OKLO Stock Price Target 2026 to 2035:– In the rapidly electrifying world of artificial intelligence and high-performance computing, the search for “clean, firm power” has led investors to a new frontier: advanced fission. At the center of this movement is Oklo Inc. (OKLO). Backed by OpenAI’s Sam Altman, Oklo isn’t just another utility company; it’s a technology play aiming to revolutionize how we generate and consume energy.
For those tracking the OKLO Stock Price, the next decade represents a journey from a pre-revenue “moonshot” to a potential pillar of the global energy grid. As of early 2026, the company is hitting its stride with major partnerships and regulatory breakthroughs that are beginning to define its long-term valuation.
The Current State: OKLO Stock Price in 2026
As of January 2026, the OKLO Stock Price has seen significant volatility, fueled by a mixture of deep Q3 losses and high-profile commercial victories. Just days ago, in early January 2026, the stock surged over 15% following a landmark agreement with Meta (formerly Facebook).
2026 Key Catalysts
- The Meta Agreement: Meta announced plans to back Oklo’s reactor projects to power its AI supercomputers. This includes prepayments that will help Oklo finance its first “powerhouse” campus in Ohio.
- DOE Authorizations: Oklo recently signed an Other Transaction Agreement (OTA) with the U.S. Department of Energy (DOE) for a radioisotope pilot plant, marking a shift from planning to active execution.
- 18A and Aurora Progress: Construction at the Idaho National Laboratory (INL) site for the first Aurora powerhouse is in full swing, with a target to power up as early as late 2027.
Analysts currently view 2026 as a “de-risking” year. The average OKLO Stock Price target for late 2026 ranges from $116.00 to $125.00, assuming construction milestones at INL remain on schedule.
Short-Term Forecast: 2027 – 2029
The 2027–2029 period will be the “Proof of Concept” phase. This is when the OKLO Stock Price will transition from being driven by sentiment to being driven by physical deployment.
The Aurora Powerhouse Launch
By late 2027 or 2028, Oklo expects its first reactor at the Idaho National Laboratory to achieve criticality.
- Revenue Generation: 2028 is projected to be the first year of meaningful revenue, with estimates ranging between $5 million and $18 million.
- Bridge Power Success: Oklo’s partnerships with companies like RPower and Liberty Energy will likely be in full effect, providing “bridge power” (natural gas generators) to customers while they wait for nuclear reactors to come online.
- Price Prediction: If the first Aurora plant operates successfully, the OKLO Stock Price could stabilize in the $140.00 to $165.00 range as the “First-of-a-Kind” (FOAK) risk dissipates.
Mid-Term Outlook: 2030 – 2032
2030 is widely considered the “Year of Profitability” for advanced nuclear. By this time, the OKLO Stock Price will be influenced by the company’s ability to scale its manufacturing.
The Meta Campus and Scaling
- 2030 Milestone: The first reactor for the Meta campus in Ohio is targeted to come online around 2030.
- Order Book Execution: With an order book currently exceeding 14 gigawatts, the focus will shift to how many “powerhouses” Oklo can build per year.
- Foundry & Recycling: By 2030, Oklo’s secondary business in nuclear fuel recycling could become a major high-margin contributor, turning nuclear “waste” into a valuable asset.
2030 Price Target: Conservative estimates place the stock at $210.00, while bull cases suggesting a dominant position in the AI energy market point toward $280.00+.
Long-Term Vision: 2033 – 2035
By 2035, the world will be deeper into its net-zero transition, and the demand for constant, carbon-free baseload power will be at an all-time high.
The Path to Global Leadership
- Full Capacity for Big Tech: The Meta agreement expects full capacity of up to 1.2 gigawatts to be online by 2034. Similar deals with other hyperscalers are likely to follow.
- Energy as a Service: By 2035, Oklo will likely operate as a “Power-as-a-Service” company, owning the reactors and selling the electricity under 20-year contracts, creating incredibly stable and predictable cash flows.
- Radioisotope Dominance: Beyond energy, Oklo’s subsidiary, Atomic Alchemy, could be the leading domestic supplier of medical isotopes for cancer treatment.
2035 Price Target Range:
- Base Case: $350.00
- Bull Case: $500.00+ (Assuming a global rollout and successful entry into European and Asian markets).
Summary Forecast Table
| Year | Milestone | Revenue Est. | Price Target (Avg) |
| 2026 | Meta Partnership/INL Construction | $0 | $119.00 |
| 2028 | First Aurora Powerhouse Online | $12 Million | $155.00 |
| 2030 | Break-even / Meta Ohio Phase 1 | $150 Million | $235.00 |
| 2035 | 1.2GW Meta Capacity / Global Scale | $1.5+ Billion | $420.00 |
Key Risks to the OKLO Stock Price
Investing in advanced nuclear is not for the faint of heart. Several hurdles could derail the OKLO Stock Price:
- Regulatory Gating: While the NRC is becoming more efficient, any significant delay in license issuance for commercial (non-DOE) sites could push profitability back by years.
- Fuel Supply (HALEU): SMRs and fast reactors require High-Assay Low-Enriched Uranium. If domestic supply chains don’t mature, Oklo may face fuel shortages.
- Execution Risk: Building a nuclear reactor is a massive engineering feat. Any cost overruns or technical failures in the early “Aurora” units would be catastrophic for investor confidence.
FAQ: OKLO Stock Price Prediction
Why does Sam Altman’s involvement matter?
Sam Altman’s involvement provides more than just capital; it provides a direct line to the AI industry’s energy needs. His dual role at OpenAI and Oklo ensures that the reactors being built are specifically designed for the needs of future data centers.
Is Oklo better than NuScale (SMR)?
They use different technologies. NuScale uses Light Water technology (more traditional), whereas Oklo uses “Fast Fission” which can potentially use recycled nuclear waste as fuel. Oklo’s model of “Build, Own, and Operate” also differs from the traditional utility-sale model.
When will Oklo pay a dividend?
Unlikely before 2035. As a high-growth tech-energy firm, all excess cash will be funneled back into building new reactors and developing fuel recycling facilities.
What is the “Aurora Powerhouse”?
It is Oklo’s flagship design—a compact, 15MW to 100MW reactor that can sit on-site at a data center or factory, providing power for 20 years without needing to be refueled.
Conclusion
The OKLO Stock Price forecast for 2026 to 2035 is a story of a generational shift in energy. We are moving away from massive, billion-dollar centralized power plants toward decentralized, “plug-and-play” nuclear modules.
If Oklo can successfully navigate the next three years of construction and regulatory review, it will be positioned at the heart of the AI revolution. For investors, the 2026 entry point represents a high-risk, high-reward opportunity to own a piece of the future energy grid. By 2035, Oklo may not just be a nuclear company; it may be the primary engine powering the world’s most advanced intelligence.