$NOK — X 투자자들은 지금 무슨 이야기를 하나

$NOKNokia Oyj · Communication Equipment · 560억 달러

$10.48

프리마켓+1.1%

이벤트 흐름

주요 이벤트 · 시간순

17건

2026-10-01기업호재
노키아, 저궤도 위성 통신 방위 사업 위해 ICEYE와 협력
정부와 방산 업체를 겨냥하며 군사, 국경 보안, 긴급 구조 서비스를 아우른다
첫날 +2.3%
2026-09-29기업
노키아, 사우디 100여 개 도시에 자인 KSA 대상 딥필드 배포
네트워크 성능과 효율성을 개선하고 AI 네트워크 인텔리전스 입지를 강화
첫날 +2.4% · 현재까지 +0.1%

이전 이벤트 15건

2026-09-18 → 09-20제품호재
Nokia upgraded to buy zone as AI & Cloud orders surge영어 원문
Q2'26 AI & Cloud revenue +105% to €446M; valuation attractive at $10
첫날 +0.8% · 5일 후 -2.7%
전개 과정 2회
- 2026-09-18 Nokia Data Suite integrates with Microsoft Fabric, cutting data access from weeks to minutes
- 2026-09-20 Q2'26 AI & Cloud revenue +105% to €446M; valuation attractive at $10
2026-09-17애널리스트호재
Nokia Earns Jim Cramer's Praise: 'Terrific Situation'영어 원문
Multiple independent sources confirm Cramer's buy recommendation, boosting sentiment
첫날 +4.5% · 5일 후 -1.6%
2026-09-16제품호재
Nokia expands AI-RAN trials globally, reports >20% spectral efficiency gains영어 원문
Operators across regions move from evaluation to lab/field trials, accelerating AI-RAN commercialization
첫날 +3.0% · 5일 후 +4.8%
2026-09-15애널리스트호재
Nokia Initiated Buy at Rosenblatt with $15 PT영어 원문
Analyst calls it a powerhouse AI optical franchise at telco multiple; Optical Networks grew 20%
첫날 +2.0% · 5일 후 +10.0%
2026-09-15제품호재
Nokia, Telxius Deploy 800G Optics Globally for AI Traffic영어 원문
Deployment spans Europe, US, LatAm using ICE-X 800G ZR/ZR+ to boost capacity
첫날 +2.0% · 5일 후 +10.0%
전개 과정 2회
- 2026-09-15 ESpanix deploys AI-driven DDoS protection across 6 data centers in Madrid and Barcelona, covering 200+ networks
- 2026-09-15 Deployment spans Europe, US, LatAm using ICE-X 800G ZR/ZR+ to boost capacity
2026-09-12기업호재
Google announces €13bn Finland investment, Nokia named among beneficiaries영어 원문
Google's Hamina site is part of its 43-cloud-region network; Nokia was named among Finnish beneficiaries
첫날 -13.3% · 5일 후 +13.4%
2026-08-28 → 09-08M&A·자금조달
Nokia transfers 687,145 treasury shares for equity incentives영어 원문
Shares transferred on Sep 8 per board resolution, same event line as prior record
첫날 -3.6% · 5일 후 -1.8%
전개 과정 3회
- 2026-08-28 Company disclosure of share transfer to incentive plan participants, reducing treasury shares, a routine treasury operation
- 2026-09-08 Further transfer on Sep 8 continues incentive plan, same line as Aug 28 event.
- 2026-09-08 Shares transferred on Sep 8 per board resolution, same event line as prior record
2026-08-19애널리스트호재
JPMorgan Maintains Buy, Says Market Underestimates NOK Order Book영어 원문
JPMorgan says market too slow to react to NOK's AI/cloud revenue potential; order book supports 2027-28 estimates
첫날 -2.5% · 5일 후 +2.8%
2026-08-11 → 08-13기업호재
NOK Extends Rally on AI Data Center Demand and 6G Trials영어 원문
Multiple sources confirm strong AI infrastructure demand and 6G trial progress with Nvidia and T-Mobile
