Oklo (OKLO) is an advanced nuclear technology company focused on developing next-generation fission power plants for clean, reliable, and affordable energy at scale. Oklo specializes in compact fast reactors, including the Aurora Powerhouse, which utilizes recycled nuclear waste as fuel and features inherent safety mechanisms. The company has secured major customer agreements in the data center sector and plans to deploy its first commercial plant by 2027. Oklo remains a key innovator, aiming to transform ...

Core Insights - The U.S. nuclear energy sector is experiencing a significant boost following President Trump's signing of executive orders aimed at revitalizing the industry, leading to increased stock prices for companies like Oklo Inc, Centrus Energy Corp, and BWX Technologies Inc [1][2]. Company Summaries - **Oklo Inc**: The company aims to launch its first small modular reactor (SMR) by 2028. Its stock surged over 10% recently and has increased by 150% in 2025. Analyst Jed Dorsheimer estimates Oklo's fair value at $70, indicating a potential upside of approximately 30% from current levels, with bullish scenarios suggesting a target as high as $82 [4]. - **Centrus Energy Corp**: As the only U.S.-owned uranium enricher, Centrus's stock rose nearly 13% recently, driven by technical momentum and national security concerns regarding enriched uranium supplies. Dorsheimer has set a price target of $185 for Centrus, representing about a 42% upside from current prices [5]. - **BWX Technologies Inc**: Historically a supplier for the Navy, BWX is looking to expand into commercial SMRs. Although its recent stock gains were modest, Dorsheimer sees a potential increase of 36% with a target price of $173 [5]. Industry Trends - Trump's executive orders aim to streamline licensing processes, allocate federal land for new nuclear projects, and prioritize certain facilities, with a goal of launching 10 large reactors by 2030. This policy shift is seen as a major catalyst for growth in the nuclear sector [3][6]. - The overall market sentiment is bullish for the nuclear sector, with all three companies trading above key moving averages, indicating strong momentum and favorable policy conditions [6].