Schneider, Siemens & Oklo: This Week in Sustainability
This article highlights key sustainability news, including Schneider Electric's new Energy Technology Coalition, a partnership between Oklo and Siemens Energy for clean energy, and insights from the IEA on the booming lithium battery market. It also touches on consumer shifts regarding ESG concerns according to Kantar, and PwC's predictions for how AI will intersect with sustainability in 2026. These developments underscore ongoing efforts to decarbonize and make energy consumption more efficient and resilient.
Could This $14 Stock Be Your Ticket to Millionaire Status?
NuScale Power (NYSE: SMR) is a nuclear technology company with the only U.S. Nuclear Regulatory Commission-approved small modular reactor (SMR) design, trading at approximately $14 per share. Despite its first-mover advantage, the company currently operates at a loss with no firm sales, although it has agreements with the Tennessee Valley Authority and a Romanian power plant project. NuScale faces a significant opportunity due to the surging power demands from data centers, which the current U.S. grid cannot handle, but its high valuation of 68 times trailing-12-month revenue suggests it may not be a rapid wealth-generator for investors.
Oklo: Three Key Considerations Before Investing
Oklo is an advanced nuclear technology company developing Aurora nuclear reactors for deployment in 2027, aiming to meet energy demands from data centers, defense, and manufacturing industries. Despite having no current revenue, it has secured binding agreements with major companies like Meta and Siemens Energy, reflecting strong market demand and optimism around its future potential. However, investors face risks due to significant market volatility, a stock price significantly down from its 52-week high, and the pending regulatory approval from the U.S. Nuclear Regulatory Commission, which could impact its deployment timeline and future revenue growth.
OKLO Business Model Explained: When Revenue Could Arrive
Oklo Inc. (OKLO) plans to generate revenue by developing, owning, and operating Aurora small nuclear power plants and selling electricity and heat through long-term power purchase agreements. The company's first project, Aurora-INL, cannot currently sell power to the grid, pushing back significant commercial revenue until regulatory approvals are secured, likely in late 2027 to early 2028. While some modest revenue from radioisotopes is expected earlier, the core financial success depends on successful milestone execution and obtaining necessary U.S. Nuclear Regulatory Commission clearance for commercial power sales.
OKLO Stock: What the Near-Term Rating Means for Investors
Oklo Inc. (OKLO) is rated a Zacks Rank #4 (Sell) due to weak near-term momentum and distant revenue prospects, with meaningful income not expected before late 2027 or 2028. The company's valuation relies heavily on future success, trading at a high price-to-book multiple compared to its industry. Despite a strong balance sheet with $1.2 billion in cash, the stock faces risks from regulatory approvals, construction timelines, and fuel availability, which could delay operations and pressure shares.
OKLO's Licensing Approach Aims to Accelerate Reactor Rollout
Oklo Inc. is utilizing a combined license pathway under NRC Part 52 to streamline the deployment of its fast fission reactors, aiming to reduce regulatory uncertainty and shorten review cycles. The article also highlights how industry peers like NuScale Power and NANO Nuclear Energy are navigating licensing risks, while noting Oklo's 70% stock surge over the past year despite a current Zacks Rank #4 (Sell).
IBD Rating Upgrades: Oklo Shows Improved Relative Price Strength
Oklo (OKLO) has seen its Relative Strength (RS) Rating increase from 68 to 73, indicating improved market leadership. This proprietary rating tracks a stock's 52-week price movement against other stocks. The article highlights Oklo's recent upgrades and mentions related news discussing its rising market leadership and other financial activities.
Mixed options sentiment in Oklo Inc with shares up 0.32%
Oklo Inc (OKLO) shares increased by 0.32% to $67.61, experiencing mixed options sentiment. Options volume was relatively light, with puts slightly outnumbering calls (put/call ratio of 1.07 compared to a typical 0.71). Implied volatility dropped, suggesting a daily expected move of $4.15, while the flattening put-call skew indicates a modestly bullish outlook.