첫날 +3.4% · 5일 후 +10.1%
전개 과정 2회
- 2026-08-11 Multiple sources confirm NOK is boosted by AI infrastructure demand and a raised full-year outlook, prompting investor re-evaluation.
- 2026-08-13 Multiple sources confirm strong AI infrastructure demand and 6G trial progress with Nvidia and T-Mobile
2026-07-27M&A·자금조달호재
Nokia Exec Buys 62K Shares; Insiders Purchased ~$1.585M on July 24영어 원문
Voluntary market purchases by insiders, distinct from earlier compensation-related transactions
첫날 +2.0% · 5일 후 +0.9%
2026-07-18 → 07-25실적
Nokia to Report Earnings Next Week영어 원문
Earnings call and analyses confirm AI infrastructure growth, beating estimates
첫날 -0.4% · 5일 후 -7.9%
전개 과정 7회
- 2026-07-18 Multiple independent sources confirm Nokia is on the earnings calendar for the week of July 20, 2026
- 2026-07-18 Earnings schedule confirmed, market awaits results
- 2026-07-19 Multiple sources confirm Nokia's earnings date, market watches performance.
- 2026-07-21 Ahead of earnings week, stock fell below last pre-earnings level; focus on AI networking and optical angle
- 2026-07-23 Q2 comparable operating profit beat; AI/cloud demand strong; FY profit outlook raised
- 2026-07-23 Q2 comp op profit beat, AI cloud orders nearly triple, outlook raised
- 2026-07-25 Earnings call and analyses confirm AI infrastructure growth, beating estimates
2026-07-25애널리스트호재
BofA Raises Nokia PT to $18.5, Reiterates Buy영어 원문
Q2 results fail to raise IP/optical growth outlook, shares fall 5.2%; BofA still raises PT to $18.5
첫날 +2.0% · 5일 후 +0.9%
전개 과정 2회
- 2026-07-25 BofA sees undervaluation, implying ~100% upside
- 2026-07-25 Q2 results fail to raise IP/optical growth outlook, shares fall 5.2%; BofA still raises PT to $18.5
2026-07-23실적
실적 발표
첫날 -5.4% · 5일 후 -6.6%
2026-07-13 → 07-22기업호재
Nokia and Taiwan Mobile extend 5G partnership to advance AI-powered networks영어 원문
Multiple sources highlight that NOK's Q2 earnings (July 23 pre-market) will be the first direct read-through for AI optical network orders, with options market pricing elevated implied volatility vs peers
첫날 -6.0% · 5일 후 -13.8%
전개 과정 3회
- 2026-07-13 Extension covers AirScale portfolio and AI-driven software for Taiwan 5G modernization
- 2026-07-13 Partnership extended; Nokia's AirScale portfolio and AI-driven software power Taiwan Mobile's 5G modernization
- 2026-07-22 Multiple sources highlight that NOK's Q2 earnings (July 23 pre-market) will be the first direct read-through for AI optical network orders, with options market pricing elevated implied volatility vs peers
2026-07-12애널리스트
Morgan Stanley compares Nokia vs Ciena: AI/cloud mix low but growing fast영어 원문
Nokia's AI/cloud segment grew 49% YoY in Q1, but cloud revenue mix is under 10% vs Ciena's ~50%
첫날 -6.0% · 5일 후 -13.8%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

아직 댓글이 없어요.

