Reversing the downward slide that they had suffered over the past two trading sessions, shares of nuclear energy stock Oklo (OKLO 11.71%) are charging higher today. In addition to the company reporting a new deal, investors are bidding the stock higher in response to an analyst's bullish new take. As of 11:09 a.m. ET, shares of Oklo are up 14.1%. Collaborating with Liberty Energy, Oklo announced today that the two companies are developing an integrated power solution for data center applications that will incorporate power from Oklo's Aurora powerhouse with Liberty's natural gas generation. Lauding the agreement with Liberty, Jacob DeWitte, Oklo's CEO, said, "This collaboration gives large-scale power users a turnkey alternative that integrates generation, backup, grid interaction, and optimization, all through a single provider." Yesterday, Oklo announced that it's partnering with data center infrastructure specialist Vertiv to develop power and cooling solutions suitable for hyperscale and colocation data centers, using Oklo's small modular reactors (SMRs). Hyperscale data centers are designed to handle high computing loads such as those related to artificial intelligence (AI), while colocation data centers are facilities that can accommodate multiple customers. Citigroup's more optimistic view on Oklo stock is further fueling investors' excitement today. Boosting its price target to $68 from $30, Citigroup recognizes the value of the company's reactor design and its pipeline of projects. While the price target doesn't imply upside from where the stock is trading today, it does suggest that Oklo stock is appropriately valued and won't give back the massive gains it has secured over the past year. Enthusiasm for nuclear energy stocks like Oklo doesn't seem likely to wane anytime soon, but investors must remember that the company is still in the early days of its development. Since it's not generating revenue and continuously burning cash, Oklo should only be a consideration for investors with high thresholds for risk.
OKLO stock's 551% surge contrasts sharply with its zero revenue and slow regulatory progress.
If you're curious about why Oklo's stock (NYSE:OKLO) has experienced such a significant increase recently, you're not the only one. It has been quite a journey—driven by government contracts, nuclear excitement, and, of course, a sizable stock offering.
OKLO skips the demo phase with its Aurora reactor, aiming to outpace rivals in the race for next-gen nuclear energy.
Oklo stock (NYSE:OKLO), the nuclear energy startup supported by OpenAI's Sam Altman, has performed remarkably well, rising over 140% year-to-date in 2025. There is ample justification for the enthusiasm.
Oklo, no revenues? No Problem. Fueling the AI boom, just give it 3 years. I love the recurring revenue angle—selling power, not hardware, is smart and scalable. Even though it's priced sky-high, if Oklo gets this first plant up and running in 2028, the upside could be massive.
OKLO aims to power AI and cloud growth with clean nuclear energy, targeting data centers through long-term contracts.
Both OKLO and NNE operate in promising corners of the nuclear energy space, backed by notable partnerships and strong financials.
Oklo (NYSE:OKLO), the nuclear energy startup supported by OpenAI's Sam Altman, increased by almost 10% during Tuesday's trading session. So, what is driving this enthusiasm?
Estee Lauder (EL) shares jumped after Deutsche Bank upgraded the stock to buy from hold and raised its price target to $95 from $71, citing the company's progress in diversifying its business beyond China and travel retail. Meanwhile, Oklo (OKLO) fell sharply as Craig-Hallum downgraded it on an "unchartered regulatory path.
Oklo (NYSE:OKLO), a nuclear energy startup supported by OpenAI's Sam Altman, has increased more than 6x in the past 12 months. The stock has also risen by over 55% in the last month.
OKLO and SMR shares have soared on nuclear energy momentum - here's what's fueling the rally and who could climb higher.