Oklo Inc. (OKLO) Stock: Nuclear Energy Company Gets Price Target Boost as Sector Rallies on Trump Policy Expectations

TLDR

Wedbush raised Oklo’s price target to $55 from $45, maintaining Outperform rating as stock trades at $39.72 Nuclear stocks surged Friday ahead of expected Trump executive orders to ease nuclear regulatory approvals Oklo’s unique model sells power directly to customers under long-term contracts, generating recurring revenue Company targets first nuclear plant deployment at Idaho National Laboratory by end of 2027 Sam Altman stepped down as Chairman, potentially opening partnerships with OpenAI and other tech companies

---

Oklo stock jumped 7.91% Friday as nuclear energy companies rallied ahead of expected executive orders from President Trump. The small modular reactor company closed at $39.72 with a market cap of $5.5 billion.

Oklo Inc. (OKLO)

Wedbush analyst Daniel Ives boosted Oklo’s price target to $55 from $45 while keeping an Outperform rating. The new target represents 17% upside from current levels.

Nuclear stocks across the board saw strong gains in premarket trading. NuScale Power rose 17%, Lightbridge climbed 18%, and Centrus Energy jumped 22%.

The rally came as investors anticipated Trump’s nuclear-focused executive orders. The orders are expected to ease regulatory approval processes for new reactors and direct federal agencies to identify lands for nuclear deployment.

🚨 BREAKING: President Trump is set to sign executive orders boosting NUCLEAR POWER in the USA, easing regulations on approvals for new reactors, possibly tomorrow.

He will do so by invoking the COLD WAR-era Defense Production Act, declaring an emergency over our reliance on… pic.twitter.com/uLwsaoUoN1

— Eric Daugherty (@EricLDaugh) May 22, 2025

Business Model Sets Oklo Apart

Ives highlighted Oklo’s direct power sales approach as a competitive advantage. The company sells electricity directly to customers under long-term contracts rather than selling reactors.

This model positions Oklo to generate steady recurring revenue while avoiding common nuclear project challenges. The company maintains strong liquidity with a current ratio of 36.23 and more cash than debt.

Oklo’s Aurora Powerhouse can hold up to 75 megawatts of capacity. The system is designed to serve large-scale data operators without requiring design changes.

The data center market represents a key growth opportunity for small modular reactors. Energy demand for data storage and processing continues to climb as AI applications expand.

Leadership Changes Open New Doors

Sam Altman recently stepped down as Oklo’s Chairman of the Board. Ives sees this move as potentially positive for forming partnerships with OpenAI and other major tech companies.

Altman’s backing has been a strength for Oklo’s operational strategy. His departure from the board role could reduce potential conflicts of interest for future deals.

Former Oklo Chairman Chris Wright was confirmed to lead the U.S. Department of Energy in February. This connection to the new administration could benefit the company’s regulatory timeline.

Project Timeline and Financial Performance

Oklo plans to deploy its first nuclear power plant at Idaho National Laboratory by end of 2027. The company recently completed borehole drilling for site characterization as part of the licensing process.

The company will submit its combined license application to the Nuclear Regulatory Commission later this year. The ADVANCE Act could reduce licensing costs by 55% if passed.

Oklo reported Q1 2025 earnings per share of -$0.07, beating expectations of -$0.08. The company posted an operating loss of $17.9 million for the quarter.

The company is expanding its Atomic Alchemy division and expects revenue from this venture by early to mid-2026. Customer pipeline now exceeds 14 gigawatts across data centers and government sites.

Other nuclear companies could benefit from the expected executive orders. These include uranium firms Energy Fuels, Cameco, and Uranium Energy alongside reactor companies like NuScale.

Constellation Energy, the nation’s largest carbon-free energy provider, rose 5% on the news. GE Vernova gained 3.2% while Vistra climbed 4.1%.

Analyst price targets for Oklo range from $30 to $58 with current consensus suggesting upside potential. The stock has gained 423% over the past year.

The post Oklo Inc. (OKLO) Stock: Nuclear Energy Company Gets Price Target Boost as Sector Rallies on Trump Policy Expectations appeared first on CoinCentral.