Wedbush reiterates Outperform rating on Oklo stock amid AI focus

Published 14/08/2025, 12:46
Wedbush reiterates Outperform rating on Oklo stock amid AI focus

Investing.com - Wedbush maintained its Outperform rating and $80.00 price target on Oklo (NYSE:OKLO) on Thursday, as the stock continues its impressive run with a 264% gain year-to-date. According to InvestingPro data, analyst consensus remains bullish with targets ranging from $14 to $90.

The research firm cited confidence in Oklo’s long-term vision, particularly as the Trump Administration increases its focus on AI Revolution data center development powered by nuclear energy. The company’s strong financial position, with more cash than debt and liquid assets exceeding short-term obligations, supports its ambitious growth plans.

Wedbush noted the U.S. Department of Defense is becoming an increasingly important customer and partner for Oklo moving forward.

The firm highlighted the connection between nuclear energy and what it called the "4th Industrial Revolution," suggesting Oklo is positioned to benefit from this intersection.

Wedbush indicated it expects further details on Oklo’s projects to be announced in the coming months.

In other recent news, Oklo Inc. has been selected for three U.S. Department of Energy reactor pilot projects, with the company leading two projects and its subsidiary, Atomic Alchemy Inc., managing one. This development is part of the newly established Reactor Pilot Program, which aims to demonstrate criticality in at least three test reactors by July 4, 2026. Additionally, Oklo’s second-quarter financial results revealed an operating loss of approximately $28 million, including $11 million in non-cash stock compensation. Despite this, B.Riley has maintained a Buy rating with a $58 price target for Oklo, citing strategic partnerships such as a memorandum of understanding with Korea Hydro & Nuclear Power. Wedbush has also raised its price target for Oklo to $80, following the company’s progress in its Nuclear Regulatory Commission readiness assessment. Meanwhile, BTIG has kept a Neutral rating on Oklo, acknowledging progress on the Aurora Powerhouse at the Idaho National Laboratory. These developments highlight significant activity and strategic movements within Oklo as it advances its nuclear technology initiatives.

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