Eighteen analysts covering Oklo Inc. issued a "Moderate Buy" consensus rating on January 23, 2026.
The average one-year price target stands at $103.20. Individual ratings include nine Buy, one Strong Buy, six Hold, and two Sell ratings.
Oklo’s early January agreement with Meta Platforms heavily influenced recent sentiment. Analysts view the deal as a major technology validation and a de-risking event for future revenue.
Bank of America recently upgraded the stock to "buy," further contributing to positive sentiment.
Optimism is tempered by several concerns. These include long development timelines for projects, execution risk, and the company's current pre-revenue status.