NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.
Long-suffering Nokia shareholders finally got the CNBC blessing this week.
Nokia is rated Buy, driven by robust AI and cloud infrastructure demand, expanding capacity, and strong order momentum. NOK's Network Infrastructure growth, margin expansion, and successful cost-cutting initiatives underpin expectations for solid EPS growth and further stock upside. Valuation at 19.89x FY27 P/E is reasonable versus peers, reflecting improved earnings quality and sector positioning.
NOK expands DDoS protection in Spain as ESpanix deploys Deepfield Defender across Madrid and Barcelona to secure more than 200 networks.
Nokia (NOK) is upgraded to Hold as its valuation now better reflects macro risks and AI-driven upside. Q2 saw 9% comparable net sales growth, 70 bps margin improvement, and 105% AI & Cloud net sales growth. NOK guides for €2.1–2.6B 2026 operating profit, €1.53B FCF midpoint, and maintains a strong balance sheet.
AT&T and Nokia are positioning for an AI-driven shift in telecom, with fiber, 5G, cloud and network technology shaping the outlook.
Nokia stock sits 42% below its summer peak, but the China retreat reports blamed for the slide arrived months after the selloff began. The real question is whether the rally that preceded it was ever built on something real.
NOK opens new R&D center in Saudi Arabia to advance AI-powered network automation, AI-native 6G research and exportable software solutions.
NOK's 135.8% surge reflects booming AI and cloud demand, but heavy investment, competition and financial pressure create key risks.
NOK's diversified connectivity portfolio and growing AI & Cloud business strengthen its growth prospects despite telecom and competitive pressures.
Nokia benefits from AI-driven demand as Network Infrastructure sales grow, but Fixed networks weakness and shifting estimates raise questions about the gain.
Nokia surged on AI optimism but sold off sharply; now it's up 67% YTD. Q2 saw strong revenue and EPS growth, but free cash flow turned negative and net cash declined. AI & cloud sales soared 105% Y/Y, yet guidance relies on perfect execution amid lumpy order intake.