Story perspectives

Nokia Shares Surge 140% After Nvidia $1 B Investment

5/27/2026

Summary

Nokia Stock Soars

Nokia share price hit $16.46 on May 26 2026, a 140% gain.
Nvidia invested $1 billion in October 2025 at $6.01 per share for a 3% stake; Nokia bought Infinera for $2.3 billion in February 2025, adding optical networking.
Q1 2026 revenue €4.5 billion (up 4%) and profit €281 million (up 54%); AI & Cloud sales rose 49% delivering €1 billion orders, Optical Networks grew 20% lifting guidance 12%–14% and raising AI & Cloud CAGR estimate to 27% through 2028.

Summary

Emma Falck Appointed

Emma Falck will become President of Mobile Infrastructure on September 1 2026, arriving from Siemens.
Nokia’s board voted at the April AGM to receive 40 % of remuneration in company shares.
Senior manager Konstanty Owczarek bought about $1.1 million of Nokia ADRs on May 22 2026, acquiring roughly 70,000 shares at $15.35 and $15.99.
Analysts say Nokia may join the Euro Stoxx 50 in September 2026, potentially drawing passive-fund inflows.

History

Historical Context

In June 2006 Nokia and Siemens announced a joint venture, Nokia Siemens Networks, which launched in April 2007 to combine their telecom equipment businesses. After expanding through deals such as the €1.7 billion purchase of Siemens’ stake in 2013, Nokia announced on 15 April 2015 an all-stock offer to acquire Alcatel-Lucent for €15.6 billion, completing the merger on 3 November 2016.

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Nokia Stock Soars

Nokia share price hit $16.46 on May 26 2026, a 140% gain.
Nvidia invested $1 billion in October 2025 at $6.01 per share for a 3% stake; Nokia bought Infinera for $2.3 billion in February 2025, adding optical networking.
Q1 2026 revenue €4.5 billion (up 4%) and profit €281 million (up 54%); AI & Cloud sales rose 49% delivering €1 billion orders, Optical Networks grew 20% lifting guidance 12%–14% and raising AI & Cloud CAGR estimate to 27% through 2028.

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