Oklo Inc. (OKLO) Rockets 23% on Trump Nuclear Push and Analyst Hype

Wall Street’s latest flavor of the week? Tiny nuclear reactor play Oklo Inc. just exploded past a 23% gain—thanks to a double-barreled blast of political tailwinds and analyst adrenaline.

Trump’s sudden executive orders fast-tracking nuclear projects lit the fuse. Then some desk jockey with a Bloomberg terminal slapped a ’buy’ rating on the stock—because nothing says ’sound investment’ like political volatility and herd mentality.

Funny how these ’groundbreaking’ analyst upgrades always arrive right after the rocket has already launched. But hey, momentum chasers gotta chase—until the next shiny object distracts them.

TLDR

• OKLO stock closed at $48.87, up 23.04% on May 23.
• Earnings date set between August 11–15, 2025.
• Wedbush raised OKLO’s price target to $55 with an Outperform rating.
• Trump’s executive orders boost U.S. nuclear sector development.
• Oklo eyes growth in small modular reactor (SMR) market.

Oklo Inc. (NYSE: OKLO) closed on May 23 at $48.87, soaring 23.04% after news of President Trump’s executive orders to accelerate nuclear energy development.

Oklo Inc. (NYSE: OKLO) Stock

The company’s earnings are expected between August 11–15, 2025. Wedbush analyst Dan Ives also boosted the company’s price target from $45 to $55 while maintaining an Outperform rating, highlighting Oklo’s strong positioning in the evolving energy sector.

Analyst Optimism and Business Model

Wedbush’s positive stance is tied to Oklo’s unique approach: selling power directly to customers through long-term agreements. This model provides consistent revenue streams and buffers the company against sector volatility. Ives emphasized Oklo’s growth prospects, especially in the small modular reactor (SMR) space.

As demand for reliable energy increases, particularly for data centers and AI infrastructure, Oklo’s advanced nuclear solutions are expected to capture expanding market share.

Executive Orders Fuel Momentum

President Trump’s recent actions aim to remove regulatory bottlenecks that have historically slowed U.S. nuclear innovation. Oklo CEO Jacob DeWitte praised the move, noting the importance of reviving next-generation reactor technology that has long remained dormant.

Energy leaders, including Constellation Energy’s Joseph Dominguez, stressed the need for always-on, 24/7 power to meet the demands of massive, energy-hungry data centers — something nuclear power is uniquely equipped to provide.

Financial Overview and Valuation

Oklo’s financials show some challenges. The company reported a net loss of $59.4 million over the trailing twelve months, with a diluted EPS of -$0.47. Its return on assets stands at -22.83%, while return on equity is sharply negative at -56.03%.

Oklo holds $201.02 million in cash, with very low debt (0.67% debt-to-equity), but levered free cash FLOW remains negative at -$24.09 million. Valuation ratios like price-to-earnings and price-to-sales are currently unavailable, though its price-to-book ratio is 25.26.

Performance Versus Benchmarks

Oklo’s stock has outperformed the broader market across multiple time frames. The company boasts a year-to-date return of 130.19% and a staggering one-year return of 543.87%, compared to the S&P 500’s -1.34% YTD and 10.16% one-year gains.

Over three and five years, Oklo has delivered 404.86% and 388.70% returns, easily beating the S&P 500’s 46.03% and 96.34% returns over the same periods.

Outlook

With regulatory tailwinds, analyst support, and rising demand for nuclear energy, Oklo Inc. appears well-positioned for future growth. Investors will watch closely as the company approaches its August earnings window to assess whether it can maintain its momentum and turn potential into sustained profitability.