Core Insights - Oklo Inc. (NYSE:OKLO) experienced a significant share price increase of 14.54% from November 28 to December 5, 2025, making it one of the top-performing energy stocks during that week [1] Company Developments - Oklo Inc. is backed by OpenAI's Sam Altman and focuses on developing advanced fission power plants aimed at providing clean, reliable, and affordable energy in the U.S. The company is recognized for its Aurora small modular reactor (SMR), positioning it at the forefront of nuclear technology [2] - On December 2, 2025, Oklo's stock price surged following the U.S. Department of Energy's announcement of a grant of up to $800 million to support the development of SMRs, with the Tennessee Valley Authority (TVA) and Holtec receiving up to $400 million each for their respective projects [3] - The development of SMRs represents a significant advancement for domestic nuclear technology under the Trump administration, especially in comparison to progress in countries like China and Russia [4] Analyst Ratings - On December 3, 2025, UBS analyst Jon Windham raised Oklo's price target from $65 to $95 while maintaining a 'Neutral' rating. Subsequently, on December 5, Needham initiated coverage with a 'Buy' rating and a price target of $135, citing the company's favorable regulatory position and diversified fuel strategy [5]

Core Insights - Oklo is positioned as a leading nuclear start-up with a multibillion-dollar market valuation despite reporting zero revenue, driven by the potential of small, modular nuclear reactors to meet future energy demands [1][3] - The company's path to commercialization hinges on successfully navigating the Nuclear Regulatory Commission (NRC) approval process, with significant milestones expected in 2026 [3][8] Company Developments - In 2025, Oklo completed a phase 1 pre-application readiness assessment with the NRC, indicating that its microreactor design, Aurora, is prepared for a more in-depth regulatory review [5][6] - The completion of this phase is seen as a meaningful sign of progress, especially following the NRC's rejection of Oklo's previous license application in 2022 due to insufficient information [6] - Oklo has gained support through two Department of Energy initiatives: the Reactor Pilot Program and the Fuel Line Pilot Program, which aim to expedite the NRC regulatory process [7] Future Outlook - The Reactor Pilot Program aims to activate at least three test reactors by July 4, 2026, with Oklo's design being one of them, which would serve as a significant validation of its technology [7] - Overall, these developments suggest that 2026 will be a pivotal year for Oklo, potentially advancing its application into a more substantive review stage and moving closer to deploying its first Aurora reactor by late 2027 [8]

Industry Overview - Nuclear energy is regaining favor globally due to its efficiency, reliability, and zero emissions, with a focus on recommissioning old plants and developing new technologies like small modular reactors (SMRs) [1] - The U.S. Department of Energy estimates a need for 200 gigawatts (GW) of new nuclear capacity to meet future power demands and net-zero emission goals, planning to add 35 GW by 2035 and 15 GW per year through 2040 [6] Company Profiles Oklo - Founded in 2013, Oklo is developing advanced fission power plants using metal-fueled fast-reactor technology, with its core product being the Aurora powerhouse [7] - The Aurora powerhouses are designed to produce electricity in compact sizes, initially targeting 15 MWe and 75 MWe, with potential expansion to 100 MWe and higher [7] - Oklo aims to have its first Aurora powerhouse operational by late 2027 or early 2028, but has not yet built any operational units or secured binding customer agreements [9] Centrus Energy - Centrus Energy, operational since 1998 and restructured in 2014, provides nuclear fuel components and enrichment services, primarily generating revenue from selling low-enriched uranium (LEU) [10] - The company currently relies on outside sources for LEU, including an agreement with a Russian entity, but faces a need to replace about 25% of enriched uranium imports from Russia due to an expected import ban by 2028 [11] - Centrus aims to produce LEU and high-assay, low-enriched uranium (HALEU) in-house using advanced centrifuge technology, with plans to expand its enrichment capacity contingent on funding and customer commitments [13] Investment Considerations - Both Oklo and Centrus Energy are positioned to benefit from favorable tailwinds in the nuclear energy sector, but Oklo lacks a commercial product and will take two to three years before its reactor comes online [15] - Centrus Energy is established as a provider of key components used in nuclear plants, generating revenue currently, which gives it an edge in investment considerations [15]