Find out more about Orano and Oklo's nuclear plans for Oak Ridge
Orano USA and Oklo Inc. are investing billions in Oak Ridge, Tennessee, to build advanced nuclear fuel facilities. Orano plans a uranium enrichment plant, while Oklo will establish the nation's first privately funded nuclear fuel recycling facility. These projects aim to address the increasing electricity demands from AI data centers, reduce U.S. reliance on foreign nuclear fuel, and solidify Oak Ridge's role in the nuclear energy renaissance.
If You'd Invested $1,000 in Oklo 5 Years Ago, Here's How Much You'd Have Today
Oklo (NYSE: OKLO) is a company focused on developing small modular nuclear reactors for clean energy. Despite being pre-revenue and carrying significant risk, an investment of $1,000 in Oklo five years ago would be worth over $6,500 today, yielding a 558% return. The U.S. Department of Energy has selected Oklo for several projects under its Reactor Pilot Program, and the company plans to begin operations at its Atomic Alchemy site in July.
Mixed options sentiment in Oklo Inc with shares up 1.97%
Oklo Inc (OKLO) shares rose by 1.97% to $68.97, amid mixed options sentiment. Options trading volume was light at 14k contracts, with calls outpacing puts, resulting in a put/call ratio of 0.56. The implied volatility decreased, and the put-call skew suggested a modestly bullish outlook.
Trading Systems Reacting to (OKLO) Volatility
This article from Stock Traders Daily analyzes Altc Acquisition Corp. Class A (NASDAQ: OKLO), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and current support/resistance levels. The piece emphasizes the platform's AI models designed to optimize position sizing and minimize drawdown risk for various investor profiles.
Mixed options sentiment in Oklo Inc with shares down 3.31%
Oklo Inc (OKLO) is experiencing mixed options sentiment as its shares decreased by 3.31%. Options trading is relatively light, with a put/call ratio of 0.61, indicating more calls than puts. Despite the stock drop, the implied volatility is up, and the put-call skew is flattened, suggesting a modestly bullish outlook.
Oklo and Siemens Energy's Clean Energy Partnership
Oklo and Siemens Energy have formed a strategic partnership for the design and delivery of the power conversion system for Oklo's Aurora powerhouse. This collaboration aims to accelerate the deployment of advanced nuclear technology by combining Oklo's advanced fission expertise with Siemens Energy's steam turbine and generator technologies. The agreement will help de-risk supply chain constraints and manufacturing timelines for Oklo's first advanced reactor at Idaho National Laboratory.
Oklo Meta Nuclear Deal Reframes Growth Prospects For Data Center Power
Oklo has partnered with Meta Platforms to develop a 1.2 GW nuclear power campus in Ohio, aiming to supply clean energy for Meta's data centers. This deal, which involves upfront capital commitments from Meta, highlights the growing demand for power in AI and cloud computing and positions Oklo's advanced fission reactor technology for real-world deployment. Investors are urged to monitor execution milestones, capital commitments, and Oklo's progress toward generating revenue, especially given its current lack of revenue and volatile share price.
Assessing Oklo (OKLO) Valuation After DOE Funding Sparks Interest In Nuclear Fuel Recycling
Oklo's valuation is under scrutiny following new DOE funding for nuclear fuel recycling research, which has sparked investor interest despite the company being pre-commercial and unprofitable. The stock has experienced recent volatility, and its high Price-to-Book ratio of 8.6x, compared to a peer average of 1.9x, indicates that its current price heavily relies on future growth expectations rather than existing earnings. This assessment suggests Oklo is overvalued based on traditional metrics, relying on future success in its nuclear fuel recycling and advanced fission projects.
10 Best Meme Stocks to Buy Now
This article identifies Oklo Inc. (NYSE:OKLO) as one of the top meme stocks, highlighting its significant share price upside according to analysts and its recent engagement in a major nuclear power project with Meta. Despite a recent price target trim by Goldman Sachs, analysts generally maintain a favorable view of the company, especially given its advanced nuclear solutions. The company is actively developing clean energy solutions for data centers and is supported by a growing number of hedge funds.
