Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer discussed, along with market shortages. During the episode, a caller asked whether the stock is a buy, sell, or hold. Cramer replied: Okay, Oklo, I’ve been saying sell it… It’s been knocked down pretty bad. I think it, there’s always these yahoos who want to come in, it’s up 22% for the year, who say, well, listen, it’s going to be the next greatest thing ever, and their technology’s unbelievable. This is nuclear power, and when we talk about nuclear p ...

Core Insights - Oklo Inc. (NYSE:OKLO) experienced a share price decline of 9.84% from January 9 to January 16, 2026, ranking among the energy stocks that lost the most during that week [1] - The company, backed by OpenAI's Sam Altman, focuses on developing advanced fission power plants to deliver clean and affordable energy in the U.S. [2] Recent Developments - Earlier in January 2026, Oklo's share price surged by nearly 47% after securing a nuclear power agreement with Meta to develop a 1.2 GW power campus in Ohio, aimed at supporting Meta's data center energy needs, with pre-construction activities set to start in 2026 and the first phase operational by 2030 [3] - Oklo also entered into an agreement with the U.S. Department of Energy to create a radioisotope pilot plant under the Reactor Pilot Program, which may have contributed to the initial share price increase [3] Market Competition - The recent share price correction may be attributed to profit-taking by investors following the earlier surge [3] - Additionally, Oklo faced pressure from reports that Ormat, a geothermal company, signed a 20-year power purchase agreement with data center operator Switch, leading investors to consider geothermal energy as a viable alternative to nuclear power for supporting the AI sector [4]

Group 1 - Oklo Inc. (NYSE:OKLO) experienced a significant share price increase of 33.48% from December 30, 2025, to January 6, 2026, making it one of the top-performing energy stocks for that week [1] - The company, supported by OpenAI's Sam Altman, focuses on developing advanced fission power plants aimed at providing clean, reliable, and affordable energy at scale in the United States [2] - On January 5, 2026, Oklo Inc. was highlighted among small modular reactor (SMR) stocks following news that the US House of Representatives' Energy subcommittee would begin reviewing the nuclear sector's current status, with hearings planned to support nuclear power plant deployment [3] Group 2 - The Energy Subcommittee Chair and Full Committee Chair emphasized the importance of discussing the nuclear industry's current state, including licensing and deployment, to support growth essential for meeting energy and security needs [4] - In 2025, Oklo Inc. gained significant investor attention, particularly due to multiple contracts awarded by the Department of Energy, resulting in an impressive stock gain of 238% for the year [5]

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]

Company Overview - Oklo Inc. (NYSE:OKLO) is focused on designing advanced fission power plants aimed at delivering scalable clean energy and developing nuclear fuel recycling technology that converts waste into usable reactor fuel [2]. Stock Performance - The stock has seen a significant increase of 288% year to date, leading to a market capitalization of nearly $13 billion [1]. Analyst Commentary - Jim Cramer has expressed skepticism about Oklo, suggesting that the company has not yet developed any nuclear reactors and has only broken ground on one site. He has advised selling the stock, indicating that it is overvalued given its current performance and lack of tangible progress [1][2]. - Cramer also noted a pattern where the company tends to release information that boosts the stock price shortly after he advises selling it, indicating potential volatility and speculative behavior in the stock [2]. Investment Perspective - While acknowledging the potential of Oklo as an investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk compared to Oklo [2].

Group 1 - Oklo Inc. (NYSE:OKLO) is involved in designing advanced fission power plants and developing nuclear fuel recycling technology [2] - Jim Cramer advises selling Oklo stock, indicating that the favorable conditions for investing in nuclear stocks have ended [2] - Cramer suggests that there are better investment opportunities in AI stocks, which may offer greater upside potential and less downside risk compared to Oklo [2] Group 2 - Cramer expresses skepticism about the future of nuclear energy in the U.S., stating that a revolution in this sector is unlikely to occur [1] - The company has been associated with stock price fluctuations that seem to respond to Cramer's public commentary [1]

Company Overview - Oklo Inc. (NYSE:OKLO) designs advanced fission power plants aimed at delivering scalable clean energy and develops nuclear fuel recycling technology that converts waste into usable reactor fuel [1] Investment Sentiment - Jim Cramer recently advised selling Oklo stock, indicating that the favorable conditions for investing in such stocks have ended [1] - Cramer also mentioned that Oklo is a pre-revenue company facing significant losses, which raises concerns about its financial viability [1] Market Context - The potential for Oklo's nuclear projects is acknowledged, but the timeline for development is lengthy, potentially taking a decade, and is often accompanied by substantial cost overruns [1] - There is a comparison made with AI stocks, suggesting that certain AI investments may offer better upside potential and lower downside risk than Oklo [2]

Core Insights - Oklo has gained significant attention in the market, with Wedbush maintaining a bullish "Outperform" rating following the company's Q3 fiscal 2025 earnings results [1][2] - Despite reporting a larger-than-expected quarterly loss and lacking commercial revenue, Oklo's positioning at the intersection of AI and nuclear power is seen as a strong advantage [2] - The company is making progress to meet the growing energy demands of expanding data centers, with computing capacity expected to increase tenfold by 2030 [3] Company Overview - Oklo, based in Santa Clara, California, focuses on developing advanced fission power plants and nuclear fuel recycling technology, with a market capitalization of approximately $15 billion [5] - The company has experienced a remarkable stock performance, with shares rising 308% over the past 52 weeks, 164% in the last six months, and 32% in the last three months [6] - Oklo's stock performance significantly outpaces the First Trust Bloomberg Nuclear Power ETF (RCTR), which only advanced 8% in the same three-month period, indicating its rising dominance in the nuclear sector [6][7] Industry Context - Regulatory support is enhancing Oklo's growth prospects, as the Department of Energy has approved the construction and operation of a nuclear facility, facilitating quicker deployment under the Nuclear Regulatory Commission's supervision [4] - The company's innovative approach and market positioning suggest it is setting the pace for growth and innovation within the nuclear energy industry [7]

Group 1 - Oklo Inc. is recognized for its potential in the nuclear power sector, focusing on developing smaller form reactors to enhance nuclear energy production [1][2] - The company is currently a pre-revenue entity facing significant losses, which raises concerns about its financial viability despite the bullish outlook from recent conference calls [1] - The timeline for realizing nuclear projects is lengthy, potentially taking a decade, and is often accompanied by substantial cost overruns, which could impact investment returns [1] Group 2 - Oklo Inc. is involved in designing advanced fission power plants aimed at delivering scalable clean energy and is also developing nuclear fuel recycling technology [2] - There is a comparative analysis suggesting that certain AI stocks may present greater upside potential and lower downside risk than Oklo, indicating a competitive investment landscape [3]

Core Insights - Oklo has experienced a significant increase in share price, rising over 550% this year, outperforming the S&P 500 Index which has returned under 15% [1][4] - The stock has recently faced volatility, losing more than 20% of its value in two weeks following a sell-off by ARK Autonomous Tech ETF [1][4] - Oklo is a pre-revenue company that relies on government support and interest from hyperscalers for financial backing, but faces challenges in delivering on its ambitious growth plans [2] Company Overview - Oklo is a clean energy provider that utilizes advanced fission power plants to convert nuclear waste into fuel [3] - The company is headquartered in Santa Clara, California [3] Financial Metrics - Oklo's stock trades at a price-to-book (P/B) multiple of 26.4x, significantly higher than the sector median of 1.97x, indicating a 1,241% premium [5] - On a forward basis, the stock is valued at 24.9x its book value, which is 1,229% higher than the sector median of 1.88x [5]