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Oklo Rallies After U.S. Space‑Nuclear Plan Boosts SMR Stocks

Federal backing for space reactor demonstrations is pulling new money into microreactor stocks.

Overview

  • Oklo shares rose about 8% to roughly $63 on heavy volume after a U.S. space‑nuclear program won formal NASA endorsement.
  • The NSTM‑3 plan calls for a 20‑kilowatt space reactor named SR‑1 Freedom with an in‑orbit demo targeted for 2028 and a lunar unit in 2030.
  • Oklo and Sweden’s Blykalla expanded their partnership to speed fast‑reactor commercialization, including work tied to a DOE‑authorized Aurora pilot.
  • Analysts trimmed price targets after Oklo’s Q4 loss of $0.27 per share and disclosures that insiders sold about 818,766 shares worth roughly $50.9 million, though the consensus still rates the stock a Moderate Buy near $84 on average.
  • Oklo continues to target a first 75 MW Aurora plant in Idaho in 2027 and holds a DoD project in Alaska, while a U.K. funding commitment to Rolls‑Royce’s SMR unit has also lifted sector interest.