Nokia(US:NOK) Yahoo Financeยท2025-09-11 17:15Group 1 - Nokia Corp has been upgraded to "Outperform" by BNP Paribas Exane, with a price target of EUR4.30, due to expected benefits from the AI and data center boom [1][2] - The acquisition of Infinera is anticipated to enhance Nokia's position in the AI and data center sectors, which have previously been overlooked, and to increase hyperscaler revenues, currently only 5% of total revenues [2][4] - Despite power constraints in the AI sector, unique opportunities are expected to arise, compelling companies to develop medium-sized clusters that require additional optical and IP infrastructure, which Nokia can provide [3][4] Group 2 - BNP Paribas forecasts that Nokia's revenues will grow 3% faster than consensus estimates next year, alongside additional margin benefits and synergies from the Infinera acquisition [4] - Nokia is a Finnish telecommunications and IT company that offers network infrastructure, software, and services globally, focusing on mobile (5G and 4G) and fixed networks, as well as network automation and cloud services [5]