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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BUY ON WEAKNESS
Probably fair value. In the gets much lower, go in big.
BUY
Has slowed down the last quarter. They are suffering on the style side. Started selling low margin product in India and China as loss leaders so clients would upgrade to the higher margins. Demand is going to continue to rise. Yields 2.4%. No debt.
BUY
Prefers this to Motorola (MOT-N). Cheaper and has a better potential over the long term.
DON'T BUY
Cellular phones is a growing market, but they have become a fashion item and the price is getting very low.
BUY
Very well managed company. An absolute dominator in their industry, both on the equipment and the handset side. Problem right now is that technology is having some heavy sledding. Heading into a difficult time seasonally. If you want to own one in this group this is a good candidate.
BUY
Have been selling their cheap handsets in India and China and demand for the higher end is now starting to increase.
BUY
The #1 cell phone company in the world. 2% dividend. There is continued good growth. Gaining market share and new products are rolling out. Emerging markets are buying cell phones rather than using landlines.
WEAK BUY
Came out with very strong earnings. They are capturing back the market share they had lost. Profit margins are going up. Very well positioned in 3rd generation telephony. From a long-term point of view, prefers Ericsson (ERICY-N) which is more on the networking side rather than the handset side.
DON'T BUY
Industry is good, but in some ways, that is bad for this company. Globally the cellphone/device industry is strong and growing. It has attracted some very smart competitors into the game, which makes it hard to keep the margins up.
TOP PICK
There is a lot more potential upside. Growth rate for the whole business is accelerating. They are gaining market share. They are a major player in infrastructure.
BUY
Since 2002, the stock has been forming a big floor at about $16/17. It has had a steady rise since 2004. Make sure that the 2005 low is never taken out. It won't be an exciting play, but the longer term chart seems to indicate a huge base is being built and could take off after this is finished.
BUY
Past pick, but it hasn't moved much. However he still likes it, and expects it to go up to 30.
TOP PICK
This company has growth in the emerging markets. Instead of having to wait for landlines for phones, people in emerging markets can go out and buy cell phones at much cheaper prices. Has no debt and a lot of cash. They have the distribution arm and the manufacturing arm which gives them higher margins then their competition. They are gaining back market share in a huge way.
BUY ON WEAKNESS
Approaching fair value. In a tough business, but they are the biggest by far. Likes them as a long term play, but the business can swing around quarter to quarter. Do a great job in the emerging markets. You need a tough stomache for this one.
BUY
Margins are very good.
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