OKLOUtilities · Utilities - Independent Power ProducersThe 25 Wall Street analysts covering Oklo, Inc. hold a median 12-month price target of $66 — +196.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 1 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Oklo, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (41): Analysts have, on balance, been raising their forecasts.
Value (0): The shares cost a lot relative to the profits and assets behind them.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on OKLO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +196.2% from it.
Of the 20 most recent actions, 0 moved their price target up and 9 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | B. Riley Securities | Maintains | Buy | $92 → $61 |
| 26 Oct 2026 | TD Cowen | Initiates | Hold | $26 |
| 22 Oct 2026 | Truist Securities | Maintains | Hold | $51 → $31 |
| 21 Oct 2026 | Citigroup | Maintains | Neutral | $58 → $33 |
| 20 Oct 2026 | Barclays | Maintains | Overweight | — |
| 20 Oct 2026 | Barclays | Maintains | Overweight | $76 → $59 |
| 19 Oct 2026 | Piper Sandler | Maintains | Overweight | — |
| 19 Oct 2026 | Piper Sandler | Maintains | Overweight | $55 → $49 |
| 25 Sept 2026 | UBS | Maintains | Neutral | $55 → $41 |
| 25 Sept 2026 | UBS | Maintains | Neutral | — |
| 9 Sept 2026 | Piper Sandler | Initiates | Overweight | $55 |
| 9 Sept 2026 | Piper Sandler | Initiates | Overweight | — |
| 10 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 10 Aug 2026 | Canaccord Genuity | Maintains | Buy | $125 → $100 |
| 10 Aug 2026 | Citigroup | Maintains | Neutral | $76 → $58 |
| 10 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 10 Aug 2026 | HC Wainwright & Co. | Reiterates | Buy | $90 |
| 10 Aug 2026 | HC Wainwright & Co. | Reiterates | Buy | — |
| 10 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 10 Aug 2026 | Truist Securities | Maintains | Hold | $55 → $51 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 10 pass every test this week.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Oklo, Inc. returned −80.3% against +14.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 1% of US stocks
Cheaper than 63% of US stocks
Cheaper than 85% of US stocks
Higher than 50% of US stocks
Higher than 2% of US stocks
Higher than 30% of US stocks
Higher than 37% of US stocks
Higher than 30% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Oklo, Inc. has a market value of $4.4B and an enterprise value of $1.9B.
Revenue in the twelve months to 30 June 2026: $1.2M.
Net income over the same four quarters: −$152.8M, a −12625.5% net margin.
Free cash flow in the twelve months to 30 June 2026: −$275.8M.
Trailing P/E: −30.8×; forward P/E: −20.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Oklo, Inc. employs 215 people — $6K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| OKLOOklo, Inc. | $4.4B | 1 |
| KENKenon Holdings Ltd. | $3.3B | 21 |
| TLNTalen Energy Corp. | $14.9B | 18 |
| NRGNRG Energy, Inc. | $17.9B | 27 |
| HNRGHallador Energy Co. | $447.9M | 20 |
| VSTVistra Corp. | $40.4B | 41 |
| MDUMDU Resources Group, Inc.* | $4.1B | 26 |
* Nearest Utilities names by size — few utilities - independent power producers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Oklo, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool headline compares Oklo with BWX Technologies following a sell-off in nuclear energy stocks. The excerpt describes BWX Technologies as a reliable participant in military and commercial nuclear markets.
Why it matters — OKLO watchers may find the comparison relevant as they follow the sector sell-off and how Oklo is discussed alongside BWX Technologies.
Zacks Investment Research previews Oklo’s upcoming third-quarter earnings report, focusing on how expectations stack up and how to approach the stock ahead of results.
Why it matters — The preview concerns expectations and the timing of OKLO’s upcoming earnings, which may interest investors following the company’s results.
Oklo has achieved low-power criticality at Groves and has billions of dollars in cash to support its nuclear ambitions. The article says the key challenge is converting this progress into licensed Aurora power and meaningful revenue.
Why it matters — Investors following OKLO may be watching whether the company can translate its technical progress and cash resources into licensed operations and revenue.
The Motley Fool says Oklo has not yet scaled its nuclear business and trades at about 3,600 times sales, leaving it exposed to higher borrowing costs. The headline reports that Oklo, Archer Aviation and Rocket Lab were sharply affected as the 10-year Treasury yield eased to 4.9%.
Why it matters — Oklo watchers may note the article’s emphasis on the company’s pre-scale business and high sales valuation as factors that leave it sensitive to borrowing costs.
The Motley Fool compares X-Energy with Oklo, noting Amazon owns roughly 23% of X-Energy and that the company’s first project is expected to deploy four 80-megawatt reactors for Dow.
Why it matters — The item highlights a competing SMR company’s customer backing and project plans, providing context for readers following Oklo.
The 25 Wall Street analysts covering Oklo, Inc. have a median 12-month price target of $66, with estimates ranging from $14 to $122. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Oklo, Inc., 14 rate it a Buy, 10 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Oklo, Inc. 1 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Oklo, Inc. ranks 1 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (41 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +196.2% from the last close, and Ticker Nerd's factor model ranks Oklo, Inc. 1 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Oklo, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for OKLO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $14 to $122 over the next 12 months.
Oklo, Inc. returned -80.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Oklo Inc. Class A Common Stock represents an equity interest in Oklo Inc., a company focused on developing advanced fission power plants and related nuclear energy solutions.
The most recent item we track (The Motley Fool, 5 Nov 2026): "Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. BWX Technologies". The Motley Fool headline compares Oklo with BWX Technologies following a sell-off in nuclear energy stocks. The excerpt describes BWX Technologies as a reliable participant in military and commercial nuclear markets.
Oklo Inc. Class A Common Stock represents an equity interest in Oklo Inc., a company focused on developing advanced fission power plants and related nuclear energy solutions. Oklo designs compact fast-reactor systems intended to deliver clean, reliable electricity for customers in energy-intensive sectors and other commercial users. The company also works on nuclear fuel recycling and fuel fabrication technologies, supporting the broader nuclear fuel cycle and the efficient use of used nuclear fuel in future operations. Its business spans power generation, nuclear technology development, and energy infrastructure services, positioning it within the evolving clean energy market. Oklo Inc. serves as a specialized public-market vehicle for investors seeking exposure to a company centered on next-generation nuclear power and associated fuel technologies.
CEO Mr. Jacob Dewitte · 215 employees · United States · https://www.oklo.com
