Northland Securities Lifts Earnings Estimates for Nokia

Nokia Corporation (NYSE:NOK) – Research analysts at Northland Securities upped their FY2026 EPS estimates for shares of Nokia in a research report issued on Friday, January 30th. Northland Securities analyst T. Savageaux now expects that the technology company will post earnings per share of $0.42 for the year, up from their previous estimate of $0.41. The consensus estimate for Nokia’s current full-year earnings is $0.34 per share. Northland Securities also issued estimates for Nokia’s Q4 2026 earnings at $0.20 EPS.

Other equities research analysts also recently issued research reports about the company. UBS Group reiterated a “neutral” rating on shares of Nokia in a report on Tuesday, October 28th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Nokia in a report on Wednesday, October 15th. Wall Street Zen downgraded shares of Nokia from a “buy” rating to a “hold” rating in a report on Sunday, November 30th. New Street Research set a $6.57 price target on shares of Nokia in a report on Thursday, November 20th. Finally, Morgan Stanley upgraded shares of Nokia from an “equal weight” rating to an “overweight” rating in a research note on Thursday, January 15th. Eight analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $6.77.

Nokia Stock Performance

Shares of NOK opened at $6.43 on Monday. The firm has a market capitalization of $36.89 billion, a P/E ratio of 49.43, a P/E/G ratio of 2.18 and a beta of 0.81. Nokia has a 52 week low of $4.00 and a 52 week high of $8.19. The stock has a 50 day moving average price of $6.42 and a two-hundred day moving average price of $5.58. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.36 and a current ratio of 1.58.

Hedge Funds Weigh In On Nokia

Institutional investors have recently bought and sold shares of the company. Wexford Capital LP bought a new position in Nokia during the third quarter valued at $29,000. FNY Investment Advisers LLC lifted its position in shares of Nokia by 33,457.1% during the 4th quarter. FNY Investment Advisers LLC now owns 4,698 shares of the technology company’s stock valued at $30,000 after buying an additional 4,684 shares during the last quarter. Dorato Capital Management bought a new position in shares of Nokia during the 4th quarter worth $31,000. Caitong International Asset Management Co. Ltd purchased a new stake in Nokia in the 3rd quarter worth about $34,000. Finally, Spire Wealth Management raised its stake in Nokia by 239.6% in the 4th quarter. Spire Wealth Management now owns 6,242 shares of the technology company’s stock valued at $40,000 after acquiring an additional 4,404 shares during the period. Hedge funds and other institutional investors own 5.28% of the company’s stock.

Trending Headlines about Nokia

Here are the key news stories impacting Nokia this week:

• Positive Sentiment: Strong top-line beat driven by AI and cloud customers: Nokia reported Q4 revenue of $7.19B (ahead of estimates) and management highlighted sharp sales growth from AI/data-center customers — a key growth narrative investors like. WSJ: Nokia Reports Jump In Sales
• Positive Sentiment: Strategic AI partnerships and positioning: Coverage notes Nokia’s AI initiatives (including AI‑RAN work and ties to NVIDIA) that could expand addressable market beyond traditional telecom equipment. Analysts and bulls see this as underappreciated upside. Seeking Alpha: Nvidia Bet Highlights AI Opportunity
• Positive Sentiment: Analyst and institutional interest: Recent analyst “Overweight/Buy” notes and sizable institutional buys reported in filings provide support for the stock’s recovery narrative. QuiverQuant: Q4 Earnings & Institutional Activity
• Neutral Sentiment: Reorganization and reporting changes: Nokia recast segment results and started a two‑segment reporting structure (effective 2026) to align with its AI‑era strategy — useful for transparency but a transitional factor for modeling. GlobeNewswire: Recast Segment Results
• Neutral Sentiment: Board/management changes announced: Chair Sari Baldauf will step down with vice-chair Timo Ihamuotila succeeding; a managers’ transaction filing was published — governance transition that investors will watch but not immediately material. MSN: Chair Steps Down GlobeNewswire: Managers’ transactions
• Negative Sentiment: Profitability and margin pressures: Despite revenue growth, operating profit and EPS fell (operating profit down ~29% YoY; EPS declined ~25%) due to higher costs, which is a key near‑term concern for valuation. QuiverQuant: Earnings Detail
• Negative Sentiment: Softer guidance / market reaction: Some commentary and analyst notes flagged softer forward commentary and higher opex/CAPEX expectations; the stock was also caught in a broader AI-stock selloff that amplified downside pressure. The Motley Fool: Why Stock Was Down
• Negative Sentiment: Investors focused on near-term execution: Coverage notes that while the AI opportunity is real, the market is parsing margin recovery, cash flow trajectory and whether partnerships (e.g., Nvidia) translate quickly into durable profit growth. SDxCentral: Financials Analysis

About Nokia

Nokia Corporation, headquartered in Espoo, Finland, is a global telecommunications and technology company with roots dating back to 1865. Over its long history the company moved from forestry and cable operations into electronics and telecommunications, becoming widely known in the 1990s and 2000s for its mobile phones. In recent years Nokia refocused its business toward network infrastructure, software and technology licensing, and research and development, following the divestiture of its handset manufacturing business and the acquisition of Alcatel‑Lucent in 2016, which brought Bell Labs into its portfolio.

Today Nokia’s core activities center on designing, building and supporting communications networks and related software.