Overview
- Oklo shares rose nearly 28% for the week, according to S&P Global Market Intelligence, after the White House advanced a plan to deploy nuclear reactors in orbit and on the Moon.
- The Office of Science and Technology Policy created the National Initiative for American Space Nuclear Power, naming NASA and the Defense Department and pointing to an in‑orbit demo in 2028 and a lunar surface reactor by 2030.
- CEO Jacob DeWitte said compact fission is needed for deep‑space travel and long lunar nights, and he called a 2028 space‑power timeline doable if suppliers ramp production.
- Oklo is pitching its Aurora microreactor with a support ecosystem that includes parts, fuel fabrication, and isotope production for space missions and future data centers.
- Analysts kept a cautious tone as targets moved lower — UBS to $60, Goldman Sachs to $65, and B. Riley to $92 — while the stock remains volatile and below its 52‑week high.