Nokia reported an 8.3% year-over-year revenue increase in Q2 to €4.82 billion, driven by a 105% surge in AI and cloud net sales, reflecting strong growth in digital infrastructure. The company maintained its 2026 operational outlook but adjusted its operating profit guidance to €2.1–2.6 billion due to some business discontinuations. Analysts recommend a three-year holding period to benefit from Nokia's operating leverage and AI-driven demand growth. This positive momentum has also pushed Nokia's stock price from $10 to over $16 recently.
Nokia reported a 105% increase in AI & Cloud revenues to €446 million in Q2 2026, with €2.8 billion in orders, highlighting strong demand for its optical networking products. The company expects only half of these orders to convert into revenue withi...
Nokia and IBM have taken different approaches to AI infrastructure, with Nokia focusing on physical network equipment and IBM on hybrid cloud software and mainframes. In 2026, Nokia's AI and cloud revenue surged 105%, driven by strong demand and supp...
Jim Cramer recommended buying Nokia due to its strong AI-driven growth and reasonable valuation, highlighting its 124% gain over the past year and robust Q2 revenue beat. Conversely, he passed on BWX Technologies despite solid nuclear sector fundamen...
Jim Cramer recommended buying Nokia stock during CNBC's Mad Money, highlighting the company's strong position in AI and telecom network automation. Nokia recently announced an expanded partnership with Microsoft to launch an AI-powered telecom platfo...
Nokia is rated Buy due to strong demand in AI and cloud infrastructure, expanding manufacturing capacity, and growing data center products. Its Network Infrastructure segment shows growth, margin expansion, and effective cost-cutting, supporting expe...
