Approval of Nuclear Safety Design Agreement: Oklo Inc. has received approval from the U.S. Department of Energy for the Nuclear Safety Design Agreement for its Aurora Fuel Fabrication Facility at Idaho National Laboratory, marking a significant step in the DOE's Advanced Nuclear Fuel Line Pilot Projects.
Advancements in Nuclear Fuel Production: The NSDA approval demonstrates a new authorization pathway aimed at enhancing U.S. industrial capacity and energy security, while also facilitating the scaling of advanced nuclear fuel production.
Integration of Fuel Production and Power Delivery: The Aurora Fuel Fabrication Facility will produce fuel for Oklo's first commercial-scale reactor, the Aurora-INL, which is part of the DOE's Reactor Pilot Program, linking fuel production directly to energy generation.
Future Prospects and Challenges: Oklo is focused on developing advanced nuclear technologies and recycling methods, but faces various risks and uncertainties related to market conditions, regulatory environments, and financing for its projects.
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 129.42 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.
16 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 129.42 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.
9 Buy
7 Hold
0 Sell
Moderate Buy
Current: 95.600
Low
90.00
Averages
129.42
High
175.00
Current: 95.600
Low
90.00
Averages
129.42
High
175.00
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.
Needham
Buy
initiated
$135
2025-12-05
Reason
Needham
Price Target
$135
2025-12-05
initiated
Buy
Reason
Needham initiated coverage of Oklo with a Buy rating and $135 price target. The firm cites the company's "advantaged" regulatory position and diversified fuel strategy for the Buy rating. Oklo has one of the strongest commercial pipelines in advanced nuclear, the analyst tells investors in a research note. Needham believes the Department of Energy authorization "materially reduces" first-of-a-kind nuclear reactor timeline risk, while the company's over $1.2B in liquidity supports multi-site execution. The firm views Oklo as a high-growth nuclear platform that is positioned for multi-decade demand.
UBS
Jon Windham
Neutral
maintain
$65 -> $95
2025-12-03
Reason
UBS
Jon Windham
Price Target
$65 -> $95
2025-12-03
maintain
Neutral
Reason
UBS analyst Jon Windham raised the firm's price target on Oklo to $95 from $65 and keeps a Neutral rating on the shares. Oklo appears well-positioned for a potential generational build-out of nuclear power, with its INL pilot reactor targeting criticality by July 2026 and a chance to gain share if its SMR design commercializes early, the analyst tells investors in a research note.
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.
