contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


nokia-improved-performance-not-fully-reflected-valuation

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Atte Riikola

Nokia is a global telecommunications company. The company offers solutions in IP, broadband, digital health, and cloud-based systems. The customers are found in a broad base of markets and consist of large corporate customers, authorities, and private consumers. The business is established on a global level in all regions. Nokia was founded in 1865 and the head office is located in Esbo, Finland.

Found this in the Nordnet comments? :  On Monday, February 9, 2026, Morgan Stanley initiated coverage of Nokia with an “Overweight” rating and set a price target of USD 8.00 for the stock. This follows an update on January 15, 2026, when the bank added Nokia to its “Top Picks” list for 2026.  found a more official source: https://www.nasdaq.com/articles/morgan-stanley-initiates-coverage-nokia-oyj-depositary-receipt-nok-overweight

I started projecting the situation using Fibonacci levels. We bottomed in November, and since then, a new upward wave has been forming. The first phase of this wave was 5.86 USD → 7.09 USD (large chart at the top). And this gives the following ranges for the ongoing wave: 1x first wave 7.29 USD  1.618x first wave 8.05 USD  2.618x first wave 9.28 USD  4.236x first wave 11.27 USD So potential resistance is already in sight, but I do believe that at a minimum, we are on our way to testing those previous peaks slightly above 8 USD. Then, to my eye, a bullish symmetrical triangle pattern formed there (an upward flagpole with a narrowing triangle at the end), which would give a target at around the 9.28 USD level. And then in the monthly chart (bottom right) based on the first wave, i.e., 2.94 USD → 5.48 USD… the following targets come up for this current wave. 1.618x = 8.11 USD (already reached)  2.618x = 10.65 USD  4.236x = 14.76 USD This isn’t an easy task, however. It looks good, but how far the potential takes us, how the future will be priced in. It also depends a lot on the general market how much enthusiasm will still follow—or if it will at all. I’ve been projecting for a while that around the 10 USD level would be a good target for this year, and for the current upward wave. But. I would like to see something happen on the fundamental side that would generate strong buying interest. Perhaps Nvidia and Rubin? Without something like this, the stock probably won’t get an especially strong upward wave behind it.  Oh right, I don’t think volumes are really helpful for the analysis… since it has been languishing at a clearly lower level for years.

On the NYSE on Friday and Monday, it closed above 7.00 USD; what does the next resistance level look like technically?

1 short seller appeared on the lists, the move didn’t go quite as planned; if the whole lot had been taken then, they would be about €17-18m in the red  So, just under 30m shares short

I agree that the NVLink switch-level optical solution is likely the key area of the Rubin architecture where Nvidia is dependent on Nokia’s expertise. Nokia’s (Infinera’s) ICE-D is likely the technology being applied here. Upscale-level GPU-to-GPU/GPU cluster connections are the most critical in terms of latency and bandwidth, and these apparently cannot be implemented with competitors’ optical components. However, Coherent will likely supply the optical mirror switch (MEMS) for NVLink. Certainty on this should be gained at Nvidia’s GTC event in March. In contrast, outscale-level optical connections, starting from the Spectrum-CPO’s ELS laser source, could likely also be handled with competitors’ components. Of course, Nokia is likely heavily involved in outscale-level intra-DC and DCI connections as well. The mentioned PSE-6s optical engine is very competitive specifically in coherent DCI connections. A 1.6T coherent pluggable will, however, require further development (product launches at the beginning of the year).

Benzinga              This Nokia Analyst Begins Coverage On A Bullish Note; Here Are Top 5...

I’ll try to dig into this more when I have a moment. Here are a few points below.  1.1 billion order backlog - I don’t personally know where that figure comes from. Was correct information used in the article? As I understand it, that figure is not the backlog for Nvidia, but a separate figure. The entire NI (Network Infrastructure) backlog would, in turn, be clearly larger. But a large part of Nokia’s current and optical side orders (backlog) comes from the 800G ZHR/ZR+ pluggables side. And hopefully ICE-D is the next one, although there’s no certainty about that yet - or well, one would think Nokia already has certainty. Isn’t PSE-6e the optical engine from the “old” Nokia side, i.e., Elenion, making it partly an alternative optical engine for the ICE-X side - although for a slightly different purpose…  I’ve started to wonder if Nokia might well be a buyer of Lumentum’s InP (Indium Phosphide) production in 2026, as their own production hasn’t ramped up yet. And because of this, Lumentum’s order book wouldn’t be full or allocated from the start of 2027. Regarding ICE-D, the InP laser is one area, but the PIC (Photonic Integrated Circuit) component isn’t completed by that alone. Lumentum or Coherent probably don’t have the full expertise for this, unlike Nokia. And to get the CPO (Co-Packaged Optics) stamp on it, will something more be added on top of Nokia’s ICE-D..?

Nokia

Nokia's Q1 result was strong and generally the company's comments dispelled at least our previous concerns about earnings development this year, which had grown due to the Russian invasion of Ukraine. 

<p>Nokia's Q1 result was strong and generally the company's comments dispelled at least our previous concerns about earnings development this year, which had grown due to the Russian invasion of Ukraine. In particular, the rate of the turnaround of Mobile Networks in Q1 was a positive surprise and Nokia's significant investments in improving the unit's competitiveness in the last 18 months are now delivering results. Overall, Nokia's share valuation is moderate and provides a good expected return for the next few years as the strategy progresses. However, in the short term, the generally sour stock market sentiment can hold back the upside potential in the multiples. </p> 

	2021	22e	23e
Revenue	22,202.0	23,322.0	23,924.3
growth-%	1.6 %	5.0 %	2.6 %
EBIT (adj.)	2,775.0	2,862.3	3,105.7
EBIT-% (adj.)	12.5 %	12.3 %	13.0 %
EPS (adj.)	0.37	0.37	0.40
Dividend	0.08	0.12	0.18
Dividend %	1.4 %	2.0 %	3.0 %
P/E (adj.)	15.3	16.2	14.9
EV/EBITDA	8.4	8.7	7.4

Nokia: Improved performance not fully reflected in the valuation

Key Estimate Figures2022-04-29

Forum discussions