Dec 29, 2025 • Stocktwits
SOMEWHAT-BULLISH
Nokia Found New Life In AI — And Nvidia Gave It An Extra Boost This Year
Nokia's stock has risen 50% year-to-date, fueled by its aggressive pivot into AI-related products and data center solutions. A key partnership with Nvidia, involving a $1 billion stake acquisition by Nvidia and collaboration on AI networking solutions, has significantly revived investor interest. The company's strategic reorientation under new CEO Justin Hotard, including the acquisition of Infinera, has led to a sharp acceleration in revenue growth after a period of decline.
Dec 27, 2025 • ts2.tech
SOMEWHAT-BULLISH
Nokia Stock (NOK) News Today: Nvidia’s $1B Investment, Nokia’s AI Pivot, Analyst Targets, and What to Watch When Markets Reopen
Nokia (NOK) is strategically pivoting towards AI-era network infrastructure, solidified by a $1 billion investment from Nvidia and a partnership focused on AI for Radio Access Networks (AI-RAN) and 6G. The company has reorganized into two segments, Network Infrastructure and Mobile Infrastructure, targeting significant profit growth by 2028. Investors are closely watching Nokia's ability to translate its AI positioning into sustainable margins and growth, with Q4 and full-year 2025 results anticipated on January 29, 2026.
Dec 26, 2025 • Simply Wall Street
NEUTRAL
Is Nokia Still Attractive After a 34% Rally and Strong 5G Contract Momentum?
Nokia Oyj has seen significant stock gains over the past year, driven by 5G contract wins and increased digital infrastructure spending. However, a Discounted Cash Flow analysis suggests the stock is overvalued by 177.9%, and its Price-to-Earnings ratio of 36.4x is also slightly above industry averages, indicating it may be priced richer than its fundamentals suggest. The article encourages investors to use Simply Wall St's "Narratives" framework to form their own valuation based on different assumptions.
Dec 23, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
The Zacks Analyst Blog Highlights Ericsson, Nokia and CommScope
The Zacks Analyst Blog highlights Ericsson (ERIC), Nokia Corp. (NOK), and CommScope Holding Company, Inc. (COMM) as key players poised for growth in the 5G market in 2026. The article discusses the driving forces behind 5G demand, including digital transformation across industries and the increasing usage of data-intensive applications. It provides detailed profiles of each company, outlining their strategic positions and recent achievements in the evolving 5G landscape.
Dec 22, 2025 • 富途牛牛
BULLISH
Nokia Corp. ADR Rises Friday, Outperforms Market
Nokia Corp. ADR saw a rise on Friday, outperforming the market. This article also mentions Unity Software's fourth-quarter financial results, where the company reported a significant increase in revenue to $609 million, although it posted a quarterly loss of 66 cents per share.
Dec 19, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Is Nokia (HLSE:NOKIA) Fairly Priced After Its Recent Share Price Rebound? A Fresh Look at Valuation
Nokia Oyj (HLSE:NOKIA) has seen a strong rebound, returning 35% in three months and over 90% in five years, prompting a re-evaluation of its stock. While analysts suggest it's modestly attractive with a fair value around €5.43, its P/E ratio is above peers, hinting at limited upside if market sentiment changes. The analysis notes that margin expansion and disciplined buybacks are key assumptions behind its valuation, but warns of risks from currency swings and telecom capex softness.