Overview
- Oklo touched an intraday high of $193.84 before slipping to $172.50, extending a roughly 1,400% year-over-year run, according to Benzinga.
- Buy initiations from Barclays ($146 target) and Canaccord Genuity ($175) helped propel the move, though the average analyst target stands at $97.62.
- Reports cite about 14 GW of customer interest and a planned first reactor deployment in late 2027 or early 2028, while the company remains pre‑revenue and is not expected to earn its first profit before 2030.
- Forbes highlighted valuation risk at an estimated $25 billion market cap despite no commercial reactors, sketching a potential pullback toward $70–75 per share if timelines or execution falter.
- Benzinga noted broader nuclear strength possibly tied to geopolitical headlines, including Mideast negotiations, a Trump remark on Iran talks, and potential shifts in India’s nuclear policy.