Oklo (NYSE:OKLO) Trading Up 3% - Here's What Happened
Oklo (NYSE:OKLO) stock rose 3% intraday on Friday, reaching $68.19, though trading volume was down 54% from its average. Analysts have a "Moderate Buy" rating with an average price target of $103.20, but significant insider selling, including by the CEO and CFO, has occurred recently, totaling about $153.3 million in the last three months. Oklo, an energy technology company focused on advanced nuclear microreactors, reported an EPS of ($0.20) for its last quarter, missing analyst estimates.
Smart Money Is Betting Big In OKLO Options
Financial giants show a significant bullish interest in Oklo (NYSE: OKLO) options, with 76% of all unusual trades indicating a bullish sentiment. Traders are focusing on price targets between $32.0 and $200.0, and the stock is currently trading up by 2.78% at $64.13, with an anticipated earnings release in 38 days. Analysts maintain an average price target of $132.5, demonstrating continued confidence in the company.
OKLO Price Target Reduced by $15
Goldman Sachs has reduced its price target for Oklo Inc. (NYSE: OKLO) from $106 to $91, while maintaining a 'Neutral' rating, despite the reduced target still indicating a significant upside. The move follows a drop in the company's share price and Goldman's observation of a surge in uranium spot prices, which could impact the affordability of nuclear power. Oklo, backed by Sam Altman, develops advanced fission power plants.
Assessing Oklo (OKLO) Valuation After DOE Funding Sparks Interest In Nuclear Fuel Recycling
The U.S. Department of Energy's new funding for Oklo to study radioactive materials has brought its nuclear fuel recycling plans into focus, attracting investor attention despite recent stock volatility. While Oklo is pre-commercial and unprofitable, its current price-to-book ratio of 8.6x is significantly higher than the industry average, suggesting high investor optimism for its future nuclear fuel recycling and advanced fission projects. This valuation stands out as expensive compared to established utilities, highlighting the risk tied to its unproven revenue stream and external borrowing for liabilities.
Oklo (NYSE:OKLO) Shares Down 4.4% - Here's What Happened
Oklo Inc. (NYSE:OKLO) saw its stock price drop by 4.4% on Wednesday, trading well below its moving averages, despite analysts rating it a "Moderate Buy" with an average price target of $103.20. The company reported negative EPS and a P/E of -123, indicating current losses. Recent insider selling, including a significant sale by CEO Jacob Dewitte, has occurred, though institutional ownership remains high with major funds increasing their stakes.
Oklo and Siemens: Strategic Procurement for Clean Energy
Oklo and Siemens Energy have formed a strategic partnership through a binding contract for the design and delivery of the power conversion system for Oklo's Aurora powerhouse. This collaboration aims to accelerate the deployment of advanced nuclear technology by combining Oklo's expertise in advanced fission with Siemens Energy's industrial equipment. The agreement signifies a crucial step in de-risking supply chain challenges and bringing advanced nuclear power closer to commercial operation.
Caprock Group LLC Makes New $14.83 Million Investment in Oklo Inc. $OKLO
Caprock Group LLC has acquired a new stake in Oklo Inc. (NYSE:OKLO) during the third quarter, purchasing 132,844 shares valued at approximately $14.83 million. Other institutional investors have also adjusted their holdings in Oklo, which specializes in advanced nuclear microreactor technology. The company has an average rating of "Moderate Buy" from analysts, with insider trading data showing recent sales by the CEO and CFO.
Oklo’s DOE Fuel Recycling Award Tests Long Term Nuclear Thesis
Oklo (NYSE:OKLO) received funding from the U.S. Department of Energy for nuclear fuel recycling research, aiming to build a facility in Tennessee to convert used nuclear fuel into new reactor fuel. This project could significantly advance U.S. nuclear technology and fuel sustainability, positioning Oklo uniquely despite its current pre-revenue status and share price volatility. The company's success in this endeavor could differentiate it from competitors and strengthen its long-term business model by reducing reliance on third-party fuel supplies.
