Oklo Inc. received a consensus "Moderate Buy" rating from eighteen analysts on January 23, 2026. This rating follows the company's agreement with Meta Platforms.
The agreement, announced earlier in January, develops a 1.2 GW nuclear power campus for Meta in Pike County, Ohio.
Analysts cite the Meta deal as a major validation of Oklo's technology. They note the prepayment mechanism for fuel procurement de-risks long-term revenue potential.
Some analysts remain cautious, citing long development timelines as a headwind. The first phase is not expected online until around 2030. They also point to the company's current pre-revenue status.