Added to YB: 2026-07-15
Pitch date: 2026-07-13
NOK [neutral]
Nokia Oyj
-1.93%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. Sign up for the newsletter.
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 11.93
Price Target
N/A
Dividend
1.33%
EV/EBITDA
20.52
P/E
76.29
EV/Sales
2.84
Sector
Communications Equipment
Category
turnaround
Nokia Q2 Preview: When Does Positioning Become Earnings Power?
NOK (holding update): Q2 preview. Turnaround working—Q1 rev +4%, AI&Cloud +49% to €350M (8% of rev), €1B AI orders, Optical +20%, FCF €629M. Mgmt raised NI growth to 12-14% but held €2.0-2.5B profit outlook. Stock rerated from €4 to €11 (26.5x fwd P/E). Needs volume to convert to margins/ROIC. Small position; competes w/ Ciena, Cisco.
Read full article (8 min)