Nokia Oyj is rated Hold with a target price range of $8.50 to $11.30, reflecting optimism about its AI infrastructure potential but concerns over its valuation. The company needs its Network Infrastructure segment to achieve an operating margin above 25% by 2028 to meet targets, but current margins are pressured by high operating expenses. Over half of Nokia's operating profit comes from patent licensing, which is now less transparent in segment reporting, complicating earnings visibility and valuation. Key risks include potential licensing repricing, delays in order conversions, and difficulties in improving software margins amid competitive and operational challenges.
Nokia's stock surged 67% year-to-date, driven by strong Q2 revenue and earnings growth fueled by a 105% year-over-year increase in AI and cloud sales. However, the company faced challenges as free cash flow turned negative and net cash declined. Whil...
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 ...
Coherent and Cisco shares dropped after reporting strong fiscal Q4 results, with Coherent's cash flow down sharply and Cisco facing margin pressure from AI hardware costs. Meanwhile, Ciena and Nokia stocks rose, benefiting from growing demand for dat...
Nokia is advancing its AI-radio access network (AI-RAN) technology with Nvidia's AI compute integration and T-Mobile as a key trial partner, aiming for commercial availability by late 2027. The collaboration includes Nvidia's $1 billion investment an...
The tech sector saw strong gains led by Dell Technologies, whose AI server business grew by 757%, driving its stock up nearly 10% to $484.49. Other companies like Nokia, Hewlett Packard Enterprise, Resideo Technologies, and Oracle also posted signifi...
