Oklo (OKLO) shares have been a big disappointment for investors this year, but a turnaround might be on the horizon now that President Donald Trump is considering passing an executive order in favor of nuclear technology.
According to a recent Axios report, the expected mandate could accelerate deployment of nuclear reactors as Trump wants to secure the first commercial deployment by the end of his second term.
The news is positive for OKLO stock as it specializes in fission technology and nuclear fuel recycling solutions. At writing, shares of the company headquartered in Santa Clara, California are down more than 50% versus their year-to-date high in mid-February.
How Would Trump’s Order Benefit Oklo Stock?
An executive order from Trump aimed at ramping up deployment of nuclear reactors could fast-track Oklo’s projects, potentially leading to a material decline in its operational costs.
Federal backing could unlock funding for advanced nuclear technologies, which may also benefit OKLO given that it specializes in small modular reactors (SMRs).
Note that nuclear power is gaining traction as a stable source of energy for data centers and related AI infrastructure.
If the Trump administration passed an order that promotes nuclear energy use for these applications, OKLO shares could benefit on the back of new partnerships and additional revenue streams as well.
HCW Sees Possibility of a Full Recovery in OKLO Shares
The year-to-date decline in the Oklo stock price, much of which was related to the tariffs-driven rout in U.S. tech stocks, offers a compelling opportunity to build a position in the NYSE-listed firm, says Sameer Joshi, an HC Wainwright analyst.
His “Buy” rating on the nuclear energy stock comes with a price target of $55 that signals potential upside of more than 100% from current levels.
HCW is constructive on OKLO particularly because it signed a 12GW non-binding master power agreement with data center developer, Switch, in late 2024.
What’s the Consensus Rating on Oklo in 2025?
Investors should also note that HCW is not the only Wall Street firm that’s uber bullish on Oklo stock in 2025.
The consensus rating on the OKLO also currently sits at “Moderate Buy” with the mean target of $46 indicating potential upside of about more than 70% from here.
