Iran Conflict Drives Surge in Green Energy Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 30 2026
0mins
Should l Buy OKLO?
Source: Fool
- Oil Price Impact: Iran's attacks on key energy sites and the blockade of the Strait of Hormuz have driven global oil prices higher, prompting investors to rotate towards energy stocks while simultaneously generating strong tailwinds for green energy stocks.
- Oklo's Market Potential: Oklo's modular microreactors are set to deploy in Idaho by late 2027, with analysts projecting revenue growth from under $1 million in 2027 to $36.2 million in 2028; despite its enterprise value of $8.06 billion suggesting a high valuation, it still holds long-term growth potential.
- CleanSpark's Growth Outlook: CleanSpark provides green energy solutions through its modular microgrids for Bitcoin miners, with revenue expected to grow at a 23% CAGR from 2025 to 2028; although its stock has recently cooled, it appears undervalued at three times this year's sales, indicating strong investment appeal.
- GE Vernova's Stability: As GE's former energy division, GE Vernova is projected to see revenue and adjusted EBITDA growth rates of 15% and 55% respectively from 2025 to 2028; while its enterprise value stands at $221 billion, its balanced growth justifies the higher valuation.
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Analyst Views on OKLO
Wall Street analysts forecast OKLO stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 66.810
Low
90.00
Averages
125.11
High
175.00
Current: 66.810
Low
90.00
Averages
125.11
High
175.00
About OKLO
Oklo Inc. is an advanced nuclear technology company. The Company is engaged in developing fast fission power plants to provide clean, reliable, and affordable energy at scale. It is developing advanced fuel recycling technologies in collaboration with the United States Department of Energy and United States National Laboratories. It provides 24/7 clean energy to data centers, factories, industrial sites, communities, and defense facilities. It offers heat and power through power purchase agreements. Its powerhouse product line, Aurora, is designed to be inherently safe, to be able to run on fresh or recycled fuel, and to produce 15-50 megawatts electric (MWe) and with the potential to expand powerhouse size to produce 100 MWe of electricity. The Company intends to develop specialized radioisotope production capabilities to address urgent supply shortages in life-saving medical radioisotopes and advanced industrial applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NuScale Power Faces Massive Growth Potential in SMR Market
- Massive Market Opportunity: NuScale Power's market cap is currently below $4 billion, yet experts believe the company is pursuing a $10 trillion global opportunity in the small modular reactor (SMR) sector, indicating significant long-term investment potential.
- Competitive Landscape: In contrast to NuScale Power, Oklo's market cap hovers around $11 billion, nearly three times that of NuScale, reflecting market recognition of Oklo's technology and leadership, particularly following Sam Altman's involvement which has provided a strategic advantage.
- Growing Customer Demand: Oklo's customer base is primarily composed of data centers and AI startups, with expectations that energy needs will double by 2030, creating substantial market demand for Oklo's SMR technology and further enhancing its growth potential.
- Design Strategy Differences: NuScale Power's SMR designs target utility-scale deployments capable of generating 6 gigawatts, while Oklo focuses on smaller applications ranging from 15 to 50 megawatts, making it better suited for direct adoption by data centers, highlighting significant differences in market positioning between the two companies.
See More
The Promising Future of Small Modular Reactors
- Market Opportunity: NuScale Power's market cap is currently below $4 billion, yet it aims to chase a global market opportunity worth up to $10 trillion, indicating significant growth potential in the small modular reactor (SMR) sector.
- Competitive Landscape: Oklo's market cap hovers around $11 billion, nearly three times that of NuScale, and while both companies are pre-revenue, Oklo's premium valuation is largely attributed to the influence of its chairman, Sam Altman, reflecting investor confidence in its future development.
- Technology Application Differences: NuScale's SMR designs are primarily targeted at utility-scale deployments, capable of generating 6 gigawatts of power per project, whereas Oklo focuses on smaller applications suitable for specific customers like data centers, highlighting a significant divergence in market positioning between the two companies.
- Cautious Investment Advice: Although NuScale Power is considered a promising SMR stock, analysts have noted that it did not make the current list of top investment stocks, suggesting that investors should carefully assess its long-term investment value.
See More
Oklo's Nuclear Reactor Technology Gains Attention
- Strong Market Performance: Oklo's shares surged nearly 28% this week, indicating robust investor interest in its modular nuclear reactor technology and reflecting optimism about the future of nuclear energy.
- Increased Government Support: The White House's Office of Science and Technology Policy issued a memorandum establishing a government entity to deploy nuclear reactors in orbit and on the Moon, highlighting the government's commitment to nuclear energy development, which could create more business opportunities for Oklo.
- Space Nuclear Power Initiative: The initiative aims to deploy a lunar surface reactor by 2030, and while the goal is ambitious, Oklo's technology is seen as a key component in achieving this, enhancing its standing in the industry.
