Core Insights - Oklo Inc. is gaining significant attention as a leading large-cap stock for 2025, with analysts upgrading their ratings and price targets based on strong business performance and future projections [1][2][3] Group 1: Analyst Ratings and Price Targets - Seaport Research upgraded Oklo to a Buy rating from Neutral with a price target of $150, based on a projected EBITDA of $1.59 billion for 2032 [1] - Needham initiated coverage with a Buy rating and a price target of $135, highlighting the company's regulatory advantages and robust fuel strategy [2] - UBS raised its price target for Oklo to $95 from $65 while maintaining a Neutral rating, emphasizing the company's focus on nuclear infrastructure and the INL pilot project [3] Group 2: Business Strategy and Operations - Oklo Inc. is focused on developing advanced fission power plants to deliver clean, reliable, and affordable energy in the US [4] - The company is also commercializing nuclear fuel recycling technology, which transforms nuclear waste into usable fuel for its reactors [4] Group 3: Market Position and Future Prospects - Oklo's strong liquidity position, with over $1.2 billion available, enables it to pursue multiple projects simultaneously [2] - The Department of Energy (DOE) authorization is seen as a critical factor that reduces execution risks for Oklo's initial reactors, contributing to a positive outlook for the company [2]
Seaport Research Bases New Oklo (OKLO) Valuation on $1.59B 2032 EBITDA Projection