Trump publicly praises Nokia.
Insiders buying.
Meeting with US official that’s in charge of equity stakes.
Immediately cuts all ties with China.
I’ll bet my left testicle that Trumps holdings include Nokia shares on his next filing.
Buy the hell out of this.
i’m looking at the monthly chart, heavily respecting the big gap, i’m looking at the 4h chart and it’s creating higher highs and higher lows, and it’s happening pretty fast, so at this pace i’m expecting 16 again or even higher by end of year… or u guys can just call me delusional cuz im in a leap…
For the second consecutive year, Nokia has been ranked No. 1 for mobile core portfolio competitiveness in Omdia’s “Market Landscape: Core Vendors” report. The 2026 edition named Nokia a leader across all seven competitiveness categories: core portfolio breadth, cloud-native maturity, signaling, automation, core as a service, AI/ML and analytics, and implementations of other network functions.
The recognition reflects Nokia’s continued investment in mobile core technologies that help operators modernize their networks for the AI era. Recent deployments include the world’s first commercial mobile telco service based on 5G Core SaaS; Core SaaS Edge enabling local breakout for roaming subscribers; core network resilience solutions; telecom core modernization programs, and mission-critical network upgrades supporting the IoT, rail and utilities sectors.Â
>Core networks are becoming the intelligence layer of modern communications, connecting cloud-native operations, AI-driven automation and application innovation. This recognition from Omdia highlights the breadth and maturity of our portfolio across every major category operators are using to evaluate connectivity partners who can help them move toward more autonomous, resilient and programmable networks.
Kal De, SVP, Core Networks, Nokia
>Nokia continues to distinguish itself as a technology leader in core networks, with advanced capabilities in categories spanning cloud native maturity, automation, AI/ML and analytics, and Core as a Service. These are no longer optional innovations but strategic requirements for telecommunication providers pursuing greater operational efficiency, service agility and monetization opportunities. Nokia’s comprehensive approach demonstrates a deep understanding of both current operator challenges and the future direction of the telecom market.
Roberto Kompany, Principal Analyst, Mobile Infrastructure, Omdia
Omdia’s 2026 report expanded its assessment to 12 vendors while also updating category weightings to reflect evolving operator priorities, including increased emphasis on AI/ML and analytics capabilities.
Nokia’s core portfolio supports deployment models spanning private, public and hybrid cloud environments and helps operators simplify core operations through automation, AI-driven analytics, resilient architectures and network exposure capabilities. The company’s approach enables telecom providers and mission-critical enterprises to accelerate service innovation while reducing operational complexity and improving network agility. https://www.nokia.com/newsroom/nokia-ranked-no-1-for-mobile-core-portfolio-competitiveness-in-omdias-2026-market-landscape-report/
JPMorgan believes the market "has been too slow to react" to Nokia's revenue potential in AI and cloud. The company's order book points to 2027 and 2028 earnings estimates that consensus is not modelling, the analyst tells investors in a research note. Nokia has also gained share in internet protocol networks, adds JPMorgan. The firm believes Nokia will be able to line up component supply to "ramp up much more significantly" in 2027 and in 2028. Nokia remains a top pick at JPMorgan with an Overweight rating and $21 target price, offering 100% upside. https://x.com/TipRanks/status/2090010591200997696
where willl the stock go in nov/dec?, by then another earnings would have come, and maybe we have some news about a deal with the trump administration.
is it possible that it could go the asm 17$ as it was 2 month ago?
didnt know options have this much of an influence, for me i thought the stock in december will go up non the less, somewhere near ATH, becasue of the china news, and the oct earnings report, and maybe we will have a trump administration deal by then
Just checking in — anyone else still long on Nokia right now? I'm sitting on a solid +9.13% unrealized gain at $10.40, with an average cost of $9.53. There's a lot of talk about a possible pullback for a better entry. Who else is planning to load up more if it dips? Don't want to let this momentum slip.
Opinion:
I like this move overall. Makes sense in more ways than one as Nokia continues its transformation.
Pekka was originally having some success in China but I think this will help Nokia long term save money, stream line their business, and focus on North America and Europe.
Article Summary:
Nokia reportedly plans to close nearly all its mainland China sites in stages by the end of 2026 and eliminate most of its local workforce.
Nokia confirmed it is shrinking its Chinese footprint because the business there has steadily declined, but it did not disclose exact locations or job numbers.
The retreat follows earlier cuts: Nokia reportedly eliminated about 2,000 Greater China jobs in 2024 as Chinese telecom operators increasingly favored domestic suppliers.
The broader takeaway is that Nokia is treating mainland China as a structurally diminished market—not merely making a temporary cost cut.
This further concentrates China’s telecom-equipment market around domestic vendors such as Huawei and ZTE while reducing Nokia’s exposure and operating costs.
Use this thread for general discussion, opinion, questions and thoughts.
We will continue to be strict on low effort, unengaging Discussion Posts.
nbis literally exploded, and basically met their value that was predicted to be(300$), can nok also explode and go back to the 14-17$ range in a short term or have a 50% increase?
$NOK Trump administration investment boss on mystery trip to Finland – Important meeting with Nokia. (Finnish article)
(​High-level U.S. officials heading to Finland for strategic meetings with $NOK leadership)
We're excited to announce that we've relaunched Nokia's Discord channel!
Whether you're a diamond hands Nokia stock holder or just a fan of how they lead the AI supercycle, this is the place for you. The goal is to create an environment where all sorts of discussions can flourish. This can be anything relating to corporate news, partnership announcements, data centers, 5G, the road to 6G, AI infrastructure, telecom, relationships with other companies and much more.
We also encourage technical discussions, so if you're a lurking industry professional, a telecom engineer, a patent expert or just passionate about Nokia technology, we invite you to join. You can expect to talk directly with Nokians soon.
