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 and a focus on doubling spectral efficiency by 2028. Nokia's Q2 2026 results showed revenue growth and strong AI & Cloud segment expansion, supporting the AI-RAN thesis. Investors are watching order conversions and trial outcomes closely, though competition from Ericsson and recent cash flow challenges pose risks.
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...
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...
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...
