To own Nokia today, you need to believe it can translate its broad network portfolio and IP into steadier earnings, even as Mobile Networks and currency pressures remain key risks. The new AI RAN, Wi Fi 7 and DDoS partnerships support the idea that Nokia is pushing into higher value, software rich areas, but they do not fundamentally change the near term dependence on carrier capex cycles and execution in its core mobile and optical businesses.<\/p>\n
Among the latest moves, the AI RAN collaboration with Orange and NVIDIA looks most relevant, because it directly touches Nokia\u2019s position in mobile infrastructure where competition and demand softness are most acute. If AI enabled RAN features gain real traction with large operators, that could reinforce the existing catalyst around higher margin software and services, while also testing whether Nokia can protect share in a market facing pricing pressure and new Open RAN entrants.<\/p>\n
Yet behind this AI and cybersecurity push, investors should still be aware that Nokia\u2019s dependence on legacy carrier spending leaves it exposed to…<\/p>\n
Read the full narrative on Nokia Oyj (it’s free!)<\/a><\/p>\n Nokia Oyj’s narrative projects \u20ac21.0 billion revenue and \u20ac1.7 billion earnings by 2028. This requires 3.0% yearly revenue growth and about a \u20ac791 million earnings increase from \u20ac909.0 million today.<\/p>\n Uncover how Nokia Oyj’s forecasts yield a \u20ac6.21 fair value<\/a>, a 28% downside to its current price.<\/p>\n Some analysts see a far more optimistic path, with earnings rising toward about \u20ac2.5 billion by 2029, but others worry that Nokia\u2019s heavy reliance on traditional carrier customers could blunt the benefit of new AI RAN and cybersecurity alliances, reminding you that reasonable views on the same stock can differ widely and may shift as this latest news is digested.<\/p>\n Explore 4 other fair value estimates on Nokia Oyj<\/a> – why the stock might be worth 28% less than the current price!<\/p>\n Don’t just follow the ticker – dig into the data and build a conviction that’s truly your own.<\/p>\n Opportunities like this don’t last. These are today’s most promising picks. Check them out now:<\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n Companies discussed in this article include NOKIA.HE<\/a>.<\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Nokia and partners recently announced a series of collaborations, including AI-powered RAN development with Orange and NVIDIA, a…\n","protected":false},"author":2,"featured_media":267563,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,19043,6735,189576,125],"class_list":{"0":"post-400079","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-il","12":"tag-israel","13":"tag-mobile-networks","14":"tag-nokia","15":"tag-ran","16":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/400079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=400079"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/400079\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/267563"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=400079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=400079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=400079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"HLSE:NOKIA](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/04\/29148e01d82f2677c67483fbb76792b4.png\")
<\/a> HLSE:NOKIA 1-Year Stock Price Chart <\/p>\n