24/7 Wall Street·Sep 16, 2026
Nokia Jumps 6% as AI-RAN Trials Expand Across Eight Operators; NVIDIA and Ericsson Tread WaterNokia (NYSE:NOK | NOK Price Prediction) stock is rising in early Wednesday trading, up 6% to $10.
ERIC has executed a successful cost transformation, lifting gross margins from 42.7% in 2024Q1 to 48.4% in 2026Q2 and restoring profitability after a $11.0B loss in 2024Q2. However, revenue has contracted for six consecutive quarters, with the latest quarter d...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has declined for six straight quarters, down 1.3% year-over-year to $54.3B in 2026Q2, yet gross margin expanded to 48.4% from 42.7% in 2024Q1, driving operating margin to 12.3% despite volatile net income that swung from a $11.0B loss in 2024Q2 to a $4.2B profit in 2026Q2.
Analysts project a 12-month target range between $59.67 and $102.30, with a base-case estimate around $85.25, implying significant upside.
Multiple sources highlight a bullish thesis on ERIC, suggesting confidence in its growth trajectory.
The current price is significantly below the projected target range, indicating potential undervaluation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 14, 2026 | $0.13+0.0% vs $0.13 | $5.5B-3.2% vs $5.7B |
Q2 2026 Apr 17, 2026 | $0.03-73.1% vs $0.11 | $5.4B-1.3% vs $5.5B |
Q2 2026 Mar 12, 2026 | $0.27 vs — | $7.3B vs — |
Q1 2026 Jan 23, 2026 | $0.27+17.4% vs $0.23 | $7.7B+7.1% vs $7.2B |
Nokia (NYSE:NOK | NOK Price Prediction) stock is rising in early Wednesday trading, up 6% to $10.
PLANO, Texas, Sept. 14, 2026 /PRNewswire/ -- Nex-Tech Wireless and Ericsson today announced a comprehensive four-year network modernization agreement that will upgrade approximately 85 percent of Nex-Tech Wireless' Radio Access Network (RAN) footprint across rural Kansas, deploy a cloud-native 5G SA Core, and enable new network hosting capabilities for other mobile operators.
Industry Pioneers Intermedia, Mitel, RingCentral, and Vonage validate the Convergence of UC, Contact Center, and Agentic AI into a Single Unified Framework. PALO ALTO, Calif.
STOCKHOLM, Sept. 7, 2026 /PRNewswire/ -- During the period August 31 - September 4, 2026, Telefonaktiebolaget LM Ericsson (publ) ("Ericsson") (LEI code 549300W9JLPW15XIFM52) repurchased own Class B shares (ISIN: SE0000108656) as follows: Date Aggregated daily volume (number of shares) Weighted average share price per day (SEK) Total daily transaction value (SEK) 31/08/2026 750,000 96.6863 72,514,725.00 01/09/2026 750,000 96.7699 72,577,425.00 02/09/2026 600,000 96.4085 57,845,100.00 03/09/2026 250,000 97.0684 24,267,100.00 04/09/2026 500,000 97.4412 48,720,600.00 Total 2,850,000 96.8158 275,924,950.00 The share repurchases are a part of the share buyback program of up to SEK 15,000,000,000 which Ericsson announced on April 16, 2026, and which runs between April 23, 2026, and March 31, 2027, at the latest.
Benchmark ERIC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Telefonaktiebolaget LM Ericsson (publ) (ERIC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.82 | $32.33B | 12.07 | -14.22% | 12.01% | 26.28% | 2.78% | |
| $10.82 | $62.78B | 85.77 | 3.48% | 3.49% | 3.4% | — | |
| $106.44 | $419.53B | 31.96 | 11.77% | 20.95% | 27.39% | — | |
| $61.04 | $80.83B | -1368.61 | 14.06% | 6.57% | 10.85% | — | |
| $36.40 | $8.98B | 242.67 | 8.39% | -2% | -3.16% | — | |
| $368.56 | $52.17B | 433.60 | 18.79% | 10.87% | 22.82% | — |
Telefonaktiebolaget LM Ericsson (publ) (ERIC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Telefonaktiebolaget LM Ericsson (publ) (ERIC) stock FAQ — growth, dividends, profitability & financials explained
Telefonaktiebolaget LM Ericsson (publ) (ERIC) reported $228.76B in revenue for fiscal year 2025. This represents a 82% increase from $125.81B in 1996.
Telefonaktiebolaget LM Ericsson (publ) (ERIC) saw revenue decline by 14.2% over the past year.
Yes, Telefonaktiebolaget LM Ericsson (publ) (ERIC) is profitable, generating $24.47B in net income for fiscal year 2025 (12.0% net margin).
Yes, Telefonaktiebolaget LM Ericsson (publ) (ERIC) pays a dividend with a yield of 2.78%. This makes it attractive for income-focused investors.
Telefonaktiebolaget LM Ericsson (publ) (ERIC) has a return on equity (ROE) of 26.3%. This is excellent, indicating efficient use of shareholder capital.
Telefonaktiebolaget LM Ericsson (publ) (ERIC) generated $30.44B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
