Oklo Inc. (NASDAQ: OKLO), a pioneering company in small modular nuclear reactor (SMR) technology, is quickly becoming one of the hottest stocks of 2025.
Trading near $55.90, Oklo shares have skyrocketed over 140% since the beginning of the year, supported by bullish analyst sentiment, major energy agreements, and increasing political momentum behind nuclear energy.
As the U.S. and global markets lean toward clean and reliable power sources to support data centers and artificial intelligence infrastructure, Oklo’s innovative energy model is drawing significant attention.
One of the key catalysts behind Oklo’s recent surge is a major 20-year power purchase agreement between Constellation Energy and Meta. The agreement, which will supply more than 1.1 gigawatts of nuclear power from Illinois’ Clinton Clean Energy Center starting in mid-2027, underscores the increasing demand for dependable, zero-emission energy sources.
Analysts from Craig Hallum see this deal as a strong signal that large technology firms are turning to nuclear solutions to meet their growing energy needs. As a developer of scalable SMRs, Oklo stands to benefit significantly from this trend.
Wall Street analysts are taking notice. Craig Hallum reaffirmed its “Buy” rating for Oklo, citing the company’s positioning to capitalize on the evolving energy landscape.
William Blair also initiated coverage with an “Outperform” rating, highlighting Oklo’s build-own-operate strategy as a game-changer in the nuclear sector. Additionally, Wedbush raised its price target from $45 to $55, and CLSA pushed its target even higher—from $50 to $74—maintaining their confidence in Oklo’s long-term potential.
Despite being a pre-revenue company, Oklo’s fundamentals remain strong. With a market valuation now exceeding $8 billion, the company boasts a current ratio of 36.23, reflecting a healthy liquidity position.
According to InvestingPro, Oklo earns a “Fair” financial health score, with analysts acknowledging its unique potential in the advanced energy market.
Its business model, which integrates the full lifecycle of its reactors, allows the company to control development, operation, and revenue generation—an advantage rarely seen in the nuclear space.
Beyond its financial and technological promise, Oklo is also playing an active role in policy and international collaboration. The company recently voiced public support for executive orders from the White House designed to accelerate the approval and deployment of advanced nuclear technologies.
These initiatives include reforms to the Nuclear Regulatory Commission and other federal agencies aimed at streamlining the energy innovation pipeline.
Moreover, Oklo has signed a memorandum of understanding with Korea Hydro & Nuclear Power to co-develop and globally deploy its Aurora powerhouse, further solidifying its position as a global energy leader.
Oklo’s momentum represents more than just market hype—it signals a broader shift toward sustainable nuclear power as a core pillar of America’s energy future.
With growing interest from hyperscale data centers, regulatory backing from the U.S. government, and bullish sentiment from financial institutions, Oklo appears well-positioned for long-term growth. Investors looking to bet on the future of clean energy may find Oklo one of the most compelling opportunities of the year.
Disclaimer: This article is for informational purposes only and does not constitute financial or investment advice. Readers should consult with a licensed financial advisor before making any investment decisions.