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Home/News Feed/Nokia rallies 140% on AI and cloud growth, trading at 29x FY2026 earnings, rated Hold due to execution risks.
NOK
$10.93
-$0.77 -6.58%

Nokia rallies 140% on AI and cloud growth, trading at 29x FY2026 earnings, rated Hold due to execution risks.

Analyst Insights
14 Jul 2026
Seeking Alpha
View Source
Neutral
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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 Infrastructure. Despite robust demand, supply constraints and heavy R&D investments are limiting immediate margin expansion. The upcoming Q2 results will be critical to assess growth in IP Networks. The stock trades at around 29 times FY2026 earnings, leading to a Hold rating as the valuation assumes rapid execution and leaves little room for underperformance.

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Nokia and Taiwan Mobile expand 5G partnership to boost AI-driven network performance and sustainability.

Nokia and Taiwan Mobile expand 5G partnership to boost AI-driven network performance and sustainability.

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...

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