William Blair sees administrative momentum for Oklo in Q2 report

William Blair analyst Jed Dorsheimer says administrative momentum and strategic partnerships highlighted Oklo‘s (OKLO) Q2 report. The Nuclear Regulatory Commission regulatory rework and partnership pipeline provide more confidence that the company’s “aggressive” late-2027 timeline for the first powerhouse is achievable, the analyst tells investors in a research note. Blair views Oklo as best positioned in the small modular reactor group for investors seeking exposure to the pure-play nuclear sector. It reiterates an Outperform rating on the shares.