NOK Nokia Oyj

bullish · high conviction track record → $14.84 -0.44 (-2.9%)
Mkt Cap $92B P/E 102.9 fwd 33.8 52wk $4.00 - $16.62 Updated Saturday
r/
Reddit bullish 5 mentions, 7d
4 bullish · 0 bearish · 1 neutral
Est. revisions: +8.9% (2 up, 2 down in 30d)
Factor Model (net +1.7)

Factor Model

net +1.7 3.6 / 10
Est. Revisions
+0.5
Insider Activity
+0.0
Momentum
+0.9
Analyst Rev.
+0.0
Narrative Gap
+0.0

Nokia Advances in AI Infrastructure and Networking

Watch: Monitor upcoming AI/cloud order trends and quarterly revenue for signs of sustained growth and competitive positioning.

Nokia is shifting from telecom equipment to AI infrastructure and optical networking after acquiring Infinera. The stock trades at $15-16 with a current PE of 95 and forward PE of 33, cheaper than peers like Ciena (216x PE). Its Q4 2025 Optical Networks revenue rose 17% to $1.14 billion. Institutional investors like Citadel hold large positions; Nvidia invested $1 billion as a strategic partner.

Nokia's AI and networking pivot backed by robust growth, strategic partnerships, and strong R&D investment suggests it is undervalued and poised to capitalize on expanding AI infrastructure demand.

Position history (2d) bull bear neutral
2026-05-24 2026-05-25

Evidence

Updated Saturday I have $33,000 that I want to invest in a higher risk stock. I can’t decide between Nokia(Nok) and Redwire (RDW). reddit-stocks
Updated Friday Nokia is quietly becoming the backbone of AI infrastructure and nobody noticed 🚀 reddit-wsb
Updated Thursday Forget Cisco: Nokia Is the AI Networking Stock Nobody’s Watching yahoo-finance
4d ago NOK & BB might be the most misunderstood AI plays on the market right now reddit-stocks
4d ago I swear I just stumbled onto the most criminally undervalued stock of this entire AI cycle. People are sleeping on optical‑networking giant Nokia, and it makes zero sense. Ciena is leading the race right now, sure but if you actually look at the fundamentals, Nokia is just as strong maybe stronger reddit-raceto10m
5d ago 180k yolo on $NOK reddit-wsb
6d ago Nokia’s AI infrastructure pivot lifts stock to fresh highs as cloud commerce accelerates - AD HOC NEWS google-news-ai-infra
7d ago The bull market is raging: what to buy? reddit-stocks
7 older signals
7d ago Tested Nokia ($NOK) under different WACC and growth scenarios
7d ago Path11 picks up 10% since May 3rd
8d ago Nokia (NOK) Wins UK Appeal Blocking Acer and Asus Video Patent Lawsuits
8d ago Strong buy for the last 3/4 weeks with Nokia , people slowly staring to catch on !
9d ago DD: How 5G infrastructure requirements will push legacy giants $NOK and $ERIC
9d ago Nokia has been on an absolute TEAR. How do you find these stocks before they blow up?
10d ago Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying
Fundamentals & Data ▾
Nokia Oyj Technology · Communication Equipment
Mkt Cap
$92B
P/E
102.9 fwd 33.8
Beta
0.77
Div Yield
106.00%
52w Range
$4.00 - $16.62
Short Interest
66.7M 1.2%
Days to Cover
0.7 +21%
Technicals mixed
vs 20d MA
+5.5%
from 52w Hi
-9.8%
Vol (20d)
79%
1w return
+4.7%
1m return
+19.1%
Vol ratio
1.1x
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.07 +8.9% 30d 2up / 2dn
Est. Dispersion
34% 5 analysts
Analyst Target
$13 $8 - $16
Options P/C
0.41 4C / 2P unusual
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw
Financials
Revenue
$4.5B +2% YoY
FCF
$629M
Gross Margin
44%
Op Margin
1%
Momentum: decelerating
Top Holders
Citadel $123M
Renaissance $107M
D.E. Shaw $22M
Track Record (0/1 correct) ▾

Direction History

0/1 correct at 5 days
2026-05-03 bullish -3.6% ✗
Full track record across all stocks →
bullish for 2d | 15 signals · latest Updated Saturday

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