Added to YB: 2026-06-22
Pitch date: 2026-06-18
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 66.1B
Pitch Price
N/A
Price Target
20.00
Dividend
1.19%
EV/EBITDA
22.99
P/E
85.14
EV/Sales
3.19
Sector
Communications Equipment
Category
growth
Old Skin, New Snake - $NOK
NOK: Telecom legacy pivoting to edge AI infra. NVDA's $1bn Oct'25 deal integrates chips into wireless networks, turning towers into AI compute nodes. FY25 rev ~$23bn; Q1'26 >$5bn w/ ~$1.2bn AI/Cloud orders. Raised EBIT guide $2.3-2.9bn (~35x '26E, below optical peers ~60x). Insider buying, AI-native CEO, $4.5bn net cash, patent cash cow. Catalysts: rumored Google switching order, Infinera/CHIPS Act, T-Mobile 5/6G trials, Anduril/Lockheed defense. Path to ~$20. Risk: execution lag, order-to-rev gap.
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