Oklo (NYSE:OKLO) Stock Price Down 7.4% - Time to Sell?
Oklo Inc. (NYSE:OKLO) experienced a 7.4% stock price drop on Tuesday, trading at $69.46, significantly below its moving averages, with lower-than-average trading volume. Analysts maintain a "Moderate Buy" consensus but have mixed ratings and a target price of $103.20, while the company missed Q3 EPS estimates and insiders have recently sold substantial shares. These factors suggest potential concerns for investors.
Stocks Showing Rising Market Leadership: Oklo Earns 85 RS Rating
Oklo (OKLO) has seen its Relative Strength (RS) Rating increase from 78 to 85, indicating improving price performance against other public companies over the last 52 weeks. This upgrade highlights the company's rising market leadership. The article suggests that investors use IBD's proprietary RS Rating to identify strong technical performance.
Oklo Grant Highlights Nuclear Fuel Recycling Ambitions And Business Model Shift
Oklo (NYSE:OKLO) has received a U.S. Department of Energy grant to research radioactive materials in hot liquid salt, supporting the development of a nuclear fuel recycling facility in Tennessee. This initiative aims to recycle used nuclear fuel for advanced reactors, aligning with U.S. efforts to expand nuclear energy and differentiate Oklo's business model beyond just power sales to include fuel services. While promising for addressing waste management and strengthening Oklo's market position, the project faces early-stage commercial risks, potential increases in cash burn, and regulatory complexities.
Oklo (NYSE:OKLO) Trading Up 5.6% - Time to Buy?
Oklo Inc. (NYSE:OKLO) saw its share price rise by 5.6% on Monday, closing at $75.07. Despite the surge, the stock remains below its 50-day and 200-day moving averages, and there has been significant insider selling totaling over $153 million in the last 90 days. Analysts, however, generally rate the stock as a "Moderate Buy" with an average target price of $103.20, including recent upgrades from firms like B. Riley and Bank of America.
Oklo Stock Continues Rise Supported by DOE Award
Oklo's stock continued its upward trend, gaining 5.6% today after a 14.4% rise on Friday, driven by investor confidence and its pivotal role in the nuclear energy sector. The company received funding from the U.S. Department of Energy for nuclear fuel recycling research and is developing the first such facility in the U.S., positioning it as a leader in sustainable nuclear energy. Despite recent volatility and regulatory challenges, analysts predict a significant upside for Oklo's stock, with an average 1-year price target of $125.11.
Why Oklo Stock Popped Today
Oklo stock continued to rise following the U.S. Department of Energy's announcement of awards for research and development in recycling used nuclear fuel. Oklo received an award for its plan to study radioactive materials in hot liquid salt to design more efficient nuclear fuel recycling facilities. The company is distinguishing itself by developing advanced nuclear reactors capable of converting used nuclear fuel and plans to open a recycling facility in Tennessee.
Oklo Nuclear Start-Up Faces Stock Volatility Amid Regulatory Challenges
Oklo Inc. is experiencing significant stock volatility, with shares plummeting over 60% from their October high due to market uncertainty and regulatory hurdles. The nuclear start-up, which is part of the U.S. Department of Energy's Reactor Pilot Program, doesn't expect commercial operations until late 2027 or early 2028, pending crucial Nuclear Regulatory Commission approval. Despite these challenges, its current low stock price is seen as a potential buying opportunity for risk-tolerant investors, especially with its strategic focus on providing power for AI and data centers.
Is Oklo Stock (OKLO) a Buy Now?
Shares of nuclear startup Oklo have fallen over 60% from their all-time highs following a successful 2025. Oklo is in a pre-commercial phase, awaiting regulatory approval for its Aurora Powerhouse small modular reactor, making its stock highly speculative and volatile. Despite the risks and uncertainties, the current low stock price might present an opportunity for risk-tolerant investors who believe in its eventual NRC approval, allowing them to capitalize on potential future gains.
