companies / NYSE
Nokia
Finnish networking equipment maker. NVIDIA invested $1B in Oct-2025 (2.90% stake) to co-develop AI-RAN and 6G via the NVIDIA Arc Aerial RAN Computer platform. 2026 Q1 AI+cloud net sales YoY +49%; CAGR guide raised from 16% to 27% through 2028. Also supplies data-center routers/switches to Microsoft Azure and CoreSite.
近 30 天股價
市值 $56.5B
最新估值
## Notes (comps_pe — hybrid blend, top-down EPS anchored) ### Headline - Implied: **USD 7.74 / 10.50 / 21.58** (low / mid / high) - Reference: USD **7.20** → mid upside **+45.83%** - Blended Fwd P/E CY26E: **21.08x** (80% telco median 15.53x + 20% AI-infra median 43.31x) - NOK CY26E EPS: **$0.498** (top-down; consensus market-implied $0.48 at 15.0x; +3.81% divergence) ### Peer cohorts (Q1 2026 spot) | Cohort | Peer | Spot USD | Fwd P/E | Freshness | |---|---|---|---|---| | Telco-eq | ERIC | ~7.10 | 13.63x | stale (sourced from public IR) | | Telco-eq | CSCO | ~62.50 | 16.64x | stale (sourced from public IR) | | Telco-eq | HPE | 37.58 | 15.53x | fresh 2026-05-22 | | AI-infra | COHR | 377.57 | 41.49x | fresh 2026-05-22 | | AI-infra | MRVL | 196.33 | 45.13x | fresh 2026-05-22 | ### Why the asymmetric range - Low $7.74 = telco-only multiple (15.53x × $0.498) - High $21.58 = AI-infra-only multiple (43.31x × $0.498) - Mid $10.50 = 80/20 blended The width directly reflects the central investment debate: does Nokia earn an AI-infra re-rating from the NVDA stake, or does it stay anchored to telco-eq multiples? Today's market price ($7.20) implies "stays telco" + small discount; mid case implies partial re-rating. ### Why blend 80/20 (not 50/50) Nokia FY25 revenue is ~85% telco-eq. Mgmt's raised 27% AI+cloud CAGR through FY28 takes the AI-mix to ~25%. 80/20 is the forward midpoint between today's mix and FY28 mix. A 60/40 weighting would push mid implied to ~$13.70 (+90% upside). ### Anchor — thin Single BOM row: `rubin/nvl72 / AI-RAN baseband (downstream platform)`, which is a downstream-application annotation, NOT a per-rack physical BOM item. Nokia AI-RAN revenue does NOT scale with raw Rubin GPU shipments — it scales with telco adoption of NVIDIA Arc Aerial RAN Computer, which is a separate go-to-market motion. Confidence kept at `medium` not `high` because of this thin anchor. ### Caveats - NOK spot $7.20 is sub-agent estimate (NOK not yet in weilab `stock_quotes`); run `pnpm stocks:refresh` post-this to populate and confirm. - ERIC / CSCO Fwd P/E are sub-agent estimates from public IR (not from weilab fresh quotes); fresh peer prices would tighten the band. - AI-RAN commercial pricing model unproven — T-Mobile / BT / Vodafone in functional-test phase, not commercial deployment yet. The +49% Q1 2026 AI+cloud growth is mostly data-center networking and Azure-related, NOT AI-RAN yet. - NVDA can sell its 2.90% stake at any time; "NVDA-backed" is brand signal not contractual commitment.