Core Viewpoint - Oklo is seeking to raise up to $1.5 billion through an at-the-market stock offering, leading to a significant decline in its share price amid concerns of dilution [1][2][3] Group 1: Company Financials - Oklo's current market capitalization stands at $17 billion, with shares trading at $104.67 after a drop of 6.25% [2] - The company's stock has experienced a dramatic increase of 400% over the past year, despite having no revenue and substantial costs [4] Group 2: Offering Details - The at-the-market offering allows Oklo to sell shares at its discretion over an extended period, which could lead to further dilution for existing shareholders [2][3] - The regulatory filing warns investors about the potential for "immediate and substantial dilution in the net tangible book value" due to the capital raise [3] Group 3: Future Capital Needs - Oklo is expected to require additional capital in the future to fund the construction of its reactors, indicating ongoing financial challenges [5] - Given the company's high valuation and the risks associated with its business model, caution is advised for potential investors [5]

Oklo (OKLO) shares inched down on Friday as investors processed the nuclear-tech firm’s announcement of a $1.5 billion equity distribution agreement. Investors reacted negatively to the capital raise because it dilutes their ownership stakes and creates a significant supply overhang that may hurt the company’s stock price in the near term. More News from Barchart Following today’s decline, OKLO stock is down some 40% versus its year-to-date high in October. www.barchart.com Reasons to Avoid Buying the ...

We recently published 10 Stocks With Effortless 14-25% Gains. Oklo Inc. (NYSE:OKLO) is one of the best performers on Thursday. Oklo Inc. clawed back to the $100 territory on Thursday, soaring 15.59 percent to close at $111.65 apiece, as investors took heart from an investment firm’s price target upgrade for its stock. In its latest market report, UBS raised its price target for Oklo Inc. (NYSE:OKLO) to $95 from $65 previously, while maintaining a “neutral” stance, amid its visibility to larger initial pr ...

Can this bleeding-edge innovator overcome its Achilles' heel and become the hero stock of the decade?Sometimes, as an investor, you find a company you love. It's an innovator, or it's working on some very cool technology, or it's got some new way of doing business that's making waves in its industry, but you can't bring yourself to invest in it. Not yet, at least.Oklo (OKLO 6.20%) is one of those for me. The nuclear stock has shot up 426% in 2025 through Dec. 4, and there's a lot to love about it, but there ...

Oklo Inc (NYSE:OKLO) is emerging as one of the most strategically positioned players in advanced nuclear, driven by its regulatory head start, diversified fuel strategy, and growing demand from hyperscalers.Needham analyst Sean Milligan initiated coverage on Oklo with a Buy rating and a price forecast of $135.Milligan argued that the company's regulatory advantages, diversified fuel strategy, and unusually large commercial pipeline position it as a front-runner in advanced nuclear.Also Read: Oklo Stock Drop ...

Oklo's stock has soared over 300% on the year. Can it still make investors rich?Oklo (OKLO 7.22%) has been on a hot streak. After a disastrous debut, in which the nuclear power stock plunged over 50% on its first trading day, Oklo's share price has rebounded sharply. Indeed, by mid-October 2025, shares were up nearly 700% on the year.The company, which is still pre-revenue, has been riding on policy tailwinds and investor enthusiasm. But whether it can be your ticket to nuclear riches depends on turning tha ...

Group 1 - U.S. stock futures were mostly higher, with Nasdaq futures gaining around 100 points [1] - Domo Inc reported quarterly earnings of 1 cent per share, beating the analyst consensus estimate of a loss of 5 cents per share [2] - Domo's quarterly sales were $79.400 million, exceeding the analyst consensus estimate of $78.967 million [2] Group 2 - Domo shares fell 14.2% to $9.93 in pre-market trading following the earnings report and weak fourth-quarter sales guidance [2] - Sportsman's Warehouse Holdings Inc tumbled 18.8% to $1.99 in pre-market trading after reporting third-quarter results [4] - Argan Inc fell 11.6% to $315.00 in pre-market trading due to worse-than-expected third-quarter sales results [4] - Hewlett Packard Enterprise Co shares dipped 9.2% to $20.80 after mixed fourth-quarter financial results and weak first-quarter sales guidance [4] - SentinelOne Inc declined 8% to $15.61 after narrowing its FY26 sales guidance below estimates [4] - SoFi Technologies Inc fell 7.5% to $27.39 as the company announced pricing of a public offering of common stock [4] - Oklo Inc fell 6.6% to $104.30 after entering into an equity distribution agreement to offer up to $1.5 billion of common stock [4] - Docusign Inc fell 5.5% to $67.21 following third-quarter results [4] - Parsons Corp fell 5.3% to $80.00 in pre-market trading [4] - Chatham Lodging Trust fell 4.3% to $6.24 in pre-market trading [4]