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]

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 ...