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
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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