2 hours ago
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Ricardo Pillai
Sun, June 7, 2026 astatine 9:50 AM CDT 3 min read
Is NOK a bully banal to buy? We came crossed a bullish thesis on Nokia Oyj connected brodoginvestment’s Substack by Dog Brother's Investment Matters. In this article, we volition summarize the bulls’ thesis connected NOK. Nokia Oyj's stock was trading astatine $16.85 arsenic of June 2nd. NOK’s trailing and guardant P/E were 99.54 and 42.19 respectively according to Yahoo Finance.
Nokia Oyj, unneurotic with its subsidiaries, provides mobile, fixed, and unreality web solutions successful North and Latin America and internationally. NOK emerges arsenic a re-rating communicative from bequest telecom instrumentality into an AI-driven web infrastructure and integer licensing platform, pursuing NVIDIA’s $1 cardinal strategical concern that reinforces its positioning successful AI information halfway connectivity and next-generation telecom architecture.
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It operates done 4 halfway concern segments: Nokia Technologies, a adjacent 100% gross borderline patent licensing motor generating astir €1.3 cardinal annually with enlargement imaginable toward €1.4–1.5 billion; web infrastructure benefiting from Infinera acquisition and 800G optical demand; mobile networks exploring AI-RAN successful concern with NVIDIA; and endeavor backstage networks serving Industry 4.0 usage cases.
AI information halfway request and hyperscaler connectivity maturation are accelerating optical networking revenues, with unreality and hyperscaler income rising 36% aft the Infinera integration and wide optical concern up 14%, portion U.S. BEAD subsidies and 6–8% web infrastructure CAGR supply further structural tailwinds.
Valuation remains driven by a sum-of-the-parts re-rating wherever the integer translation optionality, patent currency flows, and AI-RAN ecosystem positioning could thrust a important aggregate expansion, with bull-case scenarios implying up to a imaginable doubling of the stock terms if AI infrastructure monetization and plus separation catalysts afloat materialize.
Despite execution risks astir AI-RAN adoption and integration of Infinera, Nokia maintains beardown downside enactment from €1.5 cardinal escaped currency flow, high-margin licensing revenues, and improving superior allocation, making it a resilient infrastructure play with asymmetric upside skew comparative to existent expectations. Institutional backing from NVIDIA and Fidelity further validates the translation communicative and supports sustained semipermanent re-rating imaginable crossed cycles successful planetary markets ahead.
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