Goldman Sachs Lowers its Price Target on Oklo Inc. (OKLO) to $65 from $91

Oklo Inc. (NYSE:OKLO) is one of the 8 Must-Buy Nuclear Energy Stocks to Invest In. On March 18, 2026, Goldman Sachs analyst Brian Lee lowered the price target on Oklo Inc. (NYSE:OKLO) to $65 from $91 and maintained a Neutral rating. Goldman Sachs said the company reported higher-than-expected operating expenses in Q4 but met its 2025 adjusted operating cash use guidance, while pointing to significantly higher 2026 capex of $350M to $450M as Oklo advances regulatory approvals and construction. The firm added that liquidity has increased to about $2.6B following capital raised in Q1, positioning the company to progress development, including a target for its first reactor to come online in 2028.

B. Riley also lowered its price target on Oklo Inc. (NYSE:OKLO) to $92 from $129 and maintained a Buy rating. The firm cited progress across Oklo’s power, fuel, and isotope businesses, including DOE approvals tied to its first Aurora plant, a prepayment agreement with Meta for up to 1.2 GW in Ohio, and continued advancement in fuel facility construction and isotope operations. B. Riley noted the company exited the quarter with $1.4B in cash and raised an additional $1.2B post-quarter, while guiding 2026 operating cash use of $80M to $100M and investing cash use of $350M to $450M.

On March 18, 2026, Oklo Inc. (NYSE:OKLO) reported FY25 EPS of (72c) versus the (62c) consensus estimate. Operating expenses totaled $139.294M compared with $52.801M in the prior year.

Oklo Inc. (NYSE:OKLO) develops advanced fission power plants designed to deliver clean and reliable energy.

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