Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 0.9× sales vs its 0.9× historical median P/S.
Fair value ≈ $6.78 · price $6.64 today
Fair value · 2% below
Loading valuation…
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$NOK I am bullish on Nokia because few things have happened.
1) $NVDA deal
2) $INFN acquisition
3) partnership with US defense for networking solutions
4) Data Center/AI networking focus
Above all
Nokia's board of directors have aligned board's interests with shareholders interests by giving 40% of their annual renumeration as Nokia stock. Recently one BoD Timo bought 50,000 shares at €9.1. CEO was granted stock options which is not unusual. I believe more BoDs will buy shares from open market once AI/Data center deals take off and we will know about it in Q2FY26 earnings call.
The other thing is----while a lot of folks have picked Nokia in last 3-6 months, many are still skeptical so far, among them are broker analysts. While some raised their TP after the stock has already run, only a few have shown courage to give a BUY call with significant upside. BofA analyst was one of them, followed by Danske, Argus, and JP Morgan Chase. Goldman Sachs is still sitting on fence.
$INFN $AAOI The former was acquired by $NOK for a literal steal, and I said as-much when the deal was originally proposed. INFN only had to wait 18-24mos (IMO) for 5-10X as I had stated multiple times in 2023. AAOI reflects the valuation multiple that INFN should have seen if management would only have stayed the course.
$INFN Nokia's buying Infinera - massive consolidation play in optical networking. Tech looks solid, vertical integration gives them an edge. Expecting good synergies post-merger. Might add some shares before deal closes. valuable article: https://beyondspx.com/article/infinera-corporation-infn-powering-the-next-generation-of-optical-networking
$NOK For $INFN shareholders who elected for the $NOK stock exchange option share details on how the stock allocation transaction(s) played out in your investment account? Thank you!
$INFN can anyone who elected for the $NOK stock exchange option share how the stock allocation transaction(s) played out in your investment account? Thank you!
$INFN S-8 POS
On February 28, 2025, pursuant to the Agreement and Plan of Merger, dated as of June 27, 2024, by and among Nokia Corporation, a company incorporated under the laws of the Republic of Finland (“Parent”), Neptune of America Corporation, a Delaware corporation and a wholly owned subsidiary, directly or indirectly, of Parent (“Merger Sub”), and the Registrant, Merger Sub merged with and into the Registrant, with the Registrant surviving as a wholly owned subsidiary of Parent (the “Merger”).
As a result of the Merger, the Registrant is terminating all offers and sales of its securities registered pursuant to the Registration Statements and deregistering all shares of Common Stock (the “Shares”) registered but unsold as of the effective time of the Merger under the Registration Statements, if any....
https://app.quotemedia.com/data/downloadFiling?webmasterId=500&ref=318964720&type=HTML&symbol=INFN&cdn=d48f98a88be814b34a704db6df64d727&companyName=Infinera+Corporation&formType=S-8+POS&formDescription=Securities+to+be+offered+to+employees+in+employee+benefit+plans%2C+post-effective+amendments&dateFiled=2025-02-28
$INFN - Infinera Corporation Common Stock - 10K - Updated Risk Factors
The 2025 10-K Risk Factors for INFN highlight new merger-related uncertainties, regulatory hurdles, talent retention challenges, and evolving industry standards. Expanded risks include global supply chain disruptions, inflation impacts, and AI regulation. Debt strategy shifts and increased ESG disclosure demands also feature prominently. #Risk
https://d-risk.ai/INFN/10-K/2025-02-28
M&A
Infinera Corporation $INFN is being acquired by Nokia $NOK
- Shareholders elected to receive [$6.65 cash] or [1.7896 shares of NOK] or [$4.66 cash plus 0.5355 shares of NOK]
- Deadline for share election expired on February 21st
- Shareholders who have not made an election will receive $6.65 cash per INFN share owned
More Information :
https://www.sec.gov/Archives/edgar/data/1138639/000119312524204422/d869482ddefm14a.htm
@Mattsaganda It's definitely not a sure thing, but everyone hating on $INFN right now might be missing the bigger picture in terms of the demand for bandwidth.
