Nokia's Stock Rises Amid AI Infrastructure Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2026
0mins
Source: stocktwits
Nokia Oyj's stock has surged by 5.01%, reaching a 5-day high, reflecting strong investor interest in AI infrastructure.
The company's recent transformation into a key hardware supplier for AI infrastructure, particularly through its acquisition of Infinera, has driven its stock price up significantly. Additionally, Nokia's collaboration with Nvidia, involving a $1 billion investment to co-develop AI-native radio access networks, has further solidified its position in the AI market. This strategic positioning is expected to yield long-term growth potential as demand for AI-driven solutions continues to rise.
As the market for AI infrastructure expands, Nokia's strong performance indicates a positive outlook for the company, with analysts optimistic about its future growth prospects in the rapidly evolving tech landscape.
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Analyst Views on NOK
Wall Street analysts forecast NOK stock price to fall
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 15.280
Low
6.50
Averages
7.36
High
8.50
Current: 15.280
Low
6.50
Averages
7.36
High
8.50
About NOK
Nokia Oyj is a Finland-based company engaged in the network and Internet protocol (IP) infrastructure, software, and related services market. The Company's businesses include Nokia Networks and Nokia Technologies. The Company's segments include Ultra Broadband Networks, IP Networks and Applications, and Nokia Technologies. The Ultra Broadband Networks segment comprises Mobile Networks and Fixed Networks operating segments. The IP Networks and Applications segment comprises IP/Optical Networks and Applications & Analytics operating segments. The Applications & Analytics operating segment offers software solutions spanning customer experience management, network operations and management, communications and collaboration, policy and charging, as well as Cloud, Internet of things (IoT), security, and analytics platforms that enable digital services providers and enterprises to accelerate and optimize their customer experience. The Company has Comptel Oyj among its subsidiaries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Competitive Landscape: In the drone industry, analysts indicate that other companies may present more attractive investment opportunities, especially with the presidential election potentially driving further growth in the sector.
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- Deepening Technical Collaboration: CoreWeave specializes in offering Nvidia's latest GPUs and was the first to make the Blackwell and Blackwell Ultra systems widely available, enhancing its market competitiveness and providing robust support for Nvidia's product promotion.
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