- Positive Market Outlook: With Oklo now on the federal government's radar, its reputation and business prospects are expected to improve significantly in the coming years, further driving the application and development of its technology.
See More
White House Advances Space Nuclear Power Initiative
- Nuclear Market Surge: The White House's push for a space nuclear power initiative has led to a nearly 28% increase in Oklo's (NYSE: OKLO) stock this week, reflecting optimistic market sentiment towards the future of nuclear energy, potentially attracting more investor interest in the sector.
- Government Support Strengthens: The Office of Science and Technology Policy has formally established the National Initiative for American Space Nuclear Power, aiming to deploy nuclear reactors in orbit and on the Moon, indicating a significant governmental commitment to nuclear technology that could create more business opportunities for companies like Oklo.
- Ambitious Goals: The government plans to launch a lunar surface reactor by 2030, a challenging target that, if achieved, would greatly enhance the U.S.'s competitive edge in space energy, with Oklo's technology likely playing a crucial role in this endeavor.
- Investor Caution Advised: Despite Oklo's rising profile in the nuclear sector, analysts note that the company did not make the list of top investment stocks, suggesting that investors should carefully assess its long-term potential and market risks before making purchases.
See More
U.S. Advances Nuclear Energy Space Initiative
- Policy Framework Released: On April 14, 2026, the White House issued National Science and Technology Memorandum 3, outlining a federally backed initiative to deploy nuclear reactors in orbit by 2028 and on the lunar surface by 2030, marking nuclear energy as critical infrastructure for space dominance.
- Nuclear Projects Advancing: The policy framework supports NASA's Space Reactor-1 'Freedom' and Lunar Reactor-1 missions aimed at sustained lunar operations, with a focus on developing mid-power reactors capable of producing at least 20 kilowatts of electricity for multi-year operations in space and on the Moon.
- Positive Market Reaction: Following Washington's unveiling of a new space energy strategy, nuclear stocks including Oklo Inc. (OKLO) and Nano Nuclear Energy Inc. (NNE) rose between 4% and 10% on Thursday, reflecting a surge in investor enthusiasm for advanced nuclear companies, with Oklo's stock trading over 8% higher in premarket.
- Leadership Changes and Funding Support: Oklo's CEO Jacob DeWitte was appointed to the President's Council of Advisors on Science and Technology, highlighting the company's leadership in the nuclear sector, while Nano Nuclear Energy received a GAIN voucher from the U.S. Department of Energy to support its KRONOS microreactor development, further solidifying small modular reactor developers' strategic position in space infrastructure.
See More
Nuclear Energy Stocks Continue Strong Gains Amid Sector News
- Nuclear Stock Performance: Oklo (OKLO) surged 28.9%, Nuscale Power (SMR) rose 20.7%, and Energy Fuels (UUUU) increased by 15.6%, indicating strong market confidence in nuclear energy and reflecting investor focus on future energy security.
- UK Small Modular Reactors: Rolls-Royce (RYCEY) secured £600 million (~$814 million) to develop three small modular reactors at the Wylfa site in North Wales, expected to power approximately 3 million homes for over 60 years, marking a significant milestone in the UK's nuclear energy development.
- US Space Nuclear Initiative: The US government unveiled the National Initiative for American Space Nuclear Power, aiming to develop nuclear systems for future lunar and interplanetary missions, with plans to deploy a 20 kWe space reactor named
See More
NuScale Power Faces Massive Growth Potential in SMR Market
- Massive Market Opportunity: NuScale Power's market cap is currently below $4 billion, yet experts believe the company is pursuing a $10 trillion global opportunity in the small modular reactor (SMR) sector, indicating significant long-term investment potential.
- Competitive Landscape: In contrast to NuScale Power, Oklo's market cap hovers around $11 billion, nearly three times that of NuScale, reflecting market recognition of Oklo's technology and leadership, particularly following Sam Altman's involvement which has provided a strategic advantage.
- Growing Customer Demand: Oklo's customer base is primarily composed of data centers and AI startups, with expectations that energy needs will double by 2030, creating substantial market demand for Oklo's SMR technology and further enhancing its growth potential.
- Design Strategy Differences: NuScale Power's SMR designs target utility-scale deployments capable of generating 6 gigawatts, while Oklo focuses on smaller applications ranging from 15 to 50 megawatts, making it better suited for direct adoption by data centers, highlighting significant differences in market positioning between the two companies.
See More
The Promising Future of Small Modular Reactors
- Market Opportunity: NuScale Power's market cap is currently below $4 billion, yet it aims to chase a global market opportunity worth up to $10 trillion, indicating significant growth potential in the small modular reactor (SMR) sector.
