Added to YB: 2026-05-21
Pitch date: 2026-05-19
NOK [bullish]
Nokia Oyj
Author Info
No bio for this author
Company Info
Nokia Oyj, together with its subsidiaries, provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa.
Market Cap
EUR 65.8B
Pitch Price
N/A
Price Target
N/A
Dividend
1.19%
EV/EBITDA
22.88
P/E
84.74
EV/Sales
3.17
Sector
Communications Equipment
Category
growth
Can Nokia Be A Serious Recovery Play?
NOK: Nvidia owns 2.9% stake ($1B investment Oct '25 @ $6.50). AI & Cloud rev +49% YoY in Q1 '26. Partnership building AI-RAN platform for edge AI at cell towers/telecom infrastructure. Addressable market CAGR raised to 27% (was 16%). Op profit +54% YoY Q1. Stock breaking decade-long base w/ heavy call flow into $15-20 strikes. Thesis: telecom networks evolving into distributed AI compute layer for low-latency apps. Bear case: slow carrier adoption, competition, AI monetization still theoretical.
Read full article (10 min)