사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

17건

2026-10-01기업호재
노키아, 저궤도 위성 통신 방위 사업 위해 ICEYE와 협력
정부와 방산 업체를 겨냥하며 군사, 국경 보안, 긴급 구조 서비스를 아우른다
첫날 +2.3%
2026-09-29기업
노키아, 사우디 100여 개 도시에 자인 KSA 대상 딥필드 배포
네트워크 성능과 효율성을 개선하고 AI 네트워크 인텔리전스 입지를 강화
첫날 +2.4% · 현재까지 +0.1%
2026-09-18 → 09-20제품호재
Nokia upgraded to buy zone as AI & Cloud orders surge영어 원문
Q2'26 AI & Cloud revenue +105% to €446M; valuation attractive at $10
첫날 +0.8% · 5일 후 -2.7%
전개 과정 2회
- 2026-09-18 Nokia Data Suite integrates with Microsoft Fabric, cutting data access from weeks to minutes
- 2026-09-20 Q2'26 AI & Cloud revenue +105% to €446M; valuation attractive at $10
2026-09-17애널리스트호재
Nokia Earns Jim Cramer's Praise: 'Terrific Situation'영어 원문
Multiple independent sources confirm Cramer's buy recommendation, boosting sentiment
첫날 +4.5% · 5일 후 -1.6%
2026-09-16제품호재
Nokia expands AI-RAN trials globally, reports >20% spectral efficiency gains영어 원문
Operators across regions move from evaluation to lab/field trials, accelerating AI-RAN commercialization
첫날 +3.0% · 5일 후 +4.8%

이전 이벤트 12건

2026-09-15애널리스트호재
Nokia Initiated Buy at Rosenblatt with $15 PT영어 원문
Analyst calls it a powerhouse AI optical franchise at telco multiple; Optical Networks grew 20%
첫날 +2.0% · 5일 후 +10.0%
2026-09-15제품호재
Nokia, Telxius Deploy 800G Optics Globally for AI Traffic영어 원문
Deployment spans Europe, US, LatAm using ICE-X 800G ZR/ZR+ to boost capacity
첫날 +2.0% · 5일 후 +10.0%
전개 과정 2회
- 2026-09-15 ESpanix deploys AI-driven DDoS protection across 6 data centers in Madrid and Barcelona, covering 200+ networks
- 2026-09-15 Deployment spans Europe, US, LatAm using ICE-X 800G ZR/ZR+ to boost capacity
2026-09-12기업호재
Google announces €13bn Finland investment, Nokia named among beneficiaries영어 원문
Google's Hamina site is part of its 43-cloud-region network; Nokia was named among Finnish beneficiaries
첫날 -13.3% · 5일 후 +13.4%
2026-08-28 → 09-08M&A·자금조달
Nokia transfers 687,145 treasury shares for equity incentives영어 원문
Shares transferred on Sep 8 per board resolution, same event line as prior record
첫날 -3.6% · 5일 후 -1.8%
전개 과정 3회
- 2026-08-28 Company disclosure of share transfer to incentive plan participants, reducing treasury shares, a routine treasury operation
- 2026-09-08 Further transfer on Sep 8 continues incentive plan, same line as Aug 28 event.
- 2026-09-08 Shares transferred on Sep 8 per board resolution, same event line as prior record
2026-08-19애널리스트호재
JPMorgan Maintains Buy, Says Market Underestimates NOK Order Book영어 원문
JPMorgan says market too slow to react to NOK's AI/cloud revenue potential; order book supports 2027-28 estimates
첫날 -2.5% · 5일 후 +2.8%
2026-08-11 → 08-13기업호재
NOK Extends Rally on AI Data Center Demand and 6G Trials영어 원문
Multiple sources confirm strong AI infrastructure demand and 6G trial progress with Nvidia and T-Mobile
첫날 +3.4% · 5일 후 +10.1%
전개 과정 2회
- 2026-08-11 Multiple sources confirm NOK is boosted by AI infrastructure demand and a raised full-year outlook, prompting investor re-evaluation.
- 2026-08-13 Multiple sources confirm strong AI infrastructure demand and 6G trial progress with Nvidia and T-Mobile
2026-07-27M&A·자금조달호재
Nokia Exec Buys 62K Shares; Insiders Purchased ~$1.585M on July 24영어 원문
Voluntary market purchases by insiders, distinct from earlier compensation-related transactions
첫날 +2.0% · 5일 후 +0.9%
2026-07-18 → 07-25실적
Nokia to Report Earnings Next Week영어 원문
Earnings call and analyses confirm AI infrastructure growth, beating estimates
첫날 -0.4% · 5일 후 -7.9%
전개 과정 7회
- 2026-07-18 Multiple independent sources confirm Nokia is on the earnings calendar for the week of July 20, 2026
- 2026-07-18 Earnings schedule confirmed, market awaits results
- 2026-07-19 Multiple sources confirm Nokia's earnings date, market watches performance.
- 2026-07-21 Ahead of earnings week, stock fell below last pre-earnings level; focus on AI networking and optical angle
- 2026-07-23 Q2 comparable operating profit beat; AI/cloud demand strong; FY profit outlook raised
- 2026-07-23 Q2 comp op profit beat, AI cloud orders nearly triple, outlook raised
- 2026-07-25 Earnings call and analyses confirm AI infrastructure growth, beating estimates
2026-07-25애널리스트호재
BofA Raises Nokia PT to $18.5, Reiterates Buy영어 원문
Q2 results fail to raise IP/optical growth outlook, shares fall 5.2%; BofA still raises PT to $18.5
첫날 +2.0% · 5일 후 +0.9%
전개 과정 2회
- 2026-07-25 BofA sees undervaluation, implying ~100% upside
- 2026-07-25 Q2 results fail to raise IP/optical growth outlook, shares fall 5.2%; BofA still raises PT to $18.5
2026-07-23실적
실적 발표
첫날 -5.4% · 5일 후 -6.6%
2026-07-13 → 07-22기업호재
Nokia and Taiwan Mobile extend 5G partnership to advance AI-powered networks영어 원문
Multiple sources highlight that NOK's Q2 earnings (July 23 pre-market) will be the first direct read-through for AI optical network orders, with options market pricing elevated implied volatility vs peers
첫날 -6.0% · 5일 후 -13.8%
전개 과정 3회
- 2026-07-13 Extension covers AirScale portfolio and AI-driven software for Taiwan 5G modernization
- 2026-07-13 Partnership extended; Nokia's AirScale portfolio and AI-driven software power Taiwan Mobile's 5G modernization
- 2026-07-22 Multiple sources highlight that NOK's Q2 earnings (July 23 pre-market) will be the first direct read-through for AI optical network orders, with options market pricing elevated implied volatility vs peers
2026-07-12애널리스트
Morgan Stanley compares Nokia vs Ciena: AI/cloud mix low but growing fast영어 원문
Nokia's AI/cloud segment grew 49% YoY in Q1, but cloud revenue mix is under 10% vs Ciena's ~50%
첫날 -6.0% · 5일 후 -13.8%

