Oklo Target of Unusually High Options Trading (NYSE:OKLO)

Oklo (OKLO) develops small nuclear reactors intended to provide carbon-free electricity under long-term contracts. The company says its Aurora design is a 75 MWe liquid-metal-cooled fast reactor using used fuel and HALEU, with fuel recycling efforts underway. Oklo listed in May 2024; shares have swung sharply, and it targets first reactor deployment in late 2027/early 2028 pending NRC approval.

Bank of America analysts said nuclear power has been “rediscovered” amid surging electricity demand, citing reliable baseload power, lower carbon footprint and higher energy return. They called nuclear a $10 trillion opportunity. Morgan Stanley projects global nuclear capacity could exceed 860 GW by 2050 and $2.2 trillion in nuclear value-chain investment over 25 years. Reuters links demand growth to AI data centers.

European markets fell Wednesday morning as oil rose for a third day after US-Iran exchanges, with Iranian drones hitting Kuwait’s airport. The FTSE 100 was down 0.25% and miners lagged; Howden Joinery led after an acquisition. In the US, S&P 500 set a record close above 7,600, but futures pointed to a marginally lower open.

The Motley Fool highlights three nuclear-related stocks amid rising demand for reliable power. Cameco (CCJ) says it and Kazakhstan’s Kazatomprom produced about 50 million pounds of uranium in 2025 (about 86% of top-seven miners’ output) and has a 49% stake in Westinghouse, which entered an $80 billion U.S. Commerce partnership. Nano Nuclear Energy (NNE) reports about $7 million annual revenue after acquiring Secured Transportation Services and is developing HALEU supply and small reactors. Oklo

Oklo (OKLO) and Nano Nuclear Energy (NNE) are early-stage firms developing small nuclear reactors for customers needing power near demand. The article says Oklo has a larger customer pipeline, exceeding 14 GW, citing partnerships with Meta, Switch, Equinix, and Liberty Energy. Nano’s revenue is limited; it acquired Secured Transportation Services (about $7M annual revenue). Oklo reported about $2.5B cash vs Nano’s ~$565M.

BofA analyst Rinny Singh reinstated coverage of Oklo Inc. (NYSE:OKLO) with a Buy rating and an $80 price target on May 22, implying more than 17% upside. BofA cited Oklo’s vertically integrated “build-own-operate” model and its 1.2 GWe binding power agreement with META plus over 14 GWe in non-binding letters, supporting its view of early SMR traction.