看歷史估值 →在 BOM 上的位置
題材歸屬
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $4.5B | $0 | — | — | 0.0% | — | +2.40% | -26.59% | yahoo-finance2 |
| 2025Q4 | $6.13B | $0 | — | — | 0.0% | — | — | +26.84% | yahoo-finance2 |
| 2025Q3 | $4.83B | $0 | — | — | 0.0% | — | — | +6.20% | yahoo-finance2 |
| 2025Q2 | $4.55B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- NOK: Nokia Corp - Stock Price, Quote and News2026-07-17 · cnbc.com
# Nokia Corp NOK:NYSE. ## Latest On Nokia Corp. * Jim Cramer's top 10 things to watch in the stock market FridayCNBC.com. * Why Nokia missed the smartphone shiftCNBC VideoCNBC.com. * Jim Cramer on how Nokia dialed into the AI boomCNBC VideoCNBC.com. * Lightning Round: Buy GE Aerospace, says Jim CramerCNBC VideoCNBC.com. * Cramer's lightning round: Buy GE AerospaceCNBC.com. * P/E (TTM)69.92. * Net Margin (TTM)3.92%. * Nokia upgraded to Buy from Hold at Danske BankTipRanks. Why Nokia missed the smartphone shift. Nokia Oyj is a Finland-based company engaged in the network and Internet protocol (IP) infrastructure, software, and related services market. The Company's businesses include Nokia Networks and Nokia Technologies. The Company's segments include Ultra Broadband Networks, IP Networks a
- Nokia Oyj (NOK)2026-07-17 · finance.yahoo.com
2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. ## News headlines Nokia is set to release its Q2 2026 financial results on **July 23, 2026**, while extending its partnership with Taiwan Mobile to enhance AI-powered 5G networks. Nokia is set to release its Q2 2026 financial results on **July 23, 2026**, while extending its partnership with Taiwan Mobile to enhance AI-powered 5G networks. In addition, the company offers cloud and network services, including open, secure, automated, and scalable software and solutions; and 5G core, secure autonomous networks, private wireless and industrial edge, and network APIs. Further, it licenses intellectual property, including patents, technologies
- NOK Stock Quote Price and Forecast2026-07-17 · cnn.com
[Today 2:50pm ET Cboe data shows mixed options sentiment in Nokia with shares down 0.46% by TipRanks](https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-nokia-with-shares-down-0-46-thefly-news?utm_source=edition.cnn.com&utm_medium=referral) [Yesterday 12:27pm ET Nvidia-backed Nscale Closes $900 Million Credit Line to Power AI Data Center Build-out by TipRanks](https://www.tipranks.com/news/nvidia-backed-nscale-closes-900-million-credit-line-to-power-ai-data-center-build-out?utm_source=edition.cnn.com&utm_medium=referral) [Jul 06, 2026 6:16am ET Oliver Wong Boosts Nokia Price Target to €15.6 on Strengthening AI and Cloud Infrastructure Position, Reiterates Buy Rating by TipRanks](https://www.tipranks.com/news/ratings/oliver-wong-boosts-nokia-price-target-to-e15
- Nokia: NOK Stock Price Quote & News2026-07-17 · robinhood.com
### Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. AI-Native RAN Platform Announcement Nokia disclosed the industry’s first commercial AI-RAN platform, enabling operators to move toward AI-native networks. Nokia (NOK) announced the industry’s first commercial AI-RAN platform. Nokia will deploy its latest AirScale baseband and radio solutions, along with AI-powered software, to modernize Taiwan Mobile’s 5G... Nokia Stock Climbs as AI-Powered 5G Deal Expands in Taiwan. Nokia (NOK) announced it has signed a 5G expansion agreement with Taiwan Mobile to accelerate the evolution toward AI-native mobile networks
- NOK - Nokia ADR Representing One Series A | Stock Quotes from Fidelity Investments2026-07-17 · digital.fidelity.com
# Quotes (NOK - Nokia ADR Representing One Series A). As of Jul-13-2026 12:16:47 PM ET. Previous close As of Jul-10-2026. Provided by LSEG StarMine ,(Opens in a new tab). View options chain ,(Opens in a new tab). Information Technology ,(Opens in a new tab). * Form 6-K NOKIA CORP For: Jul 10) SEC filings - 10K Wizard 4:30 PM ET Jul-10-2026. * European Equities Traded in the US as American Depositary Receipts Decline Friday) MT Newswires 11:11 AM ET Jul-10-2026. * European Equities Traded in the US as American Depositary Receipts Rise Thursday) MT Newswires 11:10 AM ET Jul-09-2026. Compustat® Company Report ,(Opens in a new tab)As of Jul-13-2026 12:31 PM ET. All information supplied or obtained from this page is for informational purposes only and should not be considered investmen