William Blair analyst Jed Dorsheimer has reiterated their bullish stance on OKLO stock, giving a Buy rating today.
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Jed Dorsheimer has given his Buy rating due to a combination of factors tied to Oklo’s transformative agreement with Meta and the broader momentum in advanced nuclear power. He views the 1.2 GW long‑term power supply deal with Meta as a major validation of Oklo’s technology and business model, materially lowering execution risk and serving as a strong share-price catalyst. The arrangement’s structure, which includes Meta’s ability to prepay for electricity and provide upfront capital, is seen as crucial for funding early project stages, securing fuel, and supporting initial site work, thereby improving Oklo’s financing profile and project visibility.
Moreover, Dorsheimer emphasizes that Meta’s decision to rely on Oklo for a significant portion of its future firm power needs underscores rising corporate demand for reliable, low‑carbon energy solutions, particularly to support AI and data center growth. He believes this position places Oklo at the forefront of a new wave of nuclear deployment, leveraging advanced HALEU-fueled small reactors that can scale meaningfully over time. The partnership also integrates Oklo into a larger ecosystem of advanced nuclear players and fuel suppliers, reinforcing confidence in the company’s long-term growth prospects and justifying the continued Buy recommendation.
In another report released today, Needham also maintained a Buy rating on the stock with a $135.00 price target.