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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Similar
CSCO
DON'T BUY
The number one in cell phones, but a lot of competition.
DON'T BUY
Profitibility is heading down.
DON'T BUY
Dominates its market, but growth has slowed.
BUY ON WEAKNESS
Dominates the handhelds. Growth estimates have dropped from 15% to 5%. Buy at $14/15.
BUY
Prefers over Ericcson. Dominant in the sector.
DON'T BUY
Good balance sheet/management, but telcos are not buying yet.
BUY
Great company. Getting beaten up with the wireless sector. At a good price.
DON'T BUY
Would buy at $14.
BUY
Good price and an excellent long term core holding.
BUY ON WEAKNESS
Buy in high teens or at $20.
TOP PICK
Investors are leaving so its a good time to get in. Well capitalized. Buy in low $20's or high teens.
BUY
A great stock to own. Expects wireless to pick up.
DON'T BUY
Getting a little expensive. Have to see how the hand set sales went in December.
DON'T BUY
Data is limited. Expensive.
DON'T BUY
Too expensive. Not as much growth.
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