$NOK (Nokia Oyj) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 21.6)

$NOK 종목을 가장 많이 언급한 신뢰 작성자

$NOK 종목이 등장한 최근 헤드라인

$NOK (Nokia Oyj) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 21.6)

$NOK 종목을 가장 많이 언급한 신뢰 작성자

$NOK 종목이 등장한 최근 헤드라인

노키아, 저궤도 위성 통신 방위 사업 위해 ICEYE와 협력

노키아, 사우디 100여 개 도시에 자인 KSA 대상 딥필드 배포

Nokia upgraded to buy zone as AI & Cloud orders surge영어 원문

Nokia Earns Jim Cramer's Praise: 'Terrific Situation'영어 원문

Nokia expands AI-RAN trials globally, reports >20% spectral efficiency gains영어 원문

Nokia Initiated Buy at Rosenblatt with $15 PT영어 원문

Nokia, Telxius Deploy 800G Optics Globally for AI Traffic영어 원문

Google announces €13bn Finland investment, Nokia named among beneficiaries영어 원문

Nokia transfers 687,145 treasury shares for equity incentives영어 원문

JPMorgan Maintains Buy, Says Market Underestimates NOK Order Book영어 원문

NOK Extends Rally on AI Data Center Demand and 6G Trials영어 원문

Nokia Exec Buys 62K Shares; Insiders Purchased ~$1.585M on July 24영어 원문

Nokia to Report Earnings Next Week영어 원문

BofA Raises Nokia PT to $18.5, Reiterates Buy영어 원문

실적 발표

Nokia and Taiwan Mobile extend 5G partnership to advance AI-powered networks영어 원문

Morgan Stanley compares Nokia vs Ciena: AI/cloud mix low but growing fast영어 원문