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Added to YB: 2026-06-01

Pitch date: 2026-05-28

NOK [neutral]

Nokia Oyj

-22.92%

current return

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 59.2B

Pitch Price

EUR 15.18

Price Target

N/A

Dividend

1.33%

EV/EBITDA

20.52

P/E

76.29

EV/Sales

2.84

Sector

Communications Equipment

Category

growth

Show full summary:
The Finnish Bottleneck Plays - Nokia

NOK (quick overview): Decade-long laggard re-rated ~2x off lows as market reframed it from legacy telecom-equipment vendor into AI-infrastructure play. Infinera acquisition plugs Nokia into optical networking for data centers, reshaping order book/guidance. Cited as proof of concept for Finnish bottleneck rotation, not a fresh pitch given doubled stock.

Read full article (2 min)