Oklo Inc.
OKLO · Utilities
$38.53
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Better Small Modular Reactor Stock to Buy After the Sell-Off: Oklo vs. NuScale Power
Both Oklo and NuScale Power have experienced significant stock declines in 2026 (down 45% and 37% respectively) despite growing demand for nuclear power from AI data centers. The article recommends Oklo as the better investment due to its vertically integrated business model, Meta partnership, and stronger cash position ($3B vs $1.9B), with analysts setting a median one-year price target of $80 per share representing potential 97% upside.
A New Nuclear Rival Recently Filed to Go Public. Should Oklo Investors Be Worried?
Holtec Nuclear filed for an IPO on Nasdaq, presenting a lower-risk alternative to Oklo in the nuclear sector. Unlike Oklo, Holtec is an established company with $165 million in quarterly revenue and $17.8 million in net income, while Oklo remains pre-commercial with only $1.2 million in quarterly revenue and significant losses. Holtec's existing nuclear fuel management business funds its SMR development, whereas Oklo faces continued cash burn until reaching commercial operations around 2028.
This Unstoppable Trend Could Mint the Industrial Sector's Next Big Winners
AI and data centers are driving massive increases in electricity demand, with projections showing data center power consumption could rise from 5% to 20% of U.S. electricity by 2035. This is spurring global nuclear energy expansion, creating investment opportunities in uranium mining, small modular reactor (SMR) developers, and nuclear fuel manufacturers.
What Is a Small Modular Reactor, and Why Is Big Tech Signing Multi-Decade Deals for Them?
Small modular reactors (SMRs) are compact nuclear reactors producing up to 300 MWe per unit, much smaller than conventional plants. Major tech companies including Google, Amazon, and Oracle are signing multi-decade deals for SMR capacity, driven by rising power demands from cloud infrastructure and AI markets. Key SMR producers NuScale, Oklo, and GE Vernova are positioned to benefit from this growing demand.
Oklo's Powerful AI Power Thesis Comes With High-Stakes Contract Risk
Oklo is positioning itself to address AI's power constraints through a business model combining nuclear generation, strategic sites, and infrastructure ownership. While this presents a significant opportunity beyond reactor sales, the company's success depends heavily on executing contracts, construction timelines, commercial operations, and maintaining disciplined spending.