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
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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