5 Best AI Energy Stocks to Buy in 2026

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1. Oklo Inc. (NYSE:OKLO)

Oklo Inc. (NYSE:OKLO) is one of the best AI energy stocks to buy in 2026.

Analyst sentiment surrounding Oklo Inc. (NYSE:OKLO) remains robust, as the stock enjoys the confidence of approximately 70% of covering analysts. The $90 consensus price target implies over 80% upside.

On March 26, 2026, UBS reduced its price target for Oklo Inc. (NYSE:OKLO) from $95 to $60 while maintaining a “Neutral” rating. UBS stated that while it remains cautiously optimistic about U.S. nuclear development, there are concerns about the required capital for project development, as well as potential delays and cost overruns. As developers go from concept and licensing work to execution-heavy phases, the update emphasizes a more measured approach.

That caution was followed by two target cuts on March 18, 2026, after the company’s fourth-quarter results were announced.

Citing advancements in the company’s power, fuel, and isotope businesses, including DOE approvals linked to its first Aurora plant at Idaho National Laboratory, a prepayment agreement with Meta for up to 1.2 GW in Ohio, initial fuel facility construction, and milestones supporting Atomic Alchemy’s isotope operations, B. Riley reduced Oklo Inc. (NYSE:OKLO)’s price target to $92 from $129 but maintained a “Buy” rating.

Despite post-quarter liquidity increasing to approximately $2.6 billion, Goldman Sachs also reduced its price target on Oklo Inc. (NYSE:OKLO) to $65 from $91, assigning a “Neutral” rating on the stock, pointing to higher-than-expected guidance for fourth-quarter operating expenses and a projected 2026 investing cash use of $350 million to $450 million.

Oklo Inc. (NYSE:OKLO) is an advanced nuclear technology company developing fast fission power plants, isotope production capabilities, and nuclear fuel recycling technologies.

While we acknowledge the potential of NTSK to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NTSK and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 14 Hedge Fund Favorites with Strong Setup in 2026 and 8 Most Undervalued Value Stocks to Buy Right Now.

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