Seeking Alpha 诺基亚(NOK)Q3财报前瞻：周四发财报，仅列一致预期与多头旧论点，无新增业绩事实

Nokia ( NOK ) is set to post third-quarter earnings on Thursday. Wall Street expects the Finnish company to post GAAP EPS of €0.05 on revenue of €5.06 billion during the quarter. Nokia, previously known for its legendary mobile phone business, has shifted to providing crucial data center infrastructure used to build massive data centers.  Its growing role as a “picks and shovels” player in the AI boom appears to have won over investors, with the stock up around 40% so far this year. The company in July saw net sales from AI and cloud customers doubling in the quarter to 446 million euros, with the company ​ booking 2.8 billion euros in new orders. “The robust order book provides the company with good revenue visibility, and as it adds capacity and converts these orders into revenue, we should see good growth ahead over the next several years,” stated Seeking Alpha analyst Value Capital Research. Earlier in the month, Nokia CEO Justin Hotard said that the tech industry would build data centers twice as fast without the supply constraints they face, underscoring continued demand for AI even as top executives debate slowing down the pace of development. Seeking Alpha and Wall Street analysts are bullish on the stock and rated it a Buy. Meanwhile, Seeking Alpha’s Quant rating considers it a Hold. “The company is riding the growing demand for optical networking equipment for data center interconnect, and the stock isn't reflecting the potential for upside as orders continue to grow,” said Seeking Alpha analyst Stone Fox Capital.