Key Points Oklo stock was up over 600% at its peak this year. The stock has sold off in recent weeks, but watch closely as Oklo is targeting a major breakthrough. 10 stocks we like better than Oklo › Shares of Oklo (NYSE: OKLO) are swinging wildly since hitting an all-time high of $193.84 per share on Oct. 15. Some investors are suddenly nervous and taking profits off the table after the nuclear energy stock's dizzying run-up in a short time, and shares have tumbled below $120 per share as of this ...

Core Insights - Oklo's stock has surged by 664% in 2025, reflecting a significant increase in interest in nuclear energy stocks [1] - The company has entered a $2 billion partnership with newcleo to develop advanced nuclear fuel fabrication and manufacturing infrastructure in the U.S. [1][3] Group 1: Partnership Details - The partnership with newcleo is a transatlantic collaboration, indicating international support and potential co-investment from Sweden's Blykalla [3] - The primary goal of the partnership is to repurpose surplus plutonium into fuel for nuclear reactors, addressing the need for stable energy sources [4] Group 2: Market Context - The rising demand for steady power from AI data centers and government initiatives to quadruple nuclear energy capacity by 2050 are driving interest in nuclear energy [4] - Oklo is developing modular nuclear power plants called Aurora powerhouses, which can utilize both enriched uranium and plutonium-based fuels [5][6] Group 3: Strategic Alignment - The partnership aligns with the U.S. government's energy security goals, as highlighted by Secretary of the Interior Doug Burgum [7] - Oklo's focus on fuel recycling and the development of a large recycling facility in Tennessee complements newcleo's work on advanced modular reactors [7]

Core Insights - Oklo is innovating in the nuclear energy sector with its compact Aurora reactors and advanced fuel recycling technology, positioning itself for significant growth in clean energy [1] - The company has secured government partnerships, substantial private investments totaling $1.68 billion, and major corporate agreements, indicating strong market confidence and potential for future expansion [1] Company Overview - Oklo is developing next-generation nuclear reactors aimed at transforming the energy landscape [1] - The company is also constructing a $1.68 billion fuel facility, which is expected to enhance its operational capabilities and market reach [1] Market Potential - Analysts believe that Oklo's advancements in nuclear technology could lead to substantial stock price increases, making it an attractive opportunity for early investors [1]

Group 1 - Oklo's shares have increased by 7.4% following the announcement of a new partnership and a bullish analyst rating [2][4][5] - The strategic partnership with Blykalla AB aims to enhance Oklo's presence in Europe, focusing on SMR technology, supply chain coordination, and regulatory insights, with Oklo investing approximately $5 million in Blykalla's next funding round [4][6] - Barclays has initiated coverage of Oklo with an overweight rating and a price target of $146, suggesting an upside of over 32% from the current share price of $110.53 [5][6] Group 2 - Barclays views Oklo as a leveraged opportunity in the SMR industry, highlighting its development, ownership, and operation of SMRs, which can lead to strong cash flows, supported by a 14-gigawatt backlog of nonbinding agreements [6] - Despite the positive outlook, there are risks associated with Oklo, including the lack of design approval from the U.S. Nuclear Regulatory Commission [7][8] - Analysts from The Motley Fool have identified other nuclear energy stocks that may present lower risk compared to Oklo [9][10]

Core Viewpoint - Oklo, a nuclear energy company, has seen its stock price surge significantly, with a year-over-year increase of 1,945% and a year-to-date rise of 518%, raising questions about the sustainability of its nearly $20 billion market cap given its lack of meaningful revenue generation [1][3]. Company Overview - Oklo is developing advanced microreactors known as "Aurora" powerhouses, designed to operate on high-assay low-enriched uranium (HALEU) and recycled nuclear fuel, aiming for greater efficiency and reduced waste compared to traditional reactors [3][4]. - The company has expanded into radioisotope production through its acquisition of Atomic Alchemy, intending to produce medical isotopes domestically to alleviate supply shortages, potentially generating revenue before its reactors are operational [4]. Regulatory and Financial Challenges - Oklo's Aurora powerhouses currently lack regulatory approval, and the company has not yet constructed a commercially operable full-scale reactor. It is projected to experience a cash burn of $65 million to $80 million in 2025, with revenue generation from its powerhouses not expected until the end of the decade [5][6]. Industry Context - The U.S. government is supportive of nuclear energy, with recent executive orders and initiatives aimed at accelerating the development and safety checks of advanced nuclear reactors, which could benefit companies like Oklo [6][8]. - The stock price of Oklo surged nearly 30% on September 19, 2025, following a joint U.S.-U.K. initiative related to nuclear energy, highlighting the potential for its Aurora powerhouses to serve as a significant energy solution for AI data centers [8].

