Nokia is capitalizing on AI-driven growth, especially in its Optical Networks and AI & Cloud networking divisions. The company forecasts Network Infrastructure sales to grow at a compound annual growth rate (CAGR) of 12% to 14% through 2028, with Optical Networks targeting even higher growth of 18% to 20%. Nokia also aims to more than double operating margins in Network Infrastructure by 2028, signaling significant margin expansion. Although Nokia's stock is no longer cheap, the positive AI trends and upgraded forecasts support a bullish outlook, provided the company executes well.
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...
