Nokia (HLSE:NOKIA) Partners with Nvidia to Develop AI-Powered 6G RAN Networks
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Today, 07:49
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Handelsbanken downgrades Nokia to hold (buy), target price 12 EUR (10.20)
Finwire News Agency
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The sentiment around the Nokia stock doesnât feel great right now; every piece of news seems to be treated as bad news, even the good stuff. Letâs hope the US breaks the trend, otherwise we might soon be under 10 euros, but it doesnât feel like they want to hit the buy button either.
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In my opinion, there havenât been many market-moving news stories for Nokia lately, meaning the share price is currently moving on its own until significant news emerges or until future outlooks are clarified in connection with the Q2 report. Specifically the long-term future, because in terms of earnings, 2026 will be a transition year compared to next yearâprimarily because the increased orders in optical and IP networks will mostly reflect as sales growth only next year, due to the 12-18 month lead time from order to delivery. Furthermore, Nokiaâs increased production capacity (in San JosĂ© and Allentown) will, for its part, facilitate sales growth starting from next year.
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Speeding up the forest workâŠ
IBM debuts worldâs first sub-1 nanometer chip technology
Will it reduce the power consumption of data centers?
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When will Inde update its target price downwards accordingly?
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I wonder whatâs going on here, is there money coming back or more going outâŠ
Canât access the article, but Google AI gives this:
nokia sues US for 3b$ +1 Nokiaâs U.S. subsidiary filed a lawsuit against the U.S. Department of Justice and the EPA over a $3 billion Superfund cleanup bill for the lower Passaic River in New Jersey. Nokia alleges the government wrongly forced it to fund the massive project while allowing 82 other polluters to settle for a combined $150 million.The dispute stems from historical manufacturing at the Diamond Alkali Superfund Site (formerly operated by a chemical company that Nokiaâs predecessors acquired).Here are the primary points of the lawsuit:The Alleged Inequity: The EPA classified Nokia as a âwork partyâ required to fund the river cleanup, which the company claims will cost over $3 billion.The Settlement Gap: Nokia was arbitrarily excluded from settlement negotiations that let 82 other responsible parties settle their shares for merely $150 million.The Legal Action: Filed in a U.S. court, the lawsuit claims the federal agencies are unfairly leaving Nokia with a disproportionate chunk of the liability.Note: The details of this filing can be explored directly in the Law360 Article.
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Rationale for Jefferiesâ Nokia Price Target Hike
Jefferies has raised Nokiaâs price target from 10.70 euros to 13.80 euros and maintained its âBuyâ rating. The network equipment providerâs collaboration with hyperscalers is increasing across its entire optics portfolio, and acceleration in the IP networking sector is currently being driven by switch orders received from a hyperscaler, Janardan Menon wrote on Monday evening. This order momentum should lead to higher-than-previously-forecasted growth and stronger margin expansion in 2027 and 2028, which also supports further upside for the share price. Menon raised his forecasts and now expects earnings per share in 2027 to be 16 percent higher than the consensus estimate. Source
COMMENT: Jefferiesâ reasoning is purely forward-looking: the received switch orders and growth in the optical segment create a foundation for earnings improvement, even though, due to the lag, the orders will only be reflected broadly in revenue starting from 2027.
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Fidelity has sold below 5%
Notification under Chapter 9, Section 10 of the Securities Markets Act: FMR LLCâs share of voting rights in Nokia Corporation fell below 5%
Notification under Chapter 9, Section 10 of the Securities Markets Act: FMR LLCâs share of voting rights in Nokia Corporation fell below 5%
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