2026 Energy Stocks Investment Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Market Performance Continues: The S&P 500 has gained 1% year-to-date in 2026, with analysts predicting a fourth consecutive double-digit return, indicating that investors need to be selective as not all growth stocks will continue to win.
- Oklo's Nuclear Innovation: Oklo is designing small reactors and has begun construction of its first Aurora powerhouse at Idaho National Laboratory, aiming to demonstrate this technology before America's 250th anniversary in 2026; despite no revenue yet, its progress could position it as a key utility player for future data centers.
- Bloom Energy's Growth Potential: Bloom Energy manufactures solid oxide fuel cells that generate power from various fuel sources and has a long list of blue-chip customers; as it integrates its technology into AI infrastructure, significant revenue increases and stock price growth are anticipated.
- NuScale's Market Opportunities: NuScale's small modular reactor has received regulatory approval, and while it lacks a first customer, its involvement in multiple projects could lead to rapid deployment in real-world settings, despite facing uncertainties regarding costs and market dynamics.
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Analyst Views on OKLO
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
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 79.620
Low
90.00
Averages
125.11
High
175.00
Current: 79.620
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.
2026 Energy Stocks Investment Outlook
- Market Performance Continues: The S&P 500 has gained 1% year-to-date in 2026, with analysts predicting a fourth consecutive double-digit return, indicating that investors need to be selective as not all growth stocks will continue to win.
- Oklo's Nuclear Innovation: Oklo is designing small reactors and has begun construction of its first Aurora powerhouse at Idaho National Laboratory, aiming to demonstrate this technology before America's 250th anniversary in 2026; despite no revenue yet, its progress could position it as a key utility player for future data centers.
- Bloom Energy's Growth Potential: Bloom Energy manufactures solid oxide fuel cells that generate power from various fuel sources and has a long list of blue-chip customers; as it integrates its technology into AI infrastructure, significant revenue increases and stock price growth are anticipated.
- NuScale's Market Opportunities: NuScale's small modular reactor has received regulatory approval, and while it lacks a first customer, its involvement in multiple projects could lead to rapid deployment in real-world settings, despite facing uncertainties regarding costs and market dynamics.
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NuScale Power's Future with Small Modular Reactors
- Innovative Technology Potential: NuScale Power is developing small modular reactors (SMRs) that can be scaled from one to twelve units based on demand, aiming to provide reliable power solutions for facilities like data centers, which could significantly transform nuclear energy usage if successful.
- Market Opportunities and Challenges: Although NuScale is the only U.S. company with NRC approval for an SMR design, it has yet to achieve commercial deployment, with a current market cap of about $6 billion, which could seem undervalued if successful, yet its stock is still trading over 60% below its 52-week high.
- Project Progress Delays: Collaborations with Romania and the Tennessee Valley Authority have not yet materialized, and while these projects could be groundbreaking, the uncertainty surrounding construction costs led to the cancellation of the Carbon Free Power Project with Utah Associated Municipal Power Systems in late 2023.
- Investment Risks and Returns: Despite the potential demand and scalability of NuScale's SMR technology, investors should recognize the lack of a successful commercialization track record, as the company presents a high-risk, high-reward investment opportunity that could significantly enhance portfolio value over the next decade.
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