripling in value over the past year, primarily due to its transformation into an AI infrastructure provider. The transition is driven by partnerships, notably with Nvidia, to enhance AI radio-access networks, unlocking the potential for every cell tower to function as a distributed AI node. The company reported strong growth in AI and cloud net sales, with a 49% increase in Q1, and has secured 1 billion euros in orders in this space. The new CEO also brings optimism, targeting significant profit growth through 2028. However, concerns linger about the stock's rapid rise, dependence on AI sentiment, and the legacy telecommunications business, making it prudent to consider a cautious investment approach.

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Consensus
Positive
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Valuation
Overvalued
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CSCO
HOLD
Has been a laggard this year. Reasonably cheap. Its handsets are not selling as well as competition, but have a good lock on the lower priced market.
BUY
Looks good on a lot of metrics. Good balance sheet and technical aspects are good. Well positioned for the wireless market.
DON'T BUY
Competition on their handset side is hurting their margins. We'll have tough competition on the infrastructure side also.
DON'T BUY
Well run. Margings are much lower now.
DON'T BUY
Earnings prospects are fairly good. There is a glut of inventory in the wireless sector now. SARS has negatively affected China's purchasing of cell phones.
BUY
Multiples are down a bit lower now. Wireless infrastructure is well positioned and wireless is a key growth area.
BUY
Likes where they are on cellulars and wireless. Europeans are expected to start building out the 3rd generation.
PAST TOP PICK
(Was a top pick on Feb 24. Up 5%.) Stil likes.
BUY ON WEAKNESS
Would buy if it were a lot cheaper.
BUY ON WEAKNESS
Ahead of their competition product wise. Buy in low teens.
HOLD
Competition is having trouble surviving. No debt.
DON'T BUY
Likes for the long term. Good intellectual property.
DON'T BUY
Now the dominant player in cell phones. Buy at $11/12.
DON'T BUY
Too much competition to keep margins up.
DON'T BUY
Sector is doing very poorly.
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