Nuclear sees tipping point as Meta makes deals with Bill Gates’ TerraPower, Sam Altman-backed Oklo
Meta has partnered with Bill Gates' TerraPower and Sam Altman-backed Oklo to develop small modular reactor (SMR) projects, signaling a potential new era for the nuclear industry driven by the soaring energy demands of AI data centers. This move by Meta is seen by analysts as a harbinger of more Big Tech companies investing in nuclear power, with SMRs offering faster deployment and scalability compared to traditional reactors. The article highlights that while challenges such as regulatory fears and fuel supply persist, technological advancements, bipartisan support, and expedited regulatory processes are converging to position nuclear as a critical clean energy solution for future electricity needs.
$OKLO stock fell 11% this week. Here's what we see in our data.
OKLO stock experienced an 11% drop this week and was the 32nd most-searched ticker on Quiver Quantitative. Insider trading activity shows numerous sales and no purchases from key executives, totaling significant estimated values. Conversely, institutional investors showed mixed activity, with some adding and others decreasing their holdings in the past quarters.
Nuclear Stocks’ $566 Billion Rally Is Far From Over, Funds Say
Global fund managers believe the significant surge in nuclear stocks, which added $566 billion to market value this year, is set to continue. This optimism is driven by an improving regulatory environment and increasing energy demand from AI data centers, manufacturing, and transportation electrification. While some valuations are stretched, investors are focusing on uranium miners, equipment makers, and existing reactor operators, seeing nuclear power as a critical component for future energy needs and an "AI proxy."
Texas Capital Initiated Coverage of Oklo Inc. (OKLO) with a Buy Rating
Texas Capital initiated coverage on Oklo Inc. (OKLO) with a Buy rating and a $138 price target, highlighting the company's advanced nuclear solutions and integrated business model. This follows Bank of America's upgrade of Oklo to Buy with a $127 price target, driven by a binding agreement with Meta Platforms Inc. to develop a 1.2-gigawatt advanced nuclear campus. The article underscores the growing importance of nuclear power as AI and data center demands accelerate.
How Altc Acquisition Corp. Class A (OKLO) Affects Rotational Strategy Timing
This article analyzes Altc Acquisition Corp. Class A (OKLO) using AI models to provide trading strategies and sentiment analysis. It identifies weak near and mid-term sentiment, but a strong long-term outlook, with specific entry, target, and stop-loss levels for different trading approaches. The report emphasizes the role of institutional trading strategies in timing and risk management for OKLO.
Oklo (NYSE:OKLO) Trading Up 14.5% - Here's What Happened
Oklo (NYSE:OKLO) stock rose 14.5% on Friday, closing at $71.16, though trading volume was slightly below average. The company faces mixed analyst sentiment with a "Moderate Buy" consensus but missed recent EPS estimates, and insiders have been significant net sellers. Oklo specializes in designing advanced nuclear microreactors, aiming to provide carbon-free power with compact, factory-built reactors like its Aurora microreactor.
Better Nuclear Energy Stock: SMR vs. OKLO
This article compares two nuclear energy stocks, NuScale Power (SMR) and Oklo (OKLO), highlighting their potential and risks. While NuScale focuses on small modular reactors and has seen recent struggles, Oklo, known for fast-fission power plants, boasts stronger partnerships and a more robust financial position, making it the author's pick for long-term investment despite high volatility. The piece emphasizes the growing demand for nuclear energy to power AI needs.
Mission Wealth Management LP Sells 19,562 Shares of Oklo Inc. $OKLO
Mission Wealth Management LP significantly reduced its stake in Oklo Inc. (NYSE:OKLO) by 71.1% in the third quarter, selling 19,562 shares and retaining 7,938 shares valued at $886,000. This comes alongside substantial insider selling by CEO Jacob Dewitte and CFO Richard Bealmear, totaling over $153 million in the past 90 days. Despite this selling activity and recent EPS misses, analyst coverage remains largely positive with a consensus "Moderate Buy" rating and an average price target of $103.20.
