2022-2025 revenue fell from EUR 23,761M to EUR 19,889M (-5.8% historical CAGR…
Consensus 1-year revenue growth of +8.4% supports a reacceleration narrative,…
Trailing EBIT margin of 3.8% is depressed relative to the 12.8% EBITDA margin…
Suurin riski
Telecom carrier capex cyclicality remains the dominant demand risk if AI, 6G and privat…
The multi-year revenue decline from 2022 to 2025 means the positive 5-year growth assum…
Competitive pressure from established network vendors and larger software/AI platform p…
Muutos
No material fundamental change since yesterday. The four core valuation assumptions are unchanged: revenue CAGR 4%, E…
Arvostusoletukset
CLAUDE
DEEPSEEK
GEMINI
GPT
GROK
Liikevaihdon CAGR 5V
4.0%
4.0%
3.5%
3.0%
4.0%
EBIT-marginaalitavoite
9.0%
12.0%
10.5%
5.0%
8.0%
WACC
8.5%
6.5%
6.5%
6.5%
6.3%
Terminaalikasvu
2.0%
2.0%
2.0%
2.0%
2.0%
Mitä markkinahinta edellyttäisi?
Oletus
AI-konsensus
Markkinahinta implikoi
Liikevaihdon CAGR (5v)
4.0%
2.7%
-1.3pp
EBIT-marginaalitavoite
9.0%
7.8%
-1.2pp
WACC
6.5%
7.0%
+0.5pp
Perustuu spot-hintaan 8.40 € ja raakaan DCF-malliin (ilman kattoja ja kalibrointia).
Tunnusluvut
EBIT-marginaali3.8%
EBITDA-marginaali12.8%
ROE3.3%
Nettovelka / EBITDA-0.7x
P/E67.0x
EV / EBITDA17.4x
P/B2.2x
Analyytikkojen vaihteluväli4.65 – 18.00
Nokia Oyj, together with its subsidiaries, provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, Asia Pacific, Europe, the Middle East, and Africa. It operates in four segments: Network Infrastructure, Mobile Networks, Cloud and Network Services, and Nokia Technologies. The company offers fixed network solutions, such as fiber and copper technologies, access infrastructure, in-home Wi-Fi solutions, and cloud and virtualization services; IP network solutions, which delivers IP edge routing and data center networking solutions for residential, mobile, enterprise, and cloud applications; and optical networks solutions, which provides optical transport networks for metro, regional, and long-haul applications. It also provides mobile technology products and services for radio access networks and microwave radio links for transport networks; and network management solutions, as well as network planning, optimization, network deployment, and technical support services. In addition, the company offers cloud and network services, including open, secure, automated, and scalable software and solutions; and 5G core, secure autonomous networks, pr
Tilaa sähköpostiuutisetIlmainen · Ei roskapostia · Peruuta milloin vain · Tietosuoja
AI Investor Barometer · 2026-10-16
Kaikki sisältö on tekoälymallien tuottamaa ja voi sisältää virheitä. Tämä on kokeellinen työkalu — ei sijoitusneuvontaa, -tutkimusta eikä -suositusta. Tietoa · Metodologia · Käyttöehdot · Tietosuoja
3 viidestä AI-mallia on positiivisia NOKIA.
Avaintekijä: Gradual re-acceleration in operator spending driving recovery in 5G-Advanced ...
AI-konsensusarvio 8.46 0.7% yli nykyhinnan.
Mallien yksimielisyys on kohtalainen (0.61).
Analyytikkokonsensus: 10.74 (AI -21.2%).
Pessimistinen (min)
5.97 €
-28.9%
Perus (mediaani)
8.46 €
+0.7%
Optimistinen (max)
11.20 €
33.4%
Bear/Base/Bull: mallien oma haarukka (12 kk:n arvot)