Stock futures are modestly higher after the December nonfarm payrolls report and ahead of a looming Supreme Court decision on President Trump's tariff policy. Major indexes have shown resilience early in 2026 after a strong finish to 2025, but the run of gains has met headwinds this week as investors weigh cooling tech momentum and the uncertainty around incoming labor data that could influence expectations for the Federal Reserve's policy path.Defensive sectors such as energy and mining have shown relative strength, while value-oriented and cyclical areas are attracting attention amid the rotation, and safe-haven assets like gold have also drawn demand as risk sentiment fluctuates.In pre-market trading, S&P 500 futures rose 0.33%, Nasdaq futures rose 0.42% and Dow futures rose 0.32%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Okloup 18% after announcing an agreement with Meta Platformsthat advances Oklo's plans to develop a 1.2 GW power campus in Pike County, Ohio, to support Meta's data centers in the regionVistraup 17% after entering into 20-year purchase power agreements to provide more than 2,600 megawatts of zero-carbon energy from a combination of three different Vistra nuclear plants to support Meta's operations in the regionIntelup 2% after President Trump reported a "great meeting" with CEO Lip-Bu TanUP AFTER TRUMP RECOMMENDED THE PURCHASE OF $200B IN MORTGAGE BONDS -Offerpad Solutionsup 48%LoanDepotup 16%Opendoor Technologiesup 11%Rocket Companiesup 6%UWM Holdingsup 6%DOWN AFTER EARNINGS -WD-40down 8%LOWER -Aquestive Therapeuticsdown 37% after the FDA notified the company that it had identified deficiencies in the Anaphylm NDA that preclude discussion of labeling and post-marketing commitments at this timeAXT Inc.down 14% after axing its Q4 revenue outlook
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: 82.310
Low
90.00
Averages
125.11
High
175.00
Current: 82.310
Low
90.00
Averages
125.11
High
175.00
BofA
Dimple Gosai
Neutral -> Buy
upgrade
$111 -> $127
2026-01-21
Reason
BofA
Dimple Gosai
Price Target
$111 -> $127
AI Analysis
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.
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.
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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.
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.
