U.S.-based Oklo Inc. (OKLO) reported its Q1 2026 results last week. While the company’s net loss matched analysts’ expectations, it widened compared to the year-ago period. Following the earnings release, OKLO stock has fallen about 15%. Despite the pullback, Wall Street analysts remain largely bullish on the stock and have reaffirmed their Buy ratings. Here’s what analysts currently expect from OKLO stock.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
For context, Oklo Inc. is an advanced nuclear energy company developing next-generation small modular reactors. Its flagship project, the “Aurora” powerhouse, is a compact fast reactor designed to provide clean and scalable electricity for data centers. In Q1, the company reported a net loss of $0.19 per share, in line with analyst expectations but wider than the $0.07 loss in the same period last year. Oklo continues to operate without commercial revenue as it remains in the development stage.
Latest Analysts’ Views on OKLO Stock
Following its Q1 earnings, H.C. Wainwright’s four-star-rated analyst Sameer Joshi reiterated his Buy rating on OKLO. His view is based on Oklo’s strong financial position, with about $2.5 billion in cash and no debt, giving the company a long funding runway. He also noted falling operating costs, which reduce near-term financing risk as the company advances development. Beyond the balance sheet, Joshi highlighted potential growth catalysts, including its collaboration with Battelle Energy Alliance and Idaho National Laboratory to use AI in reactor and fuel system design.
Meanwhile, Citi’s Vikram Bagri raised his price target on OKLO from $73.5 to $76 while keeping his Hold rating.
Additionally, William Blair’s top-rated analyst Jed Dorsheimer maintained his Buy rating on OKLO, citing strong progress across its power, fuel, and isotope programs and a more supportive U.S. nuclear policy environment. He noted that the company is advancing three reactor sites through Department of Energy review and benefiting from a new Nuclear Regulatory Commission framework that could speed up licensing.
Who Are the Best Analysts Covering OKLO Stock?
Five-star-rated analyst Ryan Pfingst at B. Riley Securities is currently the most accurate analyst covering OKLO over the timeframes of three months, one year, and two years. He has a 71% success rate and an average return of 75.80% per trade in the last three months. On TipRanks, Pfingst ranks #386 among more than 12,000 tracked analysts.
Meanwhile, Pfingst is also the most profitable analyst on OKLO stock. He has a Buy rating on OKLO stock at a price target of $92.
Is OKLO a Good Stock to Buy?
Overall, Wall Street has a Moderate Buy consensus rating on OKLO stock, based on 10 Buys and six Holds assigned in the last three months. The average share price target for Oklo is $90, which implies an upside of 53.7% from current levels.
