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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q2 | $4.88B | $0 | — | — | 0.0% | — | +8.40% | +8.47% | yahoo-finance2 |
| 2026Q1 | $4.5B | $0 | — | — | 0.0% | — | — | -26.59% | yahoo-finance2 |
| 2025Q4 | $6.13B | $0 | — | — | 0.0% | — | — | +26.84% | yahoo-finance2 |
| 2025Q3 | $4.83B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
新聞 timeline
- Nokia Oyj (NOK) Stock Price, Quote, News & Analysis2026-08-02 · seekingalpha.com
## NOK Ratings Summary ## NOK Ratings Summary ## NOK Factor Grades ## People Also Follow ## Similar to NOK ## ETFs Holding NOK ## NOK Company Profile Nokia Oyj logo ## NOK Revenue ## NOK Earnings Per Share ## Earnings Estimates ## Earnings Revisions ## Valuation ## Growth ## Profitability ## Momentum ## Capital Structure ## NOK Dividend Growth History ## NOK Ownership ## NOK Peers ## Risk ## Technicals ## NOK Transcripts ## NOK Investor Presentations ## NOK SEC Filings [...] ## NOK SEC Filings ## NOK Press Releases ## NOK Income Statement ## NOK Balance Sheet ## NOK Cash Flow Statement ## NOK Long Term Solvency ## Nokia Oyj (NOK) Frequently Asked Questions ## People Also Follow ## Similar to NOK ## ETFs Holding NOK [...] # NOK Nokia Oyj Stock Price & Overvi
- Nokia Oyj (NOK) Stock Price & News - Google Finance2026-08-02 · google.com
Nokia Corporation is a Finnish multinational telecommunications, information technology, and consumer electronics corporation, originally established as a pulp mill in 1865. Nokia's main headquarters are in Espoo, Finland, in the Helsinki metropolitan area, but the company's actual roots are in the Tampere region of Pirkanmaa. In 2020, Nokia employed approximately 92,000 people across more than 100 countries, did business in more than 130 countries, and reported annual revenues of around €23 [...] of around €23 billion. Nokia is a public limited company listed on the Nasdaq Helsinki and New York Stock Exchange. It was the world's 415th-largest company measured by 2016 revenues, according to the Fortune Global 500, having peaked at 85th place in 2009. It is a component of the Euro Stoxx 50
- NOKIA Stock Price and Chart2026-08-02 · tradingview.com
Nokia Oyj Nokia Oyj Nokia Oyj # Nokia Oyj ## Key stats ## Latest earnings Q2 2026 saw 9% net sales growth, margin expansion, and strong AI & Cloud momentum, with order intake reaching EUR 2.8 billion. Network Infrastructure led growth, while supply chain constraints and restructuring costs remain key risks. Guidance remains above midpoint for the year. ## Details ## Financials ## News ## Ideas NYSE:NOK OMXHEX:NOKIA NYSE:NOK NYSE:NOK NYSE:NOK NYSE:NOK NYSE:NOK OMXHEX:NOKIA [...] OMXHEX:NOKIA NYSE:NOK NYSE:NOK See all ideas ## Technicals ## Analyst rating ## Seasonals ## Highest yielding bonds See all NOKIA bonds ## ETFs holding the stock Explore more ETFs ## Frequently asked questions
- NOK Stock Quote Price and Forecast2026-08-02 · cnn.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. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The [...] ### CNN values your feedback # Nokia Oyj Sponsored ADR NOK NOK is trading in the middle of its 52-week range and near its 200-day simple moving average. The price of NOK shares has increased $0.68 since the market last closed. This is a 8.09% rise. The stock has since risen $0.20 in after
- Nokia: NOK Stock Price Quote & News2026-08-02 · robinhood.com
## More NOK News Deutsche Bank lowered the firm’s price target on Nokia (NOK) to EUR 11.50 from EUR 13.50 and keeps a Buy rating on the shares. Unlock powerful investing tools... Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and... [...] # Nokia #### Why Robinhood? ## About NOK ### 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. Show more ## NOK Key Statistics ## NOK News Nokia Oyj stock has delivered strong share price gains over the past few years, yet its current valuation picture is spli