Jefferies kertoo että 7,2€ & Buy…
Ilman että Mobile Networksin puolelta muuta odotetaan kuin mörnimistä…
Nokia
Jefferies rates Nokia a BUY with a €7.2 price target. Trading at 16x FY26 earnings, analysts believe the stock doesn’t fully reflect Nokia’s strengthening position with major hyperscalers and growth outlook in Optical and IP Networks segments.
Nokia has booked €1.5 billion in orders from hyperscalers by November 2025, up 3x year-over-year, with six major wins across optical, IP networks, and pluggable transceivers. The company now sells to 9 of the top 10 global hyperscalers.
While Mobile Networks division is expected to remain stable, Jefferies anticipates a re-rating as Optical Network growth potentially exceeds expectations, assuming successful execution on manufacturing capacity expansion.
In a recent development, Nokia received an upgrade to Overweight from Morgan Stanley, which cited growth potential in AI and Cloud. Moody’s also changed the company’s outlook to positive, and Nokia announced a planned $4 billion investment to expand its U.S. research and manufacturing capabilities.