Nokia Partners with Nvidia, Secures $1 Billion AI Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Fool
- AI Technology Partnership: Nokia's collaboration with Nvidia to develop AI-RAN technologies aims to optimize existing 5G networks and drive innovations for 6G, marking the entry into an AI-native wireless era and renewing market interest in Nokia.
- Significant Investment: Nvidia's $1 billion investment in Nokia at $6.01 per share, with current stock prices above this level, indicates a promising outlook for both companies and could drive Nokia's long-term growth.
- Market Growth Potential: Analyst firm Omdia predicts the RAN market will grow to $200 billion by 2030, with Nokia's net sales of €19.7 billion ($23 billion) over the past four quarters suggesting accelerating revenue growth ahead.
- Improved Financial Performance: Nokia's revenue increased by 12% year-over-year to €6.0 billion ($7.0 billion) in Q3 2025, a significant improvement compared to the 4% growth in the first nine months, highlighting the company's potential in the AI sector and market competitiveness.
Analyst Views on NOK
Wall Street analysts forecast NOK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NOK is 7.36 USD with a low forecast of 6.50 USD and a high forecast of 8.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 6.500
Low
6.50
Averages
7.36
High
8.50
Current: 6.500
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.
