Nokia (NOK) Shares Soar 3.29% as AI, 5G Expansion, Infinera Buy, AT&T/Vodafone Deals Drive Momentum

Nokia (NOK) shares surged 3.29% on October 15, 2025, marking a 7.62% rally over two sessions and reaching an intraday high not seen since October 2025. The stock’s momentum reflects renewed investor confidence in the company’s strategic positioning in AI-driven infrastructure and 5G expansion.

Recent developments highlight Nokia’s aggressive moves to solidify its role in next-generation connectivity. A $2.3 billion acquisition of Infinera, approved by the EU, has bolstered its optical networking capabilities, while a multi-year 5G automation deal with AT&T underscores its involvement in U.S. network modernization. Partnerships with VodafoneSilver and Vodacom for RAN deployments across Europe and Africa further expand its enterprise footprint. Additionally, collaborations in Malaysia and India aim to enhance AI data center infrastructure and broadband modernization, aligning with global demand for scalable digital solutions.

Technological innovation remains a cornerstone of Nokia’s strategy. The launch of a 5G radio solution for rail communications and a quantum-safe 50G PON platform demonstrates its focus on future-proofing networks. A joint 5G Edge Innovation Hub with Intel and Datwyler IT Infra targets industrial applications, while enterprise adoption of its private wireless solutions has shown strong ROI, according to internal studies. These initiatives position Nokia as a leader in addressing both current and emerging market needs.

Leadership changes and organizational reforms are amplifying strategic clarity. Justin Hotard, former Intel executive, was appointed CEO, bringing expertise in AI and data center infrastructure. New organizational structures under Pallavi Mahajan and Konstanty Owczarek aim to streamline innovation and business growth, emphasizing AI-powered networking and edge computing. These shifts signal a pivot toward high-growth sectors amid evolving industry dynamics.

Analyst sentiment has turned cautiously optimistic. A recent upgrade to “Outperform” by a major brokerage cited undervalued fundamentals and improving execution. While challenges like currency headwinds and 5G deployment delays persist, Nokia’s forward-looking strategies and competitive positioning in AI infrastructure continue to attract investor attention. The stock’s 15× forward earnings multiple reflects a premium to peers, underscoring market optimism about its long-term trajectory.