Needham has initiated coverage on Oklo Inc (OKLO) with a Buy rating, marking the firm's first assessment of the company's investment potential. This decision reflects Needham's research into Oklo's business model, industry dynamics, and growth prospects.
Headquartered in New York City, Oklo Inc focuses on developing fission reactors and advanced fuel recycling technologies. The company aims to provide clean, reliable, and affordable energy at scale, serving a range of clients from data centers to defense facilities. With a market capitalization of $16.1 billion, Oklo's current stock price stands at $103.40.
Looking ahead, the company is expected to report its next earnings results on August 10, 2026, with analysts estimating an EPS of -$0.17. Recent performance has shown mixed results, with Q3 2025 EPS reported at -$0.20, below the expectation of -$0.13, reflecting a 49.4% surprise to the downside.
Analyst ratings provide valuable insights but should be considered alongside a comprehensive analysis of company fundamentals, competitive positioning, and industry trends. As of December 1, 2025, the consensus among analysts on Oklo Inc is a Buy, with 4 Strong Buy, 11 Buy, 8 Hold, 1 Sell, and no Strong Sell ratings recorded.