Analysts highlight Oklo Inc. as a key beneficiary of surging AI data center energy demands.
Wedbush reiterated its "Outperform" rating on February 4, 2026. The firm set a $150 price target. Wedbush emphasized nuclear energy's strategic importance to power the expected tenfold increase in AI computing by 2030.
Oklo develops advanced fission reactors. These reactors provide reliable, low-carbon energy.
William Blair also reiterated an "Outperform" rating. The firm cited Oklo's progress in reactor development. Analysts agree Oklo's technology is positioned to meet the substantial new energy needs of expanding AI infrastructure.