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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COMMENT
The issue with technology is that once you have passed your prime that is it. They can disappear very quickly. Doesn't know if this will happen in this case but they do have a partnership with Microsoft (MSFT-Q) and their new operating system. Hoping it will come up with this before Christmas. There is strong competition.
DON'T BUY
New smart phone had a bug so they've had to stall sales or have a recall. Facing a lot of competition, especially in India and China where they were able to sell high volumes of phones at very cheap prices. They'll continue to struggle. A better way to play this is through Microsoft (MSFT-Q), which is more stable and their Windows software is actually going into Nokia product.
PAST TOP PICK
(A Top Pick May 13/11. Down 39.22%.) Sold it when it broke down technically.
DON'T BUY
Doesn't like the business they are in. Right now, they are a “last gasp hope” company. Lost tremendous market share, especially in North America. Some carriers are starting to carry them so there is some hope but not enough to get him interested.
COMMENT
On his stock watch list. Almost always makes money but they lost in this last quarter. Has the possibility of a major turnaround. Financials are really good. Would like to see them have a new product that would be popular.
TOP PICK
Missed the smart phone business. Still the largest maker of phones globally and are a brand name in Asia. Operational ability is still great. New CEO has made some tough decisions. Switching to a new operating system. At these levels, all the bad news is in the stock.
DON'T BUY
There are better choices in this space. Apple (AAPL-Q) would be a better one. Just cut 7,000 jobs, which was expected.
DON'T BUY
Chart shows lows in early 09, mid-2010 and now. If the lows are violated, it will probably go a lot lower. If you have this, make sure you have a stop at $8 and don’t let it go lower.
DON'T BUY
Sees this as going to be a continued casualty because of all the competition in the smart phone area.
DON'T BUY
Was a daring of the cell phone space. Still have the largest share of smart phones but are losing share. Have a fairly good yield, but are facing downward pressure. Balance sheet is good.
DON'T BUY
There’s a big structural change in global markets right now. When you buy this you are saying things “might” improve. You need to own market leaders, not a value stock.
DON'T BUY
Question is, will they be able to compete with iPhones, Androids and Rim’s Torch. Seems to be losing the battle in terms of handsets. New CEO. Company has a large number of issues.
SELL
Losing tons of market share and their margins are collapsing. Their smart phone product has not done well. Also have a new CEO.
DON'T BUY
Sold his holdings about 1.5 years ago. Not following up on the strength they had in emerging markets and are being taken over by Google and Apple. Has become a software game as opposed to a hardware game.
DON'T BUY
(Market Call Minute.)
Showing 61 to 75 of 283 entries