Oklo's Nuclear Microreactors: Powering the Future of AI and National Defense

Wedbush Analysts Call Oklo a 'Clear Leader' in Future Nuclear Acceleration

Oklo is "in a great position to capitalize" on rising demand for nuclear energy to power a growing number of data centers as well, the analysts wrote. After Oklo (OKLO) won a Department of Defense contract on Wednesday to supply power to an Air Force base in Alaska, analysts from Wedbush said the nuclear energy startup is set to be a "clear leader" as demand for nuclear energy increases. The analysts lifted their price target to $75 from $55 previously, as they said the nuclear energy industry recently got a "significant tailwind" from President Donald Trump's executive orders signed last month. "The AI Revolution is driving significant demand for clean energy to power AI initiatives with necessary computing power expected to grow 10x by 2030," the analysts wrote. They said Oklo is "in a great position to capitalize on this elevated demand and differentiate itself from competition with its attractive build, own, and operate business model." Oklo and other nuclear stocks have been lifted over the last year as projections have grown for the power demand that an increasing number of data centers will require. The Wedbush analysts said that Wednesday's announcement provides another avenue for Oklo to generate revenue, as the Department of Defense could give the company future contracts for its smaller "powerhouse" reactors to power other military bases as it looks to quadruple nuclear energy production. After a nearly 30% rally to a record close of $68.03 on Wednesday, Oklo shares were little changed on Thursday. They have more than tripled since the start of the year.

Trump's Nuclear Play Fuels Oklo's 566% Stock Boom - Way To Go - Oklo (NYSE:OKLO)

Oklo Inc. OKLO has gone from obscurity to nuclear poster child -- politically and on Wall Street. The microreactor company's stock has exploded 566% over the past year, powered by a combustible mix of Trump-era policy tailwinds and fast-tracked government contracts that have sent bullish signals surging through the market. Pentagon Power Play: Oklo Lands A Game-Changing Deal The most recent jolt came from a major milestone: the U.S. Department of Defense issued a Notice of Intent to Award Oklo a contract to supply power to the Eielson Air Force Base in Alaska. Under the deal, Oklo will design, build, own, and operate its Aurora microreactor, delivering both electricity and heat. The model doesn't just ensure long-term recurring revenue -- it positions Oklo as a first-mover in defense-backed nuclear infrastructure. Related: Nuclear Trio Oklo, Centrus, BWX Soar As Trump Supercharges Reactor Policy Trump's Nuclear Pivot: Fueling The Microreactor Boom Behind the scenes, this momentum is no accident. President Donald Trump's May executive order to accelerate U.S. nuclear energy development has blown open the regulatory bottlenecks that once held microreactor companies back. The order eases approvals for new reactors, supports nuclear fuel supply chains, and, crucially, grants the Department of Defense broader regulatory authority to deploy nuclear on military bases. The policy shift is already showing up in contracts -- Oklo's included -- and is a clear indicator that the U.S. is going all-in on nuclear to power its AI and national security future. Oklo stock has gained over 135% in the past month alone. Wedbush analyst Dan Ives captured the investor sentiment bluntly: "DOD Deal Just the Start of Nuclear AI Demand Story." He raised his price target on Oklo from $55 to $75, citing the company's strategic positioning at the intersection of AI, clean energy and defense. The bullish thesis is rooted in surging energy demands from AI datacenters and growing government support to ensure energy resilience independent of the grid -- Oklo's specialty. With the Trump administration backing nuclear energy through a fast-track executive order, Oklo finds itself in the sweet spot between national defense and digital infrastructure. Bullish Charts, Big Ambitions: Oklo's Technicals Are Glowing Chart created using Benzinga Pro Technically, the chart backs up the hype. Oklo's share price of $68.25 is trading well above its short and long-term moving averages, including the eight-day simple moving average at $54.92, the 20-day at $49.22, the 50-day at $34.44 and the 200-day at $25.91. This type of breakout signals strong bullish sentiment. The Moving Average Convergence Divergence (MACD) reading of 7.68 further confirms upward momentum, while the Relative Strength Index (RSI) at 79.05 indicates the stock is technically overbought -- often a caution flag, but in parabolic runs like this, it can also reflect aggressive institutional accumulation. Investor Takeaway: Hot Momentum, Long Runway For investors, Oklo represents a high-momentum story wrapped in a national narrative. With Washington's nuclear stance warming rapidly and the Defense Department shifting from partner to customer, Oklo isn't just participating in a trend -- it's helping define it. The ride may be volatile, but for now, it's still climbing. Read Next: 4 Stocks To Play The Nuclear Energy Revival Photo: Courtesy Oklo OKLOOklo Inc$67.34-1.01%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum99.26Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

Why Oklo Stock Is Soaring Today | The Motley Fool

While there isn't a specific catalyst today, the company's stock is continuing to rise after an important announcement last week and broader momentum in the nuclear industry. The company, which develops advanced small nuclear reactors (SMRs), announced last week that it has been "conditionally" selected to provide power to an Air Force base in Alaska. The contract, which still needs to be finalized, has been in the works for years. Past attempts to close a deal had been delayed, but it now appears the necessary hurdles have been cleared. The company's Aurora Powerhouse, an SMR, will provide all the power the remote base needs locally, allowing the base's independence from the grid. Late last month, President Donald Trump signed several executive orders to speed up the permitting of new reactors and boost domestic uranium production. The administration believes that nuclear energy can provide a key part of the country's energy needs, especially in light of the growing demand from artificial intelligence data centers. The clear endorsement of the administration has fueled nuclear stocks across the industry, including Oklo, for weeks. SMRs offer unique advantages over traditional nuclear reactors, namely, the fact that they can be tailor-fit to a specific site, like the Air Force base or the many artificial intelligence data centers that are being built across the country. It's clear there is demand. If Oklo can produce a working, safe model, it will be massively successful. Of course, with any company developing new technologies, there is no guarantee it will be successful. I think there is plenty of reason to believe it will be, however. I think Oklo is a good pick.