Core Viewpoint - Future electricity demand is projected to increase by 78% by 2050, and advanced nuclear energy company Oklo is positioning itself to meet this demand through innovative technology and strategic partnerships [1][9]. Company Overview - Oklo is developing "Aurora" powerhouses, which are small, factory-built nuclear reactors designed to operate on high-assay low-enriched uranium (HALEU) [5]. - The Aurora reactors are expected to run for over a decade without refueling, significantly longer than traditional light-water reactors that require refueling every 18 to 24 months [6]. Fuel Recycling Initiative - Oklo is expanding into nuclear fuel recycling, aiming to convert used nuclear fuel into new reactor fuel, potentially saving up to 80% on fuel costs [7]. - The company is constructing the U.S.'s first privately funded nuclear fuel recycling facility in Oak Ridge, Tennessee, with an estimated cost of $1.68 billion, expected to enhance fuel security by the early 2030s [7]. Market Demand and Growth Potential - U.S. electricity demand is anticipated to grow at an annual rate of 3.2% through 2030 and 2.2% through 2050, necessitating a 3.3% annual increase in installed generation capacity from 2025 to 2050 [9]. - Advanced nuclear power, alongside other renewable sources, is expected to play a crucial role in meeting the energy needs driven by AI and data centers [10][11]. Strategic Partnerships - Oklo's technology is particularly suited for providing continuous, clean power to AI data centers, with partnerships established with major players like Switch and Equinix [11]. Financial Position and Challenges - Oklo is currently not generating revenue and is projected to have a cash burn of $65 to $80 million in 2025, with cash and cash-equivalent securities of approximately $227 million as of June [12]. - The company is at least two years away from generating meaningful revenue, with its first operational reactor not expected until late 2027, pending approval from the Nuclear Regulatory Commission (NRC) [13]. - Oklo's market cap is nearing $14 billion, making it a speculative investment given the lack of revenue and the competitive landscape, particularly with rivals like NuScale already having Standard Design Approval for their designs [14].

Group 1: Market Context - U.S. stocks are under pressure due to President Trump's shift towards protectionist economic policies, creating potential buying opportunities for long-term investors [1] - Market pullbacks have historically provided exceptional opportunities for long-term investors willing to embrace volatility [12] Group 2: Palantir Technologies - Palantir Technologies is a leading provider of decision optimization software through its proprietary AI platforms, with a stock price that has retreated 27% from its 52-week high [2] - Wall Street anticipates approximately 58% revenue growth for Palantir over 2025 and 2026, justifying its high forward earnings multiple of 169 times [2] - The company's ontology framework enables advanced decision-making by establishing undiscovered relationships within complex datasets, with platforms Gotham and Foundry serving government and commercial clients respectively [3] - Palantir's innovative boot camp sales approach and AI orchestration capabilities position it for continued expansion amid early-stage enterprise AI adoption [4] - Despite its premium valuation, Palantir's long-tailed growth trajectory and importance in the U.S. military ecosystem are noteworthy [5] Group 3: Oklo - Oklo is a developer of advanced fast fission power plants aimed at providing clean, reliable energy, particularly in response to the high electricity demands of AI data centers [7] - The stock has declined 51% from its 52-week high and is currently operating cash flow negative, yet it offers exposure to the AI-powered future through energy infrastructure [8] - Oklo has achieved significant milestones towards deploying its first commercial powerhouse in Idaho, with agreements finalized with the U.S. Department of Energy and Idaho National Laboratory [9] - The company's Aurora powerhouses aim to meet the growing energy demands of AI infrastructure with carbon-free nuclear power [9] - Oklo's focus on next-generation fission technology positions it strategically at the intersection of clean energy and AI computing needs, though it faces risks from lengthy regulatory approval processes [10] - For investors seeking exposure to the infrastructure required for the AI revolution, Oklo represents a speculative but potentially transformative addition to a growth portfolio [11] Group 4: Investment Considerations - Palantir and Oklo represent distinct approaches to capturing growth, with Palantir focusing on software for decision-making and Oklo on next-generation energy infrastructure [12] - Both companies carry different risk profiles, with Palantir's premium valuation and Oklo's pre-revenue status and regulatory hurdles, yet both offer significant upside potential [13]