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
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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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