UBS Reiterates Neutral on Oklo (OKLO) After Meta Power Deal

2 weeks ago 9

Ghazal Ahmed

Sat, January 17, 2026 astatine 11:41 AM CST 2 min read

Oklo Inc. (NYSE:OKLO) is 1 of the Hot AI Stocks to Keep connected Your Radar. On January 12, UBS expert Jon Windham reiterated a Neutral standing connected the banal with a $95.00 terms target. Firm analysts judge that Oklo’s caller woody with Meta provides strategical value, but it remains cautious for present owed to early-stage execution risks and long-development timeline.

Oklo precocious struck a cleanable vigor statement with Meta that the institution said "advances" its improvement of a 1.2 gigawatt field successful Pike County, Ohio. Firm analysts judge that the statement is affirmative for Oklo arsenic it financially supports the improvement of its early-stage precocious reactor projects.

They further highlighted however Meta has agreed to prepay for powerfulness and connection backing to enactment task development. The archetypal signifier of this is anticipated to scope commercialized cognition successful 2030.

It is besides expected that Oklo’s Aurora-INL task volition present important archetypal operation outgo information successful 2026.

“The statement further underscores the scarcity of disposable cleanable vigor proviso to conscionable increasing tech institution energy demand, successful our view. We expect Oklo’s Aurora-INL task to supply important archetypal operation outgo information for Oklo’s reactors successful 2026.”

Oklo Inc. (NYSE:OKLO) develops precocious atomic powerfulness plants that recycle atomic discarded to supply clean, reliable energy, supporting sustainable solutions for the expanding powerfulness demands of AI.

While we admit the imaginable of OKLO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.