Analysts have a mixed view on Oklo.
While one sees limited upside, another sees a 50% upside from the current price.
Oklo is evaluating the use of alternative fuel materials in its nuclear power plants.
Shares of Oklo (NYSE: OKLO) were on shaky ground today, falling 5.4% in early Wednesday trading and were still trading 2.5% lower as of 2:30 p.m. ET on Wednesday. Optimism around the red-hot nuclear energy stock appears to be waning. Or, let's just say, some analysts are being cautious with their price targets after the stock's incredible 370%-plus run-up in 2025 so far.
Image source: Getty Images.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Goldman Sachs analyst Brian Lee met Oklo's CEO Jacob DeWitte and Director of Investor Relations Sam Doane at an investor meeting on Dec. 9, post which the analyst reiterated a neutral rating and price target of $106 per share on the nuclear energy stock.
Having the same rating is, of course, better than watching your stock getting downgraded, but investors in Oklo aren't happy. That's because Lee's price target implies barely 5% upside from Oklo's current price of around $101 per share.
Should investors be worried? Maybe not, because analysts have a mixed view on Oklo stock. Just a couple of days ago, for instance, analysts from Seaport Global raised their price target on Oklo stock to $150 per share, especially after the company said that it is evaluating the potential use of plutonium as a nuclear fuel.
Oklo is building fast-fission nuclear power plants called Aurora powerhouses that can operate on both uranium and recycled fuel. In October, it signed a $2 billion partnership with Europe-based newcleo to build advanced nuclear fuel fabrication facilities in the U.S. that could repurpose surplus plutonium for use as nuclear fuel.
Shares of Oklo have fallen significantly from their October all-time highs of $193.84 per share as investors took profits off the table after a massive run-up in the shares. Oklo is working on multiple projects with the U.S. Department of Energy (DOE), which is mainly why the start-up stock has been in the spotlight and could remain so.
Before you buy stock in Oklo, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oklo wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $521,550!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,133,904!*
Now, it’s worth noting Stock Advisor’s total average return is 981% — a market-crushing outperformance compared to 194% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of December 8, 2025
Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Goldman Sachs Group. The Motley Fool has a disclosure policy.