Oklo Stock: ‘U.S. Policy Is Increasingly Aligned with Growth Ambitions,’ Says Five-Star Analyst

Oklo’s (OKLO) shares are down roughly 48% over the past six months, yet another analyst has stepped up to support the nuclear reactor startup. Research firm Tigress Financial Partners kicked off coverage of OKLO stock with a Buy rating, noting that “U.S. policy is increasingly aligned with Oklo’s growth ambitions.”

Tigress Raises Oklo Stock Forecast

Tigress’ analyst Ivan Feinseth initiated the coverage with a price target of $130, predicting more than 88% upside in the shares over the next 12 months.

Feinseth is a five-star analyst who ranks in the top 5% of the more than 12,000 Wall Street analysts tracked on TipRanks, placing him in the 607th position. He boasts a 59% success rate and an average return of 11%, as the image below shows.

Why Tigress Is Bullish on Oklo Stock

Feinseth backed this bullish rating with several pointers, which he believes make Oklo a “differentiated way to play the emerging U.S. advanced nuclear and SMR build-out.”

• Technology: The top researcher pointed to Oklo’s Aurora small modular reactor technology, which uses liquid sodium metal instead of water to cool its core and depends on fast-moving neutrons to improve fuel efficiency. He also highlighted the company’s use of a high-assay, low-enriched fuel cycle and its expanding presence in data centers, AI, and isotopes, which are forms of chemical elements. Furthermore, the analyst pointed to the company’s ability to turn nuclear waste into high-margin isotopes for the medical and space industries.
• Business model: Feinseth is also bullish on Oklo’s own-and-operate business model. He noted that Aurora is at the core of the model, connecting to nuclear and AI advantages, and therefore likely to offer more upsides than downsides.
• U.S. policy: The Tigress researchers believe the U.S. policy environment creates “a supportive backdrop” for Oklo’s first-of-a-kind projects and its fleet build-out over the long term.

Is Oklo a Good Stock to Buy?

Across Wall Street, Oklo’s shares continue to carry a Moderate Buy consensus rating from analysts. This is based on nine Buys and five Holds assigned over the past three months.

However, the average OKLO price target of $90.77 indicates about 31% upside.