Nokia retains its Buy rating driven by strong momentum in AI-powered 6G platforms, supported by Nvidia's $1 billion investment. The company benefits from demand for hyperscaler services, 800G network upgrades, and leadership in edge routing technology. Despite stretched valuations and some weak growth indicators, upcoming earnings are expected to show modest profits with mixed analyst revisions. Long-term investors are near break-even, while recent buyers have seen gains up to 160% from lows last year.
Nokia's stock has surged 140% over the past year, driven by strong momentum in AI and cloud orders, with AI and cloud revenue growing 49% in Q1. The company secured €1 billion in new firm orders and upgraded its 2026 growth guidance for Network Infra...
Nokia has signed an agreement with Taiwan Mobile to expand their 5G partnership by deploying Nokia's AirScale portfolio and AI-driven software to modernize Taiwan Mobile's network. This upgrade aims to enhance network performance, automation, and sus...
The global small cell poles market is projected to grow from $2.27 billion in 2026 to $3.84 billion by 2030, at a compound annual growth rate (CAGR) of 14%. Growth is fueled by rising mobile data use, 5G network expansion, and smart city connectivity...
