NYSE:NOK

Nokia (NOK)

14.38
-2.24 (13.48%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

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

Nokia has experienced a significant turnaround, evolving from its previous struggles in the mobile phone market to becoming an AI infrastructure player, with its stock price tripling in the past year. A strategic partnership with Nvidia, which involves a $1 billion investment to develop AI radio-access networks, has positioned Nokia favorably in the expanding AI and cloud sectors. The company reported solid earnings and revenue growth, particularly in its AI and cloud business, which saw a 49% increase in net sales in Q1. Despite these positive indicators, there are concerns regarding the timing of their resurgence and the volatility of the telecom sector, which still contributes largely to their business model. Investors may consider initiating a position but might also wait for a price correction.

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Consensus
Positive
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Valuation
Overvalued
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Similar
CSCO
BUY ON WEAKNESS
Fully priced now. OK for long term.
PAST TOP PICK
(Was a top pick on Nov 24 no change) Still a TOP PICK. Dominates the handset market. Buy in low $20's.
DON'T BUY
Dominant company, but limited market for handsets. Too high now.
DON'T BUY
Earnings growth is limited to 8%. Too expensive.
TOP PICK
Dominant market share. Buy in high teens or low $20's.
PAST TOP PICK
(Was a top pick on April 12 down 27%) Have had a tough road, but is coming out OK.
BUY
At a good price.
BUY
Good company. Leading edge.
DON'T BUY
Handset market is slowing down. This is the strongest company in this sector.
BUY
Very good performer.
DON'T BUY
Dropping with all techs. Solid company, but multiple is to high for the amount of demand on their product.
DON'T BUY
Likes them for the long term. Good products. Will take awhile for new phones and technology to take off.
BUY
Well positioned for the long term. Will be the leader in handsets. Good price.
PAST TOP PICK
(Was a top pick on Apr 12/01 down 30%) Telecom sector slump created a major slowdown. Buying in the $18 range.
WAIT
Cyclical and will take 6/12 months to turn around. Good market share.
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