- Competitive Landscape: Oklo's market cap hovers around $11 billion, nearly three times that of NuScale, and while both companies are pre-revenue, Oklo's premium valuation is largely attributed to the influence of its chairman, Sam Altman, reflecting investor confidence in its future development.
- Technology Application Differences: NuScale's SMR designs are primarily targeted at utility-scale deployments, capable of generating 6 gigawatts of power per project, whereas Oklo focuses on smaller applications suitable for specific customers like data centers, highlighting a significant divergence in market positioning between the two companies.
- Cautious Investment Advice: Although NuScale Power is considered a promising SMR stock, analysts have noted that it did not make the current list of top investment stocks, suggesting that investors should carefully assess its long-term investment value.
See More
Oklo's Nuclear Reactor Technology Gains Attention
- Strong Market Performance: Oklo's shares surged nearly 28% this week, indicating robust investor interest in its modular nuclear reactor technology and reflecting optimism about the future of nuclear energy.
- Increased Government Support: The White House's Office of Science and Technology Policy issued a memorandum establishing a government entity to deploy nuclear reactors in orbit and on the Moon, highlighting the government's commitment to nuclear energy development, which could create more business opportunities for Oklo.
- Space Nuclear Power Initiative: The initiative aims to deploy a lunar surface reactor by 2030, and while the goal is ambitious, Oklo's technology is seen as a key component in achieving this, enhancing its standing in the industry.
- Positive Market Outlook: With Oklo now on the federal government's radar, its reputation and business prospects are expected to improve significantly in the coming years, further driving the application and development of its technology.
See More
White House Advances Space Nuclear Power Initiative
- Nuclear Market Surge: The White House's push for a space nuclear power initiative has led to a nearly 28% increase in Oklo's (NYSE: OKLO) stock this week, reflecting optimistic market sentiment towards the future of nuclear energy, potentially attracting more investor interest in the sector.
- Government Support Strengthens: The Office of Science and Technology Policy has formally established the National Initiative for American Space Nuclear Power, aiming to deploy nuclear reactors in orbit and on the Moon, indicating a significant governmental commitment to nuclear technology that could create more business opportunities for companies like Oklo.
- Ambitious Goals: The government plans to launch a lunar surface reactor by 2030, a challenging target that, if achieved, would greatly enhance the U.S.'s competitive edge in space energy, with Oklo's technology likely playing a crucial role in this endeavor.
- Investor Caution Advised: Despite Oklo's rising profile in the nuclear sector, analysts note that the company did not make the list of top investment stocks, suggesting that investors should carefully assess its long-term potential and market risks before making purchases.
See More
U.S. Advances Nuclear Energy Space Initiative
- Policy Framework Released: On April 14, 2026, the White House issued National Science and Technology Memorandum 3, outlining a federally backed initiative to deploy nuclear reactors in orbit by 2028 and on the lunar surface by 2030, marking nuclear energy as critical infrastructure for space dominance.
- Nuclear Projects Advancing: The policy framework supports NASA's Space Reactor-1 'Freedom' and Lunar Reactor-1 missions aimed at sustained lunar operations, with a focus on developing mid-power reactors capable of producing at least 20 kilowatts of electricity for multi-year operations in space and on the Moon.
- Positive Market Reaction: Following Washington's unveiling of a new space energy strategy, nuclear stocks including Oklo Inc. (OKLO) and Nano Nuclear Energy Inc. (NNE) rose between 4% and 10% on Thursday, reflecting a surge in investor enthusiasm for advanced nuclear companies, with Oklo's stock trading over 8% higher in premarket.
- Leadership Changes and Funding Support: Oklo's CEO Jacob DeWitte was appointed to the President's Council of Advisors on Science and Technology, highlighting the company's leadership in the nuclear sector, while Nano Nuclear Energy received a GAIN voucher from the U.S. Department of Energy to support its KRONOS microreactor development, further solidifying small modular reactor developers' strategic position in space infrastructure.
See More
Nuclear Energy Stocks Continue Strong Gains Amid Sector News
- Nuclear Stock Performance: Oklo (OKLO) surged 28.9%, Nuscale Power (SMR) rose 20.7%, and Energy Fuels (UUUU) increased by 15.6%, indicating strong market confidence in nuclear energy and reflecting investor focus on future energy security.
- UK Small Modular Reactors: Rolls-Royce (RYCEY) secured £600 million (~$814 million) to develop three small modular reactors at the Wylfa site in North Wales, expected to power approximately 3 million homes for over 60 years, marking a significant milestone in the UK's nuclear energy development.
- US Space Nuclear Initiative: The US government unveiled the National Initiative for American Space Nuclear Power, aiming to develop nuclear systems for future lunar and interplanetary missions, with plans to deploy a 20 kWe space reactor named
See More
