Seaport Research Bases New Oklo (OKLO) Valuation on $1.59B 2032 EBITDA Projection

2 hours ago 2

Maham Fatima

Wed, December 31, 2025 astatine 10:33 AM CST 2 min read

Oklo Inc. (NYSE:OKLO) is 1 of the hottest large-cap stocks of 2025. On December 8, Seaport Research expert Jeff Campbell upgraded Oklo to Buy from Neutral with a $150 terms target. This sentiment follows the company’s Q3 2025 net call, which the steadfast noted offered extended item connected the multivariate advancement of its concern strategy. The caller valuation is grounded successful a 2032 EBITDA projection of $1.59 billion.

Previously, connected December 5, Needham initiated sum of Oklo Inc. (NYSE:OKLO) with a Buy standing and $135 terms target. Needham cited the company’s advantaged regulatory lasting and wide substance strategy arsenic cardinal differentiators. With an industry-leading pipeline and implicit $1.2 cardinal successful liquidity, the institution is well-equipped to execute connected aggregate projects astatine once. A captious origin successful this bullish outlook is the DOE authorization, which Needham believes greatly reduces the execution risks for its archetypal reactors.

Seaport Research Bases New Oklo (OKLO) Valuation connected $1.59B 2032 EBITDA Projection

Additionally, UBS expert Jon Windham raised the firm’s terms people connected Oklo to $95 from $65 and kept a Neutral standing connected the shares connected December 2. Positioned for a monolithic build-out of atomic infrastructure, Oklo’s superior absorption is its INL aviator project, targeting a July 2026 start-up. The steadfast noted that if Oklo Inc. (NYSE:OKLO) successfully commercializes its SMR exertion early, it stands to summation a important first-mover vantage and rapidly grow its marketplace presence.

Oklo Inc. (NYSE:OKLO) develops precocious fission powerfulness plants to supply clean, reliable, and affordable vigor astatine standard to customers successful the US. It besides commercializes atomic substance recycling exertion that converts atomic discarded into usable substance for its reactors.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.