Q3 Earnings Surge: Nokia's stock has seen a significant spike in discussion on X following its Q3 earnings report, which exceeded expectations with an operating profit of €435 million against a forecast of €324 million. Posts highlight a 10% jump in share price, driven by strong growth in optical networks and AI-focused cloud services. The buzz centers on Nokia's potential in the AI and cloud sectors as key growth drivers.
AI and Defense Expansion: Conversations on X also focus on Nokia's strategic moves into AI and defense, with some linking the stock's rise to increased demand from AI supercycles and defense build-ups in Europe. There’s optimism about the company emerging from a long-term accumulation phase, though a few voices caution about past disappointments labeling it a potential value trap. These discussions reflect a mix of hope and skepticism about Nokia's future trajectory.
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 237 institutional investors add shares of Nokia stock to their portfolio, and 205 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 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 07/29/2025
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.
