Nvidia Investment Buzz: Recent posts on X are abuzz with news of Nvidia's $1 billion investment in Nokia, driving a significant 21% surge in the stock price. Many are highlighting this as a potential game-changer for Nokia’s role in telecom and tech innovation. The excitement centers on possible synergies between the two companies.
Analyst Upgrade Impact: Discussions also note a recent upgrade by Jefferies, moving Nokia from a Hold to a Buy rating. This has fueled optimism on X, with some pointing to renewed confidence in Nokia’s growth trajectory. The sentiment is boosted by the company’s strategic focus on AI and defense sectors.
Mixed Long-Term Views: While the immediate reaction is positive, some voices on X remain cautious, citing Nokia’s history of inconsistent performance. There’s a split in opinions, with a few labeling it a potential value trap despite the current momentum. This adds a layer of skepticism to the otherwise upbeat chatter.
Note: This discussion summary was generated from an AI condensation of post data.
Nokia Congressional Stock Trading
Members of Congress have traded $NOK stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NOK stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/11 and 1 sale worth up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Nokia Hedge Fund Activity
We have seen 234 institutional investors add shares of Nokia stock to their portfolio, and 209 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. added 19,442,640 shares (+1563.5%) to their portfolio in Q2 2025, for an estimated $100,712,875
- FMR LLC added 12,190,591 shares (+15.5%) to their portfolio in Q2 2025, for an estimated $63,147,261
- PZENA INVESTMENT MANAGEMENT LLC removed 11,799,730 shares (-14.7%) from their portfolio in Q2 2025, for an estimated $61,122,601
- UBS GROUP AG removed 7,607,688 shares (-45.5%) from their portfolio in Q2 2025, for an estimated $39,407,823
- GOLDMAN SACHS GROUP INC removed 6,133,505 shares (-48.9%) from their portfolio in Q2 2025, for an estimated $31,771,555
- BALYASNY ASSET MANAGEMENT L.P. removed 5,840,010 shares (-98.0%) from their portfolio in Q2 2025, for an estimated $30,251,251
- OPTIVER HOLDING B.V. removed 4,978,498 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $25,788,619
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Nokia Analyst Ratings
Wall Street analysts have issued reports on $NOK in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 10/28/2025
- JP Morgan issued a "Overweight" rating on 10/24/2025
To track analyst ratings and price targets for Nokia, check out Quiver Quantitative's $NOK forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
