William Blair analyst Jed Dorsheimer has reiterated their bullish stance on OKLO stock, giving a Buy rating on August 8.
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Jed Dorsheimer has given his Buy rating due to a combination of factors including Oklo Inc’s strategic administrative momentum and its strong partnerships. The company’s progress with the NRC regulatory rework and its strategic alliances suggest that the ambitious timeline for their first powerhouse by late 2027 is feasible.
Furthermore, Oklo is well-positioned within the small modular reactor sector, which is gaining traction as a key component of the long-term energy strategy supported by the current administration. The company’s valuation, based on a discounted cash flow scenario through 2040, indicates a potential bull case of $82, reflecting optimism about the continued momentum in the nuclear sector. Strategic partnerships with industry leaders like Siemens and Korea Hydro and Nuclear Power enhance Oklo’s capability to address execution risks and develop a robust supply chain ecosystem.
Based on the recent corporate insider activity of 23 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of OKLO in relation to earlier this year.