Lastly, note that this is a legacy Discord server from r/Nokia, which was mainly used to discuss Nokia phones and multimedia devices. This is no longer the case, those discussions will be secluded to a separate channel.
Discord Invite Link: https://discord.gg/Zg3kA9BFzQ
Excited for this one from a fundamental and technical perspective and wouldn't be surprised to see it double eventually. Here's why:
If data center demand is strong (which it is) the future won't be able to do it without optics.
To achieve the needed speeds, data centers are moving away from traditional copper wiring and shifting entirely to optics (like Indium Phosphide lasers and silicon photonics).
And NOK is well positioned for this:
• They own Infinera after a major acquisition last year, a major optical networking company, which means they own a major share in the manufacturing for Indium Phosphide, a key material used in high-speed optical chips. COHR and LITE are the other major players. Indium Phosphide supply is extremely limited and Nokia has its own in house process.
• In addition to a 20-fold expansion at its legacy Infinera fab in San Jose, Nokia finalized a definitive agreement to acquire NXP Semiconductors' massive manufacturing campus in Chandler, Arizona. Nokia is completely repurposing this campus into a dedicated InP photonic chip production facility.
• While Coherent and Lumentum focus heavily on raw chip fabrication, Nokia holds a massive competitive advantage in backend advanced packaging and testing.Through its Allentown, Pennsylvania facility, Nokia expanded its domestic photonic packaging throughput by 10 times. This means Nokia can build the raw InP chip and package it into completed optical engines entirely on U.S. soil.
Exploding Order Momentum
- Nokia’s Q2 financial data confirms that its AI narrative is reality, not hype. Net sales to AI & Cloud customers grew 105% year-over-year. The company booked a massive €2.8 billion in AI & Cloud orders in a single quarter. Crucially, Nokia's total accumulated AI technology orders have swollen to 6.3 times its current quarterly revenue for that segment. This massive backlog creates clear revenue visibility through 2027 and 2028.
Margin Expansion via Vertical Integration
-Because Nokia owns its own Indium Phosphide fab capacity and advanced packaging, it does not have to pay a markup to merchant suppliers like Coherent or Lumentum. This vertical integration protects Nokia from supply chain constraints and expands margins.
Geopolitical Backstop
-Regulators are moving to restrict Chinese optical transceivers. As one of the few companies capable of manufacturing, packaging, and testing InP optical engines entirely on U.S. and European soil, Nokia is capturing a captive, high-security market. Following its recent financial reports, analysts from Bank of America lifted their price target to $18.50, and JPMorgan extended a target of $21.00. It's currently trading at $10.
The CEO of the U.S. International Development Finance Corporation (DFC) has never before made an official trip to Finland. Now Donald Trump’s appointee Ben Black explains what he is doing in Finland and why he considers Finland an attractive investment destination.
“I am looking forward to meeting with Nokia representatives today,” Black says.
As of Friday morning, Black had not disclosed what projects he was scheduled to discuss with Nokia. He says that not all of the topics for discussion had even been finalized. However, Black appears to see Nordic companies as playing an important role in advancing U.S. strategic interests.
“We are being asked about AI and data centers everywhere. We want the future to be built on Western-friendly technology. Reliable telecommunications companies are the foundation.”
“We help finance companies and make sure that Nokia or Ericsson is involved in building the Western-friendly technology stack,” Black says.
Black also emphasizes that DFC's objective goes beyond financial returns:
“In addition to the productivity of our investments, the success of our allies is enormously important to us. When the industry of an allied country grows, that country becomes a better ally. That is better than pursuing quick profits.”
And regarding Finnish companies:
“Cooperation with Finnish companies has been excellent. The open and honest discussions and willingness to participate in the dialogue have been excellent. DFC sees Finnish companies as phenomenal partners.”
Translated from Finnish source.
COMMENT: This is interesting not because it means DFC is about to invest in Nokia but because the DFC CEO explicitly names Nokia as a company the US wants involved in building the Western technology stack. Given Nokia's growing role in AI infrastructure, optical networking and telecoms, that strategic dimension may become increasingly important.
U.S. Development Finance Corporation CEO Ben Black was in Helsinki today meeting with $NOK leadership to discuss 5G/6G infrastructure, AI data centers, and Western tech stacks.
Key takeaways:
🔹 Mandate: DFC is backing "Western-friendly" tech to secure critical infrastructure.
🔹 Scale: DFC manages a $205B war chest to co-finance strategic projects.
🔹 Role: Positioning Nokia as an essential partner in US & allied tech supply chains.
$NOK continues to prove its strategic geopolitics moat.
Originally posted on X by @Sergeant991
https://x.com/sergeant991/status/2088399604647653718?s=46&t=sqH6gDy\_ZKpwvwTn0h1Iug
We are seeing a strong amount of interest in Nokia from some of our most important Hedge Fund and LO clients over the last 48 hours. We forecast:
I think yes but tomorrow’s CPI will play a role. Otherwise it is sailing smoothly towards 7
Nokia cuts 1,600 jobs in China
Nokia is reportedly shutting down its research and product development unit in Hangzhou, China, according to sources familiar with the matter who spoke to Helsingin Sanomat.
The unit focuses on radio technology and employs around 1,600 people. Employees were informed on Thursday that the unit will be closed by the end of this year.
Nokia is currently simplifying its global operations and has already reduced the number of business groups from four to two. The company is also running two separate cost-cutting programs aimed at securing long-term profitability.
Nokia expects its strongest future growth to come from fixed networks rather than mobile networks. Further job cuts are also planned in Europe, although CEO Justin Hotard did not provide details in July.
Nokia has not yet commented on the information reported by Helsingin Sanomat.
Post is translated to English with AI.
