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Nokia Stock Surges on 5G Deals and Bullish Forecasts – What’s Next for NOK Investors?
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Nokia Stock Surges on 5G Deals and Bullish Forecasts – What’s Next for NOK Investors?

by
15 October 2025
  • Stock at 52-week high: Nokia (NOK) rallied ~14% over two weeks, reaching a 52-week high near $5.49 on Oct 14, 2025 [1] [2]. As of Oct 15 its stock was around $5.54, up ~1.4% on the day [3]. Volume has spiked and the 5-day/50-day moving averages (~$5.49 and $5.20) support the uptrend [4] [5].
  • Major 5G contracts: Nokia announced several telecom deals boosting its outlook. On Oct 14 it extended a 5G RAN partnership with Vodafone/Vodacom across Europe & Africa [6]. In the UK, “VodafoneThree” (Vodafone-Three merger) awarded a £2 billion 5G network contract to Ericsson and Nokia to upgrade ~7,000 sites [7]. Earlier, Nokia won a green network deal with Japan’s Rakuten Mobile (deploying its DWDM optical power-saving tech) that cuts energy use ~24% [8]. It also expanded a four-year 5.5G core network upgrade with Finland’s Elisa (targeting ~20% energy savings) [9].
  • Corporate actions: In early Oct, Nokia’s board approved issuing 120 million new shares (to cover equity plans) [10]. This will raise total shares to ~5.58 billion by Oct 6, 2025 [11]. Such share issuances (offsetting a recent 150M-share cancellation) could modestly dilute EPS but fund employee plans and acquisitions.
  • Earnings & guidance: In Q2 2025 Nokia’s sales of $5.34 billion beat expectations ($4.82 b) while EPS was $0.05 (just below forecasts) [12]. CEO Justin Hotard (ex-Intel) said H2 should be stronger if the dollar steadies [13]. Note Nokia trimmed its 2025 profit outlook in July (to €1.6–2.1 b vs €1.9–2.4 b prior) due to tariffs and FX headwinds [14].
  • Analyst outlook: Wall Street is cautiously optimistic. The consensus is a Moderate Buy, with an average 12-month target ~$5.52 [15]. Analysts at BNP Paribas have even upgraded NOK to “Outperform” (target $5.00) [16]. MarketBeat notes most (6 of 8) ratings are Buys [17]. Street estimates project ~€0.34 EPS for FY2025 [18], implying limited growth from current ~$5.5 prices.
  • Industry context: Nokia faces mixed headwinds. Its stronger Nordic rival Ericsson just reported blowout Q3 results and saw its stock jump 13% (Oct 14) [19]. Ericsson’s North America share gains and big U.S. deals have kept it ahead of Nokia [20]. Meanwhile, geopolitical moves weigh on Nokia: a recent report said China is curbing use of Nokia/Ericsson gear in its networks [21], and Nokia has already exited Russia on sanctions grounds. Global telecom capex is flat-to-down (Dell’Oro forecasts) [22], so vendor competition is fierce. On the positive side, Nokia is pushing into AI and defense; Hotard says new defense spending targets (NATO 5% GDP goal) offer opportunities [23].
  • Technical snapshot: Most indicators are bullish. Investing.com scores Nokia as a “Strong Buy” (all major moving averages are trending up) [24] [25]. Key pivot/resistance levels are roughly $5.56–5.60 (we’ve seen prices touch this range [26]). The 14-day RSI (~76) is high [27], signaling the stock is overbought in the short term – a pullback or consolidation around $5.40–5.20 is possible. The overall uptrend remains intact, however, suggesting any dip could be a buying opportunity for momentum traders.
  • Forward view: Going ahead of Q3 results (due Oct 23) and beyond, investors are watching Nokia’s ability to convert deal pipeline into growth. Analysts’ targets cluster in the $5–6 range [28], which implies modest upside from current levels. Nokia’s ~3% dividend yield and stable network business provide income support. Investor sentiment is cautiously upbeat due to the recent contract wins and cost-cutting initiatives, but full-year guidance cuts remind that output may lag until late 2025. Market watchers note that new CEO Justin Hotard is focusing on AI/5G integration and new markets (like defense/secure networks) [29], which could open fresh revenue streams if global operators resume heavy spending.

Sources: Market quotes and technical data from Reuters [30] [31]; Nokia financials and analyst data from MarketBeat [32] [33]; Nokia corporate news (deals, share issuance) from company releases and RTTNews [34] [35]; industry developments from Reuters and TelecomTV [36] [37] [38] [39]; forecasts and expert comments from Reuters and investing analysis [40] [41] [42].

The Truth about the 5G Rollout, Nokia, and Your Wallet [NOK Stock]
Watch this video on YouTube.

References

1. www.marketbeat.com, 2. stockinvest.us, 3. www.reuters.com, 4. www.investing.com, 5. www.investing.com, 6. www.nasdaq.com, 7. ts2.tech, 8. www.telecomtv.com, 9. ts2.tech, 10. www.nasdaq.com, 11. www.nasdaq.com, 12. www.marketbeat.com, 13. www.reuters.com, 14. www.reuters.com, 15. www.marketbeat.com, 16. www.marketbeat.com, 17. www.marketbeat.com, 18. www.marketbeat.com, 19. www.reuters.com, 20. www.reuters.com, 21. www.reuters.com, 22. ts2.tech, 23. www.reuters.com, 24. www.investing.com, 25. www.investing.com, 26. www.investing.com, 27. www.investing.com, 28. www.marketbeat.com, 29. www.reuters.com, 30. www.reuters.com, 31. www.investing.com, 32. www.marketbeat.com, 33. www.marketbeat.com, 34. www.nasdaq.com, 35. www.nasdaq.com, 36. www.reuters.com, 37. www.reuters.com, 38. www.telecomtv.com, 39. ts2.tech, 40. www.reuters.com, 41. www.reuters.com, 42. www.investing.com

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Mateusz Kaczmarek Latest posts

A technology and finance expert writing for TS2.tech. He analyzes developments in satellites, telecommunications, and artificial intelligence, with a focus on their impact on global markets. Author of industry reports and market commentary, often cited in tech and business media. Passionate about innovation and the digital economy.

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