Key Stats for Oklo Stock
- Price Change for Oklo stock: 14.8%
- $OKLO Share Price as of Jan. 5: $89
- 52-Week High: $194
- $OKLO Stock Price Target: $116
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Oklo (OKLO) stock jumped nearly 15% on Monday as investors piled into advanced nuclear names following a $2.7 billion federal award announcement from the U.S. Energy Department.
The surge came as part of a broader rally across the nuclear sector, with similar companies like Nuscale Power up 15% and Nano Nuclear gaining 12%.
The Energy Department unveiled contracts totaling $2.7 billion over 10 years to expand domestic uranium enrichment capacity.
The awards went to American Centrifuge Operating, General Matter, and Orano Federal Services. An additional $28 million went to Global Laser Enrichment to advance enrichment technology.
The funding targets high-assay low-enriched uranium (HALEU), which is enriched between 5% and 20%, compared to about 5% for conventional reactor fuel. HALEU is critical for next-generation reactors and small modular reactors (SMRs), such as those Oklo is developing.
The timing couldn’t be better for OKLO stock. Fuel supply has become a significant constraint for many next-generation reactor designs.
Oklo has warned investors in SEC filings that its “powerhouses” rely on HALEU, and that difficulty in accessing this fuel could affect its ability to manufacture fuel and produce power.
The broader nuclear sector also benefited from geopolitical developments. President Trump’s intervention in Venezuela over the weekend increased interest in energy and defense-related stocks as markets digested the implications for global energy security.
See analysts’ growth forecasts and price targets for OKLO stock (It’s free!) >>>
What the Market Is Telling Us About OKLO Stock
Wall Street analysts remain moderately bullish on OKLO stock despite the company’s early stage. The optimism centers on Oklo’s potential to capitalize on what could be a generational expansion of nuclear power, particularly for AI data centers that need massive amounts of reliable electricity.
H.C. Wainwright analyst Sameer Joshi reiterated his Buy rating in December, highlighting Oklo’s ambitious long-term plan.
The strategy includes deploying Aurora Powerhouses to generate electricity, fabricating and selling HALEU fuel, and commercializing radioisotopes.
Joshi’s projections anticipate exponential revenue growth, expecting to surpass $21 billion by 2038 with strong gross margins once facilities are fully operational.
The federal support announced Monday addresses one of Oklo’s biggest execution risks. Russia is currently the only country producing HALEU in commercial volumes.
U.S. law will comprehensively ban Russian uranium shipments by 2028, making domestic production capacity critical. Federal funding to build that supply reduces uncertainty around whether Oklo will have access to the fuel it needs.
However, some analysts noted the initial award size fell short of expectations. Evercore ISI analyst Nicholas Amicucci called the amount “slightly underwhelming relative to consensus expectations.” He flagged roughly $700 million in additional DOE awards for HALEU production that still appear unallocated.
The reality is that OKLO stock faces substantial risks. The company has yet to secure regulatory approval for its first 75-megawatt microreactor, the Aurora Powerhouse.
Commercial operations aren’t expected until late 2027 or early 2028. That means investors are paying a premium valuation for a company that won’t generate meaningful revenue for several more years.
The enrichment build-out will also take time and depend on contractors meeting milestones. Critics argue HALEU poses a proliferation risk if it falls into the wrong hands. For Oklo, setbacks in licensing, fuel availability, or project financing could quickly reset timelines and valuations.
Still, OKLO stock has surged nearly 200% over the past year as investors bet big on nuclear power’s role in powering AI data centers. The federal commitment to domestic uranium enrichment removes one major question mark about whether the industry can actually deliver on that promise.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does OKLO Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
