Ubiquiti vs Nokia

This page compares Ubiquiti and Nokia, examining their business models, financial performance, and market context in a straightforward, accessible way. It presents how each company organises its operations, generates revenue, and situates itself within its industry, without asserting a recommendation. Educational content, not financial advice.

This page compares Ubiquiti and Nokia, examining their business models, financial performance, and market context in a straightforward, accessible way. It presents how each company organises its opera...

Comparison Snapshot

Key Financial Metrics

UI

Metric

NOK

$34.06B

Market Cap

$37.09B

7.79%

Potential Profit

2.41%

Hold

Analyst Rating

Buy

Why It's Moving

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

Nokia shares extend five-day slide amid quiet news and new long-term options launch.

New January 2026 call options at $10 strike debuted, offering 55% potential return if exercised, contrasting the stock's current $6.46 level and implying bullish long-shot expectations.
Managers' transactions disclosed on January 14 by executives like Wirén, Niinimäki, and others, reflecting standard insider activity amid the share pullback.
Quiet news cycle tests patience as telecom sector peers await macro shifts, with Nokia's high options volatility at 212% far exceeding its 39% trailing volatility.

Sentiment:

⚖️Neutral

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

Nokia shares extend five-day slide amid quiet news and new long-term options launch.

New January 2026 call options at $10 strike debuted, offering 55% potential return if exercised, contrasting the stock's current $6.46 level and implying bullish long-shot expectations.
Managers' transactions disclosed on January 14 by executives like Wirén, Niinimäki, and others, reflecting standard insider activity amid the share pullback.
Quiet news cycle tests patience as telecom sector peers await macro shifts, with Nokia's high options volatility at 212% far exceeding its 39% trailing volatility.

Sentiment:

⚖️Neutral

Investment Analysis

Ubiquiti

UI

Pros

Ubiquiti's revenue grew significantly by 33.45% in 2025, reaching $2.57 billion, demonstrating strong top-line growth.
Earnings more than doubled in 2025 with net income increasing 103.43% to $711.92 million, reflecting improved profitability.
The company has a diversified global presence with products for service providers, enterprises, and consumers across multiple regions.

Considerations

Ubiquiti's stock trades at a high valuation with a P/E ratio above 60, indicating rich pricing relative to earnings.
Despite recent strong performance, several forecasts predict steep potential price declines of over 75% by the end of 2025.
Recent stock rating downgrades and valuation checks suggest limited immediate upside and increased risk of correction.

Nokia

NOK

Pros

Nokia reported 12% year-over-year sales growth in Q3 2025 driven by strong demand in Network Infrastructure and Technologies segments.
The company expects solid operating profit between €1.7 billion and €2.2 billion for 2025, supported by positive free cash flow outlook.
Nokia is benefiting from expanding regional sales, especially in EMEA and APAC, with growth in cloud services reinforcing revenue streams.

Considerations

Net income declined to €80 million in Q3 2025 from €145 million the prior year, pressured by higher operating expenses and lower gross margins.
Mobile Networks segment continues to face challenges with declining sales, highlighting some ongoing cyclicality and market pressure.
Capital expenditure guidance of €650 million in 2025 suggests significant investment requirements, potentially weighing on near-term cash flow.

About The Companies

Ubiquiti (UI)

Ubiquiti Inc (UI) designs and sells networking hardware and management software — including wireless access points, switches, routers and cloud-managed platforms such as UniFi — for homes, small businesses and larger enterprises. The company’s direct-to-channel distribution and low-marketing approach have historically supported robust gross margins and cash generation; the market capitalisation is roughly $43.6bn. Key growth drivers include upgrades to Wi‑Fi infrastructure, cloud-managed networking and demand for scalable, lower-cost enterprise solutions. Investors should be aware of risks: revenue can be cyclical, results are sensitive to supply‑chain disruptions and competition from larger vendors and cloud providers is intense. Product security, firmware issues or governance concerns can also affect customer trust. This summary is general educational information and not personalised investment advice — values can fall as well as rise and past performance is not a reliable guide.

Nokia (NOK)

Nokia Corporation (NOK) is a Finnish multinational specialising in telecommunications equipment, software and services. It supplies radio access networks, core network solutions and managed services to global telecom operators and enterprises, and also holds a portfolio of patent licences. With a market capitalisation around $31.4 billion, Nokia is a major player in the global 5G roll-out but faces intense competition from rivals and varying demand tied to carrier capital expenditure cycles. Investors should note the company’s strategic shift from hardware towards software and services, which aims to improve recurring revenue and margins but depends on execution. Earnings and share price can be volatile: revenue is influenced by large contracts, geopolitical factors and supply-chain dynamics. This summary is educational and not personal investment advice — returns are not guaranteed and values can fall as well as rise. Consider your own goals and seek regulated financial advice if needed.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

Nokia (NOK) Next Earnings Date

Nokia Corp (NOK) is scheduled to report its next earnings on January 29, 2026, covering the Q4 and full-year 2025 results. This date aligns with the company's official financial calendar and consensus estimates from multiple analyst sources. The report is expected before market open, providing key insights into recent performance.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

Nokia (NOK) Next Earnings Date

Nokia Corp (NOK) is scheduled to report its next earnings on January 29, 2026, covering the Q4 and full-year 2025 results. This date aligns with the company's official financial calendar and consensus estimates from multiple analyst sources. The report is expected before market open, providing key insights into recent performance.

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Which Baskets Do They Appear In?

Powering AT&T's 5G Expansion

AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.

Published: August 28, 2025

Explore Basket

Power & Control Portfolio

These carefully selected stocks represent companies putting unprecedented control directly in users' hands. Professional analysts have assembled this collection of innovators in fintech, smart home automation, and personal technology that are revolutionizing how people manage their daily lives.

Published: June 17, 2025

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Comparison Snapshot

Why It's Moving

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Nokia shares extend five-day slide amid quiet news and new long-term options launch.

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Nokia shares extend five-day slide amid quiet news and new long-term options launch.