Shay Boloor(@StockSavvyShay):Rosenblatt initiated $NOK at Buy with a $15 target calling it a “powerhouse AI optical franchise trading at a telco multiple” as Optical Networks grew 20% while AI & Cloud revenue more than doubled. The company also has ~$3.2B of AI & Cloud orders accelerating Nokia’s shift toward higher growth optical infrastructure.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.09.14 22:21

Rosenblatt initiated $NOK at Buy with a $15 target calling it a “powerhouse AI optical franchise trading at a telco multiple” as Optical Networks grew 20% while AI & Cloud revenue more than doubled. The company also has ~$3.2B of AI & Cloud orders accelerating Nokia’s shift toward higher growth optical infrastructure.