Reasons Behind Oklo's Stock Decline on Monday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 22 2025
0mins
Source: NASDAQ.COM
Oklo Stock Surge: Oklo's stock rose by 29% following the announcement of a U.S.-U.K. nuclear partnership, although analysts believe this may not directly benefit the company and could favor a rival, X-Energy.
Groundbreaking Event: Oklo is set to break ground on its first experimental small nuclear reactor, the Aurora-INL, but the company is still years away from profitability and has not yet completed all necessary steps for DOE authorization.
Market Reaction: Following the initial surge, Oklo's stock experienced a slight decline, attributed to momentum traders cashing in on their gains rather than any negative news.
Investment Caution: Analysts recommend caution regarding Oklo stock, suggesting it remains a sell, and highlight that it was not included in a list of top investment recommendations by the Motley Fool.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy OKLO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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.
Oklo Stock Drops Amid Nuclear Policy Announcement
- Stock Decline: Oklo's stock fell 8.3% to $84.49 by 10:10 a.m. ET Thursday, reflecting market concerns over the U.S. Department of Energy's new nuclear policy, despite the potential to attract $50 billion in private investment.
- Lack of Support: The DOE's announcement regarding the modernization of the nuclear fuel cycle did not mention Oklo, indicating potential risks for the company in securing government backing for future nuclear innovation campuses.
- Unclear Investment Opportunities: While the innovation campuses could bring significant investment to the nuclear sector, Oklo's exclusion from the plans suggests the company may need to fund future nuclear facility developments independently, increasing financial strain.
- Market Reaction: The absence of specific funding allocations and support has led investors to adopt a cautious stance on Oklo's future, potentially placing the company at a disadvantage in the competitive nuclear energy market.
Continue Reading
Top Performing U.S. Utilities Stocks in January 2026
- Leading Performance: Oklo (OKLO) tops the January 2026 performance list with a 10.86% increase, indicating strong growth potential in the electric utilities sector that may attract more investor interest.
- Close Competitors: NextEra Energy (NEE) and Pinnacle West Capital (PNW) follow with gains of 8.38% and 7.19%, respectively, suggesting robust overall performance in the electric utilities sector that could boost industry confidence.
- Diverse Performance: NiSource (NI) and Consolidated Edison (ED) achieved increases of 6.40% and 6.09%, demonstrating resilience among multi-utility companies, potentially providing investors with stable income sources.
- Overall Trend: Even the tenth-ranked Edison International (EIX) performed well with a 5.24% increase, reflecting the stability of the utilities sector during peak winter demand, which may attract more capital into the field.
Continue Reading