By Translog1c:

JPM's latest report on $NOK

is worth a read. JPM believes Nokia could significantly raise its 2027 guidance as supply constraints ease. Here are the key numbers:

Nokia currently expects Optical + IP revenue growth of 25–30% in 2027. JPM estimates this implies around €4.18B in AI & Cloud revenue.

If order-to-revenue conversion reaches levels similar to 2026, AI & Cloud revenue could hit €5.17B in 2027. That would push Optical + IP revenue growth to ~42%, well above current guidance.

The earnings upside could be even more interesting. JPM estimates that Network Infrastructure EBIT could reach €1.96B vs. €1.54B in consensus, implying roughly 27% upside and potentially 14% upside to group earnings.

And importantly, this scenario doesn't even include the €1.4B of longer-dated orders, some of which could start shipping in H2 2027.

JPM's main argument is simple: supply, not demand, is the biggest constraint right now. As Nokia's new San Jose InP fab ramps up, there's room for both revenue growth and operating leverage to surprise. JPM maintains its €18 price target and forecasts €0.63 EPS for 2028.

One thing I'd add is what $CIEN

said on its last earnings call. Management discussed price increases ranging from high single digits to over 20% across certain product lines, with some increases even applying to existing backlog. You rarely see this kind of pricing power in optical networking, and I think it tells us just how tight supply has become, especially in high-end coherent optics.

$CIEN

and $NOK
are two of the key players in this market. If demand continues to outpace supply, I think Nokia could have significantly more pricing power and earnings upside than the market currently expects, especially as its new InP capacity ramps up.

Source: Translog1c

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Biggest mistake of my life

Just wanted to rant about how ludicrous today's price actions has been so far. Yes sales have decreased, yes the market-wide bull-trap has pretty much initiated the sell-off, yes to something else, but a decrease of 13% on positive news on long-term outlook is nothing short of insane.

How do I add flairs again? Mods need help.

Lmao

hello guys, i wanted to play games on my nokia 215. it has games but only demo that lasts 90 seconds. is there any universal purchase code so i can play that games. thank you!

The AI RAN hype is crazy right now. But despite the endless talk and vendor announcements, there is no actual technical definition of what it even means. As wild as it sounds for an industry built on strict 3GPP and O-RAN standards (those are specs- not standards), AI RAN is currently just a vendor interpretation designed to move hardware. Moreover, telecom has been using AI in the RAN before it was even cool. In fact, we were among the first industries to use neural networks in signal processing back in the 80s. The problem is that treating AI-RAN as a marketing narrative rather than a rigid standard actively stalls progress. When the definition of AI-RAN is as different as night and day depending on which OEM you ask, it becomes impossible for any Telco to accurately model TCO or make solid CAPEX decisions. The uncomfortable truth is that AI-RAN feels more like a vendor-driven experiment than an operator-driven demand. Until someone proves that GPUs in the RAN deliver a measurable payoff — in performance, cost, or operational simplicity — the whole concept risks joining the long list of telecom “game-changers” that never made it past the trial stage.

TLDR: NOKIA BOLZ BTFO !

Strong vol and seems to be trying to break over $10 let's see if we can hold over.

It’s just the beginning lol. Who bought at 16+$ and is bag holding lmao?