Burak Finance
Head of Analytics, Growth Investor, PLTR/NBIS/RKLB
Nokia has real re-rating potential that the market still seems to be sleeping on if its AWS and Databricks partnership becomes a meaningful software and services layer. AWS and Databricks give it credible AI and data scale while Nokia brings deep telecom expertise; per @StockSavvyShay, its agentic AI network platform has already helped operators reach 90%+ automation and cut network slice rollout times by up to 85%. x.com
Nokia is becoming a key infrastructure player in the AI boom, and accelerating AI demand, raised guidance and insider buying set up the next leg higher. It booked over €1B in AI and cloud orders in Q1, AI/cloud sales rose 49% year over year, and full-year network infrastructure growth guidance rose to 12-14%. A new Sunnyvale lab targets data center networking, and executives bought 70,000 and 44,682 shares at $15.34-$15.60, above the current price near $13.50. x.com x.com
Nokia's agentic-AI work with Nvidia adds another bullish development to its network-automation case. Nokia says their models and network intelligence help operators act on insights while keeping control of sensitive data. L&T Technology Services also announced engineering and R&D work with Nokia in India; after strong Q3 results, the shares still look ridiculously priced. x.com x.com
Nokia's steady flow of good news makes a rerating look imminent. It expanded its AWS partnership to run its Autonomous Network Fabric on AWS, targeting Level 4 network autonomy for telecom operators, with availability later in 2026. Operators on Nokia's platform have achieved over 90% automation and cut network slice rollout times by up to 85%. x.com
Nokia's expected 2028 earnings do not make the stock particularly attractive at today's multiple. Even assuming EUR3.5bn of operating profit and a 17x multiple, the implied value is about $12.40, leaving the thesis dependent on multiple expansion. Datacenter and optical progress is good, but more growth in satellite communications and subsea would strengthen the case. x.com x.com x.com
Nokia is turning into an AI network powerhouse, and its fundamentals and technicals are aligning for a major move. Its $1 billion Nvidia partnership on AI-RAN and 6G is entering live commercial trials with operators this month, a Microsoft expansion links Nokia Data Suite with Microsoft Fabric, and it is converting a €2.8 billion AI order book while winning AI-native 5G deals with Taiwan Mobile and Chunghwa Telecom. Price has reclaimed its 50 and 200 EMAs; a move above 12 could reach 13+. x.com
AI product, networking, compute and power demand could reward patient owners of Meta, Nokia, Oracle, Broadcom, IREN and Vistra. Meta's Muse could unlock massive revenue; free cash flow could recover when AI spending slows. Nokia works with Nvidia on AI-RAN and 6G. Oracle has $664B in obligations and massive potential reward from OpenAI. Broadcom's AI chip revenue rose 221% to $16.7B; IREN has a $9.7B Microsoft contract and 5 GW of power. AI power bottlenecks favor Vistra. x.com x.com x.com x.com … Show more
Nokia's guidance raise was just an accounting shift, leaving a steep climb to its profit target. The bump to €2.1-2.6 billion came from moving two business lines into discontinued operations; JPMorgan asked why operating targets weren't raised. With about €735 million of H1 operating profit, Nokia needs €1.8-1.9 billion in H2 for the top end, so delays risk a miss. Memory and optics remain bottlenecks, and only about half of €2.8 billion in AI and Cloud orders converts within 12 months. x.com … Show more
Nokia's AI-RAN could gain SpaceX as a customer if its Nvidia-enabled solution fits SpaceX's compute needs. BofA says virtually all of SpaceX's current compute runs on Nvidia GPUs; the solution's higher cost and software mix could lift BofA's base-case incremental RAN assumptions. x.com
Nokia keeps announcing bullish partnerships and deals every week or two, yet the stock has barely moved. The latest expands its work with Microsoft to bring agentic AI into telecom network operations, plugging Nokia Data Suite into Microsoft Fabric so carriers can automate how network data is collected and acted on. The shares rose only 3% on the news. x.com
Nokia looks overhyped for now, and a weak Q3 could bring a short-term pullback despite a bright long-term setup. Management said Q3 will be flat because high-margin software revenue was pulled into Q2, and restructuring charges of €390M still weigh. AI and cloud revenue rose 105%, with €2.8B of binding Q2 orders, but memory and optical supply limits are capping growth. Q4 needs to confirm the thesis before buying, likely toward year-end. x.com x.com x.com
Nokia's story keeps getting better, with a turnaround still in its early stages that recalls Intel's. AI-driven network demand, optical growth, inflecting fundamentals and an expanding defense angle all support it. @BanyanLaneCap adds that as AI rebuilds connectivity, Nokia has many ways to win beyond the next two to three years, with real IP and only a few global competitors. x.com
