Oklo Inc. shares surged by 23.41% in pre-market trading, reaching a 20-day high, as investors reacted positively to recent developments in the nuclear sector.
The surge is attributed to Oklo's announcement of a contract with the Department of Energy for a radioisotope pilot facility, which is expected to enhance the company's position in the nuclear energy market. This news comes amid broader market strength, with the Nasdaq-100 up 0.20% and the S&P 500 up 0.10%, indicating a favorable environment for stocks in the sector.
This positive momentum reflects growing investor confidence in Oklo's future potential, especially as the nuclear industry gains increasing attention and support from government initiatives aimed at advancing clean energy technologies.
Wall Street analysts forecast OKLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OKLO is 125.11 USD with a low forecast of 90.00 USD and a high forecast of 175.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast OKLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OKLO is 125.11 USD with a low forecast of 90.00 USD and a high forecast of 175.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 85.270
Low
90.00
Averages
125.11
High
175.00
Current: 85.270
Low
90.00
Averages
125.11
High
175.00
Texas Capital
NULL -> Buy
initiated
$138
2026-01-27
New
Reason
Texas Capital
Price Target
$138
AI Analysis
2026-01-27
New
initiated
NULL -> Buy
Reason
Texas Capital initiated coverage of Oklo with a Buy rating and $138 price target. Oklo offers "the best vehicle to express a bullish view on advanced nuclear solutions," argues the analyst, citing the company's Aurora reactor and synergistic ecosystem of advanced nuclear technology including fuel reprocessing capabilities and radioisotope production. Oklo's projected economics "can compete heads-up with other firm generation sources" and its synergistic business model "can provide additional value creation in the future," the analyst added.
BofA
Dimple Gosai
Neutral -> Buy
upgrade
$111 -> $127
2026-01-21
Reason
BofA
Dimple Gosai
Price Target
$111 -> $127
2026-01-21
upgrade
Neutral -> Buy
Reason
BofA analyst Dimple Gosai upgraded Oklo to Buy from Neutral with a price target of $127, up from $111.
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Seaport Research
Neutral -> Buy
upgrade
$150
2025-12-08
Reason
Seaport Research
Price Target
$150
2025-12-08
upgrade
Neutral -> Buy
Reason
As previously reported, Seaport Research upgraded Oklo to Buy from Neutral with a $150 price target following the company's Q3 call, which provided "a wealth of information about its multivariate progress in executing its business plan." The firm bases its price target on its 2032 EBITDA estimate of $1.59B, the analyst noted.
Seaport Research
Jeff Campbell
Neutral -> Buy
upgrade
$150
2025-12-08
Reason
Seaport Research
Jeff Campbell
Price Target
$150
2025-12-08
upgrade
Neutral -> Buy
Reason
Seaport Research analyst Jeff Campbell upgraded Oklo to Buy from Neutral with a $150 price target.
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.