Oklo (NYSE:OKLO) CFO Richard Craig Bealmear Sells 9,726 Shares
Oklo (NYSE:OKLO) CFO Richard Craig Bealmear sold 9,726 shares of the company's stock on February 2nd at an average price of $76.93, totaling over $748,000. This transaction reduced his position by 4.71% and followed other recent sales by Bealmear and CEO Jacob Dewitte. The insider selling coincided with a significant intraday stock drop to $68.20 and mixed analyst ratings for the loss-making company.
Why Oklo Stock Could Soar Again in 2026 After Rallying 238% Last Year
Oklo stock saw a significant rally of 238% in 2025, driven by pro-nuclear policies and strategic partnerships with the U.S. Department of Energy. Despite a subsequent pullback, the company's recent agreement with Meta to develop a 1.2 gigawatt nuclear energy campus highlights the validation of its technology and its potential for future growth. The article suggests that if Oklo meets its target of achieving criticality in pilot reactors by mid-2026, its stock could resume an upward trend.
Oklo price target lowered to $91 from $106 at Goldman Sachs
Goldman Sachs has decreased its price target for Oklo (OKLO) from $106 to $91, while maintaining a Neutral rating on the shares. This adjustment reflects recent developments in the global reactor market and strong uranium spot price performance, as detailed in Goldman Sachs's February Global Reactor Tracker. The analyst also provided updated pricing forecasts ahead of Oklo's Q4 earnings report.
Oklo Progresses Advanced Nuclear Projects For AI Data Center Power Needs
Oklo (NYSE:OKLO) has achieved significant milestones by securing regulatory clearances for its Aurora advanced nuclear reactor and fuel recycling facilities, and has begun construction at Idaho National Laboratory. The company is positioning its reactor design to power AI data centers, reflecting a shift towards physical deployment and engaging with government programs and tech partnerships. Investors are closely watching Oklo's progress as it aims to become a key energy provider for the fast-growing computing demand in the AI sector.
Is Oklo Stock the Next Great Passive-Income Powerhouse for 2026?
Oklo, a pre-revenue company specializing in small modular nuclear reactors, is positioned to capitalize on big tech's increasing interest in nuclear energy for AI data centers. A significant long-term deal with Meta Platforms highlights the demand for Oklo's technology, aligning with the U.S. Department of Energy's investment in nuclear power. However, its high valuation and lack of current profitability make it a high-risk investment, with dividends unlikely in the near future.
The Atomic Pivot: AI’s $50 Billion Power Move
The AI industry's bottleneck has shifted from processing power to electrical power, leading tech giants like Oracle and Meta to invest heavily in developing their own nuclear energy infrastructure. Oracle plans to raise $50 billion to build gigawatt-scale data centers powered by small modular reactors (SMRs), demonstrating a significant pivot in capital investment towards nuclear energy. This shift benefits SMR developers like Oklo and NuScale Power, as well as uranium suppliers like Cameco, while regulatory changes in the US aim to fast-track nuclear reactor deployment.
Oklo Inc. (OKLO): A bull case theory
This article presents a bullish case for Oklo Inc. (OKLO), highlighting its potential as a leading company in the micro-nuclear power sector. The analysis would likely focus on Oklo's technology, market opportunities, and competitive advantages that could drive significant growth.
Mixed options sentiment in Oklo Inc with shares up 5.5%
Oklo Inc (OKLO) shares rose by 5.5% to $77.67, alongside mixed options sentiment. While calls outnumbered puts, indicating some bullish interest, the put-call skew steepened, suggesting increased demand for downside protection. Implied volatility decreased, implying a moderated expected daily price fluctuation.
Oklo (NYSE:OKLO) Shares Down 7.6% - Here's Why
Oklo (NYSE:OKLO) shares dropped 7.6% to $73.55, with trading volume 20% below average. This decline comes amidst heavy insider selling, including CEO Jacob Dewitte, and an earnings per share miss. Despite a "Moderate Buy" consensus from analysts with an average price target of $103.20, and a recent upgrade by Bank of America, the stock's performance is affected by these factors.
