Seaport Global has upgraded Oklo Inc (OKLO) from Neutral to Buy, signalling a more optimistic outlook on the company's prospects. This change, effective December 7, 2025, comes as Oklo's market cap stands at $16.1 billion, with a current stock price of $103.40.
Oklo Inc, based in New York City, is engaged in the development of fission reactors and aims to provide clean, reliable energy through its innovative Aurora product line, which can produce between 15 to 50 megawatts electric (MWe). The company is also working on advanced fuel recycling technologies in partnership with the United States Department of Energy and National Laboratories.
Recent earnings reports have shown challenges, with a TTM EPS of -0.43. The company reported a disappointing Q3 2025 EPS of -0.20, missing estimates by 49.4%. Upcoming earnings are anticipated on August 10, 2026, with an EPS estimate of -0.17.
The upgrade by Seaport Global reflects a shift in analyst sentiment, which may indicate improved fundamentals or increased confidence in Oklo's strategic direction. As of December 1, 2025, the analyst consensus for Oklo is categorized as Buy, with 4 Strong Buy, 11 Buy, 8 Hold, and 1 Sell ratings.
Analyst ratings offer professional insights based on research, but they should be considered alongside various factors, including company fundamentals and market conditions. As new information emerges, such ratings may change, underscoring the importance of a comprehensive approach to investment decisions.