OKLO Stock Starts 2026 with 33% Gains Toward $100+ on Massive Govt Support for Nuclear Power
After a steep selloff erased much of its 2024 gains, Oklo has stabilized and rebounded sharply as renewed government support for nuclear...
Quick overview
- Oklo's stock rebounded sharply in early 2025 after a significant selloff in late 2024, driven by renewed government support for nuclear energy.
- The company's recent stabilization is supported by technical indicators and a favorable policy environment, including a review of the nuclear sector by the U.S. House of Representatives.
- Despite the rebound, Oklo's stock remains below previous highs, and long-term success will depend on regulatory milestones and the ability to convert policy support into commercial outcomes.
- Oklo continues to make operational progress, including securing key components for its Aurora reactor and maintaining a strong financial position, though it faces scrutiny due to a lack of clear revenue timelines.
After a steep selloff erased much of its 2024 gains, Oklo has stabilized and rebounded sharply as renewed government support for nuclear energy reshapes investor expectations.
A Violent Repricing Leaves Oklo Searching for Balance
Oklo entered 2025 in a far different position than many investors expected just months earlier. Once celebrated as a frontrunner in advanced nuclear technology, the company suffered a dramatic revaluation during the final quarter of 2024. After peaking above $194 in mid-October, Oklo shares fell nearly 64%, reflecting a swift reversal in sentiment toward early-stage nuclear innovators.
That selloff was not driven by a single catalyst. Instead, it marked a broader reassessment of timelines, regulatory risk, and the long path to commercialization. By year-end, optimism had given way to caution, and Oklo became emblematic of how quickly enthusiasm can fade in capital-intensive, long-duration sectors.
Technical Support Triggers a Sharp Early-2025 Bounce
The decline eventually found a floor near the $70 region, a technically significant zone aligned with long-term support levels. That area attracted renewed buying interest, helping the stock stabilize after months of selling pressure.
OKLO Chart Daily – Testing the 100 SMA Above
In the first three trading days of 2025, Oklo surged roughly 33%, climbing back toward the $100 mark. The rebound has been forceful, but context matters: the move follows an extended drawdown and, so far, represents recovery rather than a return to prior highs.
OKLO Chart Weekly – The 50 SMA Held As Support
On the daily chart, the stock held above the 200-day simple moving average, while the weekly chart showed support near the 50-week SMA. These levels helped arrest the decline, though the broader trend remains challenged unless higher resistance zones are reclaimed.
Policy Developments Reignite Interest in Nuclear Energy
A meaningful shift in the policy backdrop has helped improve sentiment. The U.S. House of Representatives’ Energy subcommittee announced plans to review the current state of the nuclear sector, including licensing hurdles, deployment timelines, and the role of recent policy initiatives in supporting industry growth.
That review coincides with a broader push by the federal government to strengthen domestic nuclear capacity as energy security and electricity demand become more pressing issues.
Uranium Funding Provides a Direct Tailwind
Momentum also followed the U.S. Department of Energy’s announcement of $2.7 billion in uranium-enrichment awards, aimed at expanding production of high-assay low-enriched uranium (HALEU). This specialized fuel is essential for next-generation reactors and has long been considered a bottleneck for advanced nuclear deployment.
For Oklo, the announcement is particularly relevant. The company’s Aurora Powerhouse reactors are designed to operate on HALEU, making fuel availability a critical dependency. Increased funding and federal coordination help reduce uncertainty around supply constraints that have weighed on the sector.
Geopolitics and Energy Security Add Another Layer
Broader geopolitical developments have also sharpened the focus on energy independence. Recent events involving Venezuela brought renewed attention to global energy security, lifting sentiment across strategic energy-related sectors, including nuclear.
These dynamics reinforce the rationale behind recent executive action aimed at expanding U.S. nuclear capacity. President Trump’s prior executive order emphasized nuclear power as a necessary pillar to support rising electricity demand from artificial intelligence, data centers, and domestic manufacturing.
Oklo’s Role in a Shifting Federal Strategy
Despite market volatility, Oklo remains closely aligned with evolving federal priorities. The company has secured multiple Department of Energy contracts supporting its Fuel Line Pilot and Reactor Pilot programs, both focused on establishing a resilient domestic nuclear fuel supply chain.
A key element of that strategy involves repurposing surplus plutonium—historically a long-term storage challenge—into usable reactor fuel. This approach addresses fuel shortages while reducing the burden of nuclear waste management, aligning commercial goals with national policy objectives.
Technical Validation Strengthens the Long-Term Case
Oklo has taken concrete steps to support this strategy. The company recently completed fast-spectrum plutonium criticality tests in collaboration with Los Alamos National Laboratory. Conducted at a national research facility, the tests generated updated safety data required to approve surplus plutonium for use in commercial reactors.
Results showed that the fuel could be safely integrated alongside other fuel types, improving Oklo’s operational flexibility. While markets remain cautious, the progress enhances the credibility of Oklo’s long-term fuel roadmap.
From Market Euphoria to More Measured Expectations
At its peak, Oklo’s valuation reflected confidence that commercialization hurdles were largely behind it. The sharp correction that followed served as a reminder of how sensitive early-stage technology companies are to shifts in sentiment.
Once shares broke below $100, selling pressure intensified, pushing the stock to $70.90 before buyers returned. While the rebound has been notable, the stock remains well below former highs, and longer-term resistance levels still loom.
To reestablish a sustained uptrend, Oklo would need to reclaim its 20-week moving average, which currently sits far above current prices. Until then, the recent rally appears more consistent with stabilization than a confirmed reversal.
Operational Progress Continues Despite Market Volatility
Away from the stock price, Oklo has continued to execute. A binding agreement with Siemens Energy marked an important milestone, securing key turbine and generator components for the Aurora reactor. The deal helps bridge the gap between design and deployment.
The company is targeting reactor criticality at Idaho National Laboratory in July 2026. Reaching that milestone would represent a major technical and regulatory validation, potentially reshaping investor perception.
Financial Position Offers Time, Not Certainty
Oklo’s financials remain typical of a development-stage company. In the most recent quarter, the firm reported a net loss of $29.7 million as research, development, and administrative spending increased.
The balance sheet remains strong, with approximately $921.6 million in cash and short-term investments against $40.6 million in liabilities. At current burn rates, management estimates an operational runway of roughly 7.5 years.
However, the absence of a clear revenue timeline continues to weigh on sentiment. In an environment where capital discipline is increasingly emphasized, long-duration projects face higher scrutiny.
Conclusion: Stabilization Achieved, Proof Still Required
Oklo’s sharp rebound reflects a combination of technical stabilization and improving policy support for nuclear energy. Government funding, regulatory focus, and operational progress have helped counterbalance skepticism that dominated late 2024.
Still, the company remains in a transition phase. Long-term success depends on execution, regulatory milestones, and the ability to convert policy momentum into commercial reality. For now, Oklo has found its footing—but the next phase will require more than optimism